Eps. 11: Ronald Stoeferle Warns … The 60 40 Era Is Over.
Join host Lyndsay Malchuk on the Markets and Leaders Podcast for a deep, thought-provoking conversation with Ronald-Peter Stoeferle, Managing Partner and Fund Manager at Incrementum AG. As the author of the globally recognized “In Gold We Trust” report since 2007, Stoeferle offers a bold and contrarian take on why the traditional 60/40 portfolio is broken. In this episode, he explains the shift from a disinflationary era to one of structural inflation and fiscal dominance, why gold and commodities are still dramatically under-owned, and how a new portfolio construction that includes gold, silver, Bitcoin, and hard assets is not just a tweak but a necessary philosophical shift for the coming decade. Discover the case for a remonetization of gold, the explosive potential of silver, and why the current bull market in hard assets is still in its early innings.



