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IV: Ronald Stöferle, Managing Partner, Incrementum AG 2020/07/02

I just had a fantastic talk with Incrementum’s Ronni Stöferle, the guy who started publishing the now world-famous In Gold We Trust annual report 14 years ago. (Here’s the link for the free download, if you haven’t read the new edition: ) With gold having just hit $1,800 for the first time since 2011, it seemed like a good time to get his take on my favorite metals.

Topics include:
00:00:00 — Intro
00:01:40 — What is the In Gold We Trust report and why should anyone read it?
00:07:00 — Why gold matters.
00:12:40 — Why does he give this massive work away for free?
00:16:20 — What do sponsors get out of it?
00:19:50 — Does he have a gold price forecast?
00:26:00 — Does he see silver any differently?
00:30:40 — Silver-gold relationship intact.
00:32:10 — What about the case for deflation in the current recession/depression?
00:39:00 — How people who should know better unleash hyperinflation.
00:42:20 — Will near term deflation cause a correction in monetary metals?
00:49:00 — If printing money is inflationary, why didn’t we see much inflation after 2008?
00:53:00 — This time, money-printing and velocity of money are increasing.
00:56:26 — Ronni’s Monetary Endgame thesis.
00:59:45 — When do you think the dollar will lose its reserve currency status?
01:03:30 — How do you invest or advise investors based on the above?
01:06:50 — Gold vs. Bitcoin
01:09:50 — What types of mining companies does he invest in?

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Ronald Stöferle
Ronald-Peter Stöferle is Managing Partner and Fund manager at Incrementum AG, based in the Principality of Liechtenstein. The company focusses on asset management and wealth management and is one hundred percent owned by its partners. Ronald manages a fund that invests based on the principles of the Austrian School of Economics.
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