***EPISODE 16***

Willem Middelkoop (Twitter: @wmiddelkoop) is the founder and CIO of the Commodity Discovery Fund. Willem focuses his investments on exploration-stage projects working to make tier one discoveries. Willem has published 8 books focusing on macroeconomics, energy, geopolitics, and markets.

In this conversation, Jamie & Willem discuss the incredible asymmetric trade we’re seeing in the commodity space and the macroeconomic catalysts that could jump-start the paradigm shift.