Macroscopic Podcast Willem Middelkoop: CENTRAL BANKERS are preparing for a GOLD RESET
Oct 20, 2025
Willem Middelkoop, a veteran investor and author with expertise in precious metals, dives deep into the rising trend of central banks hoarding gold. He discusses the 'war on gold' and how dollar weaponization has eroded trust in fiat currencies. Middelkoop warns about potential COMEX stresses that could lead to gold soaring to $10k or $20k. He explores the new global monetary landscape, where BRICS nations may use gold for trade settlements, signaling a shift towards a two-track financial system.
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Coordinated Gold Sales Suppressed Price
- The US led coordinated sales of Western central bank gold (e.g., London Gold Pool) to demonetize gold.
- Middelkoop argues allied sales were used to send a market message that gold wasn't money anymore.
Lehman Marked The Shift Back To Gold
- Lehman 2008 was a watershed prompting central banks to rebuild gold reserves.
- The post-2008 era reversed decades of gold demonetization as nations sought non‑liability assets.
Prefer Allocated Physical Holdings
- Expect rising scrutiny of unallocated bullion and prefer allocated, fully-insured storage when buying gold.
- Prepare for potential delivery delays and counterparty failures by holding physical allocated metal.
