WARNING: Boom, Bubble, Bust...Know When To GET OUT | Clem Chambers
Liberty and Finance Sep 12, 2026 45:37
Summary
Treasury policy, not the Fed, now drives U.S. liquidity — a structural shift funding AI, nuclear power and onshoring through money printing.
Bipartisan House approval of six nuclear-power enabling bills removes the partisan risk that could derail America's reindustrialization push.
Silver production is roughly 8x gold's, so on a tonnage ratio parity silver would trade near $500 — leaving meaningful upside versus gold.
Copper is the metal of the future — AI, electrification and the grid buildout could multiply electricity demand many-fold, lifting copper to $40,000–$50,000 per ton.
In a bubble, plan the exit before you buy — set clear profit triggers and hold position sizes you can sleep on.
Elijah K. Johnson's takeaways
- Top takeaway The guest argues the host frames the conversation around the questions investors care about most — what the Fed isn't telling the market, the state of the bond market and Treasury intervention in Japan, and whether the Fed will hike further given the inflationary backdrop.
- The host pushes the discussion to the practical investor angle: how to pick between gold, silver, copper, and equities when all nominal prices are rising, and how to factor in currency depreciation (not just price gains) when ranking commodities.