Clem Chambers on Milk Road Macro

Priced In Gold: Gold Destroys The Oil Narrative

Investors need to see this. I’ve been testing a fascinating new platform called PricedIn Gold Elite and it completely changes how you look at markets. Instead of pricing stocks, oil, crypto, forex and indices indollars… it prices everything in GOLD. That sounds simple, but it creates a totally different viewof reality. For example: If you believe gold is real money — or even if you just wanta different lens on markets — this is incredibly interesting. The charts are clean, fast, and surprisingly addictive toplay with. CHECK IT OUT HERE: http://pricedingoldelite.com/?ref=CLEM20 USE CODE: CLEM20 FOR 20% OFF Features include: This is one of the more original market tools I’ve seen in along time. Particularly useful if you’re interested in: gold investing, oil prices, inflation, currencies, purchasing power,commodities, macroeconomics, NVIDIA stock, AI stocks, Bitcoin, precious metals,real money, fiat currency collapse, value investing, contrarian investing,Federal Reserve policy, market bubbles, stock market analysis and globalliquidity. Yes they have sponsored this video and yes I really rate thesite.

The AI Power Crisis Has Already Started

Trump meets Xi. Gold stays flat. Copper explodes. AI powerdemand goes vertical. So what is the market REALLY telling us? In this interview I break down why gold may be the cleanestsignal for the real state of US-China relations, why rare earths and strategicmetals are now at the center of geopolitics, and why the next phase of the AIboom may have nothing to do with software — and everything to do withelectricity, copper, generators, grids, batteries and industrialinfrastructure. We are entering a new epoch. The AI trade is no longer just Nvidia. It’s power. It’s networking. It’s industrial capacity. It’s reindustrialisation. It’s commodities. I explain: This is raw material for your thinking, not financialadvice. Follow my thinking (free + members): https://clemishere.substack.com [https://clemishere.substack.com] aNEWfn live metals & markets: https://www.anewfn.com [https://www.anewfn.com] X / Twitter: https://x.com/ClemChambers [https://x.com/ClemChambers] BullionVault affiliate: https://www.bullionvaultaffiliate.com/clemalpha/en My Books A Beginner’s Guide To Value Investing (UK): https://www.amazon.co.uk/dp/B0GHK6RSFT A Beginner’s Guide To Value Investing (US): https://www.amazon.com/dp/B0GHK6RSFT [https://www.amazon.com/dp/B0GHK6RSFT] Game in Wall Street (US): https://www.amazon.co.uk/dp/B0D9TR71C3/ Game in Wall Street (US Paperback): https://www.amazon.com/dp/B0GDGM7H74 [https://www.amazon.com/dp/B0GDGM7H74] 101 Ways to Pick Stock Market Winners (US): https://www.amazon.com/dp/B0GPH96FZ8 101 Ways to Pick Stock Market Winners (UK): https://www.amazon.co.uk/dp/B0GPH96FZ8 #Gold #China #AI #Copper #RareEarths #Trump #XiJinping#StockMarket #Inflation #Nvidia #Energy #Commodities #Macro #Investing #Markets#FederalReserve #Liquidity #TechStocks #Reindustrialization #Silver

If Gold Explodes, You’ll Know......

Donald Trump’s visit to China could be one of the most important geopolitical moments of the year — and the gold price may be the market signal that tells us what really happened behind closed doors.In this video, I break down the Trump-Xi meeting in Beijing, the growing battle between America and China, the future of U.S.-China relations, the global trade war, AI, chips, supply chains, rare earths, manufacturing, onshoring, gold, and the macro market signals investors should be watching now.America and China are locked in a struggle over economic power, industrial dominance, technology, shipping, raw materials, and global influence. Donald Trump’s China visit is not just a diplomatic event — it is a test of whether the United States can reassert itself against China’s rise as the workshop of the world.The key question: did the Trump-Xi meeting reduce tensions, or did it make the global situation more dangerous?Gold may give us the answer.If gold rises sharply, markets may be pricing in more geopolitical risk, more U.S.-China tension, and a more unstable global outlook. If gold falls, investors may be seeing signs of a cooler relationship between Washington and Beijing. If gold moves sideways, the market may be saying nothing has really changed.This is a major moment for investors, traders, economists, and anyone watching global markets, gold prices, the U.S. dollar, China, America, Donald Trump, Xi Jinping, tariffs, trade, AI, semiconductors, rare earths, Taiwan, and the future of the world economy.Watch now for my full analysis of Donald Trump’s China visit, the Trump-Xi summit, and why gold could be the macro indicator to follow.Follow my thinking (free + members): https://clemishere.substack.com aNEWfn live metals and markets: https://www.anewfn.com X / Twitter: https://x.com/ClemChambers BullionVault affiliate: https://www.bullionvaultaffiliate.com/clemalpha/en Books by Clem Chambers: A Beginner’s Guide To Value Investing (US Kindle): https://www.amazon.com/dp/B0GHK6RSFT A Beginner’s Guide To Value Investing (UK): https://www.amazon.co.uk/dp/B0GHK6RSFT Game in Wall Street (US Kindle): https://www.amazon.com/dp/B0D9TR71C3/ Game in Wall Street (US Paperback): https://www.amazon.com/dp/B0GDGM7H74

Iran. Bitcoin. AI. The Next Economic Shock Has Started.

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

Clem Chambers on Milk Road Macro

The world has changed. Iran. Oil. AI. Nuclear. Rare earths. Reindustrialisation. In this interview with Milk Road Macro, I explain why energy, AI infrastructure, strategic minerals and industrial sovereignty are becoming the dominant investment themes of the next decade. We discuss: * Why governments are scrambling for energy security * Why nuclear power is suddenly “good” again * Why AI changes everything * Why passive investors may get crushed * Why rare earth processing matters more than mining * Why I’m watching Nokia, Equinor and strategic mineral plays * Why inflation is likely structurally higher * Why the West is rebuilding industrial capacity * Why China’s processing dominance matters * Why gold is now a DCA trade, not a YOLO trade This is a 100,000-foot macro discussion about where the world is going and how investors can position ahead of it. Follow my thinking (free + members): https://clemishere.substack.com [https://clemishere.substack.com] X / Twitter: https://x.com/ClemChambers [https://x.com/ClemChambers] Free UK Level 2 + metals prices: https://www.anewfn.com [https://www.anewfn.com] BullionVault: https://www.bullionvaultaffiliate.com/clemalpha/en My Books A Beginner’s Guide To Value Investing (UK): https://www.amazon.co.uk/dp/B0GHK6RSFT A Beginner’s Guide To Value Investing (US): https://www.amazon.com/dp/B0GHK6RSFT [https://www.amazon.com/dp/B0GHK6RSFT] Game in Wall Street (US): https://www.amazon.co.uk/dp/B0D9TR71C3/ Game in Wall Street Paperback (US): https://www.amazon.com/dp/B0GDGM7H74 [https://www.amazon.com/dp/B0GDGM7H74] 101 Ways to Pick Stock Market Winners (US): https://www.amazon.com/dp/B0GPH96FZ8 101 Ways to Pick Stock Market Winners (UK): https://www.amazon.co.uk/dp/B0GPH96FZ8 #AI #Iran #Oil #Gold #Nuclear #RareEarths #Investing #Macro #StockMarket #Inflation #Energy #Bitcoin #Commodities #Nokia #Equinor #China #Markets #Finance #ValueInvesting #Reindustrialization