AI is real.
The AI boom is real.
But most investors are looking in completely the wrong place.
In this episode, I explain why headline AI stocks are priced for perfection, why that makes them dangerous investments, and how the real AI boom flows through the economy — into commodities, infrastructure, and the companies that AI actually consumes.
This isn’t about tips or hype.
It’s about process: how to think clearly when markets are noisy, valuations are extreme, and everyone is crowding into the same trades.
If you’re an active investor who wants to understand second-order effects — not chase narratives — this episode is for you.
📘 Substack (deep dives & strategy):
https://clemishere.substack.com
📊 aNEWFN – free UK real-time prices & Level 2:
https://anewfn.com
🐦 X / Twitter (markets, charts, live thoughts):
https://x.com/ClemChambers
Follow the show for more episodes on markets, metals, AI, and how to make money when big themes hit the real economy.
More from me:
📘 Substack (deep dives & strategy):
https://clemishere.substack.com
📊 aNEWFN – free UK real-time prices & Level 2:
https://anewfn.com
🐦 X / Twitter (markets, charts, live thoughts):
https://x.com/ClemChambers
Follow the show for more episodes on markets, metals, AI, and how to actually make money when big themes hit the real economy.