by Ronald-Peter Stoeferle & Mark J. Valek
This quarter’s advisory board call was different than usual. Instead of having our usual advisory board members and one special guest, we invited all five partners from Incrementum to discuss their background, their investment style and best investment ideas for 2020 and the new decade.
During the call we talked about:
- Are markets finally losing faith in central banks?
- Is the gold bull market just about to start?
- Is 2020 the year of MMT?
- Which commodity markets are undervalued?
- What are the risks of inflation and stagflation in 2020?
- What are the biggest long-term (multi-decade) risks?
Read the PDF of the Advisory Board Transcript here.
Alternatively, you can also download the audio-file of our conversation.