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Seeing the Golden Writing on a Debt Wall

May 8, 2025

VON GREYERZ partner, Matthew Piepenburg, joins the prolific Ivor Cummings to bring needed perspective to gold in a world over its skis in debt and marching full speed into a credit/debt crisis for which the evidence is literally everywhere – from market volatility and rising yields to BRICS headlines and rising gold moves.

Piepenburg explains how Egon von Greyerz saw the writing on the debt and currency wall years before the headlines, and even the BIS had to openly capitulate to (and confess) an inevitable credit and, hence, currency crisis, now culminating in a move away from fake/fiat money to the only real money history has ever known: physical gold.

Piepenburg then explains how understanding the simple basics of bond market forces can help ordinary folks make sense of central-bank-supported market direction, currency direction and, of course, gold direction.

As fiat money loses credibility, desperate (i.e., debt-trapped) nations resort to increasingly desperate “solutions,” including the BTC strategic reserve fund, which Piepenburg places into perspective in the closing minutes of this educational discussion.

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.