Today I’m joined by Alec Beasley from InvestaWe get into how professional traders, hedge funds and bank derivative desks actually use options:• Exotic options • Knockout structures • Hybrid trades • Volatility trading • Covered calls • Cash secured puts • The wheel strategy • Zero day options • Why market makers think differently from retail traders • How institutional desks price risk Alec previously worked on the equity derivatives desk at Citigroup, facilitating professional options flow before launching a commission-free UK retail options platform.This is a deep dive into how the options market really works behind the curtain.Follow my thinking (free + members):https://clemishere.substack.comX / Twitter:https://x.com/ClemChambersFree live metals prices and markets:https://www.anewfn.comBullionVault affiliate: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

Clem Chambers returns to The Contrarian Capitalist Podcast to discuss why this market feels fake, fragile and dangerous.

We cover the Fed, V-shaped recoveries, Iran, inflation, China, rare earths, commodities, gold, copper, PayPal, banks, Equinor, AI investing tools and why processing, not mining, is the real rare earth bottleneck.

Clem also explains why he sold everything, why he is only slowly moving back in, and why the West’s reindustrialisation problem is much bigger than most investors understand.

Free UK Level 2 market data and metals prices:
https://www.anewfn.com

Follow my thinking:
https://clemishere.substack.com

X/Twitter:
https://x.com/ClemChambers

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

Game in Wall Street:
https://www.amazon.com/dp/B0D9TR71C3/

101 Ways to Pick Stock Market Winners:
https://www.amazon.com/dp/B0GPH96FZ8

In this explosive episode of Risk Takers, Alessandro sits down with market veteran and ANewFN founder Clem Chambers to uncover the brutal reality of the next economic cycle. Clem issues a stark warning: "AI is a weapon," and the global arms race guarantees there is no second place. But the threat goes beyond tech. We dive into the "liquidity bazooka" propping up equities and why Wall Street has hijacked Bitcoin. Are retail crypto investors just exit liquidity? From the original rug pulls to the future of altcoin speculation, this is a masterclass in market truth.

Markets are ripping higher on reports of a potential US-Iranagreement, oil prices are collapsing, and the NASDAQ could now be heading intoa full melt-up bubble phase. In this video I break down the Iran deal, theimpact on oil, Bitcoin, gold, the Strait of Hormuz, and why I think this coulddelay any stock market crash and ignite a 1999-style AI and tech rally.

I also explain why I remain heavily in cash despite therally, why I still hold oil positions, and how Bitcoin may be acting as areal-time stress indicator for capital flight out of Iran. If this Iran peacedeal holds, the implications for the stock market, commodities, crypto, and theglobal economy could be enormous.

Topics covered:

Check out aNEWfn for FREE real-time UK Level 2 data,commodities, precious metals, forex and soon US pricing:
https://www.anewfn.com

Follow my thinking (free + members):
https://clemishere.substack.com

X/Twitter:
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

Game in Wall Street (US):
https://www.amazon.co.uk/dp/B0D9TR71C3/
Game in Wall Street (US Paperback):
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

Top of Form

Bottom of Form

Dominic Frisby joins me to talk about gold: its history, its myths, its role in war, and why China’s hidden gold position may be one of the biggest stories in global finance.From Croesus and Roman coins to Nazi gold, Russia, Iran, Taiwan and de-dollarisation — this is why gold never really went away.The Secret History of Gold . By. Dominic FrisbyUK: https://amzn.to/4wanCp2US: https://amzn.to/4ugyS1kaNEWfn metals prices:https://www.anewfn.comFollow my thinking:https://clemishere.substack.comX/Twitter:https://x.com/ClemChambersBullionVault affiliate: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

Europe just blinked.

Belgium is moving to seize control of its nuclear power —not for ideology, but survival. Energy security is now national security, andgovernments are starting to act accordingly.

This isn’t about “green vs not green.” This is about stayingalive in an AI-driven, re-industrialised world that will demand vast, constantpower. Nuclear is baseload. Without it, systems fail.

Meanwhile, the US is accelerating. China never stopped. AndEurope? It’s playing catch-up — fast.

I walk through why this shift is happening now, what itmeans for energy markets, and the kind of companies positioned to benefit —including a new nuclear/defence/space play I’m adding to my portfolio.

Energy = AI.
No energy = no future.

Try aNEWfn (real-time markets, metals, crypto):
https://www.anewfn.com

Follow my thinking (free + members):
https://clemishere.substack.com

X / Twitter:
https://x.com/ClemChambers

BullionVault (buy gold & silver):
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

Game in Wall Street (US):
https://www.amazon.co.uk/dp/B0D9TR71C3/

Game in Wall Street (US Paperback):
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, silver, bonds, oil, AI, inflation and war risk — this is the big macro map.

I argue the next cycle is not deflation, but a printathon: high inflation, massive AI and industrial build-out, bond market stress, and hard assets moving under geopolitical pressure.

Gold is for war. Energy is the choke point. Passive investors get crushed; active investors get the opportunity.

aNEWfn metals prices: https://www.anewfn.com
Follow my thinking: https://clemishere.substack.com
X/Twitter: https://x.com/ClemChambers
BullionVault: https://www.bullionvaultaffiliate.com/clemalpha/en

Something changed.I sat down with Rick Rule and what came out was a framework.Six rules. Simple. Brutal. Effective.Most investors do the opposite of this… and that’s exactly why they lose.This isn’t about gold, silver, or uranium.It’s about how the game actually works — and why most people never figure it out.If you understand this, everything else starts to make sense.Follow my thinking (free + members):https://clemishere.substack.comCheck real-time metals & markets:https://www.anewfn.comX / Twitter:https://x.com/ClemChambersBullionVault (Gold & Silver):https://www.bullionvaultaffiliate.com/clemalpha/enBooks:A Beginner’s Guide To Value Investing (US):https://www.amazon.com/dp/B0GHK6RSFTA Beginner’s Guide To Value Investing (UK):https://www.amazon.co.uk/dp/B0GHK6RSFT101 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/B0GPH96FZ8This is not financial advice. It’s how the game is played.

In this conversation, I break down what’s really driving markets right now — and why most people are completely missing it.

The key isn’t headlines. It’s liquidity.

The Federal Reserve has quietly shifted back toward easing. That money doesn’t just disappear — it flows, it compounds, and eventually it creates bubbles. The game is spotting where it lands next before everyone else does.

We cover:

• Why the recent market rebound looks engineered — not organic
• How liquidity injections actually move through the system (and where they end up)
• The coming inflation wave — and why passive investors get crushed
• Gold vs silver vs crypto — what I’ve sold, what I’m rebuilding
• Bitcoin cycles, liquidity flows, and why I’ve stepped back (for now)
• Rare earths, AI, and the next asymmetric opportunity most people missed
• The real edge in markets: skill, discipline, and avoiding being exit liquidity

This is not about tips.
It’s about how to think — so you can see moves before they happen.

If you’re serious about capital allocation in this environment, this matters.

Are record highs real, or is liquidity hiding the danger? In this episode, ClemChambers argues that markets are being buffered by government money, notpricing risk the old-fashioned way. We get into Fed balance sheet expansion,why oil is barely reacting to Middle East stress, why inflation may be headedhigher for longer, and why the AI buildout could trigger an energy andindustrial boom. Clem also explains why he stepped out of equities, why hestill thinks like a contrarian value investor, and why gold may be worth slowlystacking again.