InGoldWeTrustReport

This years In Gold We Trust report will be published on May 27th. Sign up here to get a copy as soon as it comes out: https://ingoldwetrust.report/in-gold-we-trust-report/

Ronald Stöferle is a guest on Wall Street Silver and explains why the fundamental changes of the last few years are the perfect scenario for silver and gold. Inflation and the end of moderation The 60s and especially the 70s were known for their high inflation. After that, the roughly 30-year period of great moderation began, during which inflation was very low. But this is now over. Inflation is currently at a decade high in many countries and should not return to the low levels seen before the Covid crisis anytime soon. Another point is that the definition of CPI keeps changing. Depending on the definition, inflation is actually much higher. It is also important to note that inflation is the only realistic path for policymakers out of the debt crisis. Mines more profitable than ever Compared to the S&P, the GDM index is extremely cheap. Mines are already very profitable at this price level and will only benefit more from a rising gold or silver price. Since the fundamental reasons for a rising gold price are very good, this will also have a positive effect on the mines. The numbers are already extremely good. If the gold price were to rise, it would be very unlikely that mining stocks would not follow suit. Follow us on Twitter: https://twitter.com/IGWTreport Our Odysee Account: https://odysee.com/@InGoldWeTrust:2 Our Rumble Account: https://rumble.com/user/InGoldWeTrust... Further information here: https://ingoldwetrust.report/?lang=en Subscribe to the In Gold We Trust report 2020: https://ingoldwetrust.report/igwt/?la... Download the In Gold We Trust report 2020: https://ingoldwetrust.report/igwt/?la... Our investment funds https://www.incrementum.li/en/investm... Our inflation special: https://www.incrementum.li/en/journal... Many thanks to our Wall Street Silver. Check them out through the following link: https://www.emxroyalty.com/

It is our great pleasure to present you our exclusive interview between Ronald Stöferle and David M. Cole. He is President and CEO of EMX Royalty and one of our highly valued Premium Partners. Talking points are the general economic situation, the gold price as well as an overview of EMX Royalty's activities. Gold as an inflation indicator In 2020, gold put in a great performance and certainly covered itself with laurels as a strong defender of the portfolio. But since then, the yellow metal has underperformed for many. In principle, one should not be too greedy with gold, it is not Bitcoin after all when it comes to performance. Another point is that gold is a good indicator. It often anticipates inflation in its price very early, when there is no talk of inflation at all. Situation in the USA In the US, the inflation and economic situation looks very similar to Europe. Inflation is on the rise. There are shortages of raw materials, personnel or other things on every corner. A large part of these shortages is a direct result of the lockdown policies of Western governments. In addition, there is a huge labour shortage in the US. The mining sector The fundamentals are more in favour of the mining sector than they have been for 15 years. Creative destruction had left only the strongest and best companies to survive. These have now climbed out of the long tunnel of the last bear market stronger and ready for the next bull market. With the rise in prices of metals and commodities, many of these stocks have now become value stocks and the balance sheets of the companies are quite respectable. Mining is more profitable than it has been in a long time and companies have large amounts of free cash. EMX Royalty EMX Royalty is part of the Royalty & Streaming sector. At the moment they are mainly busy accumulating good assets to be well prepared for the future in the long term. The next decades should be very commodity intensive. This goal is also represented in the share price, which despite ups and downs is performing better than many of its peers. EMX owns many assets around the globe and is therefore also very anti-fragile. The same is true when it comes to the fact that they deal with broad parts of the periodic table and are not just focused on one metal. At the moment, the company is in a state of flux and the fruits of their labour are just beginning to ripen. The current long-term goal is unbroken even if many comrades-in-arms would of course like to have a piece of the pie. But they will have to wait a long time for that opportunity.

