Willem Middelkoop, an author and founder of the Commodity Discovery Fund, shares his insights on the precarious state of the global financial system. He highlights the shift away from the US dollar amidst rising geopolitical tensions, particularly due to the Ukraine conflict. Middelkoop is particularly bullish on silver, predicting it could hit $100 per ounce in the next five to ten years, driven by industrial demand and supply constraints. He emphasizes the importance of diversified investments, suggesting a mix of gold, real estate, and cryptocurrencies like Bitcoin.
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insights INSIGHT
Dollar-Centered System Is In Its Endgame
Willem Middelkoop argues we are in the financial "endgame" of the US dollar-centered system after 80 years.
He sees the Ukraine war as a proxy in a larger East vs West struggle driving a monetary reset.
insights INSIGHT
Gold Becomes A Strategic Weapon
Middelkoop says the West weaponized the dollar and the East is weaponizing gold in response.
This shift in monetary leverage accelerates countries away from dollar dependency.
volunteer_activism ADVICE
Study The Big Reset Epilogue
Read the epilogue of The Big Reset for an early prediction of monetary conflict and download it from his site.
Use that historical framework to weigh cooperation versus confrontation scenarios for markets.
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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. Middelkoop 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. The interview concludes with Middelkoop's optimistic view that patient investors in commodities and strategic hard assets will be well-positioned for the coming economic transitions.
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