The most played episodes among Podcast App listeners.

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   Number 1: Willem Middelkoop: The Next Financial Crisis, ‘Perfect Storm’ For Commodities & Mining Discoveries

   Stijn Schmitz welcomes Willem Middelkoop to the show. Willem Middelkoop is an author and is the Founder of the Commodity Discovery Fund. Middelkoop asserts that the “big reset” of the global financial system, a thesis he developed over a decade ago, is now unfolding in real time. He points to the accelerating decline of U.S. hegemony, evidenced by the collapsing petrodollar system and waning international support, particularly in the Middle East. This shift from an era of cooperation to confrontation is driving a fundamental change in capital flows, with generalist investors beginning to move away from paper assets like U.S. Treasuries toward hard assets. He notes that foreign ownership of U.S. debt has fallen below thirty percent, a situation he describes as “Weimar Lite,” where the Federal Reserve is increasingly forced to monetize government debt. This environment explains the strong performance of gold, which is being reintroduced into the monetary system without official decree, primarily through record central bank purchases. China alone is buying sixty percent of the world’s annual mine production outside its borders. While Middelkoop does not foresee a hyperinflationary collapse, as the U.S. retains powerful tools like revaluing its gold holdings, he believes a new financial crisis is likely in the coming years. In such a crisis, he expects central banks to play the “gold card,” driving a significant revaluation. This outlook informs his investment strategy, which focuses on hard assets including real estate, physical gold and silver, Bitcoin, and high-quality equities. Shifting to the mining sector, Middelkoop highlights the exceptional opportunity in gold producers, which are generating record free cash flow yet trade at historically low valuations. His fund, however, specializes in discovery investing, concentrating on a select portfolio of world-class tier-one and tier-two discoveries. He emphasizes that the key to outsized returns is maintaining a long-term position in a major discovery, allowing value to compound over decades as the deposit is developed into a producing mine. This patient, concentrated approach involves taking significant stakes in companies after the initial discovery hype and supporting them through to production. Timestamps: 00:00:00 – Introduction 00:01:00 – Financial Reset Discussion 00:04:00 – US Losing Superpower Status 00:09:08 – Central Bank Gold Purchases 00:13:00 – Empire Decline and Debt 00:18:45 – Weimar Lite Scenario 00:23:00 – Gold Revaluation Process 00:28:00 – Mining Sector Opportunities 00:35:00 – Discovery Investing Strategy 00:42:00 – Portfolio Construction Advice 00:47:22 – Concluding Thoughts Guest Links: Commodity Discover Fund: https://www.cdfund.com X: https://x.com/@wmiddelkoop Willem Middelkoop: https://substack.com/@wmiddelkoop The Big Reset: https://www.cdfund.com/download-the-big-reset.html Willem Middelkoop is the founder of the Commodity Discovery Fund and also an author. He became a well-known personality through his work as a stock market commentator for the Dutch business television channel RTLZ. Middelkoop predicted the credit crisis’s onset in his book “Als de dollar valt” (If the dollar falls) in 2007. Subsequent publications were “De permanente oliecrisis” (The permanent oil crisis) – 2008, “Overleef de kredietcrisis” (Surviving the credit crisis) – 2009, “Goud en het geheim van geld” (Gold and the secret of money) – 2012, and The Big Reset – 2013. In total, he sold more than 100,000 copies of his books. The Commodity Discovery Fund was established in the summer of 2008. It started with three million euros and 22 participants. By the end of 2023, it had grown to about 2,000 participants and €104 million in assets under management.

   August 27, 2026·50min
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   Number 2: Francis Hunt: Why Silver Just Broke Out, The End of Cycle & Western Collapse

