Clem Chambers Alpha

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By: Clem Chambers

Clem Chambers Alpha breaks down markets, macro, AI, commodities, crypto and geopolitics with data-driven, contrarian insight. From gold, silver and rare earths to breakout charts, liquidity flows and global power shifts. For investors who want clarity, edge and intelligence. Clem Chambers Alpha cuts through market noise. Data-driven, contrarian, and actionable, built for people who think for themselves and want to stay ahead of the crowd.

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Silver Hit $120. Why Were Dealers Turning Sellers Away?
Silver Hit $120. Why Were Dealers Turning Sellers Away? episode artwork
Yesterday at 3:35 PM

Buying silver is easy. Selling it can be a different story.Clem Chambers goes inside the physical gold and silver market with dealerElijah K. Johnson to uncover hidden costs, costly mistakes and what happenswhen everyone wants out at once.

 

Visithttps://anewfn.com and start exploring today.

Everythingis free for private investors, including:

Real-timeUK share prices, FREE Level 2 market data

Investordiscussion boards, Portfolios

Publicwatchlists, Market movers

Filters,US, UK shares, Commodities and much more.

 

Alsosubscribe to my new channel, Clem Chambers UK, wh...


No Reset Clem Chambers and Liberty and Finance.
No Reset Clem Chambers and Liberty and Finance. episode artwork
Last Friday at 3:00 PM

Gold is signaling major changes ahead in geopolitics,monetary policy, and the global economy, according to Clem Chambers (https://anewfn.com/). Chambers explains why gold serves asa warning signal for potential conflict and why escalating tensions involvingChina and the United States could send prices soaring again. He maintains an$8,000 long-term gold target while warning that further downside remainspossible, potentially toward $3,500. Chambers also forecasts renewed moneyprinting, rising inflation, and Treasury yields potentially reaching 7.5%before policymakers intervene. Plus, he explains why the AI infrastructure boomcould transform the economy, create major opportunities for blue-collarworkers, and drive the next wave higher in gold...


AI LOST. ALL LOST.
AI LOST. ALL LOST. episode artwork
Last Thursday at 3:30 PM

Lose AI, lose everything? The US versus China AI race windecide who dominates the global economy. But artificial intelligence needselectricity, data centres and vast amounts of money. America build it?

 

I explain why energy is destiny, how power shortages andfunding constraints threaten the US AI buildout, and what’s at stake forinvestors, technology stocks and the West.

 

If AI is the revolution I think it is, sitting this race outwill be catastrophic.

 

Visithttps://anewfn.com and start exploring today.

Everythingis free for private investors, including:

...


I Sold Silver Before the Crash. Here’s What I’m Waiting For.
I Sold Silver Before the Crash. Here’s What I’m Waiting For. episode artwork
10/14/2026

Is $50 an ounce the next bottom? I analyze the silver crash,gold vs silver, key support levels and the bullish and bearish scenarios.Here’s what I’m watching for before the next precious metals rally.

 

Visithttps://anewfn.com and start exploring today.

Everythingis free for private investors, including:

Real-timeUK share prices, FREE Level 2 market data

Investordiscussion boards, Portfolios

Publicwatchlists, Market movers

Filters,US, UK shares, Commodities and much more.

 

Alsosubscribe to my new channel, Clem Chambers UK, where I cover UK sha...


UNCREDIBLE. The FTSE SECRET they aren’t telling you.
UNCREDIBLE. The FTSE SECRET they aren’t telling you. episode artwork
10/13/2026

Britain’s a mess. The FTSE keeps climbing. One chartexplains why, and the answer has very little to do with Britain. Here’s what Ithink is really driving UK stocks higher.

 

Visithttps://anewfn.com and start exploring today.

Everythingis free for private investors, including:

Real-timeUK share prices, FREE Level 2 market data

Investordiscussion boards, Portfolios

Publicwatchlists, Market movers

Filters,US, UK shares, Commodities and much more.

 

Also subscribe to my new channel, Clem Chambers UK, where I cover UK shares, AIMstocks, FTSE invest...


The "Wicked" Gold Chart
The "Wicked" Gold Chart episode artwork
10/11/2026

I sold gold at the top, you can see me do it here if youcare to check. What would make me buy back? I look at the next opportunity, andthe move that would make me worry about far more than the price of Gold.

 

 

Visithttps://anewfn.com and start exploring today.

 

Everythingis free for private investors, including:

Real-timeUK share prices, FREE Level 2 market data

Investordiscussion boards, Portfolios

Publicwatchlists, Market movers

Filters,US, UK shares, Commodities and much more.

