Commodity Culture, Released on 9/11/24
Willem Middelkoop sits down with us in Amsterdam at the Commodity Discovery Fund to explain why he thinks a new secular bull market in gold has only just begun, and how both the metal and gold mining stocks could stand to benefit tremendously up ahead. Willem also provides his updated thoughts on the silver, uranium, copper, and energy markets, along with discussing the crackdown on free speech worldwide and what he thinks will be the ultimate fate of the European Union.
00:00 Introduction
00:28 Important Commodity Trends
01:28 Gold Miners Undervalued
03:17 Opportunity in Silver
06:12 Buy the Dip in Uranium?
11:44 Copper Supply Crunch
15:17 Outlook for Battery Metals
17:44 Crackdown on Free Speech
21:21 Could the World Lock Down Again?
25:05 Will the EU Dissolve?
27:59 End of the American Empire
31:01 Outlook for Oil & Gas
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.