Willem Middelkoop Shares The One Risk Precious Metals Investors Face

Willem Middelkoop shares concerning the one risk precious metals investors are facing in this bull market.  Willem provides an update on the Commodity Discovery Fund’s performance as it is up 70% year-to-date.  And he discusses what his fund looks for in a private placement and offers his biggest winners and losers of 2020 so far. Willem mentions and comments on several junior mining stocks.  He also addresses gold and crypto-currencies’ role in the coming, expected economic reset.

Willem Middelkoop is the chairman of the Commodity Discovery Fund’s management team and is ultimately responsible for the fund’s investment policy. Willem is one of the pioneers of discovery investing and is the author of seven books on economics and financial markets.

0:00 Introduction

1:47 Commodity Discovery Fund inflows

3:40 CDF up 70% year-to-date

4:32 What CDF looks for in a private placement?

6:46 Mentions many recent discovery stories

9:02 How often does CDF buy in the open market?

10:16 Biggest winner and loser in 2020 so far?

13:18 Copper stocks moving slower than gold stocks

16:32 Expectation for gold’s role in the Big Reset?

20:58 Crypto-currencies to play role in the Big Reset?

22:58 Any other investments that you like?