Clem Chambers

Franken-Clem is alive! And picking stocks! open.substack.com/pub/clemishere…

There is no element like Holmium youtu.be/XEh3YrqlwZM

Bond Yields At 2-Decade High; 'Biggest Opportunity' In History Revealed ... youtu.be/UJbPuWPJ8iE?si… @davidlin_TV #Treasuries #gold #diversification #inflation #geopolitics

Passive investors will be "hammered," do this instead youtube.com/shorts/4McDYyI… via @DigMedia

Great to be speaking with Clive Thompson about all things AI. What does it means for investors, workers and governments, and why do those who ignore it risk falling behind? Energy, chips, copper, geopolitics, and the next wave of opportunity... youtu.be/ga3NeJX3_Uc?si…

Oil v Gold. This wasnt on my bingo card. youtu.be/j6BDHZMIE30

The most important meeting of the decade just happened — and most investors completely missed what it means. @ClemChambers breaks down the Trump-Xi summit: what it means for markets, the AI war, and the Taiwan question no one answered out loud. Big trip. Bigger stakes. Who's actually winning? Tune in to the latest episode of Zero Sum now👇 YT: youtube.com/watch?v=Td8Jq-… Spotify: open.spotify.com/episode/4cfo8I…

Erbium a rare earth like no other. youtu.be/xKzc4fuCG-c

Every electric vehicle motor. Every wind turbine. Every hard drive actuator arm. They all run on one magnet alloy, neodymium-iron-boron. China controls 91% of global NdFeB processing. The US government just set a price floor of $110/kg for NdPr, a 70% premium over market, because without that subsidy, domestic production isn’t commercially viable.

In April 2025, China restricted dysprosium and terbium exports. So magnet makers switched to holmium as a substitute. Six months later, in October 2025, China added holmium to the export control list too. China produces 85% of global holmium oxide. The loophole lasted six months. Then it became a target. November 10, 2026, the suspension expires. The clock is running.

How many RADIOACTIVE BANANAS to power up your house? youtu.be/H9kgBAHBLJ8

What a great conversation between Clive Thompson & @ClemChambers on the future of #AI and the #nuclear energy needing to 10x. #Copper #rareearths #Uranium youtu.be/ga3NeJX3_Uc?si… “There’s no second place in intelligence” - Clem Chambers

@ChurchillWw TSMC Arizona runs on Japanese photoresists, Asian specialty process gases, and Chinese-refined cerium oxide polishing slurries. P1 proving 4nm economics work is the manufacturing win. Localising the chemistry supply chain is the harder decade.

The 2-Year Market Bubble Has Begun: AI, Money Printing and Inflation | Clem Chambers Is the stock market entering a massive bubble? Clem Chambers, CEO of Online Blockchain plc, joins Kitco News anchor Jeremy Szafron to break down why the AI infrastructure build-out and U.S. deficit spending are fueling a 2-year market bubble. Chambers also analyzes President Trump's high-stakes visit to China and Xi Jinping's warning over Taiwan, explaining why physical gold acts as the ultimate "thermostat" for global geopolitical risk. > Full video at Kitco: youtube.com/watch?v=htcYZS… Moving beyond the semiconductor hype, Chambers outlines the hidden "choke point" in the AI revolution: a severe lack of electricity and grid capacity. He details why the real investment opportunities lie in hard assets, industrial batteries, and copper as the physical supply chain scrambles to meet surging energy demands. Finally, the two discuss central bank liquidity, the ongoing U.S. deficit, and how to navigate the markets as capital rotates away from geopolitical stress. Recorded May 14 2026 Follow Jeremy Szafron on X: @JeremySzafron (x.com/jeremyszafron) Follow Kitco News on X: @KitcoNewsNOW (x.com/kitconewsnow) Follow Clem Chambers on X: @ClemChambers (x.com/clemchambers) 00:00 Trump-Xi Summit Meets the Markets 01:14 #Gold as a Geopolitical Thermostat 03:05 What News Actually Moves Physical Gold? 05:02 The Rare Earths Reality Check 07:10 Dollar Strength vs. "War Gold" 10:30 Silver's 'FOMO' Washout 13:45 The New U.S.-#China Trade Wall 17:17 The AI Power Bottleneck Trade 18:44 Hidden #AI Supply Chain Plays 20:44 Printing Money vs. Real Productivity 22:10 Finding Value in Hard-Asset Infrastructure 23:52 The Nasdaq Bubble Playbook 26:37 Energy Stress & Geopolitical Bottlenecks 32:10 Fed Liquidity & The Investor Playbook

The 2-Year Market Bubble Has Begun: AI, Money Printing and Inflation youtu.be/htcYZSBaN0g?si… @JeremySzafron @KitcoNewsNOW

Gold, Trump, Xi. youtu.be/CatPbpl0_ig

The Country That Has Everything — And Is Finally Demanding to Keep It open.substack.com/pub/evanssdas/…

@AlexXplore France has the raw material advantage, but China captures the value added step. Same pattern as critical minerals: extraction or cultivation is only the first layer. Processing, spinning, weaving and finishing are where industrial power sits.

@GaryBohm5 25000 tonnes?

The world is consuming silver at a rate that the mining industry simply cannot sustain, and the geopolitical events of the last few weeks have accelerated the timeline for a historic supply squeeze.

Clem Chambers: Gold is for War — But That's Not What I'm Buying Now youtu.be/v9E3V8js9_I?si… Always great to talk to @Charlotte_McL of @DigMedia