MARCHING TOWARD A LIQUIDITY CLIFF
by Matthew Piepenburg
In this lengthy yet substantive/timely discussion with Alex Deluce of Gold Telegraph Conversations, VON GREYERZ partner, Matthew Piepenburg, leads viewers through the fog, confusion and volatility of recent headlines toward a simple lighthouse.
In short, Piepenburg places tariff headlines, seismic geopolitical shifts, de-dollarization trends, extreme market volatility and recessionary reality into a simple lens: It all boils down to an unprecedented national and global debt crisis.
Or even more simply: A liquidity crisis.