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Clem Chambers Alpha episodes
- World War 3 Was Delayed. That's Why Gold Fell. Canadian Prepper and Clem Chambers
Did gold really peak because the risk of World War 3 faded?
In this wide-ranging conversation with Canadian Prepper, Clem Chambers explains why he believes gold is a geopolitical asset, not an inflation trade, why China's internal military politics changed the outlook for Taiwan, and why the biggest investment boom of the next decade has barely begun.
Topics include:
- Why gold topped despite record central bank buying
- The Taiwan risk and how it affects markets
- Why China is winning the industrial race
- America's coming "print-a-thon" to rebuild manufacturing
- The AI bubble—and why Clem thinks it still has another 18 months to run
- Energy shortages, electricity, and the future of AI
- Rare earths, uranium, copper and where the next opportunities may emerge
- How to think about investing during a period of rapid geopolitical and technological change
Whether you agree or disagree, this is a discussion designed to challenge assumptions and help you think independently about markets, geopolitics and the future.
Guest: Clem Chambers
Founder, investor, entrepreneur, senior Forbes contributor and host of the Clem Chambers Alpha YouTube channel.Recorded conversation discussing macroeconomics, investing, AI, commodities and geopolitical risk.
1 hr 11 min - China Just Banned These US Stocks (Nobody Is Talking About It)
China has just escalated the rare earth war.
After the US targeted a number of Chinese companies, Chinahas responded by blacklisting key American rare earth firms, making it muchharder for them to source equipment and build independent supply chains.
This isn't just another headline. It's part of a long-termgeopolitical battle that could reshape the rare earth industry for the nextdecade.
In this video I explain:
Nothing in this video is financial advice. I'm simplysharing my own research, investments and thinking as the story develops.
Follow my thinking (free + members):https://clemishere.substack.comaNEWfn – Free UK Level 2 and real-time market data:https://www.anewfn.comFollow me on X: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
#RareEarths #Investing #China
8 min - The Stock I Bought In The Panic
Markets are suddenly swinging wildly. Korea crashes 10%,rallies 5%, and traders are getting whiplash. Is this the start of the bust… orjust the next stage of a much bigger bubble?
In this video I explain why I think the market still hasfurther to run, why volatility is exploding, why gold and silver may not beready yet, and why I bought more IBM while everyone else was panicking.
I also look at the bigger picture: AI, reindustrialisation,money printing, inflation, and why the next few years could reshape markets inways most investors are not prepared for.
If America is going to build AI infrastructure, onshoreindustry and compete with China, somebody has to pay for it. My view is simple:the printing presses are far from finished.
Topics covered:
Follow my thinking (free + members):
https://clemishere.substack.comaNEWfn – Free UK Level 2 and real-time market data:
https://www.anewfn.comFollow me on X:
https://x.com/ClemChambersBullionVault:
https://www.bullionvaultaffiliate.com/clemalpha/enMy Books
A 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#Gold #Investing #StockMarket
12 min - NO SHARE SHOULD BE DOING THIS
Most investors spend their time looking at company news. Thesmart ones spend their time looking at what the market itself is telling them.
In this video I look at a chart that is doing something veryunusual. It has effectively stopped moving. Why does that happen? Is there alarge buyer quietly accumulating stock? Is there a seller leaning on themarket? Or is something else going on entirely?
Along the way I explain how short selling works, why heavilyshorted shares can create opportunities, how hedge funds think about long andshort positions, and why unusual price action is often a signal worth payingattention to.
This isn't about stock tips. It's about learning how tothink about the market, recognise signals instead of noise, and understandwhat's really happening under the hood of UK shares.
If you're interested in UK investing, market structure,short selling, stock picking and spotting opportunities before the crowd,subscribe and join us.
If you enjoy these market updates, please like, subscribe and share.Check out AnewFN for real time and real time Level 2
#UKStocks, #Investing, #StockMarket, #ShortSelling, #charts,#ValueInvesting, #FTSE, #Trading, #Shares, #InvestingEducation, #realtime, #real,#time, #level2, #orderbook, #free real time, #data, #financials
11 min - THE UK STOCK MARKET IS BROKEN
The UK stock market has been left for dead for decades.While Wall Street has soared, Britain has drifted. Cheap valuations, weak sentiment and endless pessimism have created one of the most unloved major markets in the world.But that neglect has created opportunity.In this video I look at the long-term FTSE 100 chart, why UK companies continue to attract takeover interest, how I use fractal chart analysis to identify major turning points, and why today's market setup could be one of the most important in years.We'll also look at why inefficiency creates opportunity, how stocks like IQE and Rolls-Royce delivered extraordinary returns, and the approach I use to build a portfolio that can outperform the index over time.Nothing here is a recommendation. It's raw material for your own thinking.Subscribe if you're interested in UK shares, value opportunities, takeover candidates, market psychology and finding the companies everyone else has overlooked.If you enjoy these market updates, please like, subscribe and share. #FTSE100 #UKStocks #Investing #ValueInvesting #StockMarket #UKMarket #FTSE #Shares #InvestingUK #ClemChambers
7 min - THE GOLD CRASH HAS STARTED
Gold and silver have gone vertical.
