About this episode

Willem Middelkoop discusses the geopolitical and economic impacts of recent conflicts and predicts a multi-decade bull market in commodities.

Willem Middelkoop, author of “The Big Reset” and founder of the Commodity Discovery Fund, discusses the geopolitical and economic impacts of recent conflicts, particularly the war in Ukraine and tensions around Iran. He argues that the U.S. has lost significant geopolitical influence, while China has gained, and the Strait of Hormuz’s closure has put pressure on oil prices. Middelkoop predicts that oil prices could reach $150 per barrel to achieve real demand destruction, leading to a worldwide recession. He also warns of a potential sovereign debt crisis, citing Jamie Dimon’s concerns about a severe downturn in credit markets. Middelkoop highlights the shifting dynamics in the mining industry, with governments now recognizing the importance of critical metals. He expects a multi-decade bull market in commodities due to shortages, currency debasement, and geopolitical tensions. Despite recent sell-offs, he sees gold and silver as safe havens and expects higher prices, especially as central banks continue to buy gold. He also discusses the potential for a silver short squeeze and the impact of higher energy prices on mining margins. The conversation touches…

People in this episode

Host: Tom Bodrovics

Guest: Willem Middelkoop

Topics covered

• geopolitical impacts
• economic predictions
• commodity markets
• gold and silver
• risk management
• sovereign debt crisis

Mentioned in this episode

Organizations: Commodity Discovery Fund

Books & works: The Big Reset

Places: United States, China, Strait of Hormuz, Ukraine

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