Investing News, Released on 1/29/26 (Recorded on 1/26/26)
Willem Middelkoop of Commodity Discovery Fund breaks down his outlook for silver now that the price is at triple digits, saying at this point US$200 or even US$300 per ounce is in the cards for the white metal. “We’re in the first innings I think of this short squeeze, so it’s not over yet,” he said.
0:00 – Intro
0:56 – Silver short squeeze
4:24 – New silver price floor?
7:32 – Silver stocks due to rise
10:06 – Silver supply/demand
13:18 – Gold and monetary reset
16:13 – German gold repatriation
17:48 – Metal wars starting now
20:36 – Focus on the long term
21:58 – Outro
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.