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Journal

All #nonInflatable Advisory Board Gold and Silver IASF / Seasonal Reflections In the Press Inflation Diversifier Fund Presentation Research Stefan's Weekly worth knowing
Stefan Markus KremethHans G. SchiefenIncrementum AGRonald StöferleMark Justin ValekJeannine GrassingerDr. Christian Schärer

January 2025

  • January 2, 2025

    Ronnie Stöferle and Egon von Greyerz Discuss Gold, Bitcoin, Trump & Much More

    Ronni and Egon explore gold’s role in the global economy, discussing its relationship with Bitcoin, Central Bank reserves, and BRICS countries. They offer perspectives on future gold prices, mining stocks, and its critical importance amid financial system risks.
  • January 2, 2025

    Mark Valek: Dubai Precious Metals Conference 2024 – The New Gold Playbook

    Mark Valek’s keynote at the Dubai Precious Metals Conference 2024 focuses on “The New Gold Playbook.” He highlights shifting gold market dynamics, from the end of traditional correlations to the rising influence of Asian and Central Bank demand in shaping gold’s future. His presentation begins at 48:50 in the video.

December 2024

  • December 19, 2024

    Bitcoin und Gold: Konkurrenz oder perfekte Symbiose?

    Wir diskutierten die Gründe für die Rally und wohin die Reise gehen könnte. Zudem beleuchteten wir, warum es durchaus sinnvoll sein kann, auf Bitcoin und Gold im Portfolio zu setzen. To listen to the full podcast, click here.
  • December 18, 2024

    Incrementum All Seasons Fund Interim Management Commentary – 18.12.2024

    The fund managers’ reflections on important political and macro topics and how they affect his management on the fund.
  • December 20, 2024

    Value of the Non-Intrinsic / Merry Christmas

    Good Morning Ladies and Gentlemen   ”It is ideas, not vested interests, which are dangerous for good or evil.” John Maynard Keynes Non-Intrinsic It is in the nature of things and a well-documented phenomenon that individuals tend to overestimate the validity of their personal analyses and perspectives and underestimate those of others. I am aware […]
  • December 19, 2024

    Mark Valek: Combining Bitcoin and Gold

    Mark Valek, partner at Incrementum and a leading expert on integrating Bitcoin and gold into investment portfolios, joins the podcast to share how to build a sound money portfolio using principles from the Austrian School of Economics.
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