9% Inflation For 10 Years, Bond Crisis; The Assets That Win Or Break Revealed | Clem Chambers

Watch on YouTube ↗  |  April 29, 2026 at 01:50  |  33:41  |  The David Lin Report
Speakers
Clem Chambers — CEO, Online Blockchain

Summary

Clem Chambers warns of persistent 7-9% inflation for 5-10 years due to government and AI spending. He recommends gold as a war hedge with dollar-cost averaging, and highlights Nokia and Fluor as specific long ideas in AI infrastructure and nuclear energy. He also discusses a potential bond crisis and energy bottlenecks.

  • Inflation expected to run 7-9% for years due to fiscal and AI spending.
  • Gold viewed as a war hedge; accumulation recommended on dips.
  • Nokia is bullish due to Nvidia investment and low valuation in 6G/AI.
  • Fluor is bullish as a builder of nuclear power stations.
  • Bond crisis warning but government can manipulate yields.
  • Energy is the bottleneck, benefiting nuclear and infrastructure.
  • OPEC disruption may elevate oil prices.
  • Fed expected to turn dovish and print money.
Trade Ideas
Clem Chambers CEO, Online Blockchain 0:21
Gold bullish due to war risks
Gold is for war. The metal serves as the currency of conflict, bought in advance of war and sold during war to fund operations. The recent drop in gold coincided with the postponement of the Taiwan invasion risk. For long-term investors, now is a good time to dollar-cost average into gold and silver, building a position over months to years, as the next leg higher is likely once geopolitical tensions reignite.
GOLD SILVER MED
Clem Chambers CEO, Online Blockchain 22:40
Nokia long on AI infrastructure value
Nokia is deeply undervalued and a direct beneficiary of AI-driven mobile infrastructure spending. Nvidia recently invested $1 billion into Nokia to build out 6G and AI capabilities. As a European company with low valuation and a key role in the 6G buildout that is replacing Chinese vendors, Nokia is a compelling long.
NOKIA HIGH
Clem Chambers CEO, Online Blockchain 23:40
Fluor long on nuclear buildout
Fluor is a rare builder of nuclear power plants. With an immense nuclear energy buildout required to power AI and the broader electrification, Fluor will see massive demand. The stock is not too expensive, making it an attractive way to play the nuclear renaissance.
FLR MED
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This The David Lin Report video, published April 29, 2026, features Clem Chambers discussing GOLD, SILVER, NOKIA, FLR. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Clem Chambers  · Tickers: GOLD, SILVER, NOKIA, FLR