   Stijn Schmitz welcomes back Francis Hunt “The Market Sniper” to the show. Francis opens by declaring that a major reset is underway, urging listeners to aggressively accumulate gold and silver while nations like South Korea and Norway dump US treasuries and increase gold holdings. He sees this as part of a broader loss of faith in American assets and the dollar, driven by unsustainable debt, eroding rule of law, and diminishing global trust. Hunt believes the US is in the final injury time of its economic dominance, with a major crisis likely within three years, leading to a severe contraction in asset values, credit, and living standards. Technically, Hunt identifies a re-engagement of precious metals, noting that gold and silver have broken out of falling wedge continuation patterns and are resuming their uptrends. He points to silver showing relative strength and expects both metals to trade higher into year-end, though not yet reaching extreme targets. His macro technical structure for silver targets $330 and eventually four-digit prices, while gold is also set for substantial gains. He views the current correction as a healthy pause before the next major leg up. Hunt frames gold as the “king” of anti-fiat assets, with silver and miners following. He warns that the coming economic collapse will be global but centered on the West, triggering a parabolic rise in precious metals as fiat currencies debase. He advises heavy allocation to physical metals, far beyond typical portfolio percentages, as protection against systemic risks including potential capital controls, digital currency mandates, and wealth confiscation through unrealized capital gains taxes. Hunt also sees opportunity in precious metals miners and emphasizes the importance of geographic diversification away from Western epicenters. He concludes that building and preserving wealth through this period is not greed but a necessity for survival and maintaining quality of life. Timestamps: 00:00:00 – Introduction 00:01:10 – Current Market Trends Radar 00:03:30 – Precious Metals Charts Analysis 00:09:50 – Gold Silver Ratio Discussion 00:14:50 – Macro Empire Collapse Themes 00:24:02 – Financial Crisis Timeline 00:34:20 – Gold Remonetization Possibilities 00:38:27 – Precious Metals Miners Outlook 00:42:07 – Rerating of Precious Metals 00:44:46 – Global Economic Contagion 00:47:28 – Wealth Preservation Strategies 00:53:53 – The Market Sniper Guest Links: X: https://x.com/themarketsniper X: https://x.com/thecryptosniper Website: https://themarketsniper.com YouTube: https://www.youtube.com/user/TheMarketSniper Francis is a trader, first and foremost. Unlike most educators in the trading space, Francis walks the walk and talks the talk, with 30 years of experience trading his personal capital on various markets and instruments. Through this passion for trading and his relentless study of markets and economic theory, he uses the Hunt Volatility Funnel trading methodology, a systemized approach, to answer the critical question: What is the next most profitable trade? He believes the actual price of an asset is the most accurate reflection of all the factors that influence it. Practical technical analysis, the study of price action over time, is needed to formulate profitable trade ideas. Indeed, with all the market manipulation and high-frequency trading operations currently in play, technical analysis is all that can be relied upon when it comes to formulating future price trends. A trained eye can often spot such manipulative practices, as is the case with HVF traders. Therefore, the HVF methodology is based purely on technical analysis. Francis is passionate about sharing his knowledge and understanding of markets by utilizing his HVF trading methodology. With entertaining anecdotes and the careful guidance of his students, he has already trained a large community of hundreds of traders and helped them transform from complete newbies to seasoned trading professionals. He genuinely loves sharing his knowledge and strategies with others who are committed to finding freedom through trading. Plus, teaching strengthens his trading abilities while helping to build a vibrant community of successful traders.

   September 10, 2026·59min
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   Number 3: Michael Gentile: Gold Suppression, Bond Markets ‘Revolting’ & Why Juniors Will Outperform

