Insights

VON GREYERZ, Partner Matthew Piepenburg, joins Jesse Day at Commodity Culture to discuss the ever-changing shifts in markets, geopolitics, the economy, and the rising role of precious metals against a...

Matthew Piepenburg / March 12, 2025

As we’ve said and written so many times, and as history confirms century after century, and regime after regime, desperate (i.e., debt-cornered) nations do desperate things. And this, by the way, alwa...

Matthew Piepenburg / March 9, 2025

VON GREYERZ partner, Matthew Piepenburg, is pleased to share a lengthy but all-encompassing and deeply substantive conversation had in mid-December with GoldRepublic’s Alexej Jordanov. In this patient...

Matthew Piepenburg / March 5, 2025

VON GREYERZ partner Matthew Piepenburg joined Jay Martin, Andy Schechtman, and Taylor Kenny at the recent VRIC conference in Vancouver, Canada, to discuss the rising tensions between the new Trump adm...

Matthew Piepenburg / March 2, 2025

Trump would not be surprised if there is no gold in Fort Knox. There should be 4,600 tons there, at a value of $430 billion.  The U.S. allegedly holds 8,100 tons of gold in Fort Knox, with most r...

Egon von Greyerz / February 26, 2025

In this important 20min audio interview with KWN, VON GREYERZ Partner Jonny Haycock, explains the FACTS about how the biggest underweight to gold in 100 years is colliding with a massive supply/demand...

Jonny Haycock / February 22, 2025

VON GREYERZ partner, Matthew Piepenburg, joins Elijah Johnson of Liberty & Finance to make common sense of the nonsense happening at the COMEX exchange in New York. Matthew explains how decades of...

Matthew Piepenburg / February 19, 2025

Topics like bond yields, dollar debates, or yield curves can be admittedly, well, boring. And things like politics can be, well… emotional at best or divisive at worst. Shared Concern Among So Mu...

Matthew Piepenburg / February 16, 2025

Matthew Piepenburg recently joined The Daniela Cambone Show to unpack the dangers of increasing centralization as the global financial system bends ever more under the weight of a self-infli...

Matthew Piepenburg / February 13, 2025

For years, we’ve been warning of gold’s critical role as a buffer against increasingly obvious currency risk, banking risk, geopolitical risk and market risk. And for years, we’ve been warning about t...

Matthew Piepenburg / February 9, 2025

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 explai...

Matthew Piepenburg / February 3, 2025

When all the euphoria about the election and the Executive Orders is gone, the annoying small problem of the $36 trillion US debt remains – a debt growing exponentially. And also a debt that Tru...

Egon von Greyerz / January 29, 2025

Just three years ago, BlackRock’s Larry Fink and the current White House’s Donald Trump openly declared that BTC was a scam. Fast-forward to today, and the Trump administration is promising a BTC “str...

Matthew Piepenburg / January 26, 2025

2024 was an eventful year in politics. Around half of the world’s population was called to the polls for presidential or parliamentary elections. For the first time in the history of Western democraci...

Ronnie Stoeferle / January 19, 2025

In this opening Gold Matters discussion for 2025, VON GREYERZ principals, Egon von Greyerz and Matthew Piepenburg, address their major risk concerns for the year ahead, namely: market risk, political...

Egon von Greyerz / January 9, 2025

Another year is ending, which means it’s time to look back in order to better look forward. For 2025, I see no other realistic option or scenario ahead other than a weaker dollar and rising gold. This...

Matthew Piepenburg / December 31, 2024

This 32-minute discussion between Grant Williams and me covers my 55-year professional journey from banking in Switzerland, building and running a major UK FTSE 100 company (DIXONS), and setting up a...

Egon von Greyerz / December 26, 2024

Matthew Piepenburg joins Miles Franklin principal, Andy Schechtman, in a spirited yet substantive conversation on gold’s place, role and direction in a rapidly changing political and geopolitical land...

