The Matterhorn Interview

Ronan Manly – Will Economics Dictate a Gold Price Rise?

THE MATTERHORN INTERVIEW: Ronan Manly – April 2016

“Economics will dictate that the price of gold is going to rise”

For Matterhorn Asset Management, Lars Schall spoke with Ronan Manly, who is an investment professional and research analyst with an interest in the monetary gold market. He is currently working as a consultant precious metals analyst for BullionStar Singapore. Ronan’s studies include financial and economics related undergraduate and Masters degrees at University College Dublin and London Business School. His career has spanned roles in portfolio management, stockbroking, and technology, working for companies including Dimensional Fund Advisors and Morgan Stanley.

Read the rest of this entry »

What has happened to Black Gold? | Maarten van Mourik

THE MATTERHORN INTERVIEW: Maarten van Mourik – March 2016

“The Current Oil Price: A Blessing & A Curse”

Maarten van Mourik is one of the top oil analysts running his own consultancy since 2000. He discusses, inter alia, the ending of QE3 in the US and a strengthening dollar as part of the reason for the oil price demise and its effect on the mechanics in the energy space.
Lasr Schall spoke with him a few weeks ago when crude hovered just above 35 bucks.

Read the rest of this entry »

Ronald Stoeferle – The Matterhorn Interview Jan 2016

“The Matterhorn Interview – Jan 2016: Ronald Stoeferle”

This late January interview that Lars Schall did with Incrementum Investment manager Ronald Stoeferle comes shortly after the December launch of Ronald’s book ‘Austrian School for Investors’ co-authored with Mark Valek and Rahim Taghizadegan. The podcast interview deals with this year’s prospects for gold, silver and mining shares, the ever increasing gold appetite in China; and about the new book. To get your copy [English/Dutch versions] please visit the link below the transcript.

Podcast interview: (30 mins)

“2016 WILL BE A GOOD YEAR FOR GOLD INVESTORS”

Read the rest of this entry »

Avery Goodman – How China can use Gold to gain power

“The Matterhorn Interview – Dec 2015: Avery Goodman”

In this timely interview Goodman gives a must listen/read and easy to follow account of how US and International politics (China) will eventually determine the historic role of Gold as the only reserve currency alternative

Podcast interview: (25 mins)

“Behold the covertly given supply of gold in the market”

On behalf of Matterhorn asset Management, Lars Schall talked with U.S. Securities lawyer and financial researcher Avery Goodman. On their agenda: China’s gold buying and inclusion into the SDR’s of the IMF; the importance of gold in international relations; and the suspicion that there must be “a physical gold supplier of last resort” intervening in the market.

Read the rest of this entry »

Koos Jansen – China understands the Bullion game

Koos Jansen – China understands the Bullion game

THE MATTERHORN INTERVIEW – Nov/Dec 2015: Koos Jansen

“China is playing the gold game very carefully”

On behalf of Matterhorn Asset Management, Lars Schall talked with one of the prime researchers when it comes to the People’s Republic of China gold policy; dutch analyst Koos Jansen. They discuss the many tricky details that have to be taken into account; since the Chinese gold buying is pretty much a covert operation.

Read More

Catherine Austin Fitts – Actions Create The Changes that Make The Difference

Catherine Austin Fitts – Actions Create The Changes that Make The Difference

THE MATTERHORN INTERVIEW – October 2015: Catherine Austin Fitts

“Taking action in your everyday life creates the change that makes a difference”

On behalf of Matterhorn Asset Management, independent German financial journalist Lars Schall talked with U.S. financial investment advisor Catherine Austin Fitts about, inter alia: the equity markets in Europe, the U.S. and China; the risk connected to an interest rate hike by the U.S. Federal Reserve; the frictions within the current global order and economy; and the “phenomenal successful“ presidency of Barack Obama.

The Dadaist Could Not Come Up With That!

“The Matterhorn Interview – Oct 2015: Pepe Escobar”

“The Dadaist Could Not Come Up With That!”

Podcast interview: (34 mins)
On the occassion of a recent lecture that he gave in Berlin, Asia Times Online’s foreign correspondent Pepe ESCOBAR sat down with Lars Schall for Matterhorn Asset Management to discuss current top line news: how the “New Great Game“ is being played in Eurasia, Russia’s intervention in Syria and the West’s response to it.

Read the rest of this entry »

Folker Hellmeyer – The Physical Gold Markets In The East Will Prevail

Moderated October 1st, 2015 by
Categories: All publications, The Matterhorn Interview, Video & Podcast

“The Matterhorn Interview – Sept/Oct 2015: Folker Hellmeyer”

“The Physical Gold Markets In The East Will Prevail”

Podcast interview: (26 mins)
Lars Schall talked for Matterhorn Asset Management with Folker Hellmeyer, one of Germany’s most outspoken senior bankers. Hellmeyer points out why he thinks it’s impossible for the US Federal Reserve to raise interest rates. Moreover, he discusses his optimism for gold and “the invisible hand” of the Plunge Protection Team.

Read the rest of this entry »

The Greek Tragedy Is A Textbook Debt Deflation

“The Matterhorn Interview – September 2015: Michael Bernegger”

“The Greek Tragedy Is A Textbook Debt Deflation”

Podcast interview: (32 mins)
Prior to yesterday’s Fed anti-deflation policy stance Lars Schall talked with Swiss financial analyst Michael Bernegger in an exclusive interview for Matterhorn Asset Management, about his paper “The Greek Tragedy and its solution“ that offers a counter-consensus analysis of Greece’s economic crisis. Another topic in their discussion is the growing economic challenges for China.

The full transcript of the paper on Greece is printed below the video and with some very interesting detail about the huge maritime industry in Greece

Read the rest of this entry »

Peter Boehringer – Bundesbank argues the wrong way round

“The Matterhorn Interview – Aug 2015: Peter Boehringer”

The Bundesbank is arguing completely the wrong way round

Short Video interview (14 minutes):
On behalf of Matterhorn Asset Management AG / GoldSwitzerland, Zurich, Lars Schall spoke with Peter Boehringer, initiator of the German public campaign “Bring Back Our Gold“. They discuss the importance of national gold reserves and the problematic state of the German gold reserves, officially the second largest gold reserve in the world. Read the rest of this entry »