The Matterhorn Interview

Dr. Enzio von Pfeil – Old Boy Scouts Are Always Prepared

THE MATTERHORN INTERVIEW – June/July 2016: Enzio von Pfeil

Being an old Boy Scout I say “To be prepared is always a useful thing”

On behalf of Matterhorn Asset Management and pre-Brexit, Lars Schall spoke with asset manager and global economist Dr Enzio von Pfeil who is based in Hong Kong. They talk about the Far East Market, why the Renminbi is unlikely to become a reserve currency for at least a number of decades, gold of course, amongst several other current topics.

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Grant Williams – Oil: Peak demand – Gold: Peak Supply

THE MATTERHORN INTERVIEW – June 2016: Grant Williams

“Oil Market: Peak Demand, Gold Market: Peak Supply”

One of the most engaging and bright analysts of our industry, Grant Williams, joins Lars in this podcast. Grant speaks about Oil, Gold and about ‘The Donald’, inter alia. Grant of course, together with his partner Raoul Pal, also initiated the RealVision TV channel producing high quality in-depth financial market interviews.

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Peter Boockvar – If Central Bankers get what they want, global bond markets blow up

THE MATTERHORN INTERVIEW: Peter Boockvar – May 2016

“If the central bankers get what they want, the global bond market will blow up”

Lars Schall interviewed Peter Boockvar. Peter is one of those rare and informed people in the investment space who really understands the history and role of Central Banks in general, the Federal Reserve Bank in particular, and their interactions with the financial industry on (government) policy. We are very pleased to have Peter Boockvar on board this month with his first Matterhorn Interview. We recommend a good listen below.

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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.

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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.

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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)


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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.

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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.

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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.

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