Gold: Solid Solution for Desperate Times
VON GREYERZ partner, Matthew Piepenburg, sits down with the TDLR’s David Lin at the recent VRIC event in Vancouver, Canada to make sense of the financial and geopolitical year ahead.
Piepenburg explains why he is far less bullish on the markets for 2025 than he was in 2024. Equities are quantifiably over-valued and narrowly led, but the billion-dollar question boils down to this: Will the Fed provide bazooka (currency-killing) liquidity before OR after markets hit their inevitable uh-oh moment?
Piepenburg then addresses THE core issue of debt in the home of the world reserve currency and what the incoming Trump administration can and can not do to address what is otherwise an unavoidable debt trap in which the bond market will be saved at the expense of the dollar—all good for gold in the long run as real-time recession indicators remain unspoken.
On a related note, Piepenburg addresses the relative vs inherent strength of the USD and explains how stable coins like Tether are being carefully rolled out as a centralized CBDC-like wolf in sheep’s clothing to monetize unloved USTs at the expense of personal privacy/control.
Piepenburg closes with his thoughts on the pros and cons of the Trump tariff headlines and what this means for inflationary and deflationary forces.
About Matthew Piepenburg
Matthew Piepenburg
Partner
VON GREYERZ AG
Zurich, Switzerland
Phone: +41 44 213 62 45
VON GREYERZ AG global client base strategically stores an important part of their wealth in Switzerland in physical gold and silver outside the banking system. VON GREYERZ is pleased to deliver a unique and exceptional service to our highly esteemed wealth preservation clientele in over 90 countries.
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