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When the Surreal Becomes Real: Gold in 2025

March 14, 2025

VON GREYERZ, Partner Matthew Piepenburg, joins Jesse Day at Commodity Culture to discuss the ever-changing shifts in markets, geopolitics, the economy, and the rising role of precious metals against a surreal backdrop of extreme headlines.

Piepenburg opens by drawing critical signals from the COMEX inflows/outflows as confirmation of a world replacing fiat reserve assets with physical gold. He further warns of increasing market risk in an economic setting waiting for an official recession bell. As to geopolitics, it’s hard to know where to begin, but Piepenburg is blunt with his concerns on the recent Zelensky headlines from DC before turning his thoughts to the topic of US gold audits, the potential for a gold-revaluation and the impacts that follow.

Piepenburg then addresses the silver market, value-seeking, and other asset classes before offering additional and final thoughts on the evolving Trump tariff headlines.

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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.