Willem Middelkoop, Founder of the Commodity Discovery Fund, discusses the drivers of a return to "super inflation", more social unrest, and the dollar "endgame".

*This video was recorded on October 3, 2024

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0:00 - Intro

1:30 - Oil

3:00 - Monetary stimulus

7:38 - Middle East escalations

9:28 - ILA strike and inflation

12:28 - Commodities deflation

14:18 - Housing collapse

15:30 - Bullish commodities

18:24 - Trump and the dollar

21:30 - U.S. dollar "endgame"

25:27 - Trump and tariffs

#economy #investing #inflation