Uranium's Next Move is to $100, and I like Gold Here | Willem Middelkoop Interview

I was joined by Willem Middelkoop this Monday, and we talked about uranium, battery metals, silver, and gold. Willem also talked to me about his investing strategy as well as what might have cause his fund to be performing as it has over the last 15 years.

Willem is a Dutch journalist, portfolio manager, and author. Get his book "The Big Reset" for free at: https://www.cdfund.com/clientdata/222/media/pdf/The-Big-Reset.pdf

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Shortly: you will lose all of your money and possibly most of your brain cells if you listen to talking heads on the internet. Especially if they have orange hair and no experience (me).

Readers are cautioned that this presentation likely contains forward-looking statements about expected future events and the financial and operating performance of any companies potentially discussed herein. Reality often varies from people’s expectations. Managements like over-promising and under-delivering. If a manager was speaking in here, beware. Readers are encouraged to read the Cautionary Note on Forward-Looking Information and to consult the Company’s Annual Information Form, which is available on www.sedar.com. Reading the full disclaimer on the disclaimer page on this website is mandatory.

Timestamps
00:00 Real men don't skip intros
01:10 Who is Willem Middelkoop?
04:00 How much money does Willem manage?
07:45 Is the collapse of the dollar really 'imminent'?
12:15 Could a BRICS currency really work?
15:30 Why is uranium only 6% of the portfolio?
18:50 Time to buy or time to wait?
20:12 What kind of companies does Willem like?
25:45 What would he do differently if he could go back to 2008?
31:00 Does Willem have net inflows or net outflows?
33:55 Why is Willem bullish on other commodities?
36:55 What makes a good discovery company?
50:12 What Australian companies does Willem like?
54:20 Is Willem selling any stocks?
56:30 Why does Willem charge for his information?

Was there something wrong with what the guests said? Did I fail to ask an important question? Did I make a mistake? Is my hair ugly, my voice stupid, and my face misaligned? Please tell me about it. Criticism and skepticism are highly welcome and help me learn. Thank you.

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