Axel Merk – Think Piece

Featuring Axel Merk

Axel Merk, President and CIO of Merk Investments, takes the helm on this week’s Think Piece, discussing investing in assets with low correlation to the rest of your portfolio, highlighting the high historical return rate of gold and its performance in volatile equity and strong dollar environments.

Published on
8 December, 2015
Gold, Monetary policy, US Dollar
16 minutes
Asset class
Bonds/Rates/Credit, Commodities, Currencies


  • AC

    Andrew C.

    7 1 2016 04:51

    0       0

    Equity Market tired? Sentiment is toxic, PE is only just above average and the US has positive GDP growth. Certainly equities are not super-attractive, but tired? If nobody owns stocks, who is selling

  • PD

    Philip D.

    14 12 2015 08:58

    0       0

    Was that an Owl Lapel Pin? Hmm...Order of the Owls.

  • JP

    Jeronimo P.

    10 12 2015 16:28

    5       0

    Anyone else who has followed Axel, his narrative hasn't changed through the 6 year bull market. Brilliant mind, but I had to start trading against his positions since 2011. Try not to get too smart.

  • JC

    Joel C.

    10 12 2015 06:01

    4       0

    with a current a/c deficit - if it is financed through FDI, then domestic shock would lead to fall in con spending and lower imports but FDI "hot money"will flee putting downward pressure on currency

  • JC

    Joel C.

    10 12 2015 05:58

    5       0

    with a current a/c surplus - domestic shock leads to lower cons spending and lower imports and hence larger surplus which would drive currency up...

  • GS

    Georgi S.

    9 12 2015 12:34

    0       0

    Great interview! Could someone please elaborate why the current account surplus/deficit would would influence currency moves in a shock environment differently? Thank you.

  • JS

    John S.

    9 12 2015 00:11

    5       0

    Always enjoy listening to a clear thinker

  • MO

    Matt O.

    8 12 2015 23:08

    2       1

    He should look into Bitcoin. An international currency that can't be debased or seized.

  • EL

    Elizabeth L.

    8 12 2015 15:09

    43       1

    Axel Merk covered the current global financial landscape so succinctly with exceptionally clear insights. Could we hear from him on a quarterly basis?

  • TW

    Thomas W.

    8 12 2015 14:24

    12       0

    More impressed with Axel Merk every time I see him. Very smart guy and he thinks for himself.