Matthew Piepenberg
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.
Matthew Piepenberg Articles
Is a new currency system emerging? Debt to GDP ratios are exploding globally, and inflation and wealth inequality have reached a point of crisis. Is the fed running out of options? Perhaps not.
Many are asking why gold is not rising, as just about every other commodity makes new highs in the backdrop of inflationary tailwinds. That’s a very fair question.
Below, we look at four deliberately ignored reasons why extreme liquidity is drowning paper money. Reason 1: The Taper Debate May Not be a Debate at All
Below, we ask a simple question: Is the war on COVID the needed pretext for even more centralized market “performance?” After all, who needs free markets when central bank liquidity determines price forces via endless COVID bailouts?
Below we unpack the implications behind central bank gold purchases (rising), negative real yields (falling) and Stanley Fischer’s Fed-speak (cringing).
Earlier in July, U.S. President Biden came away from a meeting with Fed Chairman Jerome Powell and calmly announced that in addition to inflation being “short term,” we should fear not, as Biden also “made it clear to Chairman Powell that...
For informed investors who have successfully traversed the tired Bitcoin vs. Gold debate and recognized the critical importance of owning physical (as opposed to paper/ETF) gold as an obvious antidote to globally debased currencies and...
Fact checking politicos, headlines and central bankers is one thing. Putting their “facts” into context is another. Toward that end, it’s critical to place so-called “economic growth,” Treasury market growth, stock market growth, GDP...
Given the increasingly politicized interplay (cancer) of central bank policy and so-called free market price discovery, it’s becoming increasingly more important to track the actions of central bankers rather than just traditional market...
History is a funny thing, almost as funny as human nature. The policy makers, including their latest meme of “transitory inflation,” are no exception to such psychological tragi-comedy. In short, we don’t see inflation as “transitory.”
