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