The Contrarian Capitalist
The Contrarian Capitalist Podcast
Ronnie Stoeferle - The fundamentals and drivers of Gold
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Ronnie Stoeferle - The fundamentals and drivers of Gold

Central Bank of China resumes purchasing of Gold and why a weaker US Dollar will be good for Gold

Todays episode features Ronnie Stoeferle. Fund Manager, Author of "In Gold we Trust report" & "Austrian School for Investors". Ronnie’s camera went a bit blurry during the recording, he is aware of this and was happy for the video to be produced.

In this episode we cover:

  • Key drivers of Gold

  • Seasonal trends of Gold

  • The ideal percentage allocation of physical Gold to own in your portfolio

  • Chinese Central Bank resuming the purchasing of Gold

  • How likely a monetary reset is

  • Why Trump needs a weak US Dollar (good for Gold)

For ETFs and other opportunities then please visit

incrementum.li/en/

For the In Gold We Trust Report (I highly recommend this) then please visit

https://www.incrementum.li/en/ingoldwetrust-report/

You can follow Ronnie Stoeferle on X here

A massive thank you to Ronnie Stoeferle for appearing on the podcast and for sharing his insights. I look forward to chatting again in the summer of 2025.


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The Contrarian Capitalist
The Contrarian Capitalist Podcast
Macroeconomics, geopolitics, metals, news and giving you REAL TRUTH about what is going on in the world.