V Questions with Ronald-Peter Stoeferle

Featuring Ronald-Peter Stoeferle

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

Published on
13 January, 2016
Topic
US Dollar, Monetary policy, Investment Framework
Duration
9 minutes
Asset class
Currencies, Equities, Bonds/Rates/Credit
Rating
33

Comments

  • MM

    Michael M.

    23 1 2016 23:04

    1       0

    Generic ideas and think he's dead wrong. If he's right he's far too early.

  • KE

    Kenan E.

    19 1 2016 19:13

    2       0

    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 1 2016 16:16

    4       0

    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 1 2016 13:08

    1       3

    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 1 2016 21:24

    2       0

    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 1 2016 02:39

    6       0

    I thought this was very good. I whole interview would be too. IMO

  • MB

    Mike B.

    14 1 2016 18:30

    4       0

    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 1 2016 16:56

    1       3

    I do not get his point. Maybe he believes that QE4 will trigger inflation

  • TJ

    Todd J.

    13 1 2016 15:54

    28       0

    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 1 2016 14:17

    3       0

    Actually, got 2 pairs trade ideas: long gold and short dollar, then long dollar and short yen. Maybe combine them: long gold, short yen.