Goldfinger Capital, Released on 4/23/25 (Recorded on 4/22/25)

00:00 Intro
02:00 Is this “the” Big Reset?
04:40 A US President telling the world that the US is broke
07:15 The 800-pound gorilla in the room
15:00 2,000 tonnes of gold moved from London to New York so far in 2025
17:00 Paper claims on gold
18:00 Overwhelming demands for physical gold delivery
19:50 Short squeeze in gold
23:45 PBoC announces plan to internationalize Shanghai Gold Exchange products
25:55 Trump’s tweet “He who has the gold makes the rules”
26:45 Gold short-squeeze initiated by the US
29:00 Valuing an ounce of gold in the ground
31:25 Many investors don’t have mental flexibility (anchoring to the past)
33:35 What would markets do if Trump fired Fed Chair Powell?
34:55 Rest of world doesn’t trust the US
37:28 An island in the ocean with 330 million people
40:45 Barrick divests its stake in Donlin Gold for US$1 billion
43:50 Prediction that Barrick will be acquired by another major
45:38 CD Fund’s largest holdings
54:10 Every morning is Christmas for gold investors under Trump
54:45 Copper clues
57:50 What makes Willem want to buy a stock?
59:30 Northern Star takeover of De Grey
1:01:00 Advantage of being a long term investor
1:03:10 Consolidation in Idaho in 2025?
01:03:40 Thanks for listening!

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.

  gold, investing, Willem Middelkoop