Below is a link to the most recent transcript of the Incrementum AG advisory board meeting. Our fiend Ronni-Peter Stöferle is a Managing Partner with Incrementum. We will be having Ronni on the show next week to further discuss the topics addressed in the meeting.
Here is a recap provided by Ronni…
Attached please find the transcript of our 10th advisory board meeting which took place on July 19. Next to our regular members Jim Rickards, Heinz Blasnik, Zac Bharucha, Frank Shostak, Mark Valek and Ronald Stoeferle, Brent Johnson joined us again as a special guest to discuss the following two main topics:
- When will the helicopter take off? Consequences of helicopter money for financial markets and inflation
- Best trade ideas for the 2nd half of the year
Moreover, we discussed the consequences of the Brexit, our view on gold and mining stocks, inflation expectations as well as the outlook for the US dollar.