Investor Talk, Released on 10/26/23

0:00 Intro
1:35 The most dangerous time since the end of WW2, but many don’t act accordingly
2:40 Investors rarely buy at the low, but want confirmation
3:30 Slowly investors are reacting to the situation, even a world war is not out of the question
4:25 Stocks should plummet, which would break confidence
5:40 Charlie Munger and Warren Buffett warn of dangers in US commercial real estate
7:15 Private foreclosures in the U.S. are rising sharply
8:50 Real estate disaster is worse than 2008
11:40 With real estate, banks are going underwater
13:10 With higher interest rates, debt, bond issues, a vicious cycle toward worthlessness is created
15:30 The perfect storm affects the whole world
16:00 With asset collapses expected, gold becomes the investment of the hour
18:20 Oil and gold often move with high correlation, charts suggest rising prices
19:35 Fossil fuels power the world and remain essential
20:30 A blockade of the Strait of Hormuz could send oil up hundreds of dollars
22:00 Dow-gold ratio should drop dramatically
23:50 Central banks are destroying paper money at an increasing pace
25:10 Gold ownership will make a big difference

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.

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