Investor Talk, Released on 2/27/26

While the warning signs are becoming increasingly clear, small investors seem (once again) to be failing to recognize the danger and are investing record sums in stocks. For Egon von Greyerz, this is an indication that a turnaround is imminent. In the US, private equity firm Blue Owl Capital is suspending redemptions for one of its funds and liquidating assets. This could be a harbinger of further forced sales of highly indebted financial vehicles. Ray Dalio, a famous investor and billionaire, warns of a debt spiral from which there is no escape. And the more desperate the situation becomes with exploding deficits, the more creative countries become in raising money. In the Netherlands, an absurd law is being introduced that will make unrealized gains taxable from 2028. Against this backdrop, gold and silver are becoming increasingly important, preferably stored outside the banking system and the EU. The Indians and Chinese are continuing their buying spree for precious metals. With the financial crisis intensifying, Egon von Greyerz even expects capital controls in the US and Europe.

0:00 Intro
1:30 The next upward trend in precious metals should begin soon
2:15 Retail investors are buying stocks like crazy—is this a bad sign?
3:45 Prices rise before a turnaround; small investors jump in big time
5:40 Private equity comes under pressure and may contribute to a wave of selling
8:15 Ray Dalio warns of a debt death spiral
10:45 Taxes on unrealized gains?
13:50 Do governments want to take everything from citizens at the end of an era?
14:15 Indians are buying large quantities of gold and silver, China is experiencing a gold shortage
15:45 Paper manipulation is ending now
16:30 Geopolitical problems such as those in Mexico could further fuel the silver rush and argue in favor of physical ownership
18:45 Are capital controls coming?

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, investing, precious metals, silver