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Thursday Conversation - Willem Middelkoop

51

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!

TF

  51 Comments

TF Metals fan
Oct 10, 2019 - 1:09pm

First!!

A first? It has been a while since I could claim a first. Great to be on the topspot with Willem as guest (he manages part of my portfolio in his fund as well).

SquibLoad
Oct 10, 2019 - 1:22pm

Thanks Turd!

Willem Middelkoop is a favorite!!!! Love this guy!

Oh yeah ... Silver!

vonburpenstein
Oct 10, 2019 - 1:54pm
Oct 10, 2019 - 1:57pm
vonburpenstein
Oct 10, 2019 - 2:00pm

I'm sorry but I'm not buying it

Makes it sound like the old "Trump is playing 4-D chess" thing.

Maybe he is and I'm dead wrong. We'll see...

Island Teal
Oct 10, 2019 - 2:37pm

5th....left 4th for Marchas

Looking forward to listening to this.....

silver10sguy
Oct 10, 2019 - 2:38pm

VeritasVital Reminds Me of a Q Post

The Q posts over the past two years have occasional references to gold. One particular one which I can't remember out of 3,600 plus states something like "Gold will kill the FED."

vonburpensteinsilver10sguy
Oct 10, 2019 - 3:02pm

I had seen...

...that as well. Just a bunch of chatter likely...

SWKNIGHT
Oct 10, 2019 - 3:12pm

Amazing and very good common sense showing the COMMODITY BOTTOM

This was a great interview. Thank YOU

LOTS of metals are very undervalued because of the paper games and hidden PPT funds.

Those with EARS TO HEAR should easily BENEFIT....

Marcus
Oct 10, 2019 - 3:49pm

Nothing happens by accident

...in the world of central bankers.

So, Mark Carney dropped a steamer at Jackson hole by saying the US dollar is soon to be toast, and everyone was surprised? Bullshit. It was a planned steamer, just like Mr Middelkoop alluded to in this interview, to send out the message that it's time for the well connected crapitalists (crony capitalists) to get out of Dodge.

Key Economic Events Week of 10/21

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10/24 8:30 ET Durable Goods
10/24 9:45 ET Markit flash PMIs
10/24 10:00 ET New home sales
10/25 10:00 ET Consumer Sentiment

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Key Economic Events Week of 10/21

10/22 10:00 ET Existing home sales
10/24 8:30 ET Durable Goods
10/24 9:45 ET Markit flash PMIs
10/24 10:00 ET New home sales
10/25 10:00 ET Consumer Sentiment

Key Economic Events Week of 10/14

10/15 8:30 ET Empire State Fed MI
10/16 8:30 ET Retail Sales
10/16 10:00 ET Business Inventories
10/17 8:30 ET Housing Starts and Bldg Perms
10/17 8:30 ET Philly Fed MI
10/17 9:15 ET Cap Ute and Ind Prod
10/18 10:00 ET LEIII
10/18 Speeches from Goons Kaplan, George and Chlamydia

Key Economic Events Week of 10/7

10/8 8:30 ET Producer Price Index
10/9 10:00 ET Job Openings
10/9 10:00 ET Wholesale Inventories
10/9 2:00 ET September FOMC minutes
10/10 8:30 ET Consumer Price Index
10/11 10:00 ET Consumer Sentiment

Key Economic Events Week of 9/30

9/30 9:45 ET Chicago PMI
10/1 9:45 ET Markit Manu PMI
10/1 10:00 ET ISM Manu PMI
10/1 10:00 ET Construction Spending
10/2 China Golden Week Begins
10/2 8:15 ET ADP jobs report
10/3 9:45 ET Markit Service PMI
10/3 10:00 ET ISM Service PMI
10/3 10:00 ET Factory Orders
10/4 8:30 ET BLSBS
10/4 8:30 ET US Trade Deficit

Key Economic Events Week of 9/23

9/23 9:45 ET Markit flash PMIs
9/24 10:00 ET Consumer Confidence
9/26 8:30 ET Q2 GDP third guess
9/27 8:30 ET Durable Goods
9/27 8:30 ET Pers Inc and Cons Spend
9/27 8:30 ET Core Inflation

Key Economic Events Week of 9/16

9/17 9:15 ET Cap Ute & Ind Prod
9/18 8:30 ET Housing Starts & Bldg Perm.
9/18 2:00 ET Fedlines
9/18 2:30 ET CGP presser
9/19 8:30 ET Philly Fed
9/19 10:00 ET Existing Home Sales

Key Economic Events Week of 9/9

9/10 10:00 ET Job openings
9/11 8:30 ET PPI
9/11 10:00 ET Wholesale Inv.
9/12 8:30 ET CPI
9/13 8:30 ET Retail Sales
9/13 10:00 ET Consumer Sentiment
9/13 10:00 ET Business Inv.

Key Economic Events Week of 9/3

9/3 9:45 ET Markit Manu PMI
9/3 10:00 ET ISM Manu PMI
9/3 10:00 ET Construction Spending
9/4 8:30 ET Foreign Trade Deficit
9/5 9:45 ET Markit Svc PMI
9/5 10:00 ET ISM Svc PMI
9/5 10:00 ET Factory Orders
9/6 8:30 ET BLSBS

Key Economic Events Week of 8/26

8/26 8:30 ET Durable Goods
8/27 9:00 ET Case-Shiller Home Price Idx
8/27 10:00 ET Consumer Confidence
8/29 8:30 ET Q2 GDP 2nd guess
8/29 8:30 ET Advance Trade in Goods
8/30 8:30 ET Pers. Inc. and Cons. Spend.
8/30 8:30 ET Core Inflation
8/30 9:45 ET Chicago PMI

Key Economic Events Week of 8/19

8/21 10:00 ET Existing home sales
8/21 2:00 ET July FOMC minutes
8/22 9:45 ET Markit Manu and Svc PMIs
8/22 Jackson Holedown begins
8/23 10:00 ET Chief Goon Powell speaks

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