Clem Chambers Alpha

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.

Clem Chambers Alpha is a business podcast hosted by clemcham, with 127 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

clemcham hosts Clem Chambers Alpha, a business show with 127 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Clem Chambers Alpha

  Bitcoin Just Went Vertical. Here’s What I Think Happens Next

  Aug 21, 202611 min

  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 me cautious• The relationship between Bitcoin, gold and global risk• Whether Middle East tensions could be influencing crypto• Why I still don't see Bitcoin heading straight to $250,000, $500,000 or $1 million• What would make me change my bearish view• What I think happens nextBitcoin can move incredibly quickly, and narratives tend to arrive after the price has already moved. The important question isn't simply whether Bitcoin is going up. It's why.This is my analysis, not financial advice. Always do your own research and use other people's views as raw material for your own thinking.Subscribe for more Bitcoin, gold, stock market, investing and macro analysis.Visit 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 moversFilters, US, UK shares, Commodities and much more.Also subscribe to my new channel, Clem Chambers UK, where I cover UK shares, AIM stocks, FTSE investing, small caps and everything the YouTube algorithm won't let me cover on this channel.If you enjoy investing, stock markets, UK shares, FTSE, AIM, macro investing, commodities, gold, silver and market analysis, subscribe and hit the notification bell.Read Clem Chambers’ market analysis and video summaries:https://clemishere.substack.comFollow Clem Chambers on X:https://x.com/ClemChambersBuy and store physical gold and silver through BullionVault:https://www.bullionvaultaffiliate.com/clemalpha/enClem Chambers’ books:https://www.amazon.com/stores/Clem-Chambers/author/B0034OKF36A Beginner’s Guide To Value Investing:UK: https://www.amazon.co.uk/dp/B0GHK6RSFTUS: https://www.amazon.com/dp/B0GHK6RSFT101 Ways to Pick Stock Market Winners:UK: https://www.amazon.co.uk/dp/B0GPH96FZ8US: https://www.amazon.com/dp/B0GPH96FZ8This video is commentary and analysis, not personal financial advice. Markets can rise as well as fall, and investors should conduct their own research.#Bitcoin #BTC #Crypto #Cryptocurrency #Investing #StockMarket #Gold #Inflation #FederalReserve #Markets #BitcoinPrice #CryptoNews #Trading #Level2 #Investors #ClemChambers

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  Clem Chambers Alpha

  Everyone Is Looking at the WRONG AI Stocks

  Aug 13, 20268 min

  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 infrastructure spending, data centre investment, Fluor, Goldman Sachs, the hyperscalers and why America's huge AI and reindustrialisation boom could create an entirely new generation of stock market winners.The real opportunity may be finding the AI winners before the herd realises they're AI stocks.Subscribe for stock market analysis, investing ideas, AI stocks, value investing, market forecasts and my latest portfolio updates.Visit 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 moversFilters, US, UK shares, Commodities and much more.Also subscribe to my new channel, Clem Chambers UK, where I cover UK shares, AIM stocks, FTSE investing, small caps and everything the YouTube algorithm won't let me cover on this channel.Read Clem Chambers’ market analysis at:https://clemishere.substack.comFollow Clem Chambers on X:https://x.com/ClemChambersBuy and store physical gold and silver through BullionVault:https://www.bullionvaultaffiliate.com/clemalpha/enClem Chambers’ books:https://www.amazon.com/stores/Clem-Chambers/author/B0034OKF36A Beginner’s Guide To Value Investing:UK: https://www.amazon.co.uk/dp/B0GHK6RSFTUS: https://www.amazon.com/dp/B0GHK6RSFT101 Ways to Pick Stock Market Winners:UK: https://www.amazon.co.uk/dp/B0GPH96FZ8US: https://www.amazon.com/dp/B0GPH96FZ8This video is commentary and analysis, not personal financial advice. Markets can rise as well as fall, and investors should conduct their own research.#ArtificialIntelligence #AIStocks #StockMarket #Nvidia #Nasdaq #Investing #TechnologyStocks #Semiconductors #AIBubble #MarketCrash#UKStocks #Investing #FTSE #AIM #StockMarket #ValueInvesting #Trading #Level2 #Investors #ClemChambers #StockMarket #Investing #Stocks #BullMarket #StockMarket2026 #AIStocks #ArtificialIntelligence #Gold #Bitcoin #Markets #Investing2026 #StockMarketNews #MarketCrash #MarketRally #ContrarianInvesting#AI #AIStocks #Investing #StockMarket #HPE #Nvidia #ArtificialIntelligence #DataCenters #TechStocks #Stocks

