Clem Chambers Alpha

Markets are entering a new phase and almost nobody is connecting the dots. In this video Clem Chambers looks at the short term, medium term and long term forces that could reshape the global economy, financial markets, Bitcoin, AI infrastructure, inflation, commodities and energy pricing. Topics covered include:• The Strait of Hormuz crisis and Iran oil disruption • Oil prices, inflation and suppl...

The world has changed. Iran. Oil. AI. Nuclear. Rare earths. Reindustrialisation. In this interview with Milk Road Macro, I explain why energy, AI infrastructure, strategic minerals and industrial sovereignty are becoming the dominant investment themes of the next decade. We discuss: Why governments are scrambling for energy security Why nuclear power is suddenly “good” again Why AI changes everyth...

Today I’m joined by Alec Beasley from InvestaWe get into how professional traders, hedge funds and bank derivative desks actually use options:• Exotic options • Knockout structures • Hybrid trades • Volatility trading • Covered calls • Cash secured puts • The wheel strategy • Zero day options • Why market makers think differently from retail traders • How institutional desks price risk Alec previo...

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 m...

In this explosive episode of Risk Takers, Alessandro sits down with market veteran and ANewFN founder Clem Chambers to uncover the brutal reality of the next economic cycle. Clem issues a stark warning: "AI is a weapon," and the global arms race guarantees there is no second place. But the threat goes beyond tech. We dive into the "liquidity bazooka" propping up equities and wh...

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...

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/4ug...

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. Meanwhil...

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:...

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 (f...

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: Wh...

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...

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 (no...

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 actuall...

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....

Everyone thinks rare earths are about mining. They’re wrong. The real bottleneck isn’t in the ground — it’s in the processing. That’s where China dominates. That’s where the leverage is. And that’s where the money will be made. In this video I break down the actual pinch point in the rare earth supply chain — from oxides to metals to magnets — and why the West is years behind. I also walk through...

I sold everything.   Not because I knew what would happen — but because I knewwhat could happen.   … the market didn’t crash.   And when the dust settles I’ll get back in.

The real opportunity isn’t where everyone is looking. This is where the market is getting it wrong. Everyone is crowding into the obvious trades. But the real asymmetry sits in what comes next — theoverlooked layer of the commodity system.   Because here’s the truth: The global economy doesn’t run on narratives. It runs onstuff. And right now, the system is tightening. Copper deficits are building...

Something is about to happen — and the market is not ready for it. We’re now inside a narrow window where geopolitics, oil, and liquidity all collide. If escalation turns kinetic, this isn’t a slow bleed — it’s a shock event. And by the time you see it in the price… it may already be too late. This is not about predicting headlines. It’s about understanding what markets do when systems lose contro...

I’ve just opened something up that I think matters a lot.   aNEWfn now has a free API for real-time market data, and youcan plug it straight into OPENCLAW and other AI tools.   This means real-time UK stock prices, UK Level 2, gold,silver, platinum, palladium, Bitcoin, and forex can now be streamed directlyinto AI systems like OpenClaw or anything else you’re building.   That’s not a small step. T...

Clem Chambers, Founder of ANewFN, discusses what's next for the Iran war and why he sold everything last week. *This video was recorded on March 31, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/da... Subscribe to my Briefs channel:    / @davidlinreportbriefs   Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spoti...

In this premiere episode of BeInCrypto's Experts Council, host Jakub sits down with TWO of the sharpest minds in digital finance:🔹 Michael van de Poppe: Founder of MN Fund & MN Capital, crypto analyst, trader, and educator trusted by millions globally🔹 Clem Chambers: Markets pioneer, financial author, and veteran of three full crypto cycles, from $800 BTC to todayThis is the Clem Chamber...

Europe just flipped theswitch on crypto — and most people have no idea what that means. Coinbase is positioning fortotal dominance across Europe under MiCA… but behind the headlines there’s adeeper shift happening. Adoption, regulation, education, and a battle over whocontrols the next financial system — and possibly the next version of theinternet itself. In this conversation, I breakdown what’s...

Im out of this crazy market... for now!

This is not a drill. I’m out of the market completely.   In this video I explain why I’ve liquidated every majorposition, what I’m seeing in the NASDAQ Composite and S&P 500, and why Ithink this market is no longer tradable.   This isn’t about missing upside. This is about protectingcapital.   We’re now in a regime where liquidity is unstable, moves areviolent, and outcomes are increasingly dr...