I just had a fantastic talk with Incrementum’s Ronni Stöferle, the guy who started publishing the now world-famous In Gold We Trust annual report 14 years ago. (Click here for the free download, if you haven’t read the new edition.) With gold having just hit $1,800 for the first time since 2011, it seemed like a good time to get his take on my favorite metals.
Topics include:
00:00:00 — Intro
00:01:40 — What is the In Gold We Trust report and why should anyone read it?
00:07:00 — Why gold matters.
00:12:40 — Why does he give this massive work away for free?
00:16:20 — What do sponsors get out of it?
00:19:50 — Does he have a gold price forecast?
00:26:00 — Does he see silver any differently?
00:30:40 — Silver-gold relationship intact.
00:32:10 — What about the case for deflation in the current recession/depression?
00:39:00 — How people who should know better unleash hyperinflation.
00:42:20 — Will near term deflation cause a correction in monetary metals?
00:49:00 — If printing money is inflationary, why didn’t we see much inflation after 2008?
00:53:00 — This time, money-printing and velocity of money are increasing.
00:56:26 — Ronni’s Monetary Endgame thesis.
00:59:45 — When do you think the dollar will lose its reserve currency status?
01:03:30 — How do you invest or advise investors based on the above?
01:06:50 — Gold vs. Bitcoin
01:09:50 — What types of mining companies does he invest in?
