The Matterhorn Interview

Gold is a belief – Grant Williams

THE MATTERHORN INTERVIEW – November 2014: Grant Williams

“Gold is a belief”

I gives me particular pleasure to welcome Grant Williams to this month’s interview. Grant has a great grasp of markets and always explains complex matters so that we all can understand them. He also is a wonderful individual and a good friend. This interview on the gold market is fascinating and really worth listening to.

Egon von Greyerz

Podcast interview: This month financial journalist Lars Schall talked with highly respected Singapore-based fund manager Grant Williams about, inter alia: the philosophy of gold and money; gold as “power money”; the bad effects of central bank interventions; the Swiss Goldinitiative; and the question whether gold will become the ultimate bubble in the future after the bubbles in bonds and equities will have popped.

By Lars Schall

The article that Grant Williams refers to in the above interview is “Deus ex machina”.

Grant Williams is the author of the widely-read financial letter, Things That Make You Go Hmmm… (www.ttmygh.com) the founder of Real Vision Television (www.realvisiontv.com) and portfolio and strategy advisor to Vulpes Investment Management in Singapore.

Grant has almost 30 years of experience in finance on the Asian, Australian, European and US markets and has held senior positions at several international investment houses.

I believe we’ve seen Peak Gold* – Keith Barron

THE MATTERHORN INTERVIEW – October 2014: Keith Barron PhD

“ I believe we’ve seen Peak Gold* ”

Podcast interview:
On behalf of Matterhorn Asset Management, financial journalist Lars Schall talked with exploration geologist and mining entrepreneur Dr. Keith Barron.

Keith is a scientist and he explains in no uncertain terms what is going on in the mining industry, the false accounting relative to the cost of exploration, what happened when gold went up to 1,900, why gold versus USD simply must go to at least 5,000, why ‘gold above ground’, if anything, is overstated and why the Swiss GoldInitiative is indeed very important and not just for the Swiss People, as well as Keith Barron’s view on Silver.

This is clearly one of the best interviews on the subject of gold mining and a must listen for all Gold investors or anyone interested in gold, silver and mining

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The Financial Crisis is mainly an Energy problem

THE MATTERHORN INTERVIEW: Maarten van Mourik – September 2014

“The financial crisis is only partly financial but mainly an energy problem”

misunderstood-crisis-englishOn behalf of Matterhorn Asset Management, financial journalist Lars Schall talked with the Dutch economist / oil analyst Maarten van Mourik about the book “The Misunderstood Crisis: It’s the energy stupid!” Read the rest of this entry »

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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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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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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Dr. Philipp Bagus – Our debt driven society due to permanent inflation expectation

THE MATTERHORN INTERVIEW – August 2014: Prof. Dr. Philipp Bagus

“Our money system makes people more materialistic”

PhilippBagus

On behalf of Matterhorn Asset Management, financial journalist Lars Schall interviewed Dr. Philipp Bagus, Professor of economics at Universidad Rey Juan Carlos in Madrid. Bagus points out in this discussion why he thinks the financial crisis is connected to the way money works and addresses the question whether it’s a given that a fiat money system destroys itself in the long run. He says: “The control of our money should be given back to the people. We should be able to choose the medium of exchange that we find most adequate.”

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