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Willem Middelkoop on Curiosity, Crisis, and Carving Your Own Path

After ten (successful) careers - Willem says that investing is the ultimate game

Hey friends,

This week on The Covered Call, we sit down with someone who’s spent decades pulling back the curtain on how the world really works - Willem Middelkoop.

You might know him as the author of The Big Reset, manager of the Commodity Discovery Fund, or a long-time voice warning about the fragility of our financial system. But this conversation goes deeper.

We talk about:

  • How Willem carved a life of freedom across ten careers

  • The childhood event that made him hyper-aware of his surroundings

  • His brutally honest take on startups, digital assets, and the rise of Asia

  • Why discovery investing is his ultimate game - and how he sees the next decade playing out

  • The single metric he uses to define personal happiness and success

One of our favorite moments?

“You don’t need a plan. You need a compass.”

If you’re building a life outside the mainstream, or just want to sharpen your lens on where the world is heading, this episode is for you.

Let us know what you think - and feel free to forward this one to a friend who needs to hear it.

—Lovis & Jason

P.S. We also talk about gold, why cash flow beats savings, and why Willem hates holidays. Seriously.

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