Finding Value in Gold and Mining Stocks — Tavi Costa & Ronnie Stoeferle

In Gold We Trust, Released on 3/4/24 0:00 Introduction 5:30 Trifecta of Macro/Micro imbalances 13:25 Inflation expectations 19:00 Risk Assets 22:40 Emerging Markets vs. Industrialized Economies. 30:30 Lets talk about gold! 49:14 New Incrementum Fund’s Strategy 1:03:28 Where to look for value in small caps. Tavi Costa is a partner and portfolio manager at Crescat […]

Ronnie Stoeferle discusses all things precious metals

Ronnie Stoeferle discusses all things precious metals

Macro Voices, Released on 6/1/22 MacroVoices Erik Townsend and Patrick Ceresna welcome Ronnie Stoeferle to the show to discuss all things precious metals – from the fundamental outlook to likely possibility of an even deeper correction than we’ve seen so far before the yellow metal makes an assault on new all-time highs in U.S. dollar […]

Ronnie Stoeferle discusses why Gold and Silver are not responding as investors would normally expect

Wall Street Silver, Released on 12/18/21 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 […]