Our old friend Willem Middelkoop is a commodity fund manager, geo-political analyst and best-selling author. With all that's going on in the world, we were definitely overdue for this conversation.
As with all Thursday Conversations, I asked Will to focus on three primary topics:
- The US$ liquidity issues and the impact of the surging US debt
- De-dollarization and the likelihood of a new "Plaza Accord" and/or gold revaluation
- The historic undervaluation of precious metals and commodities and how a shift in global asset allocation would impact his fund and its investments
But be sure to listen to the entire podcast as we close with a discussion of Hong Kong, the great potential of silver and a mention of the Maine Potato scandals of the 1970s. http://www.newenglandhistoricalsociety.com/the-great-maine-potato-war-th...
Please be sure to check out the site for Willem's fund and, while you're there, you can download a free copy of "The Big Reset", his terrific book that was originally published in 2014. Willem is also a great follow on Twitter.
Thanks for listening!