Stagflation 2.0 Is Here To Stay | Ronald Stöferle and Mark Valek

Published on July 2, 2022

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Ronald Stöferle
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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.
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Referenced In The Show:

2022 In Gold We Trust report: https://ingoldwetrust.report/igwt/?lang=en
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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.

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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
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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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About 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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