Investor Talk, Released on 1/23/25

The election of Donald Trump as US President marks a turning point. But will the euphoria be sustainable? Trump cannot change the math and he will not solve the debt problem. In the harsh reality, many consumers continue to suffer, as can be seen from the growing new car inventories, for example. House prices are falling and interest rates remain high and will very likely continue to rise. There are signs of a small turnaround in gold, as ETF holdings are rising again for the first time. The process will continue for a long time, driven in particular by central bank purchases. Peter Schiff expects yields to rise sharply in Japan, which could have a global impact. At the same time, the share of gold in global financial assets remains low and does not reflect the acute risks at all. Protect your assets now.

0:00 Intro
1:30 Will Trump bring more unpredictability, can he end wars?
4:20 Financial problems will not disappear with Trump
5:10 The number of new cars in the US increased by 50% compared to the same month last year
6:10 Credit card debt rises, house prices fall, interest rates remain high
7:30 Long-term interest rates will drag up short-term rates
9:20 The debt ceiling was reached when Trump took office
11:20 The debt ceiling is a farce
12:40 Why are reverse repos near zero?
13:50 With the economic crisis, banks will again need large sums from the FED
14:20 A new real estate bust in China!
15:30 Yield rise in Japan could cause bond cracks
17:55 The debt problem is global and an era is ending now
19:30 ETF gold holdings are rising and gold is rising in almost all currencies
20:50 Now you have to protect your assets in order not to lose them
21:50 Half a percent of the world’s financial assets are in gold
22:55 Most investors always get in too late
24:00 Gold will rise many times over, not just through central bank purchases
26:30 Trump spoke of a “golden age”

Egon von Greyerz is founder and Managing Partner of Von Greyerz (formerly Matterhorn Asset Management AG & GoldSwitzerland). Since the 1990s Egon von Greyerz has been actively involved with financial investment activities including mergers and acquisitions and asset allocation consultancy for private family funds. This led to the creation of Matterhorn Asset Management, an asset management company based on wealth preservation principles. MAM is part of the Aquila Group, Switzerland’s largest independent asset management group. Von Greyerz makes regular media appearances on CNBC, BBC, etc. and publishes articles on the world economy and wealth preservation.

  gold, market crash, precious metals, stock crash