Global Macro And Gold: A European Perspective
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In this not to be missed episode of BullionStar Perspectives, I talk with Ronald Stoeferle of Incrementum AG about the current precarious state of financial markets.
The interview covers everything from the macro interactions of interest rates, inflation, gold, and economic growth, to the feeling on the ground in Europe, and from how Incrementum manages its portfolios, to why German-speaking populations have an affinity for gold.
Ronald is a partner, managing director & fund manager at Incrementum AG, an investment firm in Liechtenstein, and is the author of the famous "In Gold we Trust" report, an annual publication that covers the global precious metals and financial markets.
Video Length: 00:43:53
The interview with Ronald is 44 minutes long and each topic in the interview is clickable as follows:
- 00:00 Introduction
- 00:47 Market sentiment in Europe vs the US
- 02:54 Recessionary impact of rate hikes - Europe vulnerable?
- 09:28 'Fiscal Stimulus’ and the creation of dependency
- 12:38 Solutions to inflation - the 1970s versus current day
- 18:37 USD strength impacting gold price, but for how long
- 23:02 The shift toward a multipolar monetary system
- 28:45 Incrementum fund strategies and Ronnie’s macro view
- 35:40 Precious metals culture in German-speaking populations
- 41:19 The "In Gold We Trust" name and message
- 43:17 Wrap-up
More By This Author:
U.S. Dollar Strength - Trigger For Global Financial Crisis
Golden Dawn For The Monetary System
Emirates takes on LBMA with launch of UAE Good Delivery Standard for gold
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