THE VON GREYERZ PERSPECTIVE - vongreyerz.substack.com

JAMES TURK: THE FEAR INDEX SIGNALS A BANKING COLLAPSEEgon von Greyerz & James Turk revisit past warnings on currency debasement, debt, and gold—showing why cracks in the global system are now undeniable.In this compelling conversation, two iconic veterans of the precious metals space, Egon von Greyerz and James Turk, bring needed financial AND historical perspective to evolving (and eerily foreseeable) cracks in the global financial system. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit vongreyerz.substack.com

Can Gold Save the U.S.?The $20,000 Gold QuestionIn this deep-dive presentation, Matthew Piepenburg explores the growing speculation around a potential:U.S. gold revaluationWhat it is, why it might happen, and whether it could help alleviate America's mounting debt crisis. From historical context to Fed publications, Piepenburg breaks down the mechanics, motives, and risks behind this bold monetary possibility. Is gold about to play a central role in the future of U.S. finance? And could a $20,000 gold price really happen? This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit vongreyerz.substack.com

WHY HASN’T THE DOLLAR FALLEN MORE?THE DOLLAR HAS LOST 99% SINCE 1971 — THE FINAL 1% WILL END THE SYSTEMIn a world drowning in debt, deficits, and relentless money printing, many still ask, “Why hasn’t the U.S. dollar collapsed?” But that question reveals a fundamental misunderstanding. As Egon von Greyerz explains, the dollar — like all fiat currencies — has already collapsed in real terms. Since 1971, when the link to gold was severed, the dollar has lost over 99% of its purchasing power when measured against gold, the only form of money that has held its value through centuries. What we're witnessing today is not stability — it’s the final phase of a long, slow debasement. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit vongreyerz.substack.com

How to capitalize on Trump tariffsStrategies to Navigate Volatility, Inflation, and Global Trade Shifts in 2025We’ve entered a new era of economic warfare — not with bullets, but with tariffs. As of August 1st, a fresh salvo of U.S. tariffs — aimed squarely at the European Union — is shaking global markets, trade alliances, and investor assumptions. Behind the headlines and tweets lies a deeper story: one of unsustainable debt, rising protectionism, and desperate policy measures masquerading as strategy.Tariffs may sound like policy tools, but in today’s volatile, debt-soaked world, they’re really signals — signals of inflation, recession risk, supply chain fracture, and a broader currency debasement. The question isn’t just what do these tariffs mean? The real question is: how do you position your capital in a world where trade wars are becoming the new norm, not the exception?This isn’t just about politics or policy—it’s about your portfolio. And in this environment, those who understand the macro context will survive. Those who act on it can thrive. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit vongreyerz.substack.com

HOW WILL THE DEBT BUBBLE BURST?A Sudden Collapse or a Slow Unwind?In this riveting conversation, Egon von Greyerz and Lynette Zang explore the collapse of the global financial system, the rise of gold and silver as safe-haven assets, and the dangers of fiat currencies, tokenization, and speculative mania. They expose systemic risks hidden in plain sight and provide critical insights on how individuals can protect themselves with physical precious metals. This is a wake-up call for anyone relying on traditional markets, paper assets, or digital illusions to preserve their wealth. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit vongreyerz.substack.com

0.15% BACKINGThe Shocking Gold Coverage of Global Financial LiabilitiesIn this urgent and sobering analysis, Egon von Greyerz lays bare the terrifying scale of the global debt pyramid—now towering at $2.5 quadrillion. With central banks holding just $4 trillion in gold, Egon explains why the current financial system is fundamentally unsustainable. He draws from history, not hype, to show how all monetary systems collapse—and why physical gold and silver remain the only lifeboats worth boarding. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit vongreyerz.substack.com

How Will CBDCs Impact Gold?Using Gold as a means to opt out of a darkening digital financial futureUsing precious metals as a means to opt out of a darkening digital financial future.n this commentary, Matthew Piepenburg delivers a passionate critique of Central Bank Digital Currencies (CBDCs), portraying them as instruments of centralized control and financial surveillance. While the stated topic may appear to be about how CBDCs will affect precious metals, the content does not directly answer that question. Instead, the entire thrust—especially in the final four minutes—is to argue that the only way to justify holding physical gold and silver is by first revealing how dangerous the CBDC system truly is. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit vongreyerz.substack.com

WHY ISN’T GOLD MUCH HIGHER?Despite War, Deficits, Debt, and Global TurmoilGold has always been the ultimate safe haven — a timeless store of value in a world of uncertainty.Yet today, with wars raging, governments drowning in debt, and central banks printing money at record pace, many are asking:“Why isn’t gold skyrocketing?”We’re living in an era of unprecedented geopolitical risk and monetary mismanagement — the kind of environment where gold should, historically, shine the brightest.But gold isn’t reacting the way most expect.Why?Because gold doesn’t respond to headlines — it responds to history.In this breakdown, we’ll explore why gold remains the most misunderstood yet reliable asset, why it's not reacting to short-term noise — and why its long-term trajectory may be more powerful than ever. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit vongreyerz.substack.com

EARNED VS PRINTEDMined Over Millennia, Issued in MillisecondsSince 1971, the world has entered a silent but devastating monetary decline. Fiat currencies like the Swedish krona have lost 99% of their value, and this is not unique — it's global. As governments prepare for the largest money-printing experiment in history, Egon von Greyerz explains why the time for wealth preservation is now. Gold is not rising — fiat is collapsing. This is the endgame of a broken system. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit vongreyerz.substack.com

The 15,000% Return Fallacy105 Years of IllusionsGold has increased 15,000% since 1920—on paper. But this is a fallacy. Gold buys the same amount today as it did 2,000 years ago—a quality suit, for example. The illusion is not in gold rising, but in the dollar collapsing.In this powerful and sobering analysis, Egon von Greyerz lays bare the illusion of rising gold prices. What appears to be a dramatic increase in gold's value is in fact:The collapse of fiat currencies.Gold has not appreciated—it has merely preserved purchasing power as government currencies have systematically eroded. Drawing from over a century of economic history, von Greyerz dissects the death of money, the illusion of growth, and the impending collapse of the current financial system. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit vongreyerz.substack.com