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It is better to be prepared

Written September 12th, 2014 by
Categories: All publications, KWN weekly

KWN weekly – September 12, 2014

“Greyerz: “Eric, I’m looking at the enormous risk of holding money or other assets in a bank. We know that banks were bankrupt in 2008, and since then nothing has changed. The balance sheets haven’t improved at the banks. The only thing that has happened is the banks now have the right to value toxic debt at maturity rather than at market value. We know that if they valued these toxic assets at market value, most banks would not survive….

In this Interview:

  • Eurozone deflation
  • Japan
  • Derivatives

Click here to read the interview

Butler and Skoyles – Weak hands in Gold shaken out

“The Matterhorn London Interviews – Aug 2014: John Butler & Jan Skoyles”

“The weak hands in the gold market have been shaken out”

Video interview:
As a September ‘encore’ in this short 5th of a series of London interviews that Lars Schall conducted for Matterhorn Asset Management this summer, Lars speaks leisurely with Jan Skoyles and John Butler about the present gold market.

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The 5 Matterhorn London Interviews with Ambrose Evans-Pritchard, Alasdair Macleod, John Butler and Jan Skoyles

“The Matterhorn London Interviews – Aug 2014:

5 Video interviews:
On behalf of Matterhorn Asset Management / GoldSwitzerland Lars Schall spent 4 days in London this summer to prepare and speak with 4 outspoken economists who clearly have their own take on how some of the key financial events of the last few years will pan out in the near and longer term. The below 4 interviews with Ambrose Evans-Pritchard, Alasdair Macleod, John Butler and Jan Skoyles have a duration from 15 to 29 minutes. The last interview is a joint take on the gold market with Jan Skoyles and John Butler. These 5 very relaxed interviews with 4 highly educated and experienced analysts will give the viewer an interesting picture of what can be expected in years to come.

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Swiss would need to buy $70 billion gold

Written September 6th, 2014 by
Categories: All publications, KWN weekly

KWN weekly – September 5, 2014

Egon von Greyerz: “Looking around the world it is astounding how investors are ignoring risk in their investment strategy. Global stock markets are in bubble territory, but the massive liquidity and the lemming mentality of investors have led to a total disregard of the risks that stocks represent today….

In this Interview:

  • Stocks and Bonds
  • ECB
  • Swiss Gold Initiative

Click here to read the interview

Gordon T Long talks with Egon von Greyerz about Financial Repression

Written September 5th, 2014 by
Categories: All publications, Media appearances, Video & Podcast

Gordon T Long interviews Egon von Greyerz – 3 Sept. 2014

“The risks are now greater than the world has ever faced”

In this Youtube audio interview, Egon discusses with Gordon the severe repercussions of Financial Repression which Egon defines as “Manipulation and interference by government in the running of the economy and the lives of normal people”
In the discussion (supported by many interesting graphs) Egon states that with zero interest and massive debts that cannot be repaid, governments have no further weapons in their armoury. Therefore Egon maintains that, “The risks are now greater than the world has ever faced and that things will be very different and more difficult for our children and grandchildren than for us.”
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Jan Skoyles – In terms of assets, there clearly is inflation

“The Matterhorn London Interviews – Aug 2014: Jan Skoyles”

“In terms of assets, there clearly is inflation”

Video interview:
In this 4th of a series of London interviews that Lars Schall conducted for Matterhorn Asset Management this summer, Lars speaks with Jan Skoyles, the recently appointed CEO of The Real Asset Company. In the interview Skoyles addresses asset price inflation, China’s and Russia’s heavy gold buying, the technology behind Bitcoin; and the first gold-backed crypto currency.

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John Butler – We live in exceptional, interesting times

“The Matterhorn London Interviews – Aug 2014: John Butler”

“We live in exceptional, interesting times”

Video interview:
In this 3rd of a series of London interviews that Lars Schall conducted for Matterhorn Asset Management this summer, Lars sits down with John Butler, CEO of Amphora Capital, and they talk about 3 of this year’s highlights in the world of international finance: 1 – the Launch of the BRICS Development Bank, 2- the Sino-Russia energy deal and 3- the Ukraine crisis. (19 minutes – intro 45 sec)

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Why a 100:1 paper to physical ratio simply won’t last

KWN weekly – August 29/30, 2014

Podcast – Egon von Greyerz: “I’m looking at the deflationary pressures that we are seeing in many areas like Europe and Japan. Continued deflation will lead to an implosion of asset prices and bank debt. Under that scenario no debts will be repaid and the financial system will fail. With $280 trillion of world debt and $1.5 quadrillion of derivatives, this will lead to a collapse that will take the world back at least 50 years and maybe even further. Governments and central banks are totally aware of the deflationary risks. That’s why they have printed and created tens of trillions of dollars, and lowered interest rates to zero.
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Alasdair Macleod – 3 reasons to invest in Gold

“The Matterhorn London Interviews – Aug 2014: Alasdair Macleod”

“The three biggest reasons to invest in gold”

Video interview:
In this 2nd of a series of London interviews that Lars Schall conducted for Matterhorn Asset Management this summer, Lars has a City of London streetside conversation with Alasdair Macleod right outside the Dutch reform Church in Austin Friars near the Bank of England. Together they talked about, inter alia: the challenges for The London Bullion Market Association (LBMA); China’s appetite for gold; the Shanghai Cooperation Organization as THE future player in the gold market; and the problems related to Germany’s gold at the New York Fed.

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America financially powerful – Evans-Pritchard

“The Matterhorn London Interviews – Aug 2014: Ambrose Evans-Pritchard”

“Ironically, America has never been as powerful financially as it is now”

Video interview:
In this first of a series of London interviews that Lars Schall conducted for Matterhorn Asset Management this summer, Lars met up with Ambrose Evan-Pritchard to discuss geo-politcal tensions in the world, China’s challenges, threats to the global economy and the expectations for gold.

GoldSwitzerland is very grateful to be able to present the views of this brilliant mind. On July 25 he wrote: “In the 30 years or so that I have been writing about world affairs and the international economy, I have never seen a more dangerous confluence of circumstances, or more remarkable complacency”.

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