‘Financial World War 3’: What Comes After U.S. Treasury Dump? | Willem Middelkoop

David Lin September 23, 2025
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David Lin

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Welcome to The David Lin Report! I’ll be reporting on the most impactful market-moving events, as well as interviewing experts in finance, economics, science, and technology.

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Willem Middelkoop, Founder of the Commodity Discovery Fund, argues that the US dollar-based monetary system is collapsing due to geopolitical tensions with BRICS countries, and investors should buy gold, silver, and other commodities before prices skyrocket. Watch Willem's last interview with David: https://www.youtube.com/watch?v=SrE7ztjSjCA *This video was recorded on September 12, 2025. Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW WILLEM MIDDELKOOP: X (@wmiddelkoop): https://X.com/wmiddelkoop Commodity Discovery Fund: https://en.cdfund.com/ The Big Reset: https://library.oapen.org/handle/20.500.12657/25071 FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro. 1:15 - The “Big Reset” theory 3:59 - Signs of financial system stress 6:00 - US debt crisis and Russian perspective 8:57 - Dollar weakness and central bank gold buying 13:33 - Financial WW3: West vs. Rest 15:43 - Central banks gold and Shanghai summit 18:39 - Trump’s China strategy and military conflict risk 21:04 - Monetary system bifurcation consequences 23:08 - Stablecoins, new Treasury demand, and Trump crypto strategy 26:30 - Critical minerals as geopolitical weapons 30:31 - Most promising commodities to invest in and portfolio allocation 32:39 - Gold and silver 35:45 - European rearmament and war metals demand 39:55 - Sovereign debt crisis warning signs, and US inflation 47:02 - Mining sector and capital rotation #economy #investing #inflation

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