Investors / stance tracking
What Peter Schiff is saying
CEO & Chief Global Strategist, Euro Pacific Capital
8 dated public stances tracked since 2020-06-28, most recently 2024-12-30. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Peter Schiff's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Peter Schiff is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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8
tracked stances
4
themes
0
side flips
2024-12-30
last heard
Returns 90d +7.9% (n=15) · 180d +7.9% (n=15) · 1y +23.7% (n=15)
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| Long Dur Treasuries | 3 | 3 bearish | 2024-12-30 | |
| BITCOIN | 2 | 2 bearish | 2024-12-30 | |
| SILVER | 1 | 1 bullish | 2024-12-09 | |
| USD | 1 | 1 bearish | 2020-06-28 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2024-12-30
BITCOIN
bearish
Wealthion · video
Bitcoin has zero real-world utility after 15 years, its price is driven purely by speculative momentum and government pandering (strategic reserve promises, ETF flows, MicroStrategy leverage), not underlying value — making it a bubble that will collapse
“I still think it's a bubble I still think it's not digital gold”
90d +11.2% · 180d -15.9% · 1y +4.6%
Wealthion’s Best Of 2024: Peter Schiff
2024-12-30
Long Dur Treasuries
bearish
Wealthion · video
The Fed has already lost control of the long end — long-term rates have risen every day since the Fed started cutting, and continued QE to fund deficits will re-ignite inflation, keeping long-term yields elevated or rising
“long-term rates have gone the other way and I think that's going to continue”
90d -4.4% · 180d -2.3% · 1y -4.5%
Wealthion’s Best Of 2024: Peter Schiff
2024-12-09
SILVER
bullish
Wealthion · video
The gold/silver ratio is far above its historical mean, so silver should deliver larger percentage gains than gold as the ratio mean-reverts while both metals rise on dollar weakness
“silver is pretty cheap right now and if it simply reverts to the mean you're going to have a bigger gain in silver”
90d +0.4% · 180d +15.2% · 1y +90.4%
Bitcoin, Gold, Musk, and Trump: Peter Schiff Answers Your Questions
2024-12-06
Long Dur Treasuries
bearish
Wealthion · video
The Fed has already lost control of the long end — long-term rates rose immediately after the Fed's rate cuts and will keep rising as markets price in $35T of debt that will eventually be inflated away, and even a QE restart will only add inflation risk
“when the FED Cuts rates that was going to be the bottom of the long-term rates... that's exactly what they've done”
90d +3.2% · 180d +6.5% · 1y +2.8%
Peter Schiff’s Bold Take on Bitcoin, Trump & The Ominous Debt Bubble
2024-12-06
BITCOIN
bearish
Wealthion · video
Bitcoin has no intrinsic utility distinguishing it from thousands of other capped-supply cryptocurrencies, and its recent price surge is entirely driven by speculative ETF inflows and MicroStrategy's leveraged buying loop — a reflexive bubble that collapses…
“I still think it's a bubble I still think it's not digital gold... I do think it's going to collapse”
90d +10.0% · 180d -4.8% · 1y +10.7%
Peter Schiff’s Bold Take on Bitcoin, Trump & The Ominous Debt Bubble
2024-12-06
long GOLD / short SPX
ratio
Wealthion · video
US equities are historically expensive and earnings will compress under stagflation, so even if stocks nominally rise in dollar terms they will lose value priced in gold — the gold-to-stocks ratio will keep expanding
“you're going to continue to see US Stocks lose value priced in Gold though they may continue to gain value priced in dollars”
90d +7.9% · 180d +14.6% · 1y +22.4%
Peter Schiff’s Bold Take on Bitcoin, Trump & The Ominous Debt Bubble
2020-06-28
USD
bearish
Brent Johnson · video
Structural dollar oversupply from the US trade deficit (>$500B/year of dollars exported with no return demand) and Fed money printing to finance budget deficits continuously debases the dollar, while the dollar's failure to break its 2015/2017 highs even…
“the supply of dollars is growing dramatically — what does that mean about price? price has to come down, this is basic supply demand”
90d +3.4% · 180d +7.7% · 1y +6.3%
Peter Schiff Debunks Brent Johnson's Dollar Milkshake Theory
2020-06-28
Long Dur Treasuries
bearish
Brent Johnson · video
US stocks and bonds are trading at rich valuations relative to foreign assets, which will erode foreign investor demand for dollars needed to buy those assets, accelerating dollar weakness and removing the key pillar propping up US financial asset prices
“maybe they think the US bond market is too expensive — which they are right”
90d -0.3% · 180d +3.7% · 1y +11.7%
Peter Schiff Debunks Brent Johnson's Dollar Milkshake Theory
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