Investor Talk, Released on 11/23/23

0:00 Intro
1:05 Is everything good again?
3:05 After favorable CPI figures, everything was bought up, stocks, bonds, gold
4:00 Temporary deflationary effects? Sales of luxury goods are falling, sales are down
5:40 Luxury goods were one of the biggest bubbles and it bursts with the other bubbles
7:10 Declining sales and inflation are not mutually exclusive
7:55 Higher refinancing costs for US corporate loans cost billions more dollars
9:05 It’s only a matter of time before we have to go back to QE
10:30 8 trillion USD will have to be refinanced in 2024, at higher interest rates!
11:40 People, especially US citizens, should worry about their bank deposits!
13:10 The new inflation phase will come quickly as much supply has also been destroyed
13:55 Geopolitical risks become incalculable and lead to the sale of dollar reserves
15:15 Wars, bank collapses, state bankruptcies can come quickly, so take precautions now
15:45 The Netherlands has increased its gold reserves. Preparing for a gold backing?
17:55 A new gold standard is still unlikely
18:55 The confiscation of Russian (dollar) currency reserves speaks in favor of gold reserves
20:00 Normality has not returned, be careful with stocks!
20:40 Those who protect their finances also protect their families

Egon von Greyerz is founder and Managing Partner of 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, inflation