Uploaded May 2026 | Updated September 2026, 2 weeks ago
Willem Middelkoop joins Darrell to break down the pressure building across geopolitics, commodities, and global financial markets. He explains why the U.S.–China relationship may be entering a decisive moment, how the BRICS-led challenge to the dollar system fits into his “Big Reset” thesis, and why commodities could become one of the key beneficiaries of inflation, debt stress, and capital rotation.
Follow Willem:
https://x.com/wmiddelkoop
patreon.com/u84858815
substack.com/@wmiddelkoop
Brought to you by US Gold Corp (NASDAQ: USAU)
usgoldcorp.com
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: linkly.link/26yH9
Sign up for Jay’s newsletter at 2ly.link/211gx
00:00 - Hormuz, and the Search for an Off-Ramp
06:04 - U.S.–China Relations and the BRICS Challenge
12:55 - Are Markets Ignoring the Real Economic Damage?
19:17 - Inflation, Energy Costs, and Producer Margins
24:18 - Why Royalty and Streaming Companies Stand Out
27:07 - How Willem Is Positioning the Commodity Discovery Fund
32:26 - Stablecoins, Treasuries, and the Future of Private Money
37:13 - Tokenized Gold and the Future of Precious Metals Trading
43:34 - The Commodities Needed to Power the Next Wave of Innovation
47:28 - Gold and Silver Moving from West to East
Copyright © 2025 Cambridge House International Inc. All rights reserved.
Willem Middelkoop joins Darrell to break down the pressure building across geopolitics, commodities, and global financial markets. He explains why the U.S.–China relationship may be entering a decisive moment, how the BRICS-led challenge to the dollar system fits into his “Big Reset” thesis, and why commodities could become one of the key beneficiaries of inflation, debt stress, and capital rotation.
Follow Willem:
https://x.com/wmiddelkoop
patreon.com/u84858815
substack.com/@wmiddelkoop
Brought to you by US Gold Corp (NASDAQ: USAU)
usgoldcorp.com
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: linkly.link/26yH9
Sign up for Jay’s newsletter at 2ly.link/211gx
00:00 - Hormuz, and the Search for an Off-Ramp
06:04 - U.S.–China Relations and the BRICS Challenge
12:55 - Are Markets Ignoring the Real Economic Damage?
19:17 - Inflation, Energy Costs, and Producer Margins
24:18 - Why Royalty and Streaming Companies Stand Out
27:07 - How Willem Is Positioning the Commodity Discovery Fund
32:26 - Stablecoins, Treasuries, and the Future of Private Money
37:13 - Tokenized Gold and the Future of Precious Metals Trading
43:34 - The Commodities Needed to Power the Next Wave of Innovation
47:28 - Gold and Silver Moving from West to East
Copyright © 2025 Cambridge House International Inc. All rights reserved.
