Kitco News, Released on 12/26/23
For Part 1 of this interview, CLICK HERE
Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News, interviews Matthew Piepenburg, Partner at Matterhorn Asset Management, who warns of an already broken U.S. regime. Piepenburg says it all starts with a debt crisis, then a currency crisis, followed by social division, weaponization of financial instruments, and centralization of everything. Piepenburg explores the top geopolitical risks of 2024 and weighs in on Bitcoin as a safe-haven hedge. He says Bitcoin is based on the same narrative as gold and can’t be ignored. Watch Part 1 here: https://www.youtube.com/watch?v=ipmIu…
00:00 – Intro & Bitcoin’s Performance
02:10 – Bitcoin’s Future & ETF Developments
09:47 – Bitcoin Portfolio Allocation
14:30 – Geopolitical Risks & Market Implications
19:04 – The Cost of War and Its Economic Implications
23:59 – Weaponization of the Dollar & Its Impact
26:00 – The Future of Democracy & Centralization Concern
Matthew Piepenburg began his finance career as a transactional attorney before launching his first hedge fund during the NASDAQ bubble of 1999-2001. Thereafter, he began investing his own and other HNW family funds into alternative investment vehicles while operating as a General Counsel, CIO and later Managing Director of a single and multi-family office. Matthew worked closely as well with Morgan Stanley’s hedge fund platform in building a multi-strat/multi-manager fund to better manage risk in a market backdrop of extreme central bank intervention/support. The conviction that precious metals provides the best protection against potential systemic risk led Matt to join Matterhorn Asset Management.