Name: Massive Money Printing Alert: Next Asset To 'Vertical Moonshot' | Clem Chambers
Uploaded: 2026-08-13T16:32:12+00:00
Duration: 2769 s

Speakers

Clem Chambers — CEO, Online Blockchain

David Lin — Founder & Host, The David Lin Report / ex-Anchor, Kitco News

Summary

Clem Chambers argues that massive liquidity injections are keeping equities in a V-shaped recovery and that the S&P 500 remains bullish. His highest-conviction trade is copper, which he expects to have a vertical moonshot on electrification, AI and reshoring demand. He also discusses gold and silver as long-term inflation hedges, the AI value chain and AI infrastructure financiers, while watching semiconductors and Bitcoin for range breakouts.

Liquidity injections after market stress are lifting equities back into V-shaped recoveries.
Copper is framed as the next vertical commodity moonshot due to electrification, AI and supply shortages.
Gold and silver are recommended for savers as long-term inflation hedges, not as a parabolic speculative trade.
The AI value chain and AI infrastructure underwriters are highlighted as major beneficiaries.
Semiconductors and Bitcoin are seen as range-bound setups to watch for breakouts or breakdowns.
The yen's post-intervention spike is viewed as a bearish chart pattern.
Long-term energy and oil are expected to become more expensive as electricity is redirected to re-industrialization.
Geopolitical risks around US-China and Iran/Hormuz are treated as key market catalysts.

Ideas

Clem Chambers CEO, Online Blockchain 0:31

Copper poised for vertical moonshot.

Copper is in a hockey-stick chart setup and is headed for a vertical moonshot because electrification, AI buildout, re-industrialization and the need for far more electricity all require copper, while new copper mines take 10-20 years to build and supply is already too tight.

Clem Chambers CEO, Online Blockchain 1:55

Liquidity injections keep pushing equities higher.

Massive liquidity injections from the Treasury and M2 expansion, needed for AI buildout, onshoring and re-industrialization, repeatedly rescue markets and push asset prices higher; the S&P 500 is in a long-term straight-line uptrend, and after the latest liquidity injection he is very long equities and expects the market to break higher.

Clem Chambers CEO, Online Blockchain 14:15

Buy gold and silver for inflation protection.

Gold and silver are good as long-term savings and inflation hedges at these prices, especially with future money printing likely to cause elevated inflation; he supports dollar-cost averaging into gold and silver for savers, but does not expect a speculative parabolic run to $8,000 by Christmas.

Clem Chambers CEO, Online Blockchain 19:57

AI value chain will go nuts.

The entire AI value chain is going to go nuts because AI is fundamentally energy plus hardware; the buildout spans hardware, energy, data centers and financing, so investors should follow the whole chain from the trunk down through the roots.

Clem Chambers CEO, Online Blockchain 22:10

Commodity vertical cycles are starting.

The cycle of commodity verticals has already begun because physical commodities, machinery, sheds, cables and other real assets were discounted for years and are now being reshored to America, while much of the supply base remains concentrated in China.

Clem Chambers CEO, Online Blockchain 28:32

Platinum interesting; palladium not interesting.

Among precious metals, platinum is looking interesting and he would get into investment platinum, while palladium is not looking interesting.

Clem Chambers CEO, Online Blockchain 28:32

Platinum interesting; palladium not interesting.

Among precious metals, platinum is looking interesting and he would get into investment platinum, while palladium is not looking interesting.

Clem Chambers CEO, Online Blockchain 29:59

Watch semiconductor range breakout direction.

Semiconductors rebounded sharply but the chart looks like a possible bull trap near the top of a range; he would not buy now but would watch whether the index breaks above the range and heads higher or breaks down and drops significantly.

Clem Chambers CEO, Online Blockchain 30:46

Yen chart is bearish.

The Japanese yen had an intervention spike but is now floating down, which is a bearish chart pattern; he sees yen weakness rather than a sustained rally.

Clem Chambers CEO, Online Blockchain 31:06

Bitcoin breakdown could target under 40,000.

Bitcoin is boring and repeatedly subject to theft, making it unsafe to hold; he would watch the current range, with a breakdown likely sending it under $40,000 and a breakout open-ended.

Clem Chambers CEO, Online Blockchain 42:05

AI financiers earn huge infrastructure fees.

Goldman Sachs and other leading underwriters and asset managers — Apollo, BlackRock, Blackstone, Brookfield and KKR — are positioned to benefit from Nvidia's AI compute infrastructure partnerships; they are involved in funding $500 billion of third-party capital and could earn about 7% of that, roughly $35 billion.

Clem Chambers CEO, Online Blockchain 43:44

Energy and oil will get more expensive.

Long term, all energy will become much more expensive, and oil will rise because supply is finite and cannot be produced fast enough; electricity will be redirected toward re-industrialization and AI, encouraging continued use of petrol and diesel.

Massive Money Printing Alert: Next Asset To 'Vertical Moonshot' | Clem Chambers

Summary

Ideas

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