Why Gold Is the Only Safe Bet Right Now | Alexander Stahel

 🎧 Expert Insights from Alexander Stahel | Commodities, Gold, Oil, Copper & Global Markets 

In this in-depth interview, Alexander Stahel, from Burggraben, shares sharp insights on the state of commodities, covering gold, oil, and copper, and how geopolitical forces are reshaping global markets. 

👉 Whether you’re an investor, fund manager, or wealth builder — this is a must-watch. 

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⏳ Timestamps & Chapters 

⏰ Introduction: Investment Approach & Market Overview 0:00 — Meeting in Zurich & Alex’s investment approach 

🛢️ OIL 

10:30 — A Cyclical Reality Check 

16:36 — China Demand: The flatlining scenario 

19:08 — Trump, & the US 

24:09 — There’s no bullish corridor for oil stocks right now 

25:16 — Small oil plays: caution for retail 

🟡 GOLD: Structural Bull Case 

29:33 — Gold no longer trades on U.S. real rates 

34:55 — The China retail gold rush: “No alternative to gold” 

38:57 — Central bank buying & gold repatriation flows 

50:08 — The U.S. debt crisis and the 'Mar-a-Lago Accord' 

56:20 — Inflation or deflation 1

:00:55 — Physical gold vs. ETFs vs. miners 

1:03:06 — Royalty companies are overlooked gems 

🟠 COPPER: Myths vs. Reality 

1:04:05 — Copper’s dependence on China’s construction boom 

1:07:15 — The green shift & EV narrative: Reality vs. hype 

1:10:58 — Data centers: A small demand pocket, not a savior 

1:14:32 — Why Alex changed his bullish commodity thesis 

🛎️ PORTFOLIO POSITIONING 

1:17:44 — Where the money is going: Gold and gold miners 

🔗 Alexander's Substack: https://www.thecommoditycompass.com/ 

https://twitter.com/BurggrabenH 

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