Video News/In Focus with Jeremy Szafron

Clem Chambers, CEO of Online Blockchain and founder of aNewFN.com, says markets are entering a speculative phase driven by artificial intelligence infrastructure spending, U.S. deficit expansion, and central bank liquidity. Speaking with Kitco News anchor Jeremy Szafron, Chambers argued that physical gold is acting as a “thermostat” for geopolitical risk as investors assess U.S.-China tensions, Taiwan risk, and broader currency pressures. Chambers said the real constraint in the AI build-out is not only semiconductors but electricity, grid capacity, and hard-asset infrastructure. He pointed to opportunities in industrial batteries, copper, and energy-related supply chains as demand rises. Chambers also discussed the risk of a two-year market bubble, the role of money printing and inflation, and how investors should think about capital rotation as geopolitical stress and liquidity conditions shape asset prices.