Is This the Start of a New Commodity Supercycle? w/ Clem Chambers

Описание: 🥛 Free Milk Road Newsletters: https://milkroad.com/subscribe/?utm_m...

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Are we witnessing the beginning of a new commodity supercycle? In today’s episode of Milk Road Macro, Clem Chambers breaks down why gold, silver, platinum, palladium, and copper are moving, and what it signals for the global economy. Gold has been surging, but according to Clem, this isn’t just about inflation or interest rates. It’s about geopolitics. Central banks are buying gold aggressively as global tensions rise, and history shows gold often acts as the “currency of war.” If conflict risk remains elevated, the bid under precious metals may not disappear anytime soon.

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🎙 GUEST INFO 🎙
Clem Chambers
X: https://x.com/ClemChambers
YouTube:    / @clemchambersalpha  
Substack: https://clemishere.substack.com/

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⏱ TIME POINTS ⏱
00:00 – Intro
01:43 – The "She Who Must Be Obeyed" Rule: Why Clem isn't going back to silver
02:40 – Volatility equals Noise: Analyzing the Current Market's Lack of Knowledge
03:18 – The "Journey is Long": Waiting for the direction in Gold and Silver
04:04 – Positioning for the ride: Gold, Platinum, Palladium, and a "Large Hill of Copper"
06:47 – The "Ultimate Trade": Why Clem is accumulating Copper
08:28 – AI is Energy: How "Boiling the Oceans" Drives the Need for Power
09:29 – Energy Dominance: Is Petrol and Diesel making a comeback over EVs?
10:28 – The Platinum & Palladium Deficit: 200 tons a year vs. destruction by Cat-Converters
12:21 – "Currency of War": Why Central Banks and Poland are stockpiling Gold
16:03 – The "Workshop of the World": Tariffs and Re-shoring American Industry
16:51 – Will History Repeat Itself with Precious Metals?
17:44 – Geopolitical Tension: The PLA, Taiwan, and the 2027 Timetable
19:05 – The History Book Driver: Why leaders seek "Epic" and "Terrible" milestones
20:48 – Bridge
21:21 – Summ
22:12 – The AI Revolution: The Biggest Economic Boom since the Steam Engine
24:29 – Inflationary Booms: Why 5-7% Inflation will stick around
25:29 – Luddite Predictions: Job Turnover and the transition to the City
26:37 – The "Great Resignation" of 2026: Time and Retirement solving the job crisis
28:40 – SaaS Apocalypse vs. Value: Why Clem is buying PayPal (PYPL) at a low P/E
29:49 – 101 Ways to Pick Winners: Contrarian Value Investing and Dull Businesses
31:40 – Nuclear Power play: Buying Fluor (FLR) to build American Power
33:00 – S&P Market Warning: "Doing crazy stuff" and Shifting Liquidity
35:21 – Draining Liquidity: How Hyperscalers are "Sucking" cash for Data Centers
35:59 – The Fed’s Smoothing: Reverse Repo, Standing Facilities, and Bank bailouts
38:39 – Wrap-Up

#macro #gold #silver

📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.