Ronnie Stoeferle

MacroVoices Erik Townsend and Patrick Ceresna welcome Ronnie Stoeferle to the show to discuss all things precious metals - from the fundamental outlook to likely possibility of an even deeper correction than we’ve seen so far before the yellow metal makes an assault on new all-time highs in U.S. dollar terms. https://bit.ly/3WLKYQu IGWT – Showdown: https://bit.ly/3oAxb2H In Gold We Trust Report: https://bit.ly/42qB4VO IGWT – Compact Version: https://bit.ly/3C4iQ1x   Download Big Picture Trading chartbook 📈📉 https://bit.ly/3OR6Nwa ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Guest Ronnie Stoeferle discusses the stages of the gold bull market cycle, potential revaluation of gold prices, global impact of gold reserves, and strategies for portfolio diversification involving gold and Bitcoin. The podcast explores market trends, emerging markets' influence on gold demand, and cautions investors on potential market risks.

In a captivating discussion, Ronnie Stoeferle, portfolio manager and head of research at Incrementum AG, reveals insights from his 'In Gold We Trust 2025' report. He argues that gold is not just a safe haven but a strategic response to declining trust in fiat currencies. As we are in the '6th inning' of gold's bull market, he predicts prices could soar to $4,800 or even $10,000. Ronnie also touches on the increasing gold repatriation by central banks and the concept of a future monetary reset, revealing a profound interest in both safe haven and performance gold.

Ronnie Stoeferle, a seasoned fund manager and author of the acclaimed "In Gold We Trust report," delves into the intricate gold market. He discusses key drivers influencing gold, including seasonal trends and the impact of geopolitical tensions. Stoeferle emphasizes the importance of a 14% to 18% gold allocation in portfolios during inflationary times and examines the effects of a weakening U.S. dollar. With insights on China's central bank's purchasing habits and potential monetary resets, he compellingly outlines gold's role as a stabilizing asset.

Fund Manager Ronnie Stoeferle shares insights on the role of gold as an asset class, its performance in recessions, and its significance for emerging markets and central banks. He discusses the challenges faced by gold miners and potential opportunities in the mining space. Additionally, the podcast explores Ronnie's passion for reading and ice swimming, and he shares information about his firm and their 'In Gold We Trust' research report.