Piepenburg Talks Gold: Yesterday, Today & Tomorrow

By Matthew Piepenburg

Partner

March 17, 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 surprisingly, so many of the trends (inflation, rates, Fed policy and gold pricing) which Piepenburg tracked throughout 2023 are clearly playing out/confirmed in real time as we move into 2024.

In this highly informative (one-stop) survey of gold as an asset class, Piepenburg turns his attention to the core gold themes and questions, namely:

-Why doesn’t everyone own gold?

-What has gold done for you lately?

-How does gold compare to stocks and bonds? To currencies?

-Where is gold heading? In Price? In value?

-What about BTC?

-Is the USD going up or down in general?

-What are the key risks for which gold protects?

-How and where should gold be owned and not owned?

-Gold investing vs. Gold speculating: What’s the difference?

-How trapped is the Fed and what’s coming for banks, rates, markets and gold?

-Is a gold-backed currency inevitable? Necessary?

-What does the new oil trade say about the USD? Gold?

-How real is the de-dollarization influence on the gold price?

-How does mistrust in currencies, sovereign bonds and political systems play out going forward?

All of these critical questions, as well as the implications behind these themes and trends, are squarely addressed. We hope you enjoy this educational, as well as easily understood/plain-spoken “big picture” gold discussion. Gold emerges throughout this compilation of discussions as a now undeniably important asset to help far-sighted investors prepare for the changes happening today and coming at greater speed tomorrow.