I'm Terrified When I See What's Going on in the Economy: Ronald Stöferle
Fund Manager at Incrementum AG and author of the In Gold We Trust Report Ronald Stöferle gives his overview of the current macro economic environment worldwide, and what he sees makes him very uneasy. An energy crisis in Europe that threatens to spread to the West, growing geo political divides, and reckless government policy is leading to what Ronald sees as a perfect storm for a worldwide recession.
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00:00 Introduction
00:46 Energy Crisis in Europe
04:30 Public Sentiment in Europe
10:52 Growing Civil Unrest
20:25 Political Narratives
26:55 Catalysts for Gold Price
36:13 Ronnie's Portfolio
#economy #inflation #recession
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