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Clem Chambers Alpha

Clem Chambers Alpha

clemcham 120 Episodes Aug 21, 2026

Clem Chambers Alpha offers data-driven, contrarian analysis of markets, macro, AI, commodities, crypto, and geopolitics. The podcast covers topics like gold, silver, rare earths, breakout charts, liquidity flows, and global power shifts. It aims to provide clarity and actionable intelligence for independent investors.

Episodes

Bitcoin Just Went Vertical. Here’s What I Think Happens Next
Bitcoin Just Went Vertical. Here’s What I Think Happens Next Aug 21, 2026 00:10:56 Bitcoin is surging again, but is this the start of the next huge crypto bull run, or a classic bear-market spike?In this video I look at what may really be driving Bitcoin higher: US Treasury liquidity, interest rates, inflation fears, gold, geopolitical risk and the possibility that Bitcoin is once again behaving as flight capital.My long-standing view is simple: gold is for war, Bitcoin is for f
Everyone Is Looking at the WRONG AI Stocks
Everyone Is Looking at the WRONG AI Stocks Aug 13, 2026 00:07:36 The next big AI investment opportunity may not be Nvidia, OpenAI or the obvious AI stocks everyone is already watching.In this video, I look at a stock could be signalling the next phase of the AI boom.AI needs far more than GPUs and large language models. It needs data centres, servers, networking, fibre, power, cooling, construction, infrastructure and enormous amounts of capital. That creates a
Is Gold’s Next Monster Move Coming?
Is Gold’s Next Monster Move Coming? Aug 7, 2026 01:00:06 Is gold’s next monster move coming? Gold is holding above $4,000, gold mining stocks are beginning to lead, and the precious metals market may be signalling that the next major gold breakout has already begun.I sit down with Kai Hoffmann of Soar Financially to discuss the gold price outlook, silver, gold miners, junior mining stocks and the developers offering potentially explosive leverage to ris
The £4.76 Dividend Is Just the Beginning
The £4.76 Dividend Is Just the Beginning Aug 6, 2026 00:12:10 The £4.76 Dividend Is Just the BeginningCould one of the cheapest companies in the FTSE 250 also be one of the most strategically important?Johnson Matthey has just announced a £4.76 per share special dividend, but I think that's only the beginning of the story.Most investors are focused on miners, AI, rare earth discoveries and commodity prices. I think they're looking in the wrong place.
Boom or Bust? My Market Call.
Boom or Bust? My Market Call. Aug 4, 2026 00:10:28 Has the stock market finally found its bottom,or is another leg down still to come?In this market update I explain why I believewe've seen the worst of the recent correction and why I'm still holding mypositions. I cover the AI sell-off, the impact of the Iran situation, Japan'scurrency intervention, seasonal market trends, and why I think this is acorrection—not the end of the AI inve
Retail Investors Just Got a Bloomberg Moment
Retail Investors Just Got a Bloomberg Moment Aug 3, 2026 00:04:22 I just opened the aNEWfn.com community to comments and reddit/twitter/X style interactions.We've added this to out FREE UK Level 2 market data, real-time UK share prices, US stocks, portfolios, watchlists, investor comments, stock discussion boards and much more on AnewFN.If you've ever wanted professional-quality market information without paying hundreds or even thousands of pounds a yea
FTSE Zombie Rises
FTSE Zombie Rises Aug 2, 2026 00:14:51 The FTSE has been left for dead for more than 25 years. While the S&P 500, Nasdaq and DAX surged to record highs, UK stocks became one of the world's most ignored and undervalued markets.I believe that has changed.In this video I explain why I think the FTSE 100 has entered a new long-term bull market, why takeover activity is accelerating, why UK shares remain historically cheap, and why
YOU'RE LOOKING AT THE WRONG AI BUBBLE
YOU'RE LOOKING AT THE WRONG AI BUBBLE Aug 1, 2026 00:11:51 The AI bubble may not have even started yet.After a brutal period of market volatility, technology shares and AI stocks may finally be trying to establish a bottom. But the next stage of the artificial intelligence boom could be much larger—and much more dangerous—than anything investors have seen so far.In this video, I explain why the coming AI investment cycle will not be driven only by OpenAI,
Shame on you Patrick Boyle, you could have told them!
Shame on you Patrick Boyle, you could have told them! Jul 27, 2026 00:07:48 In five seconds, he could have told viewers how to avoid going bust or underperforming. He did not. I'm going to fix this in this video.I think Patrick Boyle is great. But in his recent video, How to Be Right and Lose Everything, he describes an experiment where players repeatedly bet on a coin weighted 60% in their favour.Watch Patrick’s video here:https://www.youtube.com/watch?v=nJtL9MBVj48T
AI STOCKS JUST EXPLODED — IS THE CRASH OVER?
AI STOCKS JUST EXPLODED — IS THE CRASH OVER? Jul 23, 2026 00:09:38 AI stocks have exploded higher, but is the correction finally over—or is this just another bear market rally?The artificial intelligence boom, technology stocks, energy shares and commodities surged together in a monster Wall Street session. In this video, I explain why this may mark the bottom of the latest AI stock market correction, why missing a single major rally can destroy market timing ret
Gold Still Falling? Here is where I'd Buy. Clem & Kitco
Gold Still Falling? Here is where I'd Buy. Clem & Kitco Jul 22, 2026 00:38:05 Gold has fallen below $4,000 and silver is down more than half from its January high. Clem Chambers, who warned Kitco viewers in May the decline had another leg down, now calls the bottom, roughly $3,500 gold and $50 silver, and the level that finally puts him back in as a buyer.Kitco's Jeremy Szafron talks with Clem Chambers about why he thinks this was a bubble unwind, the real reason gold f
Clem Chambers and David Linn talk markets 7/20/26
Clem Chambers and David Linn talk markets 7/20/26 Jul 21, 2026 00:39:15 Clem Chambers, founder of A New FN, discusses the AI infrastructure investment boom, gold and crypto markets, the impact of geopolitics on asset prices, and why he believes the biggest opportunities of the next decade are only just beginning.*This video was recorded on July 17, 2026FOLLOW CLEM CHAMBERS:ANewFn website: https://www.anewfn.com/ X (@ClemChambers): https://x.com/ClemChambersYouTube (@c

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