A2A with Ronni Stoeferle of Incrementum AG

83

With 2018 off to a wild start in equities, bonds and commodities, what better time to check in again with our pal, Ronni Stoeferle, co-author of the great annual report "In Gold We Trust".

As we discuss here frequently, 2018 is shaping up to be a volatile year across global markets, and with $15T in QE now sloshing around the planet, any inkling of a breakout in commodities could quickly turn into an avalanche.

To that end, it was great to visit with Ronni again today and address all of these issues. We also take time to discuss the implications of the chart you see below. You should be sure to take a good, long hard look at it. (click to enlarge)

This was a very informative podcast. Please be sure to give it a thorough listen.

TF

  83 Comments

  Refresh
SteveW
Feb 9, 2018 - 1:07pm

Interbank lending

pabste: Nice find.

abguy4: Thanks for pointing out the juicy stuff. I just can't watch 40+ minutes so I usually totally miss these videos.

Bollocks: I like Mike Maloney, he delivers his occasional stuff inside 10 minutes.

Ned Braden
Feb 9, 2018 - 11:28am

I met Cramer one time in NYC

His off-air persona is very very different.....just sayin'

EDIT: (This was before the Bear Stearns call.)

canary
Feb 9, 2018 - 10:45am

I don't know about Cramer's economic/investing skills...

I always looked at him first as a comedian and clown......He was pretty good at that.

Markedtofuture
Feb 9, 2018 - 10:32am

Vitaros

DYODD...

ALTUCHER’S FEB. 17 DEADLINE “WINDFALL PROFIT OPPORTUNITY” FROM A “TINY CALIFORNIA BIOTECH”

What's being promoted in ads for Microcap X Advisory? Their special report is called "Windfall Profits: Biotech’s Next 54,600% Medical Breakthrough"

https://www.stockgumshoe.com/reviews/microcap-x-advisory/altuchers-feb-1...

pabstematt_
Feb 9, 2018 - 10:07am

matt- More Cramer bullshit!

I still remember Cramer saying BUY Bear Stearns? What a frickin genius?

Bollocks
Feb 9, 2018 - 9:57am

Maloney latest

Is This The Crash? Gold, Silver & Bitcoin Update - Mike Maloney
Thomas More
Feb 9, 2018 - 9:44am

spot Gold

Japanese expression:

The protruding nail gets hammered down.

And what a coincidence that this happens at the stock opening.

abguy4pabste
Feb 9, 2018 - 9:15am

GREAT post Pabste

that is a Slam-Dunk great video

everyone --- watch the first 6 - 8 min.

Yup - It was the CB's..............................Again~!!

Visit the FAQ page to learn how to track your last read comment, add images, embed videos, tweets, and animated gifs, and more.

yukon123
Feb 9, 2018 - 9:13am
Thomas Morepabste
Feb 9, 2018 - 9:05am

Good post pabste

We are all groping in the dark here - hoping to find a pleasant surprise like that curling girl!

Subscribe or login to read all comments.

Contribute

Donate Shop

Get Your Subscriber Benefits

Private iTunes feed for all TF Metals Report podcasts, and access to Vault member forum discussions!

Key Economic Events Week of 9/14

9/15 8:30 ET Empire State and Import Price Idx
9/15 9:15 ET Cap Ute and Ind Prod
9/16 8:30 ET Retail Sales
9/16 10:00 ET Business Inventories
9/16 2:00 ET FOMC Fedlines
9/16 2:30 ET Powell Presser
9/17 8:30 ET Philly Fed
9/18 8:30 ET Current Acct Deficit

Key Economic Events Week of 9/7

9/9 10:00 ET JOLTS job openings
9/10 8:30 ET Initial jobless claims
9/10 8:30 ET PPI
9/10 10:00 ET Wholesale Inventories
9/11 8:30 ET CPI
9/11 9:45 ET Core CPI

