Palisades Gold Radio, Released on 8/29/25
00:00:00 – Introduction
00:00:47 – Peace Deals & Ukraine
00:05:02 – Tariff Policy & Conflicts
00:09:20 – Mining & Manufacturing
00:15:02 – Momentum in TSX.V
00:18:43 – 2008 Commodity Bargains
00:24:24 – Inv. Relationships & Value
00:30:24 – Capital Controls & Digital
00:34:30 – Downturn Risk Scenarios
00:38:35 – Powell, Rates, Blow-Off Top?
00:40:42 – Western Instability & Inflation
00:46:36 – Commodities & Positioning
00:48:52 – Diversifying Against Risk
00:49:37 – Balancing a Portfolio
00:55:52 – Thoughts on $100 Silver
01:01:08 – Wrap Up
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.