VON GREYERZ partner Matthew Piepenburg joins David Lin for a blunt-spoken perspective on the realities facing the incoming Trump administration. Tariff actions, job reshoring, DC “swamp cleaning,” and USD policies are juxtaposed against inevitable inflation realities in the backdrop of unsustainable debt levels.
Will Musk’s “Department of Government Efficiency” and the proposed spending cuts help reduce US debt levels? Will job reshoring and tariffs be possible without excessive spending/inflation? Can Trump achieve a weaker USD? Piepenburg addresses each of these questions with a direct eye on the longer-term rise of gold as the US and global fiat currencies continue their steady race to the bottom.