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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

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H8Fiatbpete
Oct 11, 2019 - 11:02am

Re: PM's slammed again

Always pisses me off how PM markets are so manipulated but regulators are in their pocket. I can help but sense that some big event is coming and they are getting ahead of it. Sad when you believe that world events are not spontaneous but planned for benefit of the financial oligarchs.

H8

Mickey
Oct 11, 2019 - 10:40am

This too shall pass

I hope

because nothing has been fixed and instead are worsening.

I sold a few jnug puts just now to fund the purchase of calls. Super bullish.

bpete
Oct 11, 2019 - 10:23am

Getting crushed!

What the fu.. is going on! My mining stock acts now in red for year! Was loaded up for big move.. Now unloading again!! Jeeze.. this sucks!!

Gasivs Buttox
Oct 11, 2019 - 10:16am

George H. Bush gave far too much credit...

to most Americans when he said "If the people knew what we had done, they would chase us down the street and lynch us."

I think at most, they would just switch channels from MSNBC to CNN or more likely, reruns of Happy Days.

AGXIIK
Oct 11, 2019 - 10:07am

It's not the fact that things will come to a crunchy end

once TPTB run out of duct tape, glue and bailing wire they're using to hold everything together. The problem is that TPTB bought all their duct tape, glue and bailing wire from China. Something's gonna give.

I'd wager most of us know there will be a break point. The why of it has plenty of guesstimates. The where of it has some good points to consider

The worst part is the waiting for it.

Hurricanes give a pretty decent warning they're coming; we can make some plans and the blow comes and goes.

For once I'd like to know when the shellacking is gonna hit.

Gold is getting hammered again, a clue to the desperation of the big banks to keep the MOPE going. The Information Clearning House, in it's grim assessment of the state of debt, consumer troubles and decline in key industrial, shipping and production metrics, opens a window on the reality of what is really happening in the US and abroad

Keep stackin'

MrOnline
Oct 11, 2019 - 9:34am

Now I get it

Feeling confused about these "markets"? It only means you are normal. We live in the twilight zone. Here, normal is crazy.

Twilight Zone intro.
Angry Chef
Oct 11, 2019 - 9:32am

Tiananmen Square Revisited

In conversation with Willem the situation in HK today resembles what happened at TIANANMEN Square. It's helpful to understand that the same organizations and characters that helped ignite Tiananmen Square are still at it in HK.

The media and the Government have never told the people the truth about ANYTHING ! EVER !!!

http://www.unz.com/article/tiananmen-square-1989-revisited/?highlight=ti...

Oct 11, 2019 - 9:31am

Visit the FAQ page to learn how to track your last read comment, add images, embed videos, tweets, and animated gifs, and more.

lakedweller2
Oct 11, 2019 - 9:22am

@Deep State

Still Central Bankers and money interests. Still Fascist.

Angry Chef
Oct 11, 2019 - 8:57am

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