Ronald Stöferle talks to George Gammon on his Rebel Capitalist Show about what will happen to inflation in the near future. Does the Federal Reserve even matter anymore? As well as why the new infrastructure projects are good for commodities. The tipping point Inflationary forces have the upper hand and we need to prepare for higher inflation in the long run. But the big difference from the last financial crisis is the actions of central banks and governments. Now that the central banks' toolbox is empty, it is the government that is at the helm and taking charge of the economy. Here is also the big difference, while QE did lead to the expansion of the FED's balance sheet, the money never reached the general population. Now, however, direct fiscal methods are used, where the newly created money quickly reaches the population at large. This leads to higher inflation. The time of the great moderation is over. Meanwhile, the first great narrative was that inflation was temporary. But this too turns out to be false. While the general population is now waking up to this problem of price increases, central banks are distinguishing themselves by how little they are doing about it. What are the drivers of inflation? The big debate is whether the current inflation is more comparable to the situation in the 1970s or the 1940s. While parallels can certainly be drawn with both, one of the big changes is China. China's opening up and devaluation of its currency had a very deflationary effect. But now we are seeing a reversal in that trend. Meanwhile, central banks are in the zero interest rate trap. The solution, as mentioned earlier, is big projects of a fiscal nature, which act as a further driver of inflation. Infrastructure for the future The new commodity super-cycle is upon us. One of the big projects that should fuel it in the coming years are the big infrastructure projects. Both the US and Europe are planning to spend huge sums on new infrastructure. Europe is even going so far as to turn the tables and copy China. A new Silk Road project will both stimulate the economy and increase Europe's influence. All these projects will require quantities of raw materials that are simply not available at the moment. This should provide the backbone for the bull market in commodities for the next few years. Commodities are also a very good inflation hedge and should be considered for that reason as well.

Ronald Stöferle ist zu Gast bei Captrader und spricht darüber, wie viele Dinge, welche nun wie eine kurzfristige Neuerung wirken, noch länger erhalten bleiben werden und die neue Normalität widerspiegeln. Der monetäre Klimawandel Groß eingeschlagen hat er, der monetäre Klimawandel. Viele unserer Prognosen, welche wir letztes oder anfangs dieses Jahres postuliert haben, sind bereits eingetroffen. Wir sprachen von höherer Inflation und langsam aber sicher hat sich das Narrativ zu diesem Thema über die Monate verändert. Wie bei vielen anderen Dingen auch. Die Zentralbanken haben neue Mandate für sich gefunden und soziale Probleme und der Klimawandel stehen jetzt an erster Stelle. Doch was sollen sie denn auch tun? Ihr Werkzeugkoffer ist leer. Alle konventionellen und unkonventionellen Mittel haben schon den Grenznutzen erreicht. So wurde nun das Zepter weitergegeben. An die Politik. Die neue Normalität Die Masken, die Impfungen, Willkür und Zwang, sie alle werden uns noch länger erhalten bleiben. Im Machtrausch der Politiker fühlt es sich nur allzu gut an, jetzt auch den Konjunkturzyklus Mikromanager zu dürfen. Von Marktwirtschaft keine Rede. Die nächste Krise wird sich vor allem dadurch auszeichnen, dass immer direkter in den Markt eingegriffen werden wird. Sei es nun durch Helikoptergeld oder CBDCs. Doch davor werden wir fürs Erste vermutlich die Lohn-Preisspirale beobachten. Und der Bond Markt kündigt bereits eine Rezession an. In jeder Hinsicht, das nächste Jahr wird vermutlich noch spannender als das jetzige. Folge uns auf Twitter: https://twitter.com/IGWTreport Weitere Informationen hier: https://ingoldwetrust.report/ In Gold We Trust-Report 2021 abonnieren: https://ingoldwetrust.report/igwt/ Unsere Investmentfonds https://www.incrementum.li/loesungen/... Unser Odysee Account: https://odysee.com/@InGoldWeTrust:2 Unser Rumble Account: https://rumble.com/user/InGoldWeTrust... Vielen Dank an Captrader. Mehr Infos finden sie hier: https://www.captrader.com/de/

