Egon von Greyerz: A 50% allocation to gold is too low

By Gold Switzerland / February 20, 2011 / marketsanity.com / Article Link

"I live on a different planet."

This is how Egon started his keynote presentation at the Gold Symposium in Sydney. He said this in reply to the CEO of the Perth Mint who in his opening speech had declared that anyone who recommends more than 5-10% in gold lives on a different planet.

In this interview with Shae Russell of Rock Stock Insider, Egon explains why he already back in 2002 considered that to hold up to 50% of financial assets in physical gold was motivated.

"I have never been a believer in conventional wisdom declares Egon. Because it is only conventional without any wisdom."

It is all about protecting against risk. "You must protect the downside. The upside takes care of itself."

Debt has doubled since 2006 and risk has gone up exponentially since 2002, Egon now considers that a 50% allocation is low.

Egon explains how global debt and liabilities have now reached over $2 quadrillion including the derivative market which is likely to blow up.

This will necessitate massive money printing, leading to hyperinflation.

Printing fake and worthless money will lead to fake asset values which will one day implode as the debt implodes.

Property and stocks are likely to go down 90-95% against gold.

Also discussed in the interview:

- Gold has been real money for 5'000 years and is the only currency that has survived- Most currencies are down at least 80% in this century- If governments told the truth about money and gold, it would expose their terrible mismanagement

Final advice of Egon:

Study history, study history. No paper money has ever survived. We are at the end of an era of massive debt bubble. This has happened time and time again in history. It is NOT different today.

Risk is currently higher than ever before in history. If you don't understand the role of gold and that you should have physical gold outside the banking system, you will suffer a great deal in the next few years.

Egon von Greyerz is founder and Managing Partner of Matterhorn Asset Management AG & GoldSwitzerland. Since the 1990s Egon von Greyerz has been actively involved with financial investment activities including mergers and acquisitions and asset allocation consultancy for private family funds. This led to the creation of Matterhorn Asset Management, an asset management company based on wealth preservation principles. MAM is part of the Aquila Group, Switzerland's largest independent asset management group. Von Greyerz makes regular media appearances on CNBC, BBC, etc. and publishes articles on the world economy and wealth preservation.

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