Egon von Greyerz Answers the Big Questions as the World Tilts Towards Even Bigger Risk
In this compelling and timely Q & A exchange with Investor Talk’s Jan Kneist, Matterhorn Asset Management (MAM) founder, Egon von Greyerz answers a wide range of the most pressing investor questions as to current and unfolding macro conditions.
The conversation opens with the invisible/philosophical value of living passionately as demonstrated by the world-renown insights of Victor Frankl. Egon correctly reminds that following a passion (however and whenever personally determined) rather than just an income ultimately results in greater personal and even financial reward, a pattern understood by successful figures in all fields/endeavors throughout history.
Turning to his own passion for wealth preservation, global markets and history, the topics (and questions) naturally turn towards the core and timely themes of precious metals, rare earths, currencies (paper, digital and real), geopolitics and, of course, gold as an historically confirmed wealth preservation instrument.
Specifically, Egon directly addresses the following issues with his unique and experienced perspective/insights, namely:
-Thoughts on precious metals vs. rare earths;
-What to actually do with physical gold and silver (monetary metals) when needed most;
-The implications of the rising trend toward CBDC;
-The different roles and value plays of gold vs. silver;
-Thoughts on the past, as well as future, regarding the tragic war in the Ukraine;
-Are macro experts like von Greyerz too pessimistic?
-How to truly understand and value gold in a COMEX/LBMA distorted landscape;
-Concerns about the topics of asset registration/reporting and even confiscation as pertaining to gold ownership;
-Gold exchanges in Russia and India and the eastward migration of gold;
-The direction of the USD and the growing evidence of de-dollarization.
As befitting the von Greyerz approach, these critical questions and themes are answered simply, honestly and bluntly. As importantly, they serve as a fitting way to contextualize not only the year behind us, but the year ahead for informed investing and wealth preservation.
Enjoy.
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