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vongreyerz.substack.comWelcome to THE VON GREYERZ PERSPECTIVE — the unapologetic podcast from Egon von Greyerz and Matthew Piepenburg of VON GREYERZ AG.In an era of monetary distortion, market manipulation, and media spin, this show cuts through the noise with hard-hitting…
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- 9
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- Sep 23, 2026
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Get Your Gold Out of the US (opens the original)
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The Dutch Central Bank recently transferred 76 tons of gold from New York to London. At the same time, European politicians are putting pressure on governments and central banks to take gold assets out of New York and bring them back to their respective countries. The Netherlands has already made the move, while politicians in Italy and Germany are putting pressure on their governments to bring gold back to Italy and Germany. Germany already took a large amount of gold back from New York in 2013
DON’T BUY GOLD (opens the original)
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Gold won’t be useful when these conditions are met: * Currencies are stable * Inflation is low * Governments are running budget surpluses * Borrowing is around 25% to 30% of GDP * Countries have little debt Fiat money will be the better choice in that case… but we all know that’s not the world today. Most countries now have debt above 100% of GDP. Stock markets, bond markets and property have also been supported for years by low interest rates, heavy borrowing and high leverage. Stocks are now a
$200 Oil Price, $7 Gas & a 5,000 S&P? The Iran Warning (opens the original)
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Crude oil is around $100 a barrel today. If the Strait of Hormuz remains closed to most shipping and the routes into and out of the Red Sea remain restricted, crude could be closer to $200 by the end of next year. But the real impact will be on product prices. Gasoline could rise above $7 a gallon and diesel above $9. That would have serious consequences for the U.S. economy, particularly with more than $100 trillion of debt and a financial system that is already highly leveraged. The first stag
US CHOICE: SAVE THE ECONOMY VS. SAVE THE $ (opens the original)
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More than a century ago, J.P. Morgan said: “Gold is money and all else is credit.” The dollar was once defined by the amount of gold behind it. In 1879, $1 represented 23.22 grains of gold. After the gold price was fixed at $35 an ounce in 1934, that fell to 13.714 grains. And today? The equivalent is around 0.11 of a grain. The pressure on currencies is now showing up elsewhere, too. Japan is a good example. Japan depends on oil and LNG from the Gulf. Shipments from America’s strategic petroleu
THE FUTURE IS TURMOIL: THE REFUGE IS GOLD (opens the original)
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Political and military conflicts often appear to be local events. A ceasefire is announced → Negotiations resume → Markets react → Attention moves elsewhere. But some conflicts have consequences that reach well beyond the battlefield. Iran War is one of them. Rather than viewing it as an isolated dispute, it is placed within a much larger change taking place in international politics. China, Russia and several other countries are increasingly challenging a world order that has long been led by t
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