Oil, Iran, and Crypto: The Market Forces Affecting Your Portfolio

Описание: Iran strikes, oil disruption, commodity volatility and crypto under pressure - markets have shifted fast. Clem Chambers returns to unpack what’s happening and where the opportunities may be. ‪@ClemChambersAlpha‬

In this episode we cover:

• Why Clem sold his gold and silver after the big run
• Why he thinks copper is the next major move
• How he’s gaining exposure to oil, uranium and defence stocks
• Why crypto is still in a bear market
• Why US companies like Honeywell are “shopping” in the UK
• How currency moves are driving global flows into undervalued markets
• The AI energy crunch and why it could reshape commodities

Clem is the CEO of Online Blockchain, founder of aNewFN, long time Forbes contributor and one of the most widely read market commentators in the UK.

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Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Chapters
00:00 – Intro: Iran strikes & fast markets
01:00 – What happened overnight in markets
03:30 – Why long term investors shouldn’t panic
06:00 – ETFs, trackers & building a foundation
08:30 – Why Clem sold gold & silver
10:20 – “Another bus coming”: copper
12:00 – General Dynamics & defence stocks
14:00 – Why tips don’t work
16:00 – How Clem invests in copper
18:30 – Strategic metals & Glencore
20:40 – Why oil could hit $300
23:00 – AI, energy bottlenecks & nuclear
25:00 – How Clem invests in oil
26:00 – Uranium & nuclear builders
29:00 – Using ETFs to find individual stocks
31:00 – Crypto: why Clem is out
33:00 – What a real bear market looks like
36:00 – Agentic AI tokens & future crypto use cases
38:00 – How to avoid catching falling knives
39:30 – Why the FTSE is undervalued
41:00 – US companies buying UK stocks
43:00 – Currency flows & the falling USD
44:30 – Closing thoughts