The David Lin Report, Released on 11/5/23 (Recorded on 10/30/23)

Matthew Piepenburg, Partner of Matterhorn Asset Management, discusses the “surreal risks” facing the economy, as well as the debt crisis that looms.

0:00 – Intro
1:30 – Rising bond yields
7:49 – Debt crisis
11:38 – Inflation
17:15 – Dedollarization
21:20 – Hard landing
24:10 – Equities outlook
26:25 – Gold
39:00 – “Surreal risks”

Matthew Piepenburg began his finance career as a transactional attorney before launching his first hedge fund during the NASDAQ bubble of 1999-2001. Thereafter, he began investing his own and other HNW family funds into alternative investment vehicles while operating as a General Counsel, CIO and later Managing Director of a single and multi-family office. Matthew worked closely as well with Morgan Stanley’s hedge fund platform in building a multi-strat/multi-manager fund to better manage risk in a market backdrop of extreme central bank intervention/support. The conviction that precious metals provides the best protection against potential systemic risk led Matt to join Matterhorn Asset Management. Read Piepenburg’s writings here: https://goldswitzerland.com/author/ma…

  debt crisis, dedollarization, hard landing, inflation, Matthew Piepenburg