Investor Talk, Released on 4/27/25

The stock market quake has calmed down and, as in the past, retail investors have bought record amounts of shares. This fails to recognize that gold has outperformed the Dow Jones and even the Magnificent 7 stocks this year. While inflation in the US remains elevated, partly due to Trump’s tariffs, he is demanding interest rate cuts. The dilemma cannot be solved by the Fed and the escalating debt will cause long-term interest rates to rise further. As interest rates rise, the bubble markets come under increasing pressure. The revaluation of gold continues as it is increasingly recognized as the only true money. The masses cannot shift into gold and will suffer huge losses with standard investments. Preserve your purchasing power now, while that of others will fall. Egon von Greyerz also considers silver to be very promising, but it is not for the faint-hearted.

0:00 Intro
2:30 Retail investors seem to run into the knife again
4:00 Past crashes have always been offset so far
5:00 As a reflection of the economy, stocks should lose heavily
6:30 Fighting inflation and supporting the economy, an impossibility
9:30 Hyperinflation is very likely at the end of an era
10:30 Gold outperforms stocks, but investors continue to chase equities
11:20 Trump demands interest rate cuts
12:30 Inflation is being fueled by government action on both sides of the Atlantic
13:40 The Fed only controls short-term interest rates
15:00 Interest rates will rise and bring down all bubble markets
16:40 Gold undergoes a long-lasting revaluation as the only real money
18:40 Gold has surpassed the “Magnificent 7” and this is just the beginning
21:00 The revaluation of gold has a long way to go
22:15 Over the last 27 years, gold has now caught up with Berkshire Hathaway
24:30 Silver has high catch-up potential
25:10 Gold buying is rising but is far from a panic
27:30 For physical investment, a ratio of 75% gold and 25% silver is advisable
28:00 Maintain your purchasing power when others’ falls
29:00 Trump is not responsible for the stock market reaction, he is only accelerating what would have happened anyway

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.

  economy, gold, hyperinflation, inflation