Ronnie Stoeferle on the Macroscopic Podcast

Where We Are in the Cycle What Comes Next for Gold and the Monetary System

In this in-depth interview on the Macroscopic Podcast, Ronnie Stoeferle, Managing Partner at Incrementum and author of the renowned In Gold We Trust Report, joins host Alexej Jordanov for a wide-ranging conversation on the macroeconomic forces shaping the current cycle, and the bull market that is unfolding before our eyes.

Ronnie shares his framework for understanding where we stand today, why the current gold bull market is still far from over, and how different phases of the cycle tend to evolve. Drawing on decades of experience, he explains what investors often misunderstand about gold, why precious metals are regaining strategic importance, and how confidence in fiat currencies is steadily eroding.

The discussion goes far beyond gold alone. Key topics include the rise of BRICS, accelerating central bank gold accumulation, de-dollarization trends, the debate around a potential return to a gold standard, Bitcoin’s role in a changing financial landscape, and what the future monetary system could look like in a world of mounting debt and geopolitical fragmentation.

This conversation offers valuable insights for investors, macro enthusiasts, and anyone seeking to better understand the structural shifts underway in the global financial system.

🎥 Watch the full interview below and gain a clearer perspective on where we are in the cycle, as well as what lies ahead.