Commodity Culture, Released on 4/29/26 (Recorded on 4/28/26)
Matthew Piepenburg is incredibly bullish on silver, as he sees worsening supply deficits coming face-to-face with both industrial and monetary demand, in a scenario where $300 silver becomes a when, not if question. Matthew also opines on gold’s price action in the face of global conflict, why the bond market is signaling a major credit crisis ahead, and much more.
00:00 Introduction
01:02 Perfect Setup For Silver
10:33 Gold and the Iran War
19:26 War’s Impact on Global Economy
27:52 Global Bond Crisis
33:12 Market Crash in 2026?
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://vongreyerz.gold/author/matthew-piepenburg…