Key Economic Events Week of 8/31

9/1 9:45 ET Markit Manu Index
9/1 10:00 ET ISM Manu Index
9/1 10:00 ET Construction Spending
9/2 8:15 ET ADP employment
9/2 10:00 ET Goon Williams
9/2 10:00 ET Factory Orders
9/3 8:30 ET Initial jobless claims
9/3 8:30 ET Trade Deficit
9/3 12:30 ET Goon Evans
9/4 8:30 ET BLSBS

Key Economic Events Week of 8/24

8/24 8:30 ET Chicago Fed Idx
8/25 10:00 ET Consumer Confidence
8/26 8:30 ET Durable Goods
8/27 8:30 ET Q2 GDP 2nd guess
8/27 9:10 ET Chief Goon Powell Jackson Hole
8/28 8:30 ET Pers Inc and Consumer Spend
8/28 8:30 ET Core Inflation
8/28 9:45 ET Chicago PMI

Key Economic Events Week of 8/17

8/17 8:30 ET Empire State Manu Idx
8/17 Noon ET Goon Bostic
8/18 8:30 ET Housing Starts
8/19 2:00 pm ET July FOMC minutes
8/20 8:30 ET Jobless claims
8/20 8:30 ET Philly Fed
8/20 10:00 ET LEIII
8/21 9:45 ET Markit flash PMIs July

Key Economic Events Week of 8/10

8/10 10:00 ET Job openings
8/11 8:30 ET Producer Price Idx
8/12 8:30 ET Consumer Price Idx
8/13 8:30 ET Initial jobless claims
8/13 8:30 ET Import Price Idx
8/14 8:30 ET Retail Sales
8/14 8:30 ET Productivity & Unit Labor Costs
8/14 8:30 ET Cap Ute and Ind Prod
8/14 10:00 ET Business Inventories

Key Economic Events Week of 8/3

8/3 9:45 ET Markit Manu PMI July
8/3 10:00 ET ISM Manu PMI July
8/3 10:00 ET Construction Spending
8/4 10:00 ET Factory Orders
8/5 8:15 ET ADP employment July
8/5 9:45 ET Markit Service PMI
8/5 10:00 ET ISM Service PMI
8/6 8:30 ET Initial jobless claims
8/7 8:30 ET BLSBS for July
8/7 10:00 ET Wholesale Inventories

Key Economic Events Week of 7/27

7/27 8:30 ET Durable Goods
7/28 9:00 ET Case-Shiller home prices
7/29 8:30 ET Advance trade in goods
7/29 2:00 ET FOMC Fedlines
7/29 2:30 ET CGP presser
7/30 8:30 ET Q2 GDP first guess
7/31 8:30 ET Personal Income and Spending
7/31 8:30 ET Core inflation
7/31 9:45 ET Chicago PMI

Key Economic Events Week of 7/20

7/21 8:30 ET Chicago Fed
7/21 2:00 ET Senate vote on Judy Shelton
7/22 10:00 ET Existing home sales
7/23 8:30 ET Jobless claims
7/23 10:00 ET Leading Economic Indicators
7/24 9:45 ET Markit flash PMIs for July

Key Economic Events Week of 7/13

7/13 11:30 ET Goon Williams speech
7/13 1:00 ET Goon Kaplan speech
7/14 8:30 ET CPI for June
7/14 2:30 ET Goon Bullard speech
7/15 8:30 ET Empire State and Import Price Idx
7/15 9:15 ET Cap Ute and Ind Prod
7/16 8:30 ET Retail Sales and Philly Fed
7/16 11:00 ET Goon Williams again
7/17 8:30 ET Housing Starts and Permits

Recent Comments

by GoldHermit, 10 min 37 sec ago
by cashonly, 38 min 27 sec ago
by Kyjatk, 43 min 50 sec ago
by AGXIIK, 46 min 2 sec ago
by Smartass, 58 min 51 sec ago