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  Clem Chambers Alpha

  Is Gold’s Next Monster Move Coming?

  Aug 7, 20261 hour

  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 also discuss key gold miners, copper, tungsten, critical minerals, rare-earth processing and the enormous commodity shortages being created by AI, electrification, reindustrialisation and energy security.Can gold break through $4,200–$4,250? Are undervalued gold miners about to rerate? Could inflation, money printing, global liquidity, US debt, central-bank gold buying, de-dollarisation and geopolitical risk propel gold to new all-time highs?This is a deep dive into:Gold price predictionsGold investing in 2026Gold mining stocksJunior gold minersGold and silver pricesPrecious metals investingGold breakout signalsGold bull-market strategyUndervalued mining sharesCentral-bank gold buyingInflation and money printingDe-dollarisation and US debtCopper and critical mineralsCommodity supercycle investingMining-stock due diligenceNothing in this video is financial advice. Mining shares, junior miners and exploration companies can be exceptionally risky. Always conduct your own research.Kai Hoffmann’s Youtube channel https://www.youtube.com/@SoarFinanciallyThe Gold conference. https://deutschegoldmesse.online/Visit 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 moversFilters, US, UK shares, Commodities and much more.Also subscribe to my new channel, Clem Chambers UK, where I cover UK shares, AIM stocks, FTSE investing, small caps and everything the YouTube algorithm won't let me cover on this channel.If you enjoy investing, stock markets, UK shares, FTSE, AIM, macro investing, commodities, gold, silver and market analysis, subscribe and hit the notification bell.Read Clem Chambers’ market analysis and video summaries:https://clemishere.substack.comFollow Clem Chambers on X:https://x.com/ClemChambersBuy and store physical gold and silver through BullionVault:https://www.bullionvaultaffiliate.com/clemalpha/enClem Chambers’ books:https://www.amazon.com/stores/Clem-Chambers/author/B0034OKF36A Beginner’s Guide To Value Investing:UK: https://www.amazon.co.uk/dp/B0GHK6RSFTUS: https://www.amazon.com/dp/B0GHK6RSFT101 Ways to Pick Stock Market Winners:UK: https://www.amazon.co.uk/dp/B0GPH96FZ8US: https://www.amazon.com/dp/B0GPH96FZ8This video is commentary and analysis, not personal financial advice. Markets can rise as well as fall, and investors should conduct their own research.#Gold #GoldPrice #GoldInvesting #GoldMiners #GoldStocks #Silver #PreciousMetals #MiningStocks #JuniorMiners #CommoditySupercycle.

