Ronnie Stoeferle

Erik Townsend and Patrick Ceresna welcome Ronnie Stoeferle to MacroVoices. Erik and Ronnie discuss:

  • What to expect from In Gold We Trust report
  • Fundamentals driving precious metal markets
  • Mining stocks
  • Inflation and monetary policy changes
  • De-dollarization and gold accumulation in Russia and China
  • Shift in gold demand from West to East
  • ESG – social implications of gold mining
  • Market outlook and trading strategies with gold 

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Ronnie is managing partner of Incrementum AG and responsible for Research and Portfolio Management.  He studied Business Administration and Finance in the USA and at the Vienna University of Economics and Business Administration, and also gained work experience at the trading desk of a bank during his studies. Upon graduation he joined the Research department of Erste Group, where he published his first “In Gold We Trust” report in 2007. Over the years, the Gold Report has proceeded to become one of the benchmark publications on gold, money, and inflation.

Since 2013 he has held the position as reader at scholarium in Vienna, and he also speaks at Wiener Börse Akademie (i.e. the Vienna Stock Exchange Academy). In 2014, he co-authored the book “Austrian School for Investors” and in 2019 “Die Nullzinsfalle” (The Zero Interest Rate Trap). He is also a member of the board of Tudor Gold, a Canadian exploration company with projects in the legendary Golden Triangle, British Columbia, and an advisor to Matterhorn Asset Management, a global leader in asset preservation in the form of physical gold stored outside the banking system.

Ronnie is married and proud father of three daughters. He likes to spend his spare time with his family, watching and playing football, running, and at classical concerts.