 

Al...


America Is Buying Up Britain Cheap. So Am I.
America Is Buying Up Britain Cheap. So Am I. episode artwork
10/10/2026

Britain’s stock market has spent a generation disappointinginvestors. Now Americans are buying up our companies at bargain prices, and theFTSE chart is telling a different story. Here’s why I’m buying.

 

 

Visithttps://anewfn.com and start exploring today.

Everythingis free for private investors, including:

Real-timeUK share prices, FREE Level 2 market data

Investordiscussion boards, Portfolios

Publicwatchlists, Market movers

Filters,US, UK shares, Commodities and much more.

 

Alsosubscribe to my new channel, Clem Chambers UK, where I cover UK shares, A...


Felix Nikolas Prehn x Clem Chambers: GOLD IS FOR WAR - Why It Falls When War Starts
Felix Nikolas Prehn x Clem Chambers: GOLD IS FOR WAR - Why It Falls When War Starts episode artwork
10/03/2026

Gold is falling. War is raging. And that might not be a contradiction at all.With, Felix Nikolas Phren, Economist and Investment banker, I dig into what’s really driving gold, why countries may be selling, where the next commodity boom could be hiding, and the level where I’m looking to buy gold again.The obvious explanation isn’t necessarily the right one.Felix's channel is here.https://www.youtube.com/@FelixFriendsVisit https://anewfn.com and start exploring today.Everything is free for private investors, including:Real-time UK share prices, FREE Level 2 market dataInvestor discussion boards, PortfoliosPublic watchlists, Market...


I’m Calling AI’s Bluff: Make Me Rich!
I’m Calling AI’s Bluff: Make Me Rich! episode artwork
10/02/2026

I’m calling AI’s bluff. Can it actually run a business andmake money? I’m going to find out.

The plan: no employees, no programmers. AI handles productdevelopment, sales and bookkeeping, with me keeping an eye on it. You’ll seewhat works, what fails, what it costs and whether it earns a penny.

I also explain why I’m investing further down the AI valuechain, where I think the opportunities go well beyond the obvious technologystocks.

Subscribe to follow the experiment, and join the discussionat AnewFN.com.

Everythingis free for p...


The FTSE Is Knocking on the Ceiling. Here’s What Can Smash It.
The FTSE Is Knocking on the Ceiling. Here’s What Can Smash It. episode artwork
09/21/2026

Is the FTSE 100 ready to break out? Clem Chambers examinesUK stocks, a key chart resistance level and why the US midterm elections are abig deal.


A Beginner’s Guide To Value Investing:

UK:https://www.amazon.co.uk/dp/B0GHK6RSFT

US:https://www.amazon.com/dp/B0GHK6RSFT

101 Ways to Pick Stock Market Winners:

UK:https://www.amazon.co.uk/dp/B0GPH96FZ8

US:https://www.amazon.com/dp/B0GPH96FZ8


Visithttps://an...


This Stock Chart Looked Wrong. Then I Made 49%. TT Electronics update
This Stock Chart Looked Wrong. Then I Made 49%. TT Electronics update episode artwork
09/20/2026

TT Electronics shares have surged almost 50% since Ihighlighted a very strange stock chart. So did I sell, if not, why haven’t Isold?

 

In this update, I explain what first caught my eye, why Isuspect a possible takeover could be behind the move, and where I’m looking totake profits. There’s no confirmed bid. This is my thinking, the chart evidenceand the speculation behind my decision to hold.

 

I also explain why I’m not buying more, how I think aboutexit prices, and why banking a good profit matters more to me than...


Why AI Destroys Spotify and the Music Industry
Why AI Destroys Spotify and the Music Industry episode artwork
09/19/2026

I spent around $20 making an AI music video. Now I thinkSpotify and the music industry are toast. When AI can create music just foryou, what happens to record labels, music publishing and streaming? I show youwhat I made and explain why music investors should pay attention.

Visithttps://anewfn.com and start exploring today.

Everythingis free for private investors, including:

Real-timeUK share prices, FREE Level 2 market data

Investordiscussion boards, Portfolios

Publicwatchlists, Market movers

Filters,US, UK shares, Commodities and much more.

 

Alsosubscribe to my n...