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  Clem Chambers Alpha

  The £4.76 Dividend Is Just the Beginning

  Aug 6, 202612 min

  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 become some of the most valuable assets in the market. Johnson Matthey sits right in the middle of that trend.In this video I explain:• The £4.76 special dividend and what it means.• Why material processing could be a far better business than mining.• Why Johnson Matthey occupies a strategic position in platinum and palladium refining.• Why I believe the shares look exceptionally cheap.• Why UK industrial companies are increasingly attractive to private equity and overseas buyers.• Why I've been adding to my own holding.Whether you're interested in value investing, dividends, UK shares or the long-term industrial reshoring story, this is one you won't want to miss.This video is my opinion only and is not financial advice. Always do your own research.________________________________________ Subscribe for independent market analysis, macro insights and stock ideas. FREE UK Level 2 & Market Data: https://anewfn.com✍️ My Substack: https://clemishere.substack.com Website: https://www.clemchambers.com Follow me: https://x.com/ClemChambersBuy and store physical gold and silver through BullionVault:https://www.bullionvaultaffiliate.com/clemalpha/enClem Chambers’ books:https://www.amazon.com/stores/Clem-Chambers/author/B0034OKF36A Beginner’s Guide To Value Investing:UK: https://www.amazon.co.uk/dp/B0GHK6RSFTUS: https://www.amazon.com/dp/B0GHK6RSFT101 Ways to Pick Stock Market Winners:UK: https://www.amazon.co.uk/dp/B0GPH96FZ8US: https://www.amazon.com/dp/B0GPH96FZ8This video is commentary and analysis, not personal financial advice. Markets can rise as well as fall, and investors should conduct their own research.#ArtificialIntelligence #AIStocks #StockMarket #Nvidia #Nasdaq #Investing #TechnologyStocks #Semiconductors #AIBubble #MarketCrash#UKStocks #Investing #FTSE #AIM #StockMarket #ValueInvesting #Trading #Level2 #Investors #ClemChambers#JohnsonMatthey #JMAT #FTSE250 #Dividend #SpecialDividend #ValueInvesting #UKStocks #CriticalMinerals #RareEarths #Investing

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  Clem Chambers Alpha

  Boom or Bust? My Market Call.

  Aug 4, 202610 min

  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 why holding forever isn'talways the best strategy for individual stocks. Topics covered: • Has the stock market bottomed? • AI stocks and the long-term investment opportunity • Why I haven't sold anything • The Benjamin Graham 30% profit rule • Portfolio rotation and risk management • Takeovers, multibaggers and knowing when to sell • Why I'm still bullish despite recent volatility If you're interested in investing, AI, stockmarkets, value investing, UK shares, US stocks, gold, commodities and long-termwealth creation, subscribe and join me. Members: there's a companion Secret Saucevideo with practical techniques for spotting when market lows are likely behindus. Like if you enjoy these market updates. Subscribe so you don't miss the next one. 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, AIMstocks, FTSE investing, small caps and everything the YouTube algorithm won'tlet me cover on this channel. If youenjoy investing, stock markets, UK shares, FTSE, AIM, macro investing,commodities, gold, silver and market analysis, subscribe and hit thenotification bell. Read ClemChambers’ market analysis and video summaries: https://clemishere.substack.com Follow ClemChambers on X: https://x.com/ClemChambers Buy andstore physical gold and silver through BullionVault: https://www.bullionvaultaffiliate.com/clemalpha/en ClemChambers’ books: https://www.amazon.com/stores/Clem-Chambers/author/B0034OKF36 ABeginner’s Guide To Value Investing: UK:https://www.amazon.co.uk/dp/B0GHK6RSFT US:https://www.amazon.com/dp/B0GHK6RSFT 101 Ways toPick Stock Market Winners: UK:https://www.amazon.co.uk/dp/B0GPH96FZ8 US:https://www.amazon.com/dp/B0GPH96FZ8 This videois commentary and analysis, not personal financial advice. Markets can rise aswell as fall, and investors should conduct their own research. #ArtificialIntelligence#AIStocks #StockMarket #Nvidia #Nasdaq #Investing #TechnologyStocks#Semiconductors #AIBubble #MarketCrash #UKStocks#Investing #FTSE #AIM #StockMarket #ValueInvesting #Trading #Level2 #Investors#ClemChambers #StockMarket #Investing #Stocks #AI#ArtificialIntelligence #ValueInvesting #BenjaminGraham #Trading #Finance#Wealth

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