Ronald Stöferle in an interview with Egon von Greyerz. Topics are the financial crisis, the ever-widening cracks in the bond market and possible protective measures against the crisis. What is the Federal Reserve doing? In the entire history of the FED, there have only been a handful of years in which a budget surplus was allowed. The FED keeps going into debt and there seems to be no end to the money printing. But do they not see where this is leading? However, every politician hopes that it will not collapse on their watch. And so the ball just keeps getting passed around. The end of an era A new era has dawned. That of central bank digital currencies. But how long will they be able to last. In addition, we seem to live in a completely surreal world in which climate change is to blame for inflation and must be fought with inflation. The creativity of central banks is inexhaustible when it comes to legitimising and keeping alive the monetary system built on sand. But when the crash comes, swift action will be necessary. Interest rate structure control While the Fed can keep the interest rates of short-term bonds down by massive money printing, the control over the long-term ones is far from good. If the interest rates on these bonds rise, there will soon be calls for interest rate structure control. This would be carte blanche for unlimited QE. This coupled with further financial repression would further complicate the situation. But one thing is simple. The taxpayer will pay for it. Our strategy While von Greyerz has the credo that the best way to protect wealth is to hold physical gold, which is also the mission of his company, we at Incrementum take a slightly different approach. We deal with asset management and the management of equity funds. In doing so, we are invested in our own products with our own money. The funds are also structured to be as crisis-proof as possible. It is time that every investor tries to protect his assets from such a crisis before it is too late. Because the coming crisis will be bigger than anything experienced before. Follow us on Twitter: https://twitter.com/IGWTreport Our Odysee Account: https://odysee.com/@InGoldWeTrust:2 Our Rumble Account: https://rumble.com/user/InGoldWeTrust... Further information here: https://ingoldwetrust.report/?lang=en Subscribe to the In Gold We Trust report 2020: https://ingoldwetrust.report/igwt/?la... Download the In Gold We Trust report 2020: https://ingoldwetrust.report/igwt/?la... Our investment funds https://www.incrementum.li/en/investm... Our inflation special: https://www.incrementum.li/en/journal... Many thanks toEgon von Greyerz. Learn more about Gold Switzerland by following this link: https://goldswitzerland.com/

Ronald Stöferle interviews Sean Fieler about the future of gold mining. Sean Fieler is the CIO of Equinox Partners and is a great expert when it comes to investments in the precious metals industry. The end of the great moderation After the inflationary 70s, Paul Volcker managed to tame inflation. The period of the great moderation began, in which constantly low inflation rates prevailed and became the norm. This now seems to have come to an end. However, investors, governments and central banks still seem to be playing by the old rules. This poses great risks. It all started with Janet Yellen when she succeeded Ben Bernanke in 2013. Since then, inflation rates have risen and neither of the two major parties in the US seems to have much of a problem with this. Gold the big disappointment? Many are disappointed by gold's seemingly weak performance in such an inflationary environment. It must be remembered that gold has performed very well in recent years and one should not expect price increases like Bitcoin. Bitcoin also stole a lot of attention. However, since tapering and rate hikes were announced, gold has been infused with new energy. Moreover, with the increasing polarisation of monetary policy, it looks quite like an expansion of financial repression. All this should be good for gold. The mining sector Mining stocks are still extremely cheap. Many companies pay dividends and have share buyback programmes. A good example is Endeavour, which have a good balance sheet and also spend very little money on exploration. This makes them extremely attractive. Another point is that West Africa should become the world's largest gold producer. Another interesting point is that there have been no major gold discoveries recently. This also challenges theories like "peak gold". Follow us on Twitter: https://twitter.com/IGWTreport Our Odysee Account: https://odysee.com/@InGoldWeTrust:2 Our Rumble Account: https://rumble.com/user/InGoldWeTrust... Further information here: https://ingoldwetrust.report/?lang=en Subscribe to the In Gold We Trust report 2020: https://ingoldwetrust.report/igwt/?la... Download the In Gold We Trust report 2020: https://ingoldwetrust.report/igwt/?la... Our investment funds https://www.incrementum.li/en/investm... Our inflation special: https://www.incrementum.li/en/journal... Many thanks to Sean Fieler. Learn more about Equinox Partners by following this link: https://www.equinoxpartners.com/