Now they're doing what parabolic markets usually do next.
In this video I walk through the charts, explain why I thinkthe geopolitical premium in gold may be fading, why sanctions and global tradematter more than most people realise, and why I think both gold and silvercould be entering a long cooling-off period.
Could gold be topping?
Could silver fall back towards $40?
What happens if the war trade ends but inflation stays?
And what would make me bullish again?
These are the charts I'm watching.
Follow my thinking (free + members):
https://clemishere.substack.comReal-time metals prices:
https://www.anewfn.comX / Twitter:
https://x.com/ClemChambersBullionVault:
https://www.bullionvaultaffiliate.com/clemalpha/enMy Books
A 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#gold #silver #investing #commodities #markets #goldprice#silverprice #inflation #stocks #finance #economy #preciousmetals #trading#wealth #money #clemchambers
11 min - China's Biggest Blunder
Tokyo. Rare earths. A massive strategic mistake by China.
I've just returned from Tokyo, where I was invited by theJapanese government to attend a major conference on critical minerals and thefuture of global supply chains.
In this video, I explain what I consider to be one ofChina's biggest strategic blunders — a move that woke the world up to a hiddenvulnerability and triggered a global scramble that is now reshapinggeopolitics, resource markets, and the future of industry.
🎯 In this video:
✅ The rare earth move thatchanged everything
✅ Why critical minerals arebecoming the new geopolitical battleground
✅ How China accidentallyaccelerated the race against its own dominance
✅ The sectors, metals, andcompanies positioned to benefit
✅ Why rare earths may be enteringa multi-year bull market
✅ What I learned in Tokyo fromindustry insiders and policymakers
💡 This is a long-termstructural theme with major implications for investors.
We're still in the early innings.
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🔗 USEFUL LINKS
📈 AnewFN
https://anewfn.com📰 Clem Chambers Alpha
https://clemishere.substack.com🌍 Silex World
https://silexworld.com📚 Forbes Articles
https://www.forbes.com/sites/investor🎥 Channel Membership
10 min - Undersea Mining. The Next Trillion Dollar Gold Rush
What if the biggest resource boom of the next 20 years isn't on land at all?While investors obsess over AI, chips and energy, a much larger story may be developing far from view. A story involving critical minerals, geopolitics, China, America, and a race for resources that could reshape the global economy.The implications are far bigger than most people realise.In this video I explore a trend that could create enormous winners, transform supply chains, and change the balance of industrial power for decades to come.I talk to Amanda van Dyke the famous mining guru about the next big thing.Follow my thinking (free + members):https://clemishere.substack.comReal-time metals, forex and UK market data: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
1 hr 1 min - The Gold Lens Reveals What Nobody Sees
Everyone looks at the market through dollars.
What if that's the wrong lens?
In this conversation I sit down with Ricky Williamson,creator of Pricing Gold Elite, to explore what happens when you chart stocks,the Nasdaq and individual companies against gold instead of fiatcurrency.
The results are genuinely surprising.
Looking at markets through gold reveals patterns that simplydon't appear on conventional charts. It raises some fascinating questions aboutthe AI boom, whether the Nasdaq bubble is really as extended as people think,and whether investors are measuring value the wrong way entirely.
I also challenge Ricky throughout, testing the assumptionsbehind the model and exploring where it works, where it doesn't, and howinvestors might actually use it to find opportunities.
Whether you agree or disagree, this is a completelydifferent way of looking at markets—and sometimes a new lens is exactly whatyou need.
Disclosure: I have an affiliate relationship withPricing Gold Elite. If you choose to use it through my link, I may receive acommission at no additional cost to you.
#Nasdaq #Gold #Investing #StockMarket #AI #Trading#TechnicalAnalysis #Markets #Finance #GoldLens
40 min - I Just Loaded Up On The Most Hated AI Stock In America
When most investors hear this company in the same sentence they laugh.That's exactly why I'm interested.The AI boom is no longer about finding the obvious winners. NVIDIA, Microsoft and the hyperscalers have already been discovered. The real opportunity is hunting for the companies buried deeper in the value chain that nobody is talking about.In this video I explain why I recently bought this stock, why I think trust may become one of the most valuable assets in the AI economy, and why governments and giant corporations could end up writing very large cheques to some very old names.Could one of the oldest technology companies in the world become one of the biggest beneficiaries of the AI rollout?Let's find out.AnewFN Free Real-Time UK Market Data:https://anewfn.comFollow my thinking (free + members):https://clemishere.substack.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#IBM #AIStocks #ArtificialIntelligence #ValueInvesting #StockMarket #Investing #Nvidia #Dell #Cisco #HewlettPackard #TechStocks #WallStreet #AI #StocksToBuy #MarketAnalysis #ClemChambers #AnewFN
9 min
About Clem Chambers Alpha
From the publisher's feed
Clem Chambers Alpha breaks down markets, macro, AI, commodities, crypto and geopolitics with data-driven, contrarian insight. From gold, silver and rare earths to breakout charts, liquidity flows and global power shifts.
For investors who want clarity, edge and intelligence. Clem Chambers Alpha cuts through market noise. Data-driven, contrarian, and actionable, built for people who think for themselves and want to stay ahead of the crowd.