Clem Chambers Alpha
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
89 episodios
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