Ronald-Peter Stöferle, Managing Partner and Fund Manager at Incrementum and co-author of the annual In Gold We Trust report joins the lovely Michelle Makori for a MUST SEE interview.
Stöferle explains why gold is undergoing a “creeping re-monetization,” driven by central-bank accumulation, geopolitical fragmentation and growing concerns over the global monetary system.
He argues that gold’s bull market is not yet in a bubble and reveals why $8,900 gold is now his new base case after his previous $4,800 target was reached ahead of schedule.
The conversation also examines sovereign debt, inflation, de-dollarization and the changing role of gold as a neutral global reserve asset.
Stöferle explains why Western institutional investors remain significantly underallocated to gold and why a shift in institutional capital could become an important driver of the next phase of the bull market.
He also discusses silver and mining equities as higher-beta opportunities, the potential role of Bitcoin and commodities in a diversified portfolio, and why the global monetary system could undergo a major reorganization in the years ahead.
Full Interview with Michelle Makori is below:
