The stances below are c8alpha's editorial distillation of Ronnie Stoeferle'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. Ronnie Stoeferle is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
2025-05-20
long JPY AND ASIAN CURRENCIES / EUR / short USD
pair
Wealthion · video
On a relative basis, Asian currencies (especially yen) and euro will appreciate versus USD as the world needs and wants a weaker dollar, driven by the Mar-a-Lago accord/Triffin resolution and capital rotation out of the US into Europe and Asia
Ronnie Stoeferle: Gold is The Big Long - We’re Just In the 6th Inning!
2025-05-20
USD
bearish
Wealthion · video
Structural dollar decline is a deliberate policy outcome embedded in the Mar-a-Lago accord framework, the Triffin dilemma forces a resolution, and on Liberation Day the dollar fell alongside rising yields — a paradigm break signaling capital flight — with…
“a weak US dollar — that's kind of one of the foundations of my thesis for gold going forward”
90d +0.7% · 180d -2.1% · 1y -3.9%
Ronnie Stoeferle: Gold is The Big Long - We’re Just In the 6th Inning!
2025-05-20
GOLD
bullish
Wealthion · video
Gold is in the second (public participation) phase of a secular bull market driven by loss of trust in US leadership, structural dollar decline, persistent central bank demand, and silent remonetization — with family offices at just 1% allocation and…
“gold is not a contrarian investment anymore, but we're far away from the end of this cycle”
90d +1.1% · 180d +22.4% · 1y +37.5%
Ronnie Stoeferle: Gold is The Big Long - We’re Just In the 6th Inning!
2025-05-20
Commodities Broad
bullish
Wealthion · video
Commodities represent the biggest institutional underweight in the 'performance gold' portfolio and should benefit from dollar debasement, monetary system repricing, and the delayed rotation that historically follows gold's lead
“commodities — probably even more a bigger underweight by the institutional asset management community”
90d +1.7% · 180d +7.0% · 1y +49.0%
Ronnie Stoeferle: Gold is The Big Long - We’re Just In the 6th Inning!
2025-05-20
BITCOIN
owns
Wealthion · video
Bitcoin belongs in a hard-asset/sound-money portfolio alongside gold as a hedge against fiat debasement and monetary system erosion; Incrementum runs two funds combining gold with Bitcoin and describes the results as 'staggering'
“we actually run two funds that combine gold with Bitcoin and the results are staggering”
90d +8.8% · 180d -11.9% · 1y -27.5%
Ronnie Stoeferle: Gold is The Big Long - We’re Just In the 6th Inning!
2025-05-20
SILVER
bullish
Wealthion · video
Silver has disappointed for five consecutive years despite structural supply deficits, investment demand has not yet materialized, making it more contrarian than gold with a superior risk/reward as it historically follows gold with a lag and then outperforms
“silver has been a disappointment — we're now seeing the fifth year in a row where demand is higher than supply”
90d +14.7% · 180d +50.9% · 1y +128.1%
Ronnie Stoeferle: Gold is The Big Long - We’re Just In the 6th Inning!
2025-05-20
Gold Miners
bullish
Wealthion · video
Miners have underperformed gold badly, sentiment is at extreme bearish readings (optics model), institutions are completely unallocated despite miners having the best balance sheets in years — free cash flow generation, debt paydown, rising dividends…
“mining stocks — they've been such a big disappointment — so that's definitely more contrarian than gold at the moment”
90d +19.0% · 180d +53.5% · 1y +78.2%
Ronnie Stoeferle: Gold is The Big Long - We’re Just In the 6th Inning!
Idea Scout Weekly
Every Sunday: who said what across the tape we track —
1766 voices, 5,177 episodes and articles —
with side-flips and points of disagreement called out. Free.
How we track it.
Free · double opt-in · unsubscribe in one click