Willem Middelkoop: The Next Financial Crisis, ‘Perfect Storm’ For Commodities & Mining Discoveries

Stijn Schmitz welcomes Willem Middelkoop to the show. Willem Middelkoop is an author and is the Founder of the Commodity Discovery Fund. Middelkoop asserts that the “big reset” of the global financial system, a thesis he developed over a decade ago, is now unfolding in real time. He points to the accelerating decline of U.S. hegemony, evidenced by the collapsing petrodollar system and waning international support, particularly in the Middle East. This shift from an era of cooperation to confrontation is driving a fundamental change in capital flows, with generalist investors beginning to move away from paper assets like U.S. Treasuries toward hard assets.

Recorded on: August 25, 2026

*Find Out More About Palisades Goldcorp, Canada’s Leading Junior Resource Investment Company:*
► Website: https://palisades.ca

*Palisade Radio Links:*
► Website & Newsletter: https://palisadesradio.ca
► Rumble: https://rumble.com/c/c-1586024

Timestamps:
00:00:00 – Introduction
00:01:00 – Financial Reset Discussion
00:04:00 – US Losing Superpower Status
00:09:08 – Central Bank Gold Purchases
00:13:00 – Empire Decline and Debt
00:18:45 – Weimar Lite Scenario
00:23:00 – Gold Revaluation Process
00:28:00 – Mining Sector Opportunities
00:35:00 – Discovery Investing Strategy
00:42:00 – Portfolio Construction Advice
00:47:22 – Concluding Thoughts

Guest Links:
Commodity Discover Fund: https://www.cdfund.com
X: https://x.com/@wmiddelkoop
Willem Middelkoop: https://substack.com/@wmiddelkoop
The Big Reset: https://www.cdfund.com/download-the-big-reset.html

Willem Middelkoop is the founder of the Commodity Discovery Fund and also an author. He became a well-known personality through his work as a stock market commentator for the Dutch business television channel RTLZ.

Middelkoop predicted the credit crisis’s onset in his book “Als de dollar valt” (If the dollar falls) in 2007. Subsequent publications were “De permanente oliecrisis” (The permanent oil crisis) – 2008, “Overleef de kredietcrisis” (Surviving the credit crisis) – 2009, “Goud en het geheim van geld” (Gold and the secret of money) – 2012, and The Big Reset – 2013. In total, he sold more than 100,000 copies of his books.

The Commodity Discovery Fund was established in the summer of 2008. It started with three million euros and 22 participants. By the end of 2023, it had grown to about 2,000 participants and €104 million in assets under management.

source