The David Lin Report Gold To $8,900, Silver To ‘Triple Digits’, Here's When | Ronald-Peter Stoeferle
Oct 1, 2025
Ronald-Peter Stoeferle, Managing Partner of Incrementum AG and author of the In Gold We Trust report, shares his insights on precious metals. He predicts gold might hit $8,900 by 2030, driven by rising inflation and significant central bank purchases. Stoeferle also discusses the interrelationship between gold, Bitcoin, and equities, attributing their rally to shifting market dynamics. He emphasizes emerging market demand and de-dollarization as key drivers, while playfully suggesting silver could outperform in the near future.
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Fed Caught Between Inflation And Weak Growth
- Ronald Peter Stöferle sees a rising-inflation wave and a stagflationary risk pressuring the Fed's options.
- He argues gold anticipates possible yield-curve control or fresh QE, supporting higher gold prices.
Inflation Is Becoming Structural And Psychological
- Stöferle rejects the 'transitory' label and expects another inflationary wave akin to the 1970s.
- He notes inflation becomes psychological as people adapt to higher prices, normalizing structurally higher inflation.
Personal Example Of Inflation Normalization
- Stöferle shares a personal price-perception story about dining: he once balked at a $60 steak but now accepts much higher prices.
- He uses this to illustrate how consumers psychologically adapt to higher inflation.