Matthew Piepenburg / December 21, 2024

In this 48 minutes discussion, Ronni and Egon cover a broad spectrum of topics, including: Ronni’s 18 years as the foremost Global Gold Ambassador with his “In Gold We Trust Report“

Egon von Greyerz / December 19, 2024

In a pre-election trip to DC and the Big Apple, it was clear to everyone with whom I spoke that, “Trump was never gonna win, period.” A month later, he won. These were pretty clever folks, so why were...

Matthew Piepenburg / December 15, 2024

Piepenburg rolls up his sleeves with a blunt assessment of BTC’s so-called “digital gold” slogan, which, based on the very definitional elements of money and the mathematical elements of volatility, c...

Matthew Piepenburg / December 13, 2024

In a no-holds-barred conversation, VON GREYERZ Partner Matthew Piepenburg sits down with David Lin to dissect the challenges and opportunities facing the incoming Trump administration.

Matthew Piepenburg / December 11, 2024

As we approach what usually should be a blissful holiday period, the treacherous path the world is now on does not bode well for 2025 and beyond.

Egon von Greyerz / December 9, 2024

Matthew Piepenburg, Partner at VON GREYERZ, closes out 2024 with a no-holds-barred conversation with Grant Williams of Things That Make You Go Hmmm. Together, they dive into the fallout of the post-Tr...

Matthew Piepenburg / December 4, 2024

The combination of Eastern/Southern Central Bank gold buying and all CBS replacing their dollar reserves with gold will lead to unprecedented demand for gold for many years. More gold cannot satisfy t...

Egon von Greyerz / November 26, 2024

Needless to say, Donald Trump recently won the US election, and as JFK Jr. said of this “impolitic” figure, a “revolution” is coming. Depending on one’s politics, such a “revolution” is either music...

Matthew Piepenburg / November 17, 2024

In this pre-US-election interview, VON GREYERZ Partner, Matthew Piepenburg, joins Jeremy Szafron of Kitco News to address the many ignored “elephants” in the room regarding recession indic...

Matthew Piepenburg / November 7, 2024

There is a fine line between happiness and misery, as Dickens describes in David Copperfield. Copperfield’s landlord, Mr Micawber, was just on the wrong side of happiness by six pence.  In a rece...

Egon von Greyerz / November 4, 2024

There Are Two Americas… This observation goes beyond the partisan divide of a polarized nation heading toward a polarized election. The deeper, irrevocable rift lies beyond left vs. right. Quite sim...

Matthew Piepenburg / October 27, 2024

In the latest 15-minute interview with King World News, Egon von Greyerz explains why gold’s price is expected to multiply over the next few years. You can access the full KWN article, The World...

Egon von Greyerz / October 20, 2024

VON GREYERZ partner, Matthew Piepenburg, joins WTFinance to unpack the hard math and common sense ramifications of converging data points - from Chinese rate cuts and US markets to fiat money signals...

Matthew Piepenburg / October 17, 2024

Has the gold price reached its peak, or is it in a bubble similar to the early 1980s? Is a significant correction on the horizon, or are there strong reasons to believe that gold is not yet extremely...

Ronnie Stoeferle / October 15, 2024

Yet our army is shrinking while the navy is decommissioning warships faster than new ones can be built, our Air Force has stagnated in size, and only a fraction of the force is available for combat on...

Egon von Greyerz / October 10, 2024

VON GREYERZ partner, Matthew Piepenburg, joins Nomi Prins with Ted Butler of VRIC Media to separate facts from fiction as to the key themes facing the global financial system, namely: US recession ind...

Matthew Piepenburg / October 3, 2024

Matthew Piepenburg joins Jesse Day of Commodity Culture in a candid conversation on the myriad financial, geopolitical & social forces shaping the future.

Matthew Piepenburg / September 29, 2024

In an insightful interview, Jonny Haycock, Partner at VON GREYERZ, explores critical topics shaping the global financial landscape and the signals family offices must not ignore.

Jonny Haycock / September 26, 2024

Watch another refreshingly candid discussion of deteriorating financial, social and geopolitical conditions in the U.S. and abroad.

Matthew Piepenburg / September 24, 2024

As a polarized U.S. marches toward a political, financial, and perhaps even military crossroads in the closing months 2024, many feel what George Lukas might otherwise describe as a “disturbance in th...

