In Gold We Trust at Palisade Radio
In Gold We Trust and the long-term view on inflation
A long-term project of the In Gold We Trust report is the analysis of the business cycle. Ronald mentions that all recession and depression share the trait of extreme monetary inflation. We have observed this in recent years. At the moment it is difficult to say whether it will just be a depression and recession.
Erosion of confidence on many fronts
In keeping with last year’s In Gold We Trust report’s leitmotif, we see this year again how the loss of trust in institutions of all kinds continues. Trust is extremely asymmetrical. It remains to be seen whether the monetary “all in” played out by the central banks will lead to this final loss of confidence. However, the consequences of the drastic measures will certainly be felt earlier than in 2008.
In Gold We Trust in times of inflation
We at Incrementum keep a watchful eye on inflation, deflation or even stagflation. As Ronald explains, we have a fund that invests in very inflation-sensitive assets such as mining stocks, precious metals or commodity currencies like the Russian ruble. From the signals we get, we create our own inflation signal. When the money supply increases in the next few years, we expect the big comeback of inflation.
Ronald Stoeferle and the Dow Theory
As a technical analyst, Ronald is particularly interested in the Dow Theory. It describes the three phases of each trend. The first phase is the accumulation phase. In this phase, the best informed and contrarian investors enter a market. In the second phase, the public then enters. Prices rise and the theme becomes popular. In the third phase, euphoria arises. This is also the time to leave the party again. But this is still a long way off.
Timestamp references:
0:35 – This year’s report on the coming golden decade.
6:20 – Outlook on the recession.
7:30 a.m. – Confidence in Central Banks.
9:45 a.m. – Central Banks Will Take Extreme Measures.
12:00 – Reflections on Inflation.
15:30 – Concerns about the Speed of Money.
18:30 – Ronald’s Training and Dow Theory.
22:25 – Expectations for Silver and Commodities.
27:30 – Contrasts between Bitcoin and Gold.
30:40 – Book and Newsletter Recommendations
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