
Show Notes
Willem Middelkoop, author of The Big Reset and founder of the Commodity Discovery Fund, argues that the monetary reset he has warned about for years is now beginning to take shape. He explains why central banks are moving toward gold, why general investors may be starting to rotate out of bonds and into hard assets, and why he believes gold mining stocks are only now breaking out of a 13-year bottoming pattern. Middelkoop also discusses looming supply shortages in copper, silver, and uranium.
Willem's links:
https://wmiddelkoop.substack.com/
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0:00 Is the monetary reset finally beginning?
1:10 Why gold is returning to the financial system
3:02 Central banks are moving toward physical gold
5:11 What central bankers really think about gold
8:30 Why European countries are bringing gold home
10:43 Is the U.S. losing control of the gold market?
15:00 Rising Treasury yields and weakening demand for U.S. debt
17:33 Why traditional investors are starting to rethink bonds
20:14 Are gold miners only beginning their bull market?
22:13 Copper breaks out as supply tightens
23:50 The coming shortages in metals
25:49 Why copper may be the biggest supply problem
27:07 Uranium and silver face similar constraints
29:00 Willem’s outlook for gold, silver, copper, and uranium
29:46 What is really happening in the Strait of Hormuz?
33:32 Why oil has remained below $100
35:18 Sanctions, Iran, and the shifting global order
37:29 What the monetary reset could mean for the West
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