Ronnie Stoeferle on Gold's Showdown with Deflationary Forces; and a Peak at The War Below for New Energy Metals
In this week's long-form we connect with Ronnie Stoeferle, a fund manager at Incrementum, to discuss various aspects of the gold market and the mining industry. He shares observations on the gold trade in 2024, highlighting the sentiment and positioning shifts. Stoeferle also discusses the importance of the next $100-$150 in gold and the long-term trend of the precious metal. He explores the performance of gold in foreign currencies and the role of fiscal policy versus monetary policy. Additionally, Stoeferle shares insights on interest rate cuts, the potential crumbling of the Federal…
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