In our second MAMinar Ronni Stöferle and Egon von Greyerz meet to talk about current events in the global economy as well as gold.
The scene is set – there is a total disconnect between markets and reality, as gold reaches the highest levels in a decade. COVID infects millions, markets crash, unemployment numbers are soaring, companies haemorrhaging cash, and despite all that, stocks are at all-time highs.
We had a warning, and a rehearsal, in 2008/9 when the Fed managed to save the economy and kick the can down the road. The end game started in Sep 2019 with Quantitative Easing and Repos.
Ronni has just published the In Gold We Trust Report which has proceeded to become the benchmark publication on gold, money, and inflation. In the MAMinar, Ronni offered the audience his unique insights into the gold market both as an investment and also as protection against a broken financial system.
Egon von Greyerz
Founder and Managing Partner
Matterhorn Asset Management
Phone: +41 44 213 62 45