“The Crisis Is Right Now” | Debt, the AI Bubble, Housing & Gold’s Next Move | Matthew Piepenburg
The crisis is already here, says Matthew Piepenburg. What does that mean for stocks, the housing market, the dollar and gold? Yael Potjer welcomes back the Von Greyerz partner to discuss rising government debt, the risks behind the AI boom and why he believes gold is still nowhere near its peak.
Starting with France’s mounting debt problems, Piepenburg explains why rising bond yields are a warning everyone should pay attention to. He argues that the United States faces the same problem on a much larger scale, while central banks are running out of effective tools. Can policymakers keep…
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