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America First – Policy or Fantasy? Analysing the Tariff “Pivot”

May 23, 2025

Recently, Matthew Piepenburg, Partner at VON GREYERZ, joined Paul Buitink to deliver a compelling analysis of the ever-changing tariff headlines and policy pivots, examining whether the US-China tariff war holds deeper consequences, and highlighting the harsh reality of America’s unsustainable debt burden.

Staggering US public debt continues to erode the dollar’s value by the day and undermine U.S. credibility (as well as policy leverage) in a rapidly changing financial backdrop. As global credit markets (and risks) balloon, fiat currencies and sovereign IOU’s are openly underperforming.

Such realities, coupled with geopolitical instability, have ignited widespread distrust in traditional “safe havens” and stores of value. Is physical gold, now a Tier 1 asset, emerging as the more viable bridge to financial survival for not only nation states and the wealthy, but for ordinary citizens as well?

Watch now as Matthew Piepenburg & Paul Buitink break it all down.

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.