Matthew Piepenburg / September 20, 2024

Left, right or center, our policy makers - from parliaments and executive branches to central banks and think tanks - have taken the world closer to war, immigration disasters, infrastructure failures...

Matthew Piepenburg / September 8, 2024

It was always inevitable that the GOLD price would reach $ 1 million! So, now we are there. The price for a 400-ounce gold bar has now reached $ 1 million. It reached $ 1 million on August 16, 2024 &#...

Egon von Greyerz / August 30, 2024

Get an exclusive seat to this condensed version of a two-part interview between VON GREYERZ partner, Matthew Piepenburg, and Gary Bohm of Metals & Miners. Piepenburg squarely addresses some of the...

Matthew Piepenburg / August 21, 2024

Is democracy dying? Pride Cometh Before the Fall Many years ago, the American political scientist, Francis Fukuyama, prematurely declared the victory both of liberal democracy and free-market capitali...

Matthew Piepenburg / August 18, 2024

VON GREYERZ Founder, Egon von Greyerz, joins CapitalCosm to discuss current financial risks and the critical differences between short-term investing and long-term wealth preservation.  The inter...

Egon von Greyerz / August 14, 2024

The last few weeks are pointing to clear directional markets in the coming weeks, months and probably years.  – Stocks have peaked  – Gold and Silver have resumed a secular uptrend. (...

Egon von Greyerz / August 12, 2024

In this important 20-minute Gold Matters discussion, Matt Piepenburg and Egon von Greyerz cover critical areas which are vital for investors to survive in a tumultuous world.  These include: – W...

Egon von Greyerz / August 8, 2024

Political opinions are almost as vast as financial opinions—from bull to bear, or left to right. But there are differences, no? Political opinions, unlike market evaluations, for example, more often l...

Matthew Piepenburg / August 4, 2024

In this latest Gold Matters discussion, VON GREYERZ principals Egon von Greyerz and Matthew Piepenburg squarely address the rising symptoms of a financially and politically unstable financial system r...

Egon von Greyerz / July 28, 2024

In his latest conversation with the David Lin, VON GREYERZ partner, Matthew Piepenburg, addresses US political volatility (post-assassination attempt, pre-Biden drop out) and social unrest, with speci...

Matthew Piepenburg / July 25, 2024

The failure of Western financial structures, including the currency system, is in its final stages.   Sadly, no one takes any notice – YET! Global debt has already tripled this century...

Egon von Greyerz / July 24, 2024

Between politics (driven by self rather than public servants), markets (driven by debt rather than profits) and currencies (diluted by over-creation rather than chaperoned by a real asset), it is fair...

Matthew Piepenburg / July 14, 2024

The rise in the gold price this spring 2024 was undoubtedly spectacular. In just a few weeks, the gold price rose by almost 20% in USD terms, with a gain of 21.7% for the first half of the year as a w...

Ronnie Stoeferle / July 11, 2024

In this compelling conversation with Tom Bodrovics of Palisades Gold, VON GREYERZ partner, Matthew Piepenburg, bluntly dissects the empirical realities from the main stream fantasies regarding the ris...

Matthew Piepenburg / July 10, 2024

With the collapse of the Western financial and political systems now happening before our eyes, wealth preservation takes on a totally different meaning. 

Egon von Greyerz / July 8, 2024

In this extensive interview with Adam Taggart of Thoughtful Money, VON GREYERZ partner, Matthew Piepenburg, addresses a wide range of market forces impacting investors in an almost surreal 2024 of rat...

Matthew Piepenburg / June 24, 2024

I spend a lot of time tracking the ripple effects of embarrassing and unsustainable debt levels on our credit markets, rate markets, equity bubbles, inflation metrics and, of course, the daily-debasem...

Matthew Piepenburg / June 22, 2024

At the end of a monetary era a number of dominoes will keep falling, initially gradually and then suddenly as Hemingway explained when asked how you go bankrupt. Some of the important dominoes the wor...

Egon von Greyerz / June 17, 2024

VON GREYERZ partner, Matthew Piepenburg, joins Dunagun Kaiser of Liberty & Finance to discuss the clear and present dangers facing the US and global economy despite rising equity markets. 

