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2024 Markets: The End of a Crappy Year, The Beginning of a Worse One
As my last report for 2023, I wanted to hit the big issues blunt in the face—from debt and sovereign bond markets to themes on the USD, inflation, risk markets and physical gold. This will not be sho...
Matthew Piepenburg / December 17, 2023
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Markets & Main Streets Are “Suffering from the Sins of Our Central Bankers”
In this lengthy discussion with Ivor Cummins of Ivor Cummins Science, Matterhorn Asset Management, AG Partner, Matthew Piepenburg, speaks intentionally broadly of the macroeconomic, debt and currency...
Matthew Piepenburg / July 20, 2023
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Showdown on the Markets – in 5 Charts
There is a good reason why the Chinese understand the saying “May you live in exciting times!” as a curse. Economic and (geo)political developments in recent weeks and months have indeed been exciting...
Ronni Stoeferle / April 13, 2023
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“No Way Out” for Global Markets Trapped in a Doom Loop of Debt
In this compelling conversation with Wealthion founder, Adam Taggart, Matterhorn Asset Management principal, Matthew Piepenburg, addresses the current and vast range of headline market topics, signals...
Matthew Piepenburg / April 10, 2023
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$2 quadrillion in global debt looms over the markets, Paper assets could implode
In this thirty-minute interview with Chris Waltzek of GoldSeek Radio, Matterhorn Asset Management (MAM) founder, Egon von Greyerz, covers a wide swath of global financial issues—from inflated asset bu...
Egon von Greyerz / March 7, 2023
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Open Madness in Global Bond Markets: Got Gold?
The slow but steady implosion of global bond markets is no longer a debate but fact. Knowing this, investors can better brace themselves for the policy and market reactions to come. Here, we once aga...
Matthew Piepenburg / January 18, 2023
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2023: As Markets Implode, Gold is Poised to Explode
In this 20-minute MAMChat, Matterhorn Asset Management principals Egon von Greyerz and Matthew Piepenburg open 2023 with an informal yet blunt look at the twin nuclear risks of: 1) a rising geopoliti...
Egon von Greyerz / January 11, 2023
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CREDIT MARKETS—THE FATAL SHARK RISING FROM THE DEEP
The yield on the 10Y UST is known by most investors to represent the real cost of capital/borrowing. In short, it is the most important yield in the world, as it prices the cost of the world’s reserv...
Matthew Piepenburg / November 4, 2022
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HOW GLOBAL MARKETS FAIL AND GOLD SUCCEEDS: DEBT, DERIVATIVES & POLITICIZED (I.E., DISHONEST) CENTRAL BANKS
Egon von Greyerz joins Darryl and Brian Panes of As Good as Gold Australia for an in-depth discussion on the state of global financial markets and the inevitable demise of paper currency and rise of p...
Egon von Greyerz / October 31, 2022
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Rising Inflation, Falling Markets and False Facts All Point to Gold
In Part I of this two-part interview series with Michelle Makori of Kitco News, Matthew Piepenburg addresses the latest (and “official”) CPI inflation data. Higher than expected inflation figures sent...
Egon von Greyerz / September 15, 2022
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