The dollar has been rallying. What does that mean for China, the emerging markets, and gold? Ronnie has some great insight into those topics and more…
Jason Burack of Wall St for Main St interviewed returning guest, hedge fund manager and author, Ronald “Ronnie” Stoferle of Incrementum AG https://www.incrementum.li/en/ in Lichtenstein.
Ronnie has been writing the extensive and well respected “In Gold We Trust Report” now for 12 years.
During this 50+ minute interview, Jason asks Ronnie about the global macro situation including the recent US Dollar rally, the Fed’s plan to ramp up QT further in October 2018 and how QE has been going on for almost an entire decade. (It will be 10 years in November 2018 since QE and the bailouts started.)
In early June, Ronnie also co-authored an excellent article for the Mises Institute that was featured on Zero Hedge called, “China Is In Trouble” where he discusses the massive credit bubble in China that has exploded in size the last decade https://www.zerohedge.com/news/2018-0…
Jason and Ronnie also discuss gold, gold stocks and Bitcoin.
Despite central bankers in the G7 worrying about deflation, many companies are talking about how high input costs and inflation is affecting them in their Q1 and Q2 2018 conference calls.