This quarter’s advisory board call we talk about inflation and what fundamental changes will likely lead to it. This time we welcome Otavio Costa as our special guest.
Autor: Incrementum AG
Advisory Board Call – Q1 2021
This quarter’s advisory board call we talk about „The Great Reset„ as well as „The Big Reset„. Other topics include Bitcoin, central bank digital currency and the investment strategy of our special guest Willem Middelkoop.
Advisory Board Call – Q4 2020
This quarter’s advisory board call we talk about the possible long-term effects of the Covid-19 crisis, negative interest rates and much more. This time our special guest was Lyn Alden.
Advisory Board Call – Q3 2020
This quarter’s advisory board call we talk about the coming election, the possible collapse of the dollar and many more topics. This time our special guest was Jesse Felder.
Advisory Board Call – April 2020
This quarter’s advisory board call we return to our tried and true format. We had our usual guests. This time our special guest was Rick Rule.
Advisory Board Call – January 2020
This quarter’s advisory board call was different than usual. Instead of having our usual guests, we invited all five partners from Incrementum to discuss their background, their investment style and best investment ideas for 2020 and the new decade.
Advisory Board Q4 – feat. Dan Oliver
Dear investors, friends and clients,
On our advisory board call this quarter we had special guest Dan Oliver, founder of Myrmikan Capital, an advisory firm specializing in precious metals investments. Dan is also president of the Committee for Monetary Research & Education.
During the call we talked about:
- Why gold always maintains its purchasing power
- What happened in the repo market.
- Why QE4 has already started.
- How the Fed has failed.
- Incrementum’s inflation signal turning to „full inflation“.
- Trade ideas for the upcoming quarter.
- and much more.
We hope that you will find our discussion insightful and inspiring!
In der Nullzinsfalle
Weltweit haben sich die Notenbanken mit ihrer expansiven Politik in eine Ecke manövriert. Ein Ausweg ist nur unter Schmerzen möglich, schreiben Ronald Stöferle, Rahim Taghizadegan und Gregor Hochreiter in ihrem neuen Buch.
GOLD – GLANZVOLLES COMEBACK EINER ANLAGEKLASSE?
Interview mit Ronald-Peter Stöferle :
Anfang 2019 ist Gold aus einer mehrjährigen Phase der Bodenbildung ausgebrochen. Mittlerweile hat der Goldpreis ein neues 6-Jahres-Hoch erreicht. In der Praxis stellen wir fest, dass Anleger und Banken sehr unterschiedliche Zugänge zu Gold als Anlageklasse haben.
Baker Steel Precious Metals Incrementum – Institutional Money
Gold scheint im derzeitigen Marktumfeld für immer mehr institutionelle Investoren eine ernst zu nehmende Alternative zu vielen anderen Assetklassen zu werden. Erste Großanleger beziehen bereits Positionen, darunter Ray Dalio von Bridgewater Associates.