Clem Chambers on Milk Road Macro

The world has changed.Iran. Oil. AI. Nuclear. Rare earths. Reindustrialisation.In this interview with Milk Road Macro, I explain why energy, AI infrastructure, strategic minerals and industrial sovereignty are becoming the dominant investment themes of the next decade.We discuss:Why governments are scrambling for energy securityWhy nuclear power is suddenly “good” againWhy AI changes everythingWhy passive investors may get crushedWhy rare earth processing matters more than miningWhy I’m watching Nokia, Equinor and strategic mineral playsWhy inflation is likely structurally higherWhy the West is rebuilding industrial capacityWhy China’s processing dominance mattersWhy gold is now a DCA trade, not a YOLO tradeThis is a 100,000-foot macro discussion about where the world is going and how investors can position ahead of it.Follow my thinking (free + members):https://clemishere.substack.comX / Twitter:https://x.com/ClemChambersFree UK Level 2 + metals prices:https://www.anewfn.comBullionVault:https://www.bullionvaultaffiliate.com/clemalpha/enMy BooksA Beginner’s Guide To Value Investing (UK):https://www.amazon.co.uk/dp/B0GHK6RSFTA Beginner’s Guide To Value Investing (US):https://www.amazon.com/dp/B0GHK6RSFTGame in Wall Street (US):https://www.amazon.co.uk/dp/B0D9TR71C3/Game in Wall Street Paperback (US):https://www.amazon.com/dp/B0GDGM7H74101 Ways to Pick Stock Market Winners (US):https://www.amazon.com/dp/B0GPH96FZ8101 Ways to Pick Stock Market Winners (UK):https://www.amazon.co.uk/dp/B0GPH96FZ8#AI #Iran #Oil #Gold #Nuclear #RareEarths #Investing #Macro #StockMarket #Inflation #Energy #Bitcoin #Commodities #Nokia #Equinor #China #Markets #Finance #ValueInvesting #Reindustrialization