A2A with Willem Middelkoop

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Willem Middelkoop is an Amsterdam-based author and commodity fund manager. Somehow it had been over a year since we last spoke with Willem so we had plenty to discuss today. Please be sure to give this podcast a listen.

Among the topics addressed in this 49-minute call:

  • the current similarities to the run-up to The Financial Crisis in 2008
  • how the falling dollar is impacting commodities
  • why China values physical gold and the likelihood of a global reset in price
  • which commodities or metals might benefit from the changes described in his new book, "The Tesla Revolution"
  • the future of the euro and the possibility of it challenging the US dollar as global reserve currency
  • Willem's interest and opinion on the Australian mining sector, specifically Artemis and Novo Resources
  • And a whole lot more!

I'm confident you'll find this audio to be interesting and very helpful. Thanks again to Willem for sharing his time and expertise.

TF

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Key Economic Events Week of 9/26

9/26 8:30 ET Chicago Fed
9/27 6:15 ET Goon Evans
9/27 7:30 ET Chief Goon Powell
9/27 8:30 ET Durable Goods
9/27 10:00 ET Goon Bullard
9/27 10:00 ET Consumer Confidence
9/28 8:30 ET Goon Bostic
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9/29 8:30 ET Q2 GDP final guess
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9/30 8:30 ET Personal Inc and Spend
9/30 9:00 ET Goon Brainard
9/30 9:45 ET Chicago PMI
9/30 10:00 ET UMich Inflation Exp.
9/30 12:30 ET Goon Barkin

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