THE VON GREYERZ PERSPECTIVE - vongreyerz.substack.com

Matthew Piepenburg offers a sharp, unfiltered summary of the current global financial and societal landscape. From the abandonment of the gold standard to the unchecked expansion of central bank balance sheets, he outlines the systemic consequences we can no longer ignore. This is not a forecast—it’s a reality check.We left the gold standard behind a generation ago. What did we get in return?* A manipulated inflation narrative no one fully believes.* Central banks printing trillions with no accountability.* Asset bubbles where 90% of market wealth flows to the top 10%.* Historic debt levels and a society teetering on inequality.This isn’t doom and gloom—it’s the reality behind the headlines. The dollar isn’t dead, but its undisputed rule is. We’re not just entering a new era.We’re entering a multi-polar, dysfunctional, and uncertain world order.No hype. No conspiracy. Just facts. 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 world is being sold a dangerous myth: that a seamless energy transition is possible, that renewables are "cheap," and that net-zero policies can be implemented without sacrificing economic stability. But as the West chases ESG narratives, deindustrialization, and political optics, China and Russia are playing a far more strategic energy game—one grounded in physics, economics, and power.In this explosive conversation, Matthew Piepenburg and Doomberg break down the biggest energy lies being pushed today, why Europe’s self-inflicted crisis is accelerating its decline, and how Russia and China are using gold and hydrocarbons to reshape global finance and weaken the petrodollar.* Why is China ruthlessly expanding coal and nuclear while the West shuts down its own energy infrastructure?* How did sanctions on Russia actually backfire, pushing energy flows away from the West and into the Global South?* What role is gold playing in a growing de-dollarized energy market?* How has Western media blinded itself (and its audience) to energy realities that China and Russia fully understand?This is a must-listen for anyone who wants to understand the real forces shaping global power—beyond the headlines and political narratives. Buckle up.Summary1. Mainstream Media's Role in Energy Narratives* The discussion highlights how mainstream media, controlled by a few major corporations, shapes and distorts public discourse on energy.* The energy transition is often framed as an easy, consequence-free shift, ignoring the real economic and physical constraints.* The West's push for net-zero and renewables often ignores energy density, intermittency, and infrastructure costs, leading to a misguided policy direction.2. Energy as the Foundation of Wealth and Power* Doomberg explains how energy, not currency or debt, is the foundation of economic prosperity.* The more energy a country can "waste" (use efficiently), the higher its standard of living.* Debt, currency, and financial markets are ultimately derivatives of energy availability.3. China’s Pragmatic Energy Strategy vs. Western Ideology* Unlike the West, China prioritizes energy security over environmental rhetoric.* China continues to expand its coal use, refine oil, and invest in nuclear power, making itself an energy superpower.* The West’s self-imposed energy constraints (e.g., shutting down nuclear plants, banning fracking) benefit China and Russia.4. The Russia-Ukraine War and Its Energy Implications* The discussion frames the war as an energy and geopolitical conflict rather than a fight for democracy.* Western sanctions against Russia backfired, pushing Russian energy flows towards China and India while hurting Europe economically.* The destruction of Nord Stream pipelines effectively severed German-Russian energy ties, making Europe more dependent on U.S. LNG.5. Western Strategic Failures and the Rise of Alternative Media* Western governments and media have maintained a misleading narrative on energy, economics, and geopolitics.* Alternative media sources like Substack and Doomberg have gained popularity by providing fact-based analysis outside mainstream propaganda.* The U.S. and Europe’s policy failures, including energy mismanagement and a misguided Ukraine strategy, have accelerated global shifts towards multipolarity.Key Takeaways* The West is sacrificing economic and energy security for ideological narratives.* China and Russia are playing a long-term, pragmatic energy game, while the West is focused on optics and short-term political gains.* Sanctions on Russia have failed, strengthening alternative energy and currency alliances (e.g., Russia-China energy trade in yuan and gold).* The mainstream media’s portrayal of energy and climate issues is misleading and driven by political and corporate interests.* Europe’s deindustrialization and economic stagnation are direct consequences of its flawed energy policies.This conversation provides a deep dive into the intersection of energy, politics, and economics, challenging conventional Western narratives and highlighting the importance of strategic energy policy. 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

You take the total gold in the world ever mined; it’s about 17 trillion dollars, which is about 200,000 tons. I think this is so fascinating: the top 10 U.S. companies are valued at 18 trillion dollars.The total value of gold is 17 trillion, and the top 10 companies are worth 18 trillion. So, basically, 10 companies are valued at a higher price than all the gold ever mined in the world.That includes jewelry, which means that’s the only real money there is in the world. All the rest is paper money, and still, nobody in the West buys gold.Microsoft is valued at 3 trillion, and all the central bank gold held in the world is just over 3 trillion. It just doesn’t make sense, the value.This is why you and I believe that we are going to see a revaluation of gold not too far away. 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