About this episode

Willem Middelkoop discusses the unfolding financial crisis and its implications for commodities and mining investments.

Stijn Schmitz welcomes Willem Middelkoop to the show. Willem Middelkoop is an author and is the Founder of the Commodity Discovery Fund. Middelkoop asserts that the “big reset” of the global financial system, a thesis he developed over a decade ago, is now unfolding in real time. He points to the accelerating decline of U.S. hegemony, evidenced by the collapsing petrodollar system and waning international support, particularly in the Middle East. This shift from an era of cooperation to confrontation is driving a fundamental change in capital flows, with generalist investors beginning to move away from paper assets like U.S. Treasuries toward hard assets. He notes that foreign ownership of U.S. debt has fallen below thirty percent, a situation he describes as “Weimar Lite,” where the Federal Reserve is increasingly forced to monetize government debt. This environment explains the strong performance of gold, which is being reintroduced into the monetary system without official decree, primarily through record central bank purchases. China alone is buying sixty percent of the world’s annual mine production outside its borders. While Middelkoop does not…

People in this episode

Host: Stijn Schmitz

Guest: Willem Middelkoop

Topics covered

• financial crisis
• commodities
• mining discoveries
• capital flows
• gold investment
• U.S. hegemony

Keywords

• financial system
• petrodollar
• central banks
• hyperinflation
• capital movement
• gold revaluation
• China mining

Mentioned in this episode

Organizations: Commodity Discovery Fund

Products: gold, U.S. Treasuries

Places: U.S., Middle East, China

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