The Deep Dive, Released on 3/25/26
00:00 Introduction
00:21 Why Gold Falls During a Crisis
02:16 Buy the Dip in Gold and Silver
04:17 Why Silver Still Looks Strong
06:01 COMEX, Shorts, and the Silver Squeeze
11:50 AI, Chaos, and the Case for Metals
13:17 Building a Fund Around World-Class Discoveries
20:59 His Advice for Shaken-Out Investors
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.