The Naked Trader Reveals How He Made His Millions
The Naked Trader Reveals How He Made His Millions episode artwork
09/11/2026

Robbie Burns, author of The Naked Trader, started with £7,000 and now has millions invested in the market.In this wide-ranging conversation, Robbie and I compare two very different ways of making money from shares. He buys momentum backed by a strong story. I hunt for battered stocks the market has forgotten.We discuss the shares Robbie is buying now, how he made £250,000 during the COVID crash, his extraordinary Aston Martin short, trailing stop losses, liquidity, position sizing and the discipline needed to hold a winner.We also look at CMC Markets, Yü Group, MS International, Cohort, Made Tech, TPX Imp...


I Bought ANOTHER Share Everyone HATES
I Bought ANOTHER Share Everyone HATES episode artwork
09/09/2026

I’ve bought Reach plc (LSE: RCH), owner of the Daily Mirror,Daily Express and hundreds of regional news titles.

It is one of Britain’s most hated and beaten-down shares.The newspaper industry is shrinking, the company has faced major pensionliabilities and the share price chart looks horrific. That is exactly why thisUK small-cap stock interests me.

Reach still has substantial revenue, established brands, adividend and a real underlying business. If management can continue cuttingcosts and stabilising the company, the upside could be considerable. But thisis a high-risk contrarian investment and I could lose heav...


The Nuclear Boom Just Got Bigger Than Trump
The Nuclear Boom Just Got Bigger Than Trump episode artwork
09/08/2026

America’s nuclear boom may now be bigger than Trump.

Six nuclear energy bills have passed through a key Housecommittee without a single vote against them. Republicans voted yes. Democratsvoted yes.

That matters enormously for investors.

The nuclear bull market may just have lost its biggestpolitical risk.

In this video, I explain what happened, why energy isdestiny and what it could mean for nuclear and uranium stocks.

Subscribe for more stock market analysis, and visit AnewFNand my Substack.

Visithttps://anewfn.com and start exploring today.

Ev...


I Just Sold My Only Oil Stock. Here’s Why.
I Just Sold My Only Oil Stock. Here’s Why. episode artwork
08/25/2026

I’ve sold Equinor, my only oil stock, after a good run. Notbecause I’ve turned bearish on energy long term, but because the breakout Iexpected has stalled and the Middle East risk premium may now fade.

In this quick oil market update, I explain why I took theprofit, what could send oil higher again, where I would consider buying Equinorback, and why the AI energy boom may still be a much bigger long-term story.

#Oil #Equinor #EnergyStocks #StockMarket #Investing#MiddleEast #OilPrice #AI

 

 

Visithttps://anewfn.com and start exploring today...


Stock Market Bubble or Crash? The Signal.
Stock Market Bubble or Crash? The Signal. episode artwork
08/25/2026

Is the stock market heading for a bubble or a crash?The clue is not be on Wall Street.Hyperscalers are borrowing vast sums. Interest rates are under pressure. America is trying to reindustrialise. That leaves policymakers with a simple choice: increase liquidity or risk a serious credit crunch.If the money printer is warming up, stocks could be setting up for a very strong autumn rally. Gold, silver and perhaps Bitcoin may benefit too. If it is not, things could get ugly.Visit https://anewfn.com and start exploring today.Everything is free for private investors, including:Real-time...


Bitcoin Just Went Vertical. Here’s What I Think Happens Next
Bitcoin Just Went Vertical. Here’s What I Think Happens Next episode artwork
08/21/2026

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 flight.So what does this sudden vertical move actually tell us?I look at:• Why Bitcoin has suddenly jumped• Whether Treasury liquidity is behind the move• Why a vertical Bitcoin chart makes...


Everyone Is Looking at the WRONG AI Stocks
Everyone Is Looking at the WRONG AI Stocks episode artwork
08/13/2026

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 vast AI value chain, packed with companies that could benefit from the artificial intelligence revolution but still trade at relatively low valuations.We also look at the wider US stock market, AI...


Is Gold’s Next Monster Move Coming?
Is Gold’s Next Monster Move Coming? episode artwork
08/07/2026

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 rising precious-metal prices. We examine whether gold has formed a bottom, the price levels that could confirm a new gold bull run and why gold stocks may be moving before the physical gold price.We al...


The £4.76 Dividend Is Just the Beginning
The £4.76 Dividend Is Just the Beginning episode artwork
08/06/2026

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. The real value may lie in the companies that process the materials modern industry can't function without.As the West rebuilds its industrial base and brings critical supply chains back from China, those processing bottlenecks could be...


Boom or Bust? My Market Call.
Boom or Bust? My Market Call. episode artwork
08/04/2026

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 investment boom.

I also explain one of the simplest portfoliomanagement rules I've ever used: when to sell winning shares, why BenjaminGraham's famous 30% rule still has value today, and wh...


