Commodity Culture, Released on 10/11/23

Willem Middelkoop of the Commodity Discovery Fund believes we are on the precipice of one of the biggest commodities bull markets in his career. Willem discusses why he’s so bullish on uranium, gold, silver, copper, battery metals and more.

00:00 Introduction
00:26 Willem Middelkoop Origin Story
03:03 Challenges Facing Economy
05:16 Outlook on Uranium
08:04 Gold’s Role in a Multipolar World
09:43 I Like Silver More Than Gold
13:10 Copper Stocks
14:47 Lithium and Battery Metals
16:57 Recession and Commodities
18:58 Keeping Cash on the Sidelines
21:12 Why Hold Bitcoin?
22:39 South American Equities

Willem P. Middelkoop is Co-Founder & Fund Manager at Commodity Discovery Management. He is responsible for research and was previously a private investor in Canadian (junior) mining companies for over 10 years, and is an expert in ‘Discovery Investing’. He ceased his work as a financial journalist, in 2009, but is still an active writer, publishing books on financial and economic topics.

  commodities, gold, investing, silver, Willem Middelkoop