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7 Signals, 1 Golden Direction

August 5, 2026

VON GREYERZ Partner, Matthew Piepenburg, shares his views and key interview insights from the recent Rule Precious Metal Symposium in the U.S.

In particular, Matthew addresses the forced sale of gold in 2026, driven by early-year (and shameless) manipulations at the COMEX to subsequent war liquidity measures globally. He then addresses the critical yet often overlooked signals from the sovereign bond market, all of which scream substantial currency debasement to come.

As for the new “Fed Sheriff in town,” Piepenburg explains why Warsh is merely a dove dressed like a hawk. Thereafter, Piepenburg unpacks more gold tailwinds and signals from the Petrodollar market to basic supply & demand forces percolating unnoticed beneath the media hype.

Far more importantly, Piepenburg explains how China is playing the long game in a patient yet now open play to fairly reprice gold based on physical rather than paper markets. Finally, Piepenburg addresses the open risks in an ever-expanding yet grossly over-valued and Fed-driven equities market.

VonGreyerz.gold

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Matt began his finance career as a transactional attorney before launching his first hedge fund during the NASDAQ bubble of 1999-2001

Thereafter, he began investing his own and other HNW family funds into alternative investment vehicles while operating as a General Counsel, CIO and later Managing Director of a single and multi-family office. Matthew worked closely as well with Morgan Stanley’s hedge fund platform in building a multi-strat/multi-manager fund to better manage risk in a market backdrop of extreme central bank intervention/support. The conviction that precious metals provides the most reliable and longer-term protection against potential systemic risk led Matt to join VON GREYERZ.

The author of the Amazon No#1 Release, Rigged to Fail, Matt is fluent in French, German and English; he is a graduate of Brown (BA), Harvard (MA) and the University of Michigan (JD). His widely respected reports on macro conditions and the changing behaviour of risk assets are published regularly at SignalsMatter.com.