Gold’s Steady Role vs Unsteady Headlines
Matthew Piepenburg, Partner at VON GREYERZ, places rapidly changing and admittedly alarming headlines into sober perspective as to gold’s secular direction and role going forward. Focusing purely on the economics (rather than political or military guesswork) of the ever-changing conflict in Iran, Piepenburg briefly describes the competing financial interests of the various parties.
Primarily, this is a war about the dollar, the UST, oil and yes, gold’s larger role. Piepenburg places the conflict into the larger context of US dollar hegemony in particular and hence US global hegemony in general – all of which are at risk. He addresses five key risk factors in the backdrop to this otherwise pivotal geopolitical conflict.
Finally, Piepenburg addresses the various scenarios of a resolved or unresolved conflict, all of which point toward massive gold tailwinds going forward.
Watch the full analysis to understand the forces shaping gold’s future.
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