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The Macro Butler on Key Portfolio Allocations, Gold Forecasts and More

Hear from Laurent Lequeu as he details the important macro trends impacting the world today.

As global power players continue to reassess and realign themselves, it is increasingly important to take a macro approach when making decisions – in business, investing and for broader life decisions. At Prinsights, we place an emphasis on knowledge being our most vital asset. Information will always shape outcomes.

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That’s why we are particularly thrilled to deliver a brilliant conversation with Laurent Lequeu who manages The Macro Butler on Substack. Now, if you’re not familiar – I could not recommend following and subscribing to The Macro Butler enough.

As a macro-focused mind, his approach to the world packages with a true independent outlook to stand out and make his analysis worth your time. He’s also based in Singapore and delivers insights beyond the norm – that come with great value, expertise and global insights.

In our discussion above, you’ll discover:

  • His strategy to portfolio allocations (including gold) and

  • Three key ratios that he deploys to evaluate the world and drive his asset allocations

  • The “indicator of monetary illusion” that he’s identified and how he uses it to understand financial markets

  • One key geopolitical friction point he is actively monitoring and its financial impact

  • A detailed and specific 5-year forecast for gold and silver (and what’s driving them forward)

  • The serious currency alternatives that BRICS+ countries are targeting right now

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For those that are interested, I recently had the opportunity to speak with Daniela Cambone with ITM Trading. During our discussion, I work to unpack the myths behind recent headlines claiming China is resetting the gold price – and much more. If you get a chance, check it out here now.

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