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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 »

Money stock imploding in the U.S. and most countries

Written September 26th, 2014 by
Categories: All publications, KWN weekly

KWN weekly – September 25, 2014

“Greyerz: “Eric, this year we have been talking about the autumn being a critical time in terms of being an inflection point for the world economy and global markets. In every single area of the world there are problems. Japan alone has enough debt and deficits that that when it implodes it should create a worldwide depression. And China, the former growth engine of the world, is struggling. It’s important to look at the consumption of commodities in China. Right now they are declining rapidly. Then we have the shadow banking system in China which is in a massive bubble. In Europe, only one major economy, which is Germany, has kept the eurozone alive. But German growth has now come to a halt… Read the rest of this entry »

Sound money initiative will be Game changer

Written September 18th, 2014 by
Categories: All publications, KWN weekly

KWN weekly – September 18, 2014

“Greyerz: “Eric, we are all familiar with the fact central banks have printed many trillions of dollars in the last 2 years. This has been a futile attempt by these central banks to save their economies. But they haven’t saved a single economy in any country. All central banks have done is to exacerbate the problem by expanding their balance sheets with risky or virtually worthless assets. And the principal beneficiaries of this money printing have been the banks and big investors. Today no central bank has enough capital to cover their exposure when the next crisis starts. And, Eric, we both know that there are so many events which can trigger a crisis that would be many times greater than the one the world went through in 2008 – 2009… Read the rest of this entry »

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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