$5,000 Gold Call Comes With a Financial Crisis Warning | Willem Middelkoop
Willem Middelkoop, Founder & CEO of Commodity Discovery Fund, joins Kitco Mining’s Paul Harris at the 2026 Precious Metals Summit in Beaver Creek to explain why stronger financing and higher metals prices are still not producing enough major new discoveries.
Middelkoop says the industry is seeing “the start of a new bull market,” with more capital entering the junior space and more drills turning. But he says Tier 1 and Tier 2 discoveries remain scarce, arguing that “most of the best projects have been sold already.” He points to majors taking strategic positions in juniors as they compete…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.