The David Lin Report, Released on 10/3/24

Willem Middelkoop, Founder of the Commodity Discovery Fund, discusses the drivers of a return to “super inflation”, more social unrest, and the dollar “endgame”.

0:00 – Intro
1:30 – Oil
3:00 – Monetary stimulus
7:38 – Middle East escalations
9:28 – ILA strike and inflation
12:28 – Commodities deflation
14:18 – Housing collapse
15:30 – Bullish commodities
18:24 – Trump and the dollar
21:30 – U.S. dollar “endgame”
25:27 – Trump and tariffs

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.

  economy, inflation, investing, Willem Middelkoop