Matthew Piepenburg / June 14, 2024

There is much legitimate (as well as dramatic) talk about the failing US, its debased currency and its identity-fractured/inflation-taxed middle-class which has been increasingly described more aptly...

Matthew Piepenburg / June 9, 2024

In this critically important conversation, VON GREYERZ principals, Egon von Greyerz and Matthew Piepenburg, join VRIC Media’s Jesse Day in an important and timely examination of gold’s role within an...

Egon von Greyerz / June 3, 2024

Financial experts Egon von Greyerz and Jim Rogers explore the complexities of global economics, investment strategies, and the future of currencies.

Egon von Greyerz / May 21, 2024

Below, we soberly assess the lessons of history and math against the current realities of a debt-defined America to ask and answer a painful yet critical question: Is America losing?

Matthew Piepenburg / May 19, 2024

In this detailed interview with Silver Bullion Television, Matthew Piepenburg, partner at Von Greyerz, joins host Patrick Vierra in Singapore to discuss the pressing issues facing the global economy.

Matthew Piepenburg / May 10, 2024

Poor America. Poor Jerome Powell… It is no fun to be openly trapped, and even less fun to be in open decline while meekly declaring all is fine.

Matthew Piepenburg / May 5, 2024

Since the October 2023 gold low of just over $1,600 gold is up but is anyone buying?

Egon von Greyerz / April 29, 2024

VON GREYERZ partner, Matthew Piepenburg, joins John Buttler (Southbank Research) and David Lin in a spirited discussion on the omni-present yet undeniably important theme of the USD and its historical...

Matthew Piepenburg / April 17, 2024

Needless to say, we at VON GREYERZ spend a good deal of time thinking about, well… gold. Year after year, and week after week, there is always a new way to examine gold price moves and decipher the o...

Matthew Piepenburg / April 14, 2024

In this full-ranging discussion with Anthony Fatseas of WT Finance, VON GREYERZ partner, Matthew Piepenburg, squarely addresses the financial, market, currency and central bank forces which evidence a...

Matthew Piepenburg / April 10, 2024

The desire of gold is not for gold. It is for the means of freedom and benefit.

Egon von Greyerz / April 7, 2024

In recent weeks, gold has reached new all-time highs in many currencies, including the US dollar, the euro and the Swiss franc. We want to take the euphoric mood among gold investors as an opportunity...

Ronnie Stoeferle / April 4, 2024

In this brief, 13-minute compilation of insights from 2023, VON GREYERZ, AG partner, Matthew Piepenburg, reminds us of prior warnings which are truer than ever (and playing out) today as the stock mar...

Matthew Piepenburg / April 3, 2024

The best way to own precious metals is outside of the banking system. Because ETF vehicles used for precious metal ownership are integrally tied to this system, they too are another all-too-common, ye...

Jonny Haycock / April 1, 2024

If you want to understand the direction of debt, rates, the USD, inflation, risk asset markets, gold and the US endgame, it might be better not to listen to the experts. In fact, Johny Cash is a far...

Matthew Piepenburg / March 31, 2024

The world’s best kept investment secret is GOLD Gold has gone up 7.5X this century Gold Compound annual return since 2000 is 9.2% Dow Jones Compound annual return since 2000 is 7.7% incl. reinveste...

Egon von Greyerz / March 25, 2024

In this unique compilation of interviews made throughout 2023, VON GREYERZ partner, Matthew Piepenburg, squarely addresses the key themes and questions regarding physical gold ownership. Not surprisin...

Matthew Piepenburg / March 17, 2024

In this fact-packed, 30-minute conversation, VON GREYERZ partner, Matthew Piepenburg, joins Jesse Day of Commodity Culture to make sense of the growing list of dislocations in debt, currency and finan...

Matthew Piepenburg / March 13, 2024

As is historically typical of all corrupted and objectively bankrupt nations, the truth is often as hard to find as an honest man in parliament.

Matthew Piepenburg / March 10, 2024

In this engaging, 30-minute conversation, VON GREYERZ partner, Matthew Piepenburg, sits down with Liberty Finance’s Elijah Johnson to discuss Gold’s recent surpassing of the 2100 (USD) marker in the b...

