Willem Middelkoop: Silver The Most Undervalued Asset in a New Financial Era
Palisades Gold Radio
Market Volatility and Speculative Risks
This chapter examines the potential for a significant downturn in equity markets, reflecting on historical bubbles and current volatility. It also discusses the impact of monetary policy, inflationary pressures, and the geopolitical shift affecting financial stability.
Tom Bodrovics welcomes Willem Middelkoop to the show. Willem Middelkoop is Author and Founder of the Commodity Discovery Fund. In this wide-ranging interview, Middelkoop discusses the evolving global financial landscape, emphasizing that the world is entering the “endgame” of the US dollar-centered monetary system that has dominated since World War II. Middelkoop argues that the Ukraine conflict and ongoing geopolitical tensions represent a broader struggle between the West and emerging powers like China and the BRICS nations. He believes the weaponization of the dollar has accelerated the shift away from US financial hegemony, with gold emerging as a strategic asset for alternative economic powers.
Discussing market dynamics, Middelkoop suggests we are approaching a significant market top, potentially with a correction of 70-80% over the next decade. He recommends a diversified investment approach, suggesting investors allocate assets across physical gold, real estate, equities, and digital assets like Bitcoin. His Commodity Discovery Fund has survived and learned through challenging market conditions since 2008, positioning itself for what he sees as an emerging commodity boom.
Willem is particularly bullish on precious metals, especially silver, which he considers undervalued and potentially reaching $100 per ounce within five to ten years. He attributes this potential to fundamental supply constraints and increasing industrial demand. The ongoing debasement of currencies through continuous money printing provides further support for hard assets. Critically, Middelkoop warns that the real economic, sovereign, and currency crises are yet to unfold. He anticipates central banks will continue printing money to prevent social and political instability, which will further drive inflation and asset values. His perspective emphasizes the importance of understanding systemic changes and preparing accordingly, noting that financial stability can rapidly transform into chaos.
Timestamps:
00:00:00 – Introduction
00:00:47 – Peace Deals & Ukraine
00:05:02 – Tariff Policy & Conflicts
00:09:20 – Mining & Manufacturing
00:15:02 – Momentum in TSX.V
00:18:43 – 2008 Commodity Bargains
00:24:24 – Inv. Relationships & Value
00:30:24 – Capital Controls & Digital
00:34:30 – Downturn Risk Scenarios
00:38:35 – Powell, Rates, Blow-Off Top?
00:40:42 – Western Instability & Inflation
00:46:36 – Commodities & Positioning
00:48:52 – Diversifying Against Risk
00:49:37 – Balancing a Portfolio
00:55:52 – Thoughts on $100 Silver
01:01:08 – Wrap Up
Guest Links:
Commodity Discover Fund: https://www.cdfund.com
X: https://x.com/@wmiddelkoop
Patreon: https://www.patreon.com/user?u=84858815
Willem Middelkoop is the founder of the Commodity Discovery Fund and also an author. He became a well-known personality through his work as a stock market commentator for the Dutch business television channel RTLZ.
Middelkoop predicted the credit crisis’s onset in his book “Als de dollar valt” (If the dollar falls) in 2007. Subsequent publications were “De permanente oliecrisis” (The permanent oil crisis) – 2008, “Overleef de kredietcrisis” (Surviving the credit crisis) – 2009, “Goud en het geheim van geld” (Gold and the secret of money) – 2012, and The Big Reset – 2013. In total, he sold more than 100,000 copies of his books.
The Commodity Discovery Fund was established in the summer of 2008. It started with three million euros and 22 participants. By the end of 2023, it had grown to about 2,000 participants and €104 million in assets under management.
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