“I’ve Never Seen Such a Strong Divide between Senior and Junior Gold Stocks” explains fund manager Willem Middelkoop. He also reveals his ideal portfolio allocation. Willem offers commentary on the current gold stock market and the recent changes at Rupert Resources. Furthermore, he discusses bigger macro financial issues such as CBDC’s, a Fed pivot and Chinese stimulus.

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 Intro
1:14 Fed Pivot and Chinese Stimulus
2:05 Too much choice in the market?
6:20 Is money available to the junior miners?
7:35 The Big Reset - "planned reset in conjunction with chaos"
10:50 Cost of living vs. electrification of the world
14:00 CBDC
18:00 Bitcoin vs Gold
20:40 Portfolio Allocation
23:55 Rupert Resources changes
29:50 Canadian Government's block of Zijin's investment into SLS
34:04 CDF's contrarian investments
35:30 What differentiates CDF from the other funds out there?

Willem’s fund: https://www.cdfund.com/
Willem’s Twitter: https://twitter.com/wmiddelkoop

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