   Stijn Schmitz welcomes back Strategic Investor and Co-Founder of Bastion Asset Management, Michael Gentile to the show. Michael maintains a strongly bullish long-term outlook on gold, viewing the recent price consolidation from its highs as a normal pullback within a broader bull market. He emphasizes that his conviction is backed by significant personal capital deployment, having made his largest-ever quarterly allocation to junior mining companies during the recent downturn. He argues that the fundamental drivers for gold remain firmly intact, pointing to unsustainable global debt levels and a revolt in the bond markets as investors increasingly seek hard assets over devaluing paper currencies. He anticipates that central banks will eventually be forced to intervene to suppress bond yields, an action he believes will serve as turbo fuel for gold prices. Gentile sees a historic opportunity in junior mining equities, which he believes are dramatically undervalued relative to the gold price. He explains that while all-in mining margins have expanded massively, the market is still pricing many in-ground ounces at the same low levels seen when margins were a fraction of what they are today. Recent high-profile acquisitions at valuations of five to six hundred dollars per ounce validate his thesis that a significant re-rating is possible for quality assets currently trading at a steep discount. His investment strategy focuses on identifying assets with the scale, grade, and infrastructure to become actual mines, thinking like a major mining company would. He prioritizes projects that are already economic at lower gold prices and possess substantial exploration upside. For portfolio management, he limits initial positions to one percent of his net worth, aiming for a significant ownership stake, and only allocates follow-on capital to companies that continue to execute and advance toward becoming a mine. He also highlights his efforts to create synergies by marketing his portfolio companies collectively to investors. Timestamps: 00:00:00 – Introduction 00:00:46 – Gold Price Consolidation 00:03:20 – Recent Mining Investments 00:06:43 – Bond Markets Driving Gold 00:11:25 – Central Bank Gold Buying 00:14:30 – Money Supply Acceleration 00:18:15 – Global Debt Problems 00:20:40 – Gold Miners Leverage Opportunity 00:26:24 – Company Selection Criteria 00:30:16 – Portfolio Management Strategy 00:36:00 – Metal Prices & Margins 00:39:24 – Commodities and Derisking 00:42:24 – Reallocating Capital 00:48:35 – European Roadshow Details Guest Links: LinkedIn: https://www.linkedin.com/in/michael-gentile-01028552 Website: https://www.bastion-am.com/ Mining & Metals European Roadshow: https://saturdaymorningmining.subscribepage.io/ Michael Gentile, CFA is Founding Partner & Senior Portfolio Manager at Bastion Asset Management. Before founding BAM, Michael was Vice President and Senior Portfolio Manager at Formula Growth Ltd for over 17 years. Michael co-managed the FG Alpha Fund (US SMid equity market neutral) between 2012 and 2018, co-managed the FG Focus Fund (US SMid long short strategy) between 2014 and 2018. Since leaving FG in 2018, Michael has been very successful investing in the gold sector also acting as Strategic Advisor and Director for several companies in the natural resource sector. Michael graduated with Great Distinction from the John Molson School of Business (Concordia University) with a Bachelor of Commerce (Finance) and received the Calvin Potter Fellowship from Concordia’s Kenneth Woods Portfolio Management Program. He also holds the Chartered Financial Analyst designation (CFA)

   September 19, 2026·51min
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   Number 4: Doomberg: ‘Mad Max Style’ Great Reset, $150 Oil & ‘On The Tipping Point’ in Middle East

   Stijn Schmitz welcomes Doomberg to the show. Doomberg is the Head Writer For The Doomberg Team and the Creator of the Doomberg Substack. Doomberg analyzes the escalating geopolitical risks following the significant damage to Saudi Arabia’s East-West pipeline, a critical artery for crude oil exports. He argues that while the initial closure of the Strait of Hormuz did not cause the expected price shock, the pipeline attack pushes an already stressed system into a red zone, with Brent crude nearing demand destruction levels. The core risk, however, extends beyond oil flows. Doomberg describes Arab Gulf states as metastable constructs propped up by the illusion of U.S. military hegemony. The rapid territorial gains by the Houthis in Yemen represent a potential catalyst for a sudden collapse of this perceived stability, where the common knowledge that a regime is weak can trigger rapid, systemic change. He suggests the possibility of a Saudi leadership crisis, such as MBS fleeing, is a low-probability but enormously consequential event that markets may be underpricing. The discussion shifts to the war in Ukraine, where Doomberg predicts a devastating Russian strike on energy infrastructure, citing public Russian military orders and U.S. intelligence warnings. He notes that attacks on refineries paradoxically cap crude oil prices while causing diesel crack spreads to explode, as refineries are the sole customers for crude. This dynamic, combined with refineries running at dangerous capacity, creates acute tightness in refined products. Doomberg emphasizes that in conflicts, victory often belongs to the side with higher pain tolerance, and he assesses that Iran and the Houthis can endure far more hardship than Western consumers. He warns that the convergence of these crises in the Middle East and Ukraine, alongside reckless rhetoric from NATO-aligned nations, creates a genuine risk of uncontrollable global escalation. Timestamps: 00:00:00 – Introduction 00:00:54 – Saudi Pipeline Attack Analysis 00:03:12 – Metastable Gulf States Risks 00:09:53 – Houthi Advances and Maps 00:20:40 – Russia Ukraine Energy Strikes 00:27:48 – Pain Tolerance in Wars 00:34:09 – Refineries and Crack Spreads 00:43:57 – China Oil Demand Shifts 00:46:10 – Alberta Natural Gas Outlook 00:47:17 – The Doomberg Substack Guest Links: Substack: https://doomberg.substack.com X: https://x.com/DoombergT Website: https://doomberg.com Doomberg is the anonymous publishing arm of a bespoke consulting firm providing advisory services to family offices and c-suite executives. Its principals apply their decades of experience across heavy industry, private equity, and finance to deliver innovative thinking and clarity to complex problems.