Ronald Stöferle unterhält sich mit Kai Hoffmann dem CEO der Soar Financial Group auf der Deutschen Goldmesse. Das Thema ist Gold, welches zurzeit einen neuen Aufschwung erfährt. Woher kommt das Momentum? Die vor kurzem gezeigten CPI Daten sprechen für Gold, doch daneben passiert zurzeit noch einiges weitere. Die Unsicherheit ist nun endlich beendet und es steht nun fest, wann die Notenbanken mit den ersten Zinserhöhungen beginnen werden. Dies schafft Sicherheit für den Goldpreis. Zudem festigt sich in den Leuten die Realität, dass die Wirtschaftszahlen schlechter ausfallen als gedacht und dass die Inflation nicht vorübergehende ist. Und damit deutet der Goldpreis bereits an, dass die nächste Stimulusrunde kurz bevorsteht. Woher kommt das Geld? Das Geld, welches derzeit ins Gold fließt, stammt vor allem aus dem Rohstoffsektor. Die Aktienmärkte funktionieren noch zu gut, um große Attraktion in Gold zu sehen. Und die Bond Märkte sehen zwar die wirtschaftliche Abkühlung aber glauben noch an die vorübergehende Inflation. Allgemein ist die Stimmung im Goldcamp noch immer sehr gelassen. Jedoch ist es die allgemeine Bevölkerung, welche langsam aufwacht und sieht, wo die inflationäre Reise hingeht. Der Umschwung Wir werden uns auf höheren Inflationsraten einpendeln. Negative Realzinsen, finanzielle Repression und Inflation, das ist das Rezept für die kommenden Jahre. Es ist dabei viel weniger auf die Zentral- und Notenbanken zu achten, sondern viel mehr auf die Regierungen, welche nun immer mehr zur Fiskalpolitik greifen werden, auch um die Engpässe zu tilgen. Ein weiterer Teil dieser Strategie sind die Zentralbankdigitalwährungen, welche dann direkt eingesetzt werden könnten. Man bekommt einen gewissen Betrag, muss diesen aber auch gleich ausgeben, da das Geld ein Ablaufdatum hat. Folge uns auf Twitter: https://twitter.com/IGWTreport Weitere Informationen hier: https://ingoldwetrust.report/ In Gold We Trust-Report 2021 abonnieren: https://ingoldwetrust.report/igwt/ Unsere Investmentfonds https://www.incrementum.li/loesungen/... Unser Odysee Account: https://odysee.com/@InGoldWeTrust:2 Vielen Dank an Kai Hoffmann und der Soar Financial Group. Mehr Infos finden sie hier: https://www.youtube.com/channel/UCiq8...

Ronald Stöferle is at the German Gold Fair. As part of this he also meets with Michael McCrae from Kitco News to talk about the latest developments in the gold market. Gold is back! The title says it all. In his last interview with Kitco News, Gold shone with how little people cared about it. The talk was about whether gold is not dead. And even though sentiment hasn't changed that much to date, we have a much better setup today from a technical and fundamental standpoint. This should lay the foundation for gold and as we have seen in the last few days, it looks like this thesis could come true. The most profitable year Not only is the average gold price at an all-time high this year, no, the profit margins are also impressive. The free cash flow of the companies is also remarkable. All in all, things are looking very good for the mining companies. They should also benefit from a rising gold price. Another point is that investor interest in this sector is still very low. The end of the great moderation The time of moderation is over. First, we were told by central banks that we needed more inflation. Now it is here and we are told it is only temporary. However, inflation is the only way to somehow get a grip on the huge and ever-growing mountains of debt. We already discussed this last year in our special report on inflation and those who want to protect themselves from inflation should definitely read it. Moreover, real interest rates are one of the most important reasons for the bull market in gold. These will have to remain negative for quite some time due to the large debt burden. This is very good for gold and should take us to higher prices in the long run. Follow us on Twitter: https://twitter.com/IGWTreport Further information here: https://ingoldwetrust.report/?lang=en Subscribe to the In Gold We Trust report 2020: https://ingoldwetrust.report/igwt/?la... Download the In Gold We Trust report 2020: https://ingoldwetrust.report/igwt/?la... Our investment funds https://www.incrementum.li/en/investm... Our inflation special: https://www.incrementum.li/en/journal... Many thanks to Michael McCrae from Kitco News. You can find more interesting videos from him by following this link: https://www.youtube.com/channel/UC9ij...