Stagflation 2.0 Is Here To Stay | Ronald Stöferle and Mark Valek

Blockworks Macro
80.8K subscribers

Ronald Stöferle and Mark Valek of Incrementum AG are pioneers in the world of hard assets, stern devotees of gold and Bitcoin, and deep skeptics about the sustainability of debt-based monetary systems. They join Jack to explain why a new era of stagflation has already begun, one in which inflation (“the wolf”) and a striking economic downturn (“the bear”) conspire to wreak havoc on the 60/40 portfolio and beguile central bankers all around the world.

Ronnie and Mark share their near-term outlook on gold and Bitcoin, and explain why they think the Federal Reserve will have little choice but to reverse course as economic growth falls rapidly.
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Referenced In The Show:

2022 In Gold We Trust report: https://ingoldwetrust.report/igwt/?la...
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Timestamps:

00:00 Introduction
00:28 Background
06:10 The Fed Put And The Everything Bubble
26:14 Gold and Bitcoin, Going Back In Time
40:45 Bit.com
41:16 Bitcoin Near-Term Outlook
54:32 Gold Near-Term Outlook
1:03:10 What If The Fed Doesn't Pivot?
1:14:00 Counterparty Risk
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.