Clem Chambers: We’re Entering a New Economic Epoch — Gold, AI, & Inflation.
maneco64
10,673 views
Follow Clem @ClemChambersAlpha
In this wide-ranging interview, I speak with financial commentator and author Clem Chambers about the dramatic changes taking place across the global economy and financial markets.
We begin with the bear market in government bonds and the surge in yields across the United States, UK and Europe. Clem explains why he believes huge borrowing requirements, massive investment in AI infrastructure, changing Japanese monetary policy and tensions between governments and central banks are combining to put upward pressure on interest rates.
We then turn to inflation, money supply and government debt. Clem argues that inflation ultimately comes down to the creation of money and liquidity, and that the economic consequences of the COVID era are still working their way through the system. In his view, what many people experience as a rising cost of living is fundamentally a loss of purchasing power and prosperity.
Gold and silver are also a major part of our discussion. Clem explains why he sees precious metals as valuable long-term portfolio assets, while also discussing his approach to taking profits when markets become stretched.
We also examine AI and the extraordinary investment boom surrounding it. Rather than simply seeing AI as another speculative bubble, Clem believes it could unleash a huge increase in productivity and economic activity. Combined with America's push to reindustrialise and compete with China, he argues that this could require enormous amounts of capital, energy, commodities and monetary expansion.
Clem describes what lies ahead not simply as a new economic era, but a “new epoch” — one in which AI, reindustrialisation, natural resources, energy, precious metals and inflation could dominate the investment landscape for years to come.
We also discuss the problems facing government and public administration in Britain and other Western economies, before finishing with Clem's thoughts on Iran, the Middle East, energy supplies and what could happen next.
#ClemChambers #maneco64 #Gold #Silver #Inflation #BondMarket #GovernmentBonds #InterestRates #FederalReserve #MoneySupply #AI #ArtificialIntelligence #Reindustrialization #Commodities #PreciousMetals #Energy #Economy #FinancialMarkets #Investing #CurrencyDebasement #USDebt #UKDebt #Geopolitics
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Where to Buy Precious Metals:
In North America:
Miles Franklin Precious Metals Investments: send an email to info@milesfranklin.com and mention Mario or maneco64 or call 1-800-822-8080
Or visit: https://milesfranklin.com/maneco64/
GlintPay App, Save and Spend in Gold and buy and store silver: Promo code MARIO79 gives new users free card delivery worth $10 or £7.99 for those in the U.K.
In the U.K. but will ship worldwide:
Contact Oliver Temple or Simon Temple at Gold Investments:
Use promo code maneco64krug to get a 1% discount on 1 troy ounce gold Krugerrands at https://www.goldinvestments.co.uk
For 1% off 1 Troy ounce gold Britannias 2013 and mixed dates use Maneco64Brit
For all other products use promo code maneco64 separately for a 0.5% discount
You can only use one promo code for each separate transaction.
SUPPORT the Channel:
Paypal: https://paypal.me/maneco64?country.x=...
Patreon: Patreon: maneco64
This video is for informational purposes only and should not be considered financial advice.
Video Chapters:
00:00 Introduction — Clem Chambers
00:44 The Government Bond Bear Market
01:57 Why Are Bond Yields Rising?
04:10 Japan, Interest Rates & the End of the COVID Era
06:09 Government Debt, Refinancing & Rising Yields
07:22 Interest Rates, Liquidity & Money Supply
09:18 Does Government Debt Really Matter?
11:50 Inflation, Currency Debasement & History
15:01 Dirty Man Safe
16:24 Money Supply, Inflation & Falling Purchasing Power
17:47 Did COVID Make Everyone Poorer?
20:07 Reindustrialisation, AI & the Next Inflationary Boom
22:21 Gold as Protection Against Currency Debasement
23:10 Clem's Strategy for Gold
25:23 Gold, Silver, Platinum & Palladium
26:30 The Problem With Holding Cash
29:29 Is AI Really a Bubble?
30:50 QE, Asset Prices & “Rich People's Inflation”
33:40 Will the Fed Be Forced Back Into QE?
36:05 America vs China & the Reindustrialisation Drive
37:41 Where Are the Investment Opportunities?
38:42 Gold, Silver, Resources & a “New Epoch”
39:07 Why AI Could Transform Productivity
41:07 AI, Wealth & the Affordability Crisis
41:34 Is the Political System Fit for Purpose?
45:14 Has Government Become Too Big?
47:29 Norway, Monaco & the Problem of Scale
49:41 Iran, War & the Middle East
52:48 Energy, Hormuz & the Siege of Iran
54:25 Closing Remarks
20 Comments
A very sharp point from Clem that only a small percentage of the population have large savings and semi fixed incomes.
I wish I had more time to deal with the markets.
Thanks Mario. Great guest!
REALLY .
Clem is a bit of a strange one … I’ve watched him a few times as it’s good to get different perspectives but I really think he’s ….how do I say this…well he’s a bit strange with his thoughts lol, some things makes sense others not so much…he seems a lot more subdued than usual though…which is good 👍.
