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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