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What Trump is Facing – Separating Hype from Reality

December 12, 2024

VON GREYERZ partner Matthew Piepenburg joins David Lin for a blunt-spoken perspective on the realities facing the incoming Trump administration. Tariff actions, job reshoring, DC “swamp cleaning,” and USD policies are juxtaposed against inevitable inflation realities in the backdrop of unsustainable debt levels.

Will Musk’s “Department of Government Efficiency” and the proposed spending cuts help reduce US debt levels? Will job reshoring and tariffs be possible without excessive spending/inflation? Can Trump achieve a weaker USD? Piepenburg addresses each of these questions with a direct eye on the longer-term rise of gold as the US and global fiat currencies continue their steady race to the bottom.

VonGreyerz.gold

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Matt 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 most reliable and longer-term protection against potential systemic risk led Matt to join VON GREYERZ.

The author of the Amazon No#1 Release, Rigged to Fail, Matt is fluent in French, German and English; he is a graduate of Brown (BA), Harvard (MA) and the University of Michigan (JD). His widely respected reports on macro conditions and the changing behaviour of risk assets are published regularly at SignalsMatter.com.