THE VON GREYERZ PERSPECTIVE - 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

From Sound Money to the “Big, Beautiful Bill”A 73-Year Ride from Monetary Discipline to $324 Trillion in Global Debt — A Guided Walk ThroughHemingway, though a fiction writer, had a clearer view of economics: debt-driven prosperity always ends in inflation and war.Matthew Piepenburg offers not just a critique but a warning—an urgent reflection on the accelerating debt crisis, and its inextricable ties to time itself. In one of the most compelling moments of his address, he underscores:The difference between a million, a billion, and a trillion seconds—a seemingly simple analogy that exposes the incomprehensible scale of our financial system’s excess.In this second mention of time, Piepenburg reminds us that debt is not merely an economic term—it’s a temporal one. Debt borrows from the future. And in that sense, time is running out. 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 Gold-Eurozone Derivatives Time BombGold Is Sounding the Alarm as Mainstream Media and Elites Begin to Panic When even mainstream giants like Germany’s Bild.de and institutions like the ECB begin warning of a "gold collapse," it’s not gold that’s collapsing — it’s trust in the financial system. The very elites who built the debt-fueled machine are now bracing for its consequences. Gold isn’t the threat — it’s the signal. Fiat is the risk.Even Europe’s biggest media voices can no longer bury the truth. For the first time, a major German outlet like Bild.de is broadcasting headlines about a gold-triggered systemic crisis — echoing what independent analysts have been warning for years. When central banks and legacy media sound the alarm, it means the rot is no longer deniable. 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

Join financial analyst and author John Rubino as he teams up with Matthew Piepenburg for a gripping discussion about the alarming state of global debt and its consequences. They dive into how outdated monetary policies may lead us into a debt spiral. Rubino emphasizes the rising necessity of gold in today’s economy, especially amid inflation and geopolitical risks. Corporate job offshoring and its impact on American workers are also on the table, revealing the intricate interplay between trade, policy, and economic stability.