
businessDec 31, 202152:10pending
Bitcoin & Gold During Monetary Climate Change | Ronnie Stoeferle
About this episode
On today’s episode of Forward Guidance Jack welcomes Ronnie Stoeferle, partner at Incrementum AG. Stoeferle argues that the world is already in a new inflationary era that he calls “monetary climate change.”
Stoeferle discusses key features of a debt-based monetary system (50 years and counting) and predicts that the merging of fiscal and monetary policy will create a shift from asset price inflation to consumer price inflation. Stoeferle shares why he believes gold and Bitcoin will do very will in this new monetary environment, and he elaborates on several key drives of the prices of both of these non-inflatable assets.
Incrementum's website: https://www.incrementum.li/en/
Ronnie Stoeferle’s Twitter: @RonStoeferle
Jack Farley’s Twitter: @JackFarley96
Blockworks’ Twitter: @Blockworks_
Get every episode summarized
Each time Forward Guidance publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Forward Guidance

The Bond Market Is Trapping The Fed | Weekly Roundup
Forward Guidance
Sep 11, 202645:23completed

Fiscal Dominance Is Breaking The 60/40 Portfolio | Matt Hougan & Bob Haber
Forward Guidance
Sep 2, 202644:50pending

Druck Calls Out Bessent & Will Jackson Hole Derail The Debasement Trade? | Weekl...
Forward Guidance
Aug 27, 202653:09pending

Treasury-Led Financial Repression Is Ushering In A Debasement Regime | Weekly Ro...
Forward Guidance
Aug 20, 202653:42pending