‘We’ve Entered A Bubble’ And The Crash Is ‘Guaranteed’ Warns Investor | Clem Chambers

Watch on YouTube ↗  |  May 21, 2026 at 20:03  |  34:50  |  The David Lin Report
Speakers
Clem Chambers — CEO, Online Blockchain

Summary

Clem Chambers argues the US market is in a bubble with 1-2 years of upside left but a guaranteed crash thereafter. He favors UK equities due to extreme cheapness versus US. He is bullish on copper and copper miners driven by AI and onshoring demand. He is neutral on gold, viewing it as a signal rather than an investment.

  • US market is in bubble territory with potential continued upside for 1-2 years.
  • UK equities are deeply undervalued relative to US equities.
  • Copper and copper miners have strong demand outlook from AI buildout and onshoring.
  • Gold is rangebound and serves as a geopolitical signal, not a current trade.
  • Onshoring and AI capex are major themes driving inflation and investment.
  • Clem advises riding the bubble but warns of a crash in ~2 years.
  • He avoids gold and some electricity grid stocks due to regulatory risk.
  • Diversification across geographies and sectors is recommended.
Trade Ideas
Clem Chambers CEO, Online Blockchain 5:05
UK equities cheap, undervalued relative to US
UK equities are deeply undervalued compared to the US, with the same companies trading at one time sales vs four times sales. The UK stock market is 'completely broken', making international companies cheap and prone to takeovers. He puts the bulk of his assets in the UK as a value investor.
EWU HIGH
Clem Chambers CEO, Online Blockchain 14:08
US market bubble has 1-2 years upside
The US market is in a bubble that still has 18 months to 2 years to run before a guaranteed crash. The bubble is driven by massive QE-like injections, AI buildout, and onshoring capex. Valuations are extremely high, but he plans to ride the bubble until crazy IPOs signal the top.
SPY HIGH
Clem Chambers CEO, Online Blockchain 20:05
Copper and miners will rally on demand
Copper is set for a major rally driven by AI infrastructure buildout and onshoring, which require massive electrification and construction. Copper miners will benefit, and the trade has a long runway. He sees copper as the commodity that will run, unlike gold.
COPPER COPX HIGH
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This The David Lin Report video, published May 21, 2026, features Clem Chambers discussing EWU, SPY, COPPER, COPX. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Clem Chambers  · Tickers: EWU, SPY, COPPER, COPX