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Last month marked the one-year anniversary of the latest global banking crisis. To refresh the readers’ memory, it started in March 2023 in the US, with the fatal bank run on Silicon Valley Bank (SVB), followed by the failure of Signature Bank and First Republic, and it culminated in the spectacular collapse of Credit Suisse in Switzerland. From where we stand today, most investors seem no longer concerned over more bank failures, and even less so over a looming global banking crisis. Are you convinced?

Our latest Fireside Conversation is here! BFI’s Chief Investment Officer, Dirk Steinhoff, and Frank R. Suess share BFI’s investment outlook for 2024. Dirk discusses his list of game changing events of 2023, and how those events will impact investors moving forward. Is inflation really on the way out? Are we really on the precipice of the next recession, and why (or why not)? Will the dollar finally lose its world’s reserve currency? These questions and more are considered before explaining how BFI plans on tacking 2024. The situation isn’t rosy, and there will be more uncertainty than last year, but the opportunities, while different than in the past, are certainly there.

In the third part of this Fireside Conversation, Natalie Vein and Frank R. Suess discuss the possible impact of financial repression measures, how artificial intelligence is changing the way we invest, and why the trade-offs of all political stances need to be part of a differentiated discourse.

In this part 2 of the Fireside Conversation between our CEO and Chairman, Frank R. Suess, and Natalie Vein, a wide range of topics are discussed including the threat to democracy, inflation, the growing wealth gap, the role gold can and should play in a portfolio, and much, much more!

It should already be clear that we are entering a period of low visibility and high uncertainty. How things will play out, in what sequence, length of time, or level of severity, is impossible to say. There are too many unknowns at play. On the one hand, we are dancing on the edge of a debt crisis to the left, a geopolitical disaster to the right, and a socio-cultural war all around us. On the other hand, these big picture shifts present great opportunities for innovation, renewal, and repair. Investing in this kind of environment requires an agile balance of defense and offense.

As we come to the end of 2023, and the end of celebrating BFI’s 30th anniversary, we would like to take you on a bit of nostalgic trip back to the beginning of BFI. In this Fireside Conversation, we turn the tables as Chairman and CEO, Frank Suess, is interviewed this time, sharing how BFI started, what he learned along the way as a seasoned entrepreneur, and how much the world has changed since he started.