I liked Clems explanation on inflation around the 18:00 minute mark 👌…
I’m writing this at the 20 minute mark as it’s been interesting & I’ll stay to the end…🙏
Clem Chambers: We’re Entering a New Economic Epoch — Gold, AI, & Inflation.
maneco64
10,673 views
Follow Clem @ClemChambersAlpha
In this wide-ranging interview, I speak with financial commentator and author Clem Chambers about the dramatic changes taking place across the global economy and financial markets.
We begin with the bear market in government bonds and the surge in yields across the United States, UK and Europe. Clem explains why he believes huge borrowing requirements, massive investment in AI infrastructure, changing Japanese monetary policy and tensions between governments and central banks are combining to put upward pressure on interest rates.
We then turn to inflation, money supply and government debt. Clem argues that inflation ultimately comes down to the creation of money and liquidity, and that the economic consequences of the COVID era are still working their way through the system. In his view, what many people experience as a rising cost of living is fundamentally a loss of purchasing power and prosperity.
Gold and silver are also a major part of our discussion. Clem explains why he sees precious metals as valuable long-term portfolio assets, while also discussing his approach to taking profits when markets become stretched.
We also examine AI and the extraordinary investment boom surrounding it. Rather than simply seeing AI as another speculative bubble, Clem believes it could unleash a huge increase in productivity and economic activity. Combined with America's push to reindustrialise and compete with China, he argues that this could require enormous amounts of capital, energy, commodities and monetary expansion.
Clem describes what lies ahead not simply as a new economic era, but a “new epoch” — one in which AI, reindustrialisation, natural resources, energy, precious metals and inflation could dominate the investment landscape for years to come.
We also discuss the problems facing government and public administration in Britain and other Western economies, before finishing with Clem's thoughts on Iran, the Middle East, energy supplies and what could happen next.
#ClemChambers #maneco64 #Gold #Silver #Inflation #BondMarket #GovernmentBonds #InterestRates #FederalReserve #MoneySupply #AI #ArtificialIntelligence #Reindustrialization #Commodities #PreciousMetals #Energy #Economy #FinancialMarkets #Investing #CurrencyDebasement #USDebt #UKDebt #Geopolitics
Maneco64 Merch Store and the Rudy Collection: https://www.13swag.com/rudy
Keep your possessions safe with The Dirtyman Safe - Use the maneco10 promo code for a 10% discount: https://affiliates.dirtymansafe.com/m...
Where to Buy Precious Metals:
In North America:
Miles Franklin Precious Metals Investments: send an email to info@milesfranklin.com and mention Mario or maneco64 or call 1-800-822-8080
Or visit: https://milesfranklin.com/maneco64/
GlintPay App, Save and Spend in Gold and buy and store silver: Promo code MARIO79 gives new users free card delivery worth $10 or £7.99 for those in the U.K.
In the U.K. but will ship worldwide:
Contact Oliver Temple or Simon Temple at Gold Investments:
Use promo code maneco64krug to get a 1% discount on 1 troy ounce gold Krugerrands at https://www.goldinvestments.co.uk
For 1% off 1 Troy ounce gold Britannias 2013 and mixed dates use Maneco64Brit
For all other products use promo code maneco64 separately for a 0.5% discount
You can only use one promo code for each separate transaction.
SUPPORT the Channel:
Paypal: https://paypal.me/maneco64?country.x=...
Patreon: Patreon: maneco64
This video is for informational purposes only and should not be considered financial advice.
Video Chapters:
00:00 Introduction — Clem Chambers
00:44 The Government Bond Bear Market
01:57 Why Are Bond Yields Rising?
04:10 Japan, Interest Rates & the End of the COVID Era
06:09 Government Debt, Refinancing & Rising Yields
07:22 Interest Rates, Liquidity & Money Supply
09:18 Does Government Debt Really Matter?
11:50 Inflation, Currency Debasement & History
15:01 Dirty Man Safe
16:24 Money Supply, Inflation & Falling Purchasing Power
17:47 Did COVID Make Everyone Poorer?
20:07 Reindustrialisation, AI & the Next Inflationary Boom
22:21 Gold as Protection Against Currency Debasement
23:10 Clem's Strategy for Gold
25:23 Gold, Silver, Platinum & Palladium
26:30 The Problem With Holding Cash
29:29 Is AI Really a Bubble?
30:50 QE, Asset Prices & “Rich People's Inflation”
33:40 Will the Fed Be Forced Back Into QE?
36:05 America vs China & the Reindustrialisation Drive
37:41 Where Are the Investment Opportunities?
38:42 Gold, Silver, Resources & a “New Epoch”
39:07 Why AI Could Transform Productivity
41:07 AI, Wealth & the Affordability Crisis
41:34 Is the Political System Fit for Purpose?
45:14 Has Government Become Too Big?
47:29 Norway, Monaco & the Problem of Scale
49:41 Iran, War & the Middle East
52:48 Energy, Hormuz & the Siege of Iran
54:25 Closing Remarks