Incrementum AG

Advisory Board Call – Q2 2022

A new quarter has started. The last few weeks have been quite eventful and while it is certainly stressful to stay on top of everything, it is also exciting. In this quarter's Advisory Board Call, we talk about some implications the events of the past two months will have in the future.

Dear investors, friends and clients,

 

This quarter’s advisory board we want to welcome two special guests at a time. Luke Gromen, who is the founder and president of investment analysis firm Forest for the Trees (FFTT) and is widely regarded as one of the experts on de-dollarization. Our second special guest is Nikolaus Jilch, who has recently started his podcast under the name “Was Bitcoin bringt” (what bitcoin brings), in which he talks about Bitcoin and related topics.

 

During the call, we talked about:

  • How will the Federal Reserve react to inflation?
  • Is there a correct reaction from the Federal Reserve?
  • Can rate hikes solve our inflation problem, and what would be the collateral damage?
  • The weaponization of the US-Dollar and its implications
  • Stagflation today versus in the past, what are the main differences?
  • The Japanese Yen and its future.
  • The geopolitical implications of the Ukraine-Russia conflict

 

Here you find the recorded Audio of the Call:

Q2 2022 Advisory Board Call - feat Special Guest Luke Gromen

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