V Questions with Ronald-Peter Stoeferle

Published on
January 13th, 2016
Topic
US Dollar, Investment Framework, Monetary policy
Duration
9 minutes
Asset class
Currencies, Bonds/Rates/Credit, Equities

V Questions with Ronald-Peter Stoeferle

Featuring Ronald-Peter Stoeferle

Published on: January 13th, 2016 • Duration: 9 minutes • Asset Class: Currencies, Bonds/Rates/Credit, Equities • Topic: US Dollar, Investment Framework, Monetary policy

Ronnie Stoeferle, Fund Manager and Managing Partner of Incrementum AG, runs the gauntlet of Real Vision's V Questions.

Comments

  • MM
    Michael M.
    23 January 2016 @ 23:04
    Generic ideas and think he's dead wrong. If he's right he's far too early.
  • KE
    Kenan E.
    19 January 2016 @ 19:13
    Yeah, get more "german-speaking" guys like of Ronnie Stöferle. Please get Felix Zulauff, Philipp Vorndran and Thorsten Polleit. That's my personal wish-list ;-)
  • HB
    Heini B.
    19 January 2016 @ 16:16
    To better understand Ronald-Peter's perspective I implore RV subscribers to read his book: Austrian School for Investors. For me its one of the top investing books I have ever read.
  • AS
    Alexander S.
    19 January 2016 @ 13:08
    It's some kind "In Gold we trust" (as his report is called)... How long are we now in the bear/consolidation mode in Pms and/or metals - 4 years & running! Long Gold, short $? Gimme a break...
  • WM
    Will M.
    15 January 2016 @ 21:24
    Good short discussion. He is predicting more QE and leaning heavily toward commodity holdings esp. silver. He certainly has a contrarian point on most thinking inflation may be "gone" for years.
  • DH
    Dale H.
    15 January 2016 @ 02:39
    I thought this was very good. I whole interview would be too. IMO
  • MB
    Mike B.
    14 January 2016 @ 18:30
    QE for the People means outright debt monetization. CB will buy debt directly from the Gov't and that money will be invested into the real economy.
  • Dd
    Diego d.
    13 January 2016 @ 16:56
    I do not get his point. Maybe he believes that QE4 will trigger inflation
  • TJ
    Todd J.
    13 January 2016 @ 15:54
    Interesting perspective from a manager who appears to be from the continent. More German/Austrians please as their views are radically different than the former British colonies perspectives.
  • FS
    Fred S.
    13 January 2016 @ 14:17
    Actually, got 2 pairs trade ideas: long gold and short dollar, then long dollar and short yen. Maybe combine them: long gold, short yen.