In Gold We Trust, Released on 5/23/22
The In Gold We Trust report 2022 covers topics including:
► Status quo of gold: price development in the last 12 months, most important influencing factors and trends on the gold market
► Stagflation 2.0
Definition and analysis of historical stagflation phases
Structural reasons arguing for a long-term inflationary environment
Parallels and differences from previous stagflationary phases
The challenges that “Stagflation 2.0” poses for investors
Which asset classes are likely to perform well in stagflation?
► After the Everything Bubble, is the Everything Crash now looming?
► Central banks: from pigeons to hawks and back gain
► De-dollarization, including a timeline of world monetary history since 1944.
► Gold’s contribution to a low-CO2 portfolio
► Royalty and streaming companies as an interesting investment option
► Updated gold price forecast
The report also includes interviews on the following topics:
► Conversation with Alasdair Macleod on “Stagflation and a New Gold Standard”
► Interview with star analyst Luke Gromen on “Energy, War & Inflation”
Ronald-Peter Stöferle is Managing Partner and Fund manager at Incrementum AG, based in the Principality of Liechtenstein. The company focusses on asset management and wealth management and is one hundred percent owned by its partners. Ronald manages a fund that invests based on the principles of the Austrian School of Economics.