THE VON GREYERZ PERSPECTIVE - vongreyerz.substack.com

For decades, central banks have relied on a simple strategy: postpone, extend, and hope. Each crisis was met not with resolution, but with intervention — more debt, more money printing, and more promises that the system was under control. The result is what we see today: a global financial structure so saturated with debt that it can no longer be managed in an orderly way. The can has been kicked...

Is It Too Late for Gold? Why the biggest move lies ahead as currencies approach their final phase Every major monetary shift begins with doubt. Gold has already risen sharply, yet ownership remains historically low. The question is not whether gold has gone too far — but whether the real move has even begun. KEY INSIGHTS 01:32 – 01:48 | “Is It Too Late?” — The Gold Wagon * The question “Is it too...

WHEN PAPER PROMISES BREAK Why wealth must return to gold, silver, and real assets Egon von Greyerz, founder of VON GREYERZ , is a globally respected authority on wealth preservation and risk management. With decades of experience navigating financial crises and currency debasement, he is known for his uncompromising views on protecting capital outside the fragile banking system. In this message, v...

POOR MAN’S GOLD ABOUT TO SHOCK THE WORLD A historic shortage, explosive demand, and a metal set to move twice as fast as gold — silver’s rise by multiples is no longer speculation, it is inevitable. Today’s discussion is led by Egon von Greyerz , founder of VON GREYERZ , a firm specializing in long-term wealth preservation through physical precious metals. With decades of experience navigating fin...

THE MONETARY FLOOD IS HERE — WHO WILL SURVIVE? Debt, debasement, and the return of real money “After us, the flood.” Those words were spoken centuries ago — yet they perfectly describe today’s world of central banking, debt, and monetary illusion. The flood has not arrived yet. But it is no longer avoidable. This is a public episode. If you would like to discuss this with other subscribers or get...

HAS CHINA CORNERED THE GOLD MARKET? Silent Accumulation and the Challenge to Dollar Dominance In this Gold Sessions interview, Jonny Haycock of VON GREYERZ speaks with economist and long-time precious-metals analyst Alasdair Macleod about three forces quietly reshaping the global financial system: The tightening physical silver market, China’s long-running gold accumulation strategy, and the growi...

5,000 YEARS: TWO ANCIENT RELICS, ONE STORY When time decides what matters For over 5,000 years, gold has stood as humanity’s only enduring form of real money — untouched by governments, unreplicable by man, and immune to the failures of financial systems . This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit vongreyerz.substack.c...

THE MYTH OF MANUFACTURED GOLD Gold’s 5,000-Year Role In this presentation, renowned wealth-preservation advocate Egon von Greyerz discusses the enduring role of gold as humanity’s most reliable form of money. Drawing on thousands of years of monetary history, he contrasts real, physical gold with the “paper money” systems created by modern central banks. As the founder of VON GREYERZ AG, he emphas...

THE MISLEADING GOLDEN COIN Gold is up 76% vs. Bitcoin Only true trust proves itself over 5,000 years Egon von Greyerz, founder of VON GREYERZ AG, notes that today’s monetary landscape is no longer a contest between innovation and tradition, but a stark confrontation between illusion and reality. As global debt accelerates and financial systems strain beyond their limits, investors increasingly sea...

THE GREAT DEBT MOONSHOT $3B to $100T — Gradually, Then Suddenly Egon von Greyerz warns that we are witnessing the final stage of the Western monetary order. What began in 1913 with the creation of the privately owned Federal Reserve has now reached its breaking point. The post-1971 world of unlimited credit and fiat expansion has produced an exponential debt spiral: from 3 billion USD in 1930 to 3...

What They Don’t Tell You About a Banking Crisis Counterparty risk, bail-ins, and BRRD exposure, why gold inside banks isn’t truly yours. In this discussion, Jonny Haycock speaks with Matt Piepenburg of VON GREYERZ about the often-ignored risks of storing gold within the banking system — from counterparty exposure and rehypothecation to EU bail-in legislation under the BRRD. They explain why genuin...

SILVER'S CATAPULT MOMENT Silver’s decades of suppression have built the pressure for a historic breakout — the first signal of fiat’s final collapse. Long mocked as the “ poor man’s gold ,” silver has spent decades under deliberate suppression — pressure that now strains at breaking point. The $50 mark, long treated as resistance, is no ceiling but a catapult line. Once breached, it will not merel...

Middelkoop & Piepenburg: The Great Bluff in Finance "Cheat to Keep the Game Going” — Cowardice or Necessity? Why Gravity Always Wins VON GREYERZ AG partner Matthew Piepenburg joins Willem Middelkoop , founder of the Commodity Discovery Fund and best-selling author of The Big Reset: War on Gold & the Financial Endgame , in a frank discussion of the broken financial system fueling an openly accelera...