Retail Investors Just Got a Bloomberg Moment
Retail Investors Just Got a Bloomberg Moment episode artwork
08/03/2026

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 year, this is for you.In this video I explain:• Why FREE UK Level 2 matters.• What's new on AnewFN.• How the new investor community works.• How to comment on shares and follow other investors.• Why UK private investors now have tools that...


FTSE Zombie Rises
FTSE Zombie Rises episode artwork
08/02/2026

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 I believe investors are still massively underestimating the opportunity.Using long-term charts, market history and inflation-adjusted analysis, I explain why decades of poor performance may finally be ending and why...


YOU'RE LOOKING AT THE WRONG AI BUBBLE
YOU'RE LOOKING AT THE WRONG AI BUBBLE episode artwork
08/01/2026

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, Anthropic and frontier artificial intelligence models. I also discuss:• Whether the recent stock-market correction has reached its bottom• Why falling volatility may matter more than a single rally• The extrao...


Shame on you Patrick Boyle, you could have told them!
Shame on you Patrick Boyle, you could have told them! episode artwork
07/27/2026

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=nJtL9MBVj48The players know they have an edge. Yet some still lose their entire stake, very few achieve the optimal result, and nearly everyone underperforms.Patrick uses this to...


AI STOCKS JUST EXPLODED — IS THE CRASH OVER?
AI STOCKS JUST EXPLODED — IS THE CRASH OVER? episode artwork
07/23/2026

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 returns, and why I have chosen to remain invested through the volatility.There is a much bigger struggle developing beneath the daily stock-market movements: America versus China.When the “America First” trade is winning, AI sto...


Gold Still Falling? Here is where I'd Buy. Clem & Kitco
Gold Still Falling? Here is where I'd Buy. Clem & Kitco episode artwork
07/22/2026

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 fell (the collapse of the China-Taiwan war premium, not just the Fed), the silver liquidity trap that left sellers 70% below the screen price, what Moonshot's AI shock means for the "...


Clem Chambers and David Linn talk markets 7/20/26
Clem Chambers and David Linn talk markets 7/20/26 episode artwork
07/21/2026

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 (@clemchambersalpha):    / @clemchambersalpha  Clem's substack: https://substack.com/@clemishereFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV):   / davidlin_tv  Instagram (@davidlin_TV):   / davidlin_tv  


I JUST BOUGHT THIS STUPID STOCK CHART
I JUST BOUGHT THIS STUPID STOCK CHART episode artwork
07/20/2026

The Most Ridiculous Chart in the UK Stock Market?

Have you ever seen a stock chart just... stop?

TT Electronics (TTG) is a Britishengineering firm sitting right in the middle of the AI value chain, but its recent price action is one of the strangest things I’ve seen on the LondonStock Market. Despite losing money recently, it’s turning over half a billion in sales with a market cap of only 200 million.

In this video, I break down why this "silly" chart suggests a major buyer is stalking the company for a take...


Silver To $50: My Crayola Analysis
Silver To $50: My Crayola Analysis episode artwork
07/17/2026

In this video, I’m breaking out the Crayola to show you exactly why I believe Silver is heading toward a psychological floor of $50. Everyone wants to hear that the price is going up, but the charts tell a different story—and for now, that story is a downward trend.I’ll explain why I’m looking at the $50 mark, the significance of the recent "bubble burst" patterns, and how this all connects to my outlook on Gold at $3,500. Whether you’re a stacker or a short-term trader, keeping it simple is the key to understanding where the market is really...


Bargain Bin Britain Stocks 80% off
Bargain Bin Britain Stocks 80% off episode artwork
07/16/2026

Another British technology company is disappearing from the stock market.Gooch & Housego, the specialist British photonics company, has agreed a 1,230p-a-share cash takeover from American private equity firm Arlington Capital Partners.I owned the shares considerably lower down.That makes this my third takeover situation in a little over two weeks: Gooch & Housego, easyJet and now the reported approach for PayPal.That is mad. But it also tells us something important.British companies are cheap. British technology companies are particularly cheap. Add exposure to aerospace, defence, semiconductors, communications and advanced optical systems, and an American buyer can acquire valuable...


