Clem Chambers Alpha

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

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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.

Quick one—this is genuinely interesting.

A lot of you signed up for the aNEWfn API, but let’s behonest… unless you’re technical, it’s a bit of a wall. I’ve found a way aroundthat.

Using Base44’s “super agent,” you can literally plug intothe API, pull real-time prices, scan movers, even build signals or bots—withoutknowing how to code. I’ve done it myself, and I’m no developer.

It’s not perfect (nothing AI is), but it works often enoughto be genuinely useful—and frankly, it feels a bit like cheating.

They give you free credits every day, so you can get set upand start experimenting without spending anything. If you’re serious, you canscale it from there.

👉 Try it here (freecredits to start):
https://base44.pxf.io/c/7204726/2049275/25619?trafcat=base

I’ll do a proper walkthrough shortly showing exactly howI’ve wired it into the aNEWfn API.

If you’ve been put off by the technical side—this is yourway in.

Gold on the blockchain sounds clever, but is it actually gold in the way gold bugs mean gold?In this interview I talk to Chunda McCaim from Paxos about Pax Gold, custody, tokenised assets, stablecoins, crypto rails, counterparty risk, yield, borrowing against digital gold, and the real question behind all of it, can tokenised gold ever feel as safe as physical gold.We get into what Paxos actually does behind the scenes, how Pax Gold is backed, why custody matters, the old “not your keys, not your coins” problem, whether tokenised gold solves anything for ordinary savers, and why crypto still struggles to escape pure financial engineering.If you are interested in gold, Bitcoin, tokenisation, stablecoins, blockchain finance, digital assets, counterparty risk, gold custody, financial rails, PayPal crypto, Interactive Brokers crypto, and where this all might go next, this one should be useful.Follow my thinking: https://clemishere.substack.comaNEWfn real time metals and markets: https://www.anewfn.comX: https://x.com/ClemChambersBullionVault affiliate: 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/B0GPH96FZ8

I’m easing back into the market, but very slowly. About 10% in at the moment.The market looks like it’s decided everything is fine. I’m not convinced. When things don’t quite add up, I’d rather give up a bit of upside than take unnecessary downside.So this is me, stepping back in carefully—selectively picking what still looks cheap to me and leaving the rest alone for now.No rush. No big calls. Just watching how this plays out.More on gold and silver shortly.aNEWfn metals prices: https://www.anewfn.comFollow my thinking (free + members): https://clemishere.substack.comX/Twitter: https://x.com/ClemChambersBullionVault affiliate: https://www.bullionvaultaffiliate.com/clemalpha/enBooks:A Beginner’s Guide To Value Investing – https://www.amazon.com/dp/B0GHK6RSFT101 Ways to Pick Stock Market Winners – https://www.amazon.com/dp/B0GPH96FZ8#stocks #investing #markets #gold #trading