The Reborn 1920s: Inside the Global Credit Inferno Where euphoria reigns, debt explodes, and the next great reckoning looms In this compelling discussion, Alasdair Macleod joins Matthew Piepenburg to explore the striking parallels between today’s global economy and the: Speculative frenzy of the 1920s. Macleod contends that we are living through a reborn Roaring Twenties —an era defined by runaway...

FRANCE on the Brink: The First Domino An insider’s perspective: How Macron’s crisis-ridden France could ignite the next global meltdown Gold continues to soar as global debt hits unprecedented highs. But today’s focus shifts away from the U.S. to France — the EU’s second-largest economy — where political instability, a deepening debt crisis, and growing social unrest are colliding. In just two yea...

Egon von Greyerz — Founder and Chairman of VON GREYERZ AG — is widely regarded as one of the foremost authorities on wealth preservation, precious metals, and the fragility of today’s financial system. In this in-depth discussion with Darryl Payne and Brian Payne of As Good As Gold Australia , Egon expands on what he calls: The last 1% The final phase in the long decline of fiat currencies, which...

The Hidden Origin of Today’s Market Instability Every symptom investors face now — from bubbles to weak treasuries — traces back to 1971’s decoupling from gold. Fifty-four years ago, President Nixon told Americans that suspending the dollar’s link to gold would be a “temporary” measure. That moment in August 1971 was patient zero for the instability investors face today. The U.S. dollar lost its a...

TECH BUST, REAL MONEY BOOM Nasdaq and Bitcoin manias fade, while gold preserves value. In a powerful address, Egon von Greyerz outlines what he believes will be the: “Largest transfer of wealth in modern history” With tech stocks and government bonds dangerously overvalued, he predicts a major collapse in bubble assets and a surge in demand for physical gold and silver. Drawing comparisons to the...

INVESTING FOR POSSIBLE WAR HUNT & VON GREYRZ: A conversation on capital controls, China’s rise, and protecting wealth. Simon Hunt and Egon von Greyerz argue that we are nearing the end of a long monetary cycle. Decades of debt, money printing, and manipulated inflation data have weakened the global financial system, leaving fiat currencies close to collapse. They see the world shifting from U.S. u...

Egon von Greyerz has long warned that the lessons of monetary history are ignored at great peril. In 1971, when the U.S. abandoned the gold standard, a decade of unprecedented currency debasement and soaring gold prices followed. Between 1971 and 1980, gold rose more than 20-fold, protecting those who understood the inevitability of monetary decline. Today, the same conditions are unfolding once a...

As Grant Williams highlights in his report Things That Make You Go Hmmm... , investor Tony Deden calls trust: “The Invisible Leverage” not a soft asset, but the silent architecture that makes markets function, societies endure, and promises hold: Trust cannot be manufactured. It must be earned. It emerges slowly—through consistency, clarity, and moral courage. And it vanishes quickly—through dupli...

JAMES TURK: THE FEAR INDEX SIGNALS A BANKING COLLAPSE Egon von Greyerz & James Turk revisit past warnings on currency debasement, debt, and gold—showing why cracks in the global system are now undeniable. In this compelling conversation, two iconic veterans of the precious metals space, Egon von Greyerz and James Turk, bring needed financial AND historical perspective to evolving (and eerily fores...

Can Gold Save the U.S.? The $20,000 Gold Question In this deep-dive presentation, Matthew Piepenburg explores the growing speculation around a potential: U.S. gold revaluation What it is, why it might happen, and whether it could help alleviate America's mounting debt crisis. From historical context to Fed publications, Piepenburg breaks down the mechanics, motives, and risks behind this bold mone...

WHY HASN’T THE DOLLAR FALLEN MORE? THE DOLLAR HAS LOST 99% SINCE 1971 — THE FINAL 1% WILL END THE SYSTEM In a world drowning in debt, deficits, and relentless money printing, many still ask, “Why hasn’t the U.S. dollar collapsed?” But that question reveals a fundamental misunderstanding. As Egon von Greyerz explains, the dollar — like all fiat currencies — has already collapsed in real terms. Sinc...

How to capitalize on Trump tariffs Strategies to Navigate Volatility, Inflation, and Global Trade Shifts in 2025 We’ve entered a new era of economic warfare — not with bullets, but with tariffs. As of August 1st, a fresh salvo of U.S. tariffs — aimed squarely at the European Union — is shaking global markets, trade alliances, and investor assumptions. Behind the headlines and tweets lies a deeper...