Metals and Miners, Released on 5/22/25

Join Gary Bohm on Metals and Miners as he interviews Matthew Piepenburg, Partner at Von Greyerz Gold Switzerland, to dive deep into the gold markets, U.S. debt crisis, and the shifting monetary system. Matthew reveals why global trust in U.S. Treasuries is crumbling, how inflation is now a policy tool, and why gold remains a critical long-term investment. Don’t miss this eye-opening discussion on wealth preservation, currency debasement, and the looming commodity super cycle!

00:00 Introduction to Gold Markets
01:03 Why U.S. Treasuries Are Losing Trust
06:53 The U.S. Debt Crisis Explained
11:47 Inflation as a Policy Response
16:08 Geopolitical Shifts and Financial Markets
20:55 Gold’s Role in Today’s Economy
30:04 Why Gold is a Long-Term Investment
33:37 Is Gold Undervalued Right Now?
40:39 Asset Allocation Strategies for 2025
50:11 Understanding the Credit Crisis

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…

  credit crisis, gold, inflation, Matthew Piepenburg, us debt crisis