Clem Chambers Alpha
Markets are entering a new phase and almost nobody is connecting the dots. In this video Clem Chambers looks at the short term, medium term and long term forces that could reshape the global economy, financial markets, Bitcoin, AI infrastructure, inflation, commodities and energy pricing.Topics covered include:• The Strait of Hormuz crisis and Iran oil disruption • Oil prices, inflation and supply chain shocks • AI datacenters vs Bitcoin mining for energy consumption • Why Bitcoin miners may migrate to AI hosting • The future of Bitcoin hash rate and Bitcoin price dynamics • AI infrastructure demand and Nvidia GPU economics • Energy scarcity and AI compute wars • Commoditisation of knowledge work through artificial intelligence • Why land, copper, energy and real-world assets may surge in value • Long term investing strategy in an AI-driven economy • Macro investing, inflation, commodities and capital flows • Gold, Bitcoin, AI and the future of scarce assets If you are interested in macroeconomics, investing, AI stocks, Bitcoin, commodities, gold, inflation, oil, Nvidia, datacenter infrastructure, mining economics and the future of capital markets, this video is for you.Follow my thinking (free + members):https://clemishere.substack.comFree UK Level 2 and real-time markets:https://www.anewfn.comX / Twitter:https://x.com/ClemChambersBullionVault:https://www.bullionvaultaffiliate.com/clemalpha/enMy BooksA Beginner’s Guide To Value Investing (UK):https://www.amazon.co.uk/dp/B0GHK6RSFTA Beginner’s Guide To Value Investing (US):https://www.amazon.com/dp/B0GHK6RSFTGame in Wall Street (US):https://www.amazon.co.uk/dp/B0D9TR71C3/Game in Wall Street (US Paperback):https://www.amazon.com/dp/B0GDGM7H74101 Ways to Pick Stock Market Winners (US):https://www.amazon.com/dp/B0GPH96FZ8101 Ways to Pick Stock Market Winners (UK):https://www.amazon.co.uk/dp/B0GPH96FZ8#Bitcoin #AI #Iran #Oil #Inflation #Gold #Nvidia #Macro #Investing #Stocks #Finance #Energy #Crypto #Datacenter #Commodities #FederalReserve #Economy #ArtificialIntelligence #Markets #Trading
89 episodios
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