Willem Middelkoop and Terence van der Hout of the Netherlands-based Commodity Discovery Fund believe that when the world’s reserve currency is reset away from the U.S. dollar in the next decade, gold prices will rise and mining equities will follow. Van der Hout and Middelkoop tell The Gold Report that by focusing on producers, near-producers and turnaround stories, they plan to capitalize on the opportunities in North America, Africa and beyond.
In this insightful interview, The Gold Report asks Middelkoop to identify signs that it is time for investors to shift their portfolio. His reply:
“Investors need to understand that such a transformation in our monetary system might be introduced over a weekend. In Cyprus, there were not many warning signs. Of course, it’s important to watch the gold and dollar charts on a daily basis, because when a reset is close, you can expect major moves.”
To see what Middelkoop and Van der Hout have to say about the impact a monetary shift would have on gold and which commodity markets are hottest right now, check out the entire interview at resourceinvestor.com
Photo courtesy of resourceinvestor.com