Competent Man Podcast – Tom Bodrovics, Released on 4/30/26

00:00:00 – Introduction
00:00:28 – Peace Scenario in Conflicts
00:02:58 – Oil Prices and Supply
00:06:38 – Sovereign Debt Crisis
00:09:16 – Market Correction Risks
00:11:14 – Dirty Industry & Recognition
00:12:45 – Commodity Bull Market Outlook
00:15:38 – Gold Sell-Off Explanation
00:18:27 – Gold’s Monetary Reset Role
00:21:37 – Declining Mine Production Trends
00:23:47 – Silver Price Surge Potential
00:28:56 – Nuclear Energy Acceleration
00:30:47 – Commodity Diversification Strategies
00:42:40 – Importance of Research
00:44:55 – Concluding Thoughts

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