VRIC Media, Released on 12/16/25

Today, Willem Middelkoop, fund manager and author of The Big Reset, joins Darrel to break down why the global monetary system is entering a decisive turning point. We discuss central banks stockpiling gold and the rise of a multipolar BRICS system as well as the growing case for silver, critical metals, and Bitcoin. Middelkoop also shares why he believes precious metals are still early in a long-term bull cycle and how investors may be underestimating risk heading into 2026.

00:00 – Today’s monetary crossroads
02:25 – From dollar dominance to a multipolar system and the role of BRICS
04:00 – Gold revaluation: the last major lever for central banks?
06:25 – Central banks buying gold and the erosion of trust in fiat currencies
08:55 – Currency debasement and the long-term loss of purchasing power
11:05 – Italy, the ECB, and why governments are rethinking gold ownership
13:55 – Fragmentation in Europe, the U.S., and the end of post-WWII stability
17:15 – $500 silver, supply shortages, and why silver may surprise investors
21:25 – Silver as a strategic metal: industry, energy, and geopolitics
24:25 – Why Western investors are late to gold and silver
26:25 – Rotation out of overvalued equities and into commodities
28:15 – How major capital flows into precious metals typically unfold
33:05 – Bitcoin as “virtual gold” and its role in diversification
35:45 – Final thoughts on navigating the Big Reset and long-term cycles

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, Willem Middelkoop