Gold to $8,900? Why This Could Be Just the Beginning of a Global Reset in Money
Gold to $8,900? Why This Could Be Just the Beginning of a Global Reset in Money | Stöferle
Kitco News: 5-27-2025
Gold is near $3,300, silver is testing $33, and trust in fiat money is fading fast.
In this Kitco News interview, Jeremy Szafron speaks with Ronald-Peter Stöferle, managing partner at Incrementum and author of the In Gold We Trust 2025 report, to unpack what he calls “The Big Long” - a new phase of the secular gold bull market and a breakdown of the old monetary order.
Stöferle outlines long-term gold targets as high as $8,900, explains why the next global realignment may already be underway, and makes the case for why silver and miners could soon outperform.
Key topics:
• Why trust is now the most scarce asset in global finance
• Gold’s next phase: $4,800 to $8,900?
• Silver’s breakout and the rise of “performance gold”
• The real story behind central bank gold buying
• Could Bitcoin become a neutral reserve asset?
• Trump, tariffs, and the Mar-a-Lago Accord
• Why the traditional 60/40 portfolio is dead
• What the U.S. fiscal trajectory means for gold and markets
00:00 Introduction
01:06 The In Gold We Trust Report
01:39 Interview with Ronnie Stoeferle
03:07 The Big Long and Market Sentiments
07:01 Gold's Bull Market and Future Predictions
14:49 Global Monetary System and Fiscal Policies
29:15 Impact of COVID-19 on Fiscal Stimulus
30:32 US Debt Sustainability and Historical Context
31:20 Gold's Performance and Market Dynamics
33:58 Asset Allocation Model and Gold's Role
42:43 Global Monetary System and BRICS
48:40 Future Risks and Investment Strategies
55:33 Conclusion