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. The interview covers everything from the macro interactions of interest rates, inflation, gold and economic growth, to the feeling on the ground in Europe, and from how Incrementum manages its portfolios, to why German speaking populations have an affinity for gold. Ronald is partner, managing director & fund manager at Incrementum AG, an investment firm in Liechtenstein, and is author of the famous "In Gold we Trust" report, an annual publication which covers the global precious metals and financial markets. 00:00 Introduction 00:47 Market sentiment in Europe vs the US 02:54 Recessionary impact of rate hikes - Europe vulnerable? 09:28 'Fiscal Stimulus’ and the creation of dependency 12:38 Solutions to inflation - 1970s versus current day 18:37 USD strength impacting gold price, but for how long 23:02 The shift towards a multipolar monetary system 28:45 Incrementum fund strategies and Ronnie’s macro view 35:40 Precious metals culture in German speaking populations 41:19 The "In Gold We Trust" name and message 43:17 Wrap-up Full version of the In Gold we Trust Report 2022 https://ingoldwetrust.report/download/19434/?lang=en Subscription (free of charge) for the In Gold we Trust Report: https://ingoldwetrust.report/igwt/?lang=en#igwt-formular Incrementum's latest Gold Compass: https://ingoldwetrust.report/download/23370/ Compact version of the In Gold we Trust Report 2022 https://ingoldwetrust.report/download/19431/?lang=en In Gold We Trust general webpage: https://ingoldwetrust.report/igwt/?lang=en Summary video of the In Gold we Trust Report 2022: _J9U Incrementum company webpage: www.incrementum.li/en |
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