| Ronald Stöferle and Mark Valek of Incrementum AG are pioneers in the world of hard assets, stern devotees of gold and Bitcoin, and deep skeptics about the sustainability of debt-based monetary systems. They join Jack to explain why a new era of stagflation has already begun, one in which inflation (“the wolf”) and a striking economic downturn (“the bear”) conspire to wreak havoc on the 60/40 portfolio and beguile central bankers all around the world. Ronnie and Mark share their near-term outlook on gold and Bitcoin, and explain why they think the Federal Reserve will have little choice but to reverse course as economic growth falls rapidly. -- Follow Mark Valek on Twitter https://twitter.com/MarkValek Follow Ronni Stoeferle on Twitter https://twitter.com/RonStoeferle Follow Jack on Twitter https://twitter.com/JackFarley96 Follow Blockworks on Twitter https://twitter.com/Blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: 2022 In Gold We Trust report: https://ingoldwetrust.report/igwt/?lang=en -- Bit.com is a full-suite cryptocurrency exchange launched by Matrixport, an integrated financial services firm headquartered in Singapore. Since August 2020, Bit.com has been online supporting the spot, perpetual, futures, fixed income and options products, with a particular highlight being pioneers to launch BCH options. Bit.com is the second-largest in the BTC and ETH options market. Call to action: For any further enquiry, please contact [email protected] Sign up URL: https://bit.ly/3KlgLR3 App download URL: https://bit.ly/3xer6uI -- Timestamps: 00:00 Introduction 00:28 Background 06:10 The Fed Put And The Everything Bubble 26:14 Gold and Bitcoin, Going Back In Time 40:45 Bit.com 41:16 Bitcoin Near-Term Outlook 54:32 Gold Near-Term Outlook 1:03:10 What If The Fed Doesn't Pivot? 1:14:00 Counterparty Risk -- Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. |
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Full version of the In Gold we Trust Report 2022:
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Ronald Stöferle gave a keynote presentation at this year’s Zuri-Invest under the title “Koyaanisqatsi” or “Life Out of Balance” in which he goes over how markets and the world are currently out of balance and in dire need of stabilization.
The key problem
A large part of today’s financial, political and social imbalances can be traced to our monetary system and the fact that we have been under a fiat money regime for over 50 years now. This year we have seen, that currencies like the Euro the Yen or the British Pound have suffered greatly towards the Dollar, while commodity-based currencies those of Brazil and Australia have fared much better. We can also see imbalance in bond markets, with the worst performance since 1865. Finally, the so called “balanced portfolio” has also
Zuri-Invest Keynote with Ronald Stöferle: KOYAANISQATSI – Life Out of Balance
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Ronald Stöferle, author of the "In Gold We Trust" report and fund manager at Incrementum poses the question of balance in the financial markets in his presentation, giving new and exciting macro analysis on global currencies, central banks and interest rates, the U.S. dollar, inflation, equities and what it all means for the precious metals markets as they too are in "Inbalance".
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BullionStar Perspectives – Ronald Stöferle – Global Macro and Gold: A European Perspective
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Filmed in October 2022
In this not to be missed episode of BullionStar Perspectives, Ronald Stoeferle of Incrementum AG talks to Ronan Manly about the current precarious state of financial markets.
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The current setup
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Ronald Stöferle | The Fed Hawks Are Doves in Disguise
2022-08-31
Despite gold being down 2–3 percent in US dollar terms, gold has continued to preserve its purchasing power in the long term. In mid-August, gold was up 8 percent in euro terms and 15 percent in Japanese yen terms.
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