Matthew Piepenburg / March 6, 2024

All Empires die without fail, so do all Fiat currencies. But Gold has been shining for 5000 years and as I explain in this article, Gold is likely to outshine virtually all assets in the next 5-10 yea...

Egon von Greyerz / March 5, 2024

It’s almost comical to watch policy makers of all stripes and country codes caught in a corner yet pretending we don’t notice. Again: It’s almost comical. But there’s really nothing funny at all abo...

Matthew Piepenburg / February 25, 2024

In this critically important Gold Matters discussion, VON GREYERZ principals, Egon von Greyerz and Matthew Piepenburg, place the enormous risks of the current U.S. equity bubble within the much-needed...

Egon von Greyerz / February 22, 2024

All the fundamentals are now in place for the above equation to be true.

Egon von Greyerz / February 20, 2024

Matthew Piepenburg joins Grant Williams, Andy Schectman and Jay Martin in the opening presentation at the recent Vancouver Resource Investment Conference to discuss the truly “tectonic shifts” in the...

Matthew Piepenburg / February 16, 2024

The French poet, Arthur Rimbaud famously wrote that “Nothing is true.” Hmmm. Fairly sensational, no? Deciphering the nuance behind such poetic phrases is almost as difficult as deciphering the mean...

Matthew Piepenburg / February 11, 2024

In this brief yet refreshingly blunt discussion, VON GREYERZ partner, Matthew Piepenburg joins David Lin at the Vancouver Resource Investment Conference. From Canada, Piepenburg fleshes out the longer...

Matthew Piepenburg / February 9, 2024

In this brief yet substantive conversation with Charlotte McLeod of Investing News Network, VON GREYERZ partner, Matthew Piepenburg, bluntly answers the financial questions and concerns which politica...

Matthew Piepenburg / February 7, 2024

VON GREYERZ founder and chairman, Egon von Greyerz, sits down with Investor Talk’s Jan Kneist to discuss his outlook for 2024, which includes clear signs that now, more than ever, investors need to be...

Egon von Greyerz / February 5, 2024

In late December, I published a final report on the themes of 2023 while looking ahead at their implications for the year to come. I repeated my claim that debt markets and debt levels made the futur...

Matthew Piepenburg / January 26, 2024

In this brief yet important conversation between Egon von Greyerz and Matthew Piepenburg, these former “MAMChatters” announce a new discussion series, GOLD MATTERS. The timing and series-change is bot...

Egon von Greyerz / January 18, 2024

In this first discussion of a longer series focusing on key risk themes nearing a 2024 breaking point, Matterhorn Asset Management principals, Egon von Greyerz and Matthew Piepenburg, open with a blun...

Egon von Greyerz / January 15, 2024

With the US shooting itself in the foot again, we are now certain that this is the final farewell to the bankrupt dollar based monetary system. More about this follows but in the meantime an extremel...

Egon von Greyerz / January 14, 2024

In Europe, many countries have been seething since 2015, when the first major wave of refugees reached Germany and Austria in particular. In the US, it was the election of Donald Trump as President in...

Ronnie Stoeferle / January 11, 2024

Ever since day-one of the predictably disastrous and politically myopic insanity of weaponizing the world reserve currency against a major power like Russia, we warned that the USD had reached an hist...

Matthew Piepenburg / January 7, 2024

In this opening MAMChat for 2024, Matterhorn Asset Management principles, Egon von Greyerz and Matthew Piepenburg, take a sober look ahead at a macro environment riddled with undeniable event-risk—fro...

Egon von Greyerz / January 6, 2024

In Part II of this two-part conversation with Michelle Makori of Kitco News, Matterhorn Asset Management Partner, Matthew Piepenburg, answers questions about crypto currencies, gold’s critical wealth...

Matthew Piepenburg / January 1, 2024

In Part I of this two-part conversation with Michelle Makori of Kitco News, Matterhorn Asset Management Partner, Matthew Piepenburg, looks at the key financial themes of 2023 and the critical trends t...

Matthew Piepenburg / December 29, 2023