“The big reset has started. We’ll see a change with the West and the dollar losing power and the East, the BRICS countries gaining power,” says Willem Middelkoop, founder of the Commodity Discovery Fund, in our recent interview with Daniela Cambone. Middelkoop identifies geopolitical risks as a focal point for investors in 2024, cautioning that ongoing conflicts in the Middle East, including those involving Iran, Yemen, and the Houthis, could escalate. “It\u2019s a very dangerous development,” he warns. Additionally, he expresses concern about a resurgence of inflation in late 2024 and 2025. In response to these financial challenges, he advises investors to diversify their portfolios as a strategic approach to navigate the upcoming headwinds.<\/p>\n
CHAPTERS: <\/strong> SOURCES: <\/strong><\/p>\n https:\/\/twitter.com\/wmiddelkoop?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor<\/a><\/p>\n https:\/\/www.youtube.com\/watch?v=rXiSafSqXAY<\/a><\/p>\n https:\/\/thegreattaking.com\/read-online-or-download<\/a><\/p>\n https:\/\/www.youtube.com\/watch?v=QeP71CKRZNs<\/a><\/p>\n https:\/\/www.youtube.com\/watch?v=GDrj7iDUly4<\/a><\/p>\n https:\/\/www.youtube.com\/watch?v=d8st9Dh_AhM<\/a><\/p>\n https:\/\/www.google.com\/finance\/quote\/.IXIC:INDEXNASDAQ?sa=X&ved=2ahUKEwjfuZyMo5yDAxX9H0QIHWdqDUcQ3ecFegQIGhAX&window=YTD<\/a><\/p>\n https:\/\/www.nytimes.com\/2023\/12\/19\/business\/red-sea-suez-canal-shipping.html<\/a><\/p>\n https:\/\/www.theguardian.com\/business\/2023\/dec\/18\/bp-halts-oil-and-gas-shipments-red-sea-shipping#:~:text=BP%20becomes%20the%20first%20oil,Suez%20canal%20at%20the%20tip<\/a><\/p>\n https:\/\/abcnews.go.com\/Business\/federal-reserve-set-make-interest-rate-decision-amid\/story?id=105577952<\/a><\/p>\n https:\/\/www.aljazeera.com\/news\/2023\/12\/16\/houthis-warn-israel-and-west-against-attacking-yemen<\/a><\/p>\n https:\/\/www.bloomberg.com\/news\/articles\/2023-12-18\/usd-hedge-funds-turn-bearish-on-dollar-as-goldman-sees-more-declines<\/a><\/p>\n https:\/\/www.fpri.org\/article\/2023\/06\/china-is-doubling-down-on-its-digital-currency\/<\/a><\/p>\n https:\/\/www.bloomberg.com\/news\/articles\/2023-11-15\/us-dollar-is-set-to-rebound-from-its-worst-day-in-year-say-t-rowe-and-fidelity<\/a><\/p>\n https:\/\/upload.wikimedia.org\/wikipedia\/commons\/8\/82\/James_G._Rickards.jpg<\/a><\/p>\n https:\/\/www.reuters.com\/markets\/europe\/ubs-completes-swiss-mega-merger-gains-clout-global-wealth-player-2023-06-12\/<\/a><\/p>\n https:\/\/seekingalpha.com\/article\/4625332-german-central-bank-gold-revaluation-account-soundness-of-balance-sheet<\/a><\/p>\n https:\/\/www.wsj.com\/politics\/policy\/fdic-faces-more-demands-for-evidence-of-toxic-culture-at-bank-regulator-24268393<\/a><\/p>\n https:\/\/www.cnbc.com\/2023\/12\/15\/feds-john-williams-says-the-central-bank-isnt-really-talking-about-rate-cuts-right-now.html<\/a><\/p>\n https:\/\/www.omfif.org\/2023\/12\/central-banks-and-the-revival-of-gold\/<\/a><\/p>\n https:\/\/www.zerohedge.com\/markets\/we-dont-need-fix-fdic-we-need-genuinely-safe-bank<\/a><\/p>\n https:\/\/www.barrons.com\/news\/inflation-forces-turkey-s-central-bank-chief-to-move-in-with-parents-c806d3ba<\/a><\/p>\n https:\/\/www.cnn.com\/2023\/12\/12\/economy\/argentina-milei-peso-dollar\/index.html<\/a><\/p>\n
\n00:00 Discussion on Fed Rate Cuts
\n03:08 Global Trade and Geopolitical Risks
\n06:10 The West vs. the Rest
\n07:16 Financial World War III
\n08:12 Shift in Power and the Role of Gold
\n10:02 US Dollar and Central Bank Digital Currencies
\n11:30 The Great Taking and Financial Collapse
\n13:59 Bank Insolvencies and System Overhaul
\n18:59 Inflation and Currency Debasement
\n20:56 Outlook for Commodity Investors
\n22:18 Conclusion<\/p>\n