Bloor Street Capital | Jimmy Connor Growing and Protecting My Wealth Sell the USD and Buy Gold | Willem Middelkoop and Jimmy Connor
Jan 24, 2026
Willem Middelkoop, portfolio manager and author specializing in monetary policy and precious/critical metals. He contrasts a fragile real economy with a strong paper economy. He explains why investors flee to assets governments cannot print and spots which metals and miners matter. He outlines sovereign debt, central bank gold buying, and a potential multi-year revaluation of gold and silver.
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Bifurcated U.S. Economy And Currency Debasement
- Willem Middelkoop observes a bifurcated U.S. economy where the paper/financial economy thrives while the real economy struggles.
- He links long-term currency debasement since 1971 to rising public interest in assets government cannot print like gold and silver.
Driving Nevada Revealed The 'Paper' Economy
- Middelkoop drives into rural U.S. regions to see realities beneath financial headlines and finds ghost towns and closed shops.
- That field research convinced him the 'paper' economy is detached from people’s lived conditions.
Allocate To Hard Assets Against Money Printing
- Invest in assets governments cannot print: physical gold, silver, Bitcoin, and real estate as hedges against money supply growth.
- Middelkoop's fund places 50% in precious metals and 50% in critical metals like copper, uranium, and nickel.