Paypal TAKEOVER. I called it.
Paypal TAKEOVER. I called it. episode artwork
07/15/2026

I marked PayPal at $60 back in April.Today, a reported $60.50 takeover offer has arrived from Stripe and Advent International.That does not mean I magically predicted a takeover. It means the chart was displaying a very simple price signal that investors frequently ignore because it looks too obvious.Everybody wants complexity. Fibonacci levels, five-wave counts, elaborate models and complicated explanations.Sometimes the answer is sitting there in Crayola.PayPal was a forgotten, boring and deeply unpopular business trading on a remarkably low valuation. Now somebody else appears to have noticed that it was cheap.Meanwhile, IBM has suffered a...


IBM Crashed 25% — So I Bought It
IBM Crashed 25% — So I Bought It episode artwork
07/14/2026

Is the AI stock market boom in 1998 — or are we already in2000?

IBM stock has just crashed around 25% after its latestresults. I bought it.

In this stock market update, I explain why I still believethe AI trade has much further to run, why the current market feels more likethe early dotcom boom than the final dotcom bubble, and why IBM may remain animportant part of the artificial intelligence infrastructure story.

The central question for every investor is simple:

Are AI stocks at the end of the bubble — or are Nvidia, IBMand the...


Clem Chambers on Palisades Gold Radio
Clem Chambers on Palisades Gold Radio episode artwork
07/13/2026

Stijn Schmitz welcomes Clem Chambers to the show. Clem Chambers is Author, Journalist and Founder/CEO of ADVFN. The discussion begins with current market volatility: gold is down roughly 30% from its January peak, and oil has cratered 40% from its March high. Chambers identifies the AI space as the major action now, though it recently corrected, and sees the previous gold rally as driven by fears of a China-Taiwan conflict, which has likely been postponed. He argues that gold’s price peak roughly a year out from a potential invasion window, and the sacking of Chinese generals suggests the army re...


How I Made 13% in 1 Day With Takeover Arbitrage. Easyjet.
How I Made 13% in 1 Day With Takeover Arbitrage. Easyjet. episode artwork
07/10/2026

EasyJet has received a new £7.15 takeover offer fromApollo, exactly the kind of outcome I've been discussing over the last fewvideos.

In this video I explain why I thought EasyJet was a takeovercandidate, why Apollo changes the equation, and how takeover arbitrage works inpractice. More importantly, I explain the thought process so you can recognisethese opportunities for yourself in the future.

I also give a quick tour of the new AnewFN platform,including FREE UK real-time prices, FREE Level 2 market data (fornon-professional users), top movers, watchlists and portfolio tracking.

If you enjoy practical investing, U...


Level 2 How The Smart Money Actually Trades
Level 2 How The Smart Money Actually Trades episode artwork
07/09/2026

Level 2 shows you what is really happening underneath a share price.

 In this tutorial I explain how the London Stock Exchange order book works, what bids and offers really mean, how market makers make money, why spreads matter, and why small-cap UK shares can be so dangerous to trade.

 

Using BP,Barclays, Johnson Matthey and smaller UK shares, I show how Level 2 can reveal liquidity, gaps, spreads, passive buyers and sellers, automatic trades, off-book trades, and the real depth of the market.

 

On AnewFN, Level 2 is free — something that can c...


Everyone Is Missing What's About To Happen To AI
Everyone Is Missing What's About To Happen To AI episode artwork
07/08/2026

The cost of AI is about to change dramatically.

Today we're paying for AI one prompt at a time, burningthrough tokens like the old long-distance telephone system. But that won'tlast. In this video I explain why AI pricing is heading towards flat-rateusage, why the cost of tokens is likely to collapse over the next decade, andwhy demand for artificial intelligence will explode as computing power becomescheaper.

I also look at why companies are suddenly worried about AIspending, why programmers are burning through huge AI budgets, why today's AIhardware could be obsolete in just a few...


Clem Chambers and Daniella Cambone on ITM
Clem Chambers and Daniella Cambone on ITM episode artwork
07/07/2026

"You can't have hard money, you can't have tight money if you're not gonna do that. You gotta have loose money." Clem Chambers warns that rebuilding America's industrial base and AI infrastructure will require a massive "printathon" with elevated inflation for the next decade.


My Entire AI Thesis Gets Tested This Week
My Entire AI Thesis Gets Tested This Week episode artwork
07/06/2026

The next few trading days could decide whether the AIbull market gets back on track—or whether something more fundamental haschanged.

My view has been that much of the recent weakness wasdriven by quarter-end rebalancing, particularly after huge moves in marketslike South Korea. If that's right, we should now see markets settle down andquality AI and tech stocks begin to recover.

This week is the test.

In this video I cover:

• Why this week is so important for markets.
• Whether the AI correction is over.
• Why I think quarter-end rebalanc...