A2A with Ronni Stoeferle of Incrementum AG
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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.
Ronni Stoeferle is partner of Incrementum AG and responsible for Research and Portfolio Management.
He studied Business Administration and Finance in the USA and at the Vienna University of Economics and Business Administration, and also gained work experience at the trading desk of a bank during his studies. Upon graduation he joined the Research department of Erste Group, where he published his first “In Gold We Trust” report in 2007.
Over the years, the Gold Report has proceeded to become one of the benchmark publications on gold, money, and inflation. Since 2013 he has held the position as reader at scholarium in Vienna, and he also speaks at Wiener Börse Akademie (i.e. the Vienna Stock Exchange Academy). In 2014, he co-authored the book “Austrian School for Investors” and in 2017 “Die Nullzinsfalle” (The Zero Interest Rate Trap). Moreover, he is an advisor for Tudor Gold Corp. (TUD), a significant explorer in British Columbia’s Golden Triangle.