   September 16, 2026·49min
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   Number 5: Marc Faber: Imminent Financial Collapse, Money Printing & Gold

   Stijn Schmitz welcomes back Contrarian Investor and Publisher of the Gloom, Boom, & Doom Report Marc Faber to the show. Faber opened the discussion by emphasizing the unprecedented complexity facing economists and investors today, driven by a confluence of dismal fiscal situations in Western democracies, geopolitical tensions, and the central role of central banks in financing massive deficits. He questioned whether Western economies have experienced real growth over the last 20 years or merely nominal expansion fueled by money printing, which has inflated asset prices for the wealthy while eroding the purchasing power and living standards of the middle and lower classes. Faber argued that this monetary inflation, which began in earnest with quantitative easing, is a path to societal disaster that cannot be stopped without causing pain that democracies will not accept. He asserted that the current multi-decade bull market in assets will inevitably end in a significant crash, and the key question for investors is how to lose the least amount of money when it does. While he acknowledged the US Treasury market remains healthy for now, he cast doubt on official inflation figures, suggesting real cost-of-living increases are much higher. On gold, Faber reiterated his long-standing advice that individuals should act as their own central banks and consistently accumulate physical gold as a store of value, noting it may decline less than other assets like AI and semiconductor stocks in a crash. He also warned of the risk that governments could outlaw private gold ownership, as they restricted freedoms during COVID. Faber concluded by noting that in real terms, energy and agricultural commodities are historically cheap, but he stressed that in a debt deflation, nearly all asset prices would fall, making capital preservation the paramount concern. Timestamps: 00:00:00 – Introduction 00:01:04 – Key Economic Trends Focus 00:05:31 – Real vs Nominal Growth 00:09:19 – Capitalism and Market Reforms 00:14:40 – Money Printing Unsustainability 00:15:40 – Debt & Economic Growth 00:17:40 – Future Asset Bubble Crash 00:20:48 – US Treasury Market Health 00:22:30 – Inflation Measurement Issues 00:29:06 – Gold as Value Store 00:35:49 – Correction in Asset Prices 00:38:12 – Energy Markets Outlook 00:44:37 – Gloom Boom Doom Report 00:47:33 – Concluding Thoughts Guest Links: Website: https://www.gloomboomdoom.com/ X: https://x.com/gloomboomdoom Dr. Marc Faber was born in Zurich, Switzerland. He went to school in Geneva and Zurich and finished high school with the Matura. He studied Economics at the University of Zurich and, at the age of 24, obtained a Ph.D. in Economics magna cum laude. Between 1970 and 1978, Mr. Faber worked for White Weld & Company Limited in New York, Zurich, and Hong Kong. Since 1973, he has lived in Hong Kong. From 1978 to February 1990, Marc was the Managing Director of Drexel Burnham Lambert (HK) Ltd. In June 1990, he set up his own business, publishing a widely read monthly investment newsletter, “THE GLOOM BOOM & DOOM,” a report highlighting unusual investment opportunities. Dr. Faber is also the author of several books, including “TOMORROW’S GOLD – Asia’s Age of Discovery,” first published in 2002 and highlighted future investment opportunities. “TOMORROW’S GOLD” was on Amazon’s bestseller list and translated into Japanese, Korean, Thai, and German. Marc is also a regular contributor to several leading financial publications around the world. In addition, Dr. Faber is a frequent speaker at various investment seminars and is well known for his “contrarian” investment approach.

   September 08, 2026·50min
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