The David Lin Report

'$150 Trillion Build-Out' Will Send This Asset Vertical In 2026 | Clem Chambers

Jan 5, 2026
Clem Chambers, founder of ANewFN and a savvy financial commentator, shares his bullish outlook on the economy and precious metals. He predicts a $150 trillion AI-driven boom, emphasizing the importance of investing in gold and copper while steering clear of Bitcoin. Chambers discusses how geopolitical tensions boost gold's value and forecasts skyrocketing copper demand due to infrastructure needs. He also highlights AI's potential to create higher-paying jobs and urges listeners to seek opportunities in industrial sectors.
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INSIGHT

AI-Driven Economic Boom Coming

  • Clem Chambers predicts a massive, inflationary economic boom driven by AI and government spending.
  • He warns investors to embrace the boom or risk missing substantial gains.
ANECDOTE

Gold Call Rooted In Geopolitical Thesis

  • Clem recounts calling gold as a strategic asset because governments hold it for war and geopolitical stress.
  • He used that thesis to shift into gold, platinum, and palladium before they rallied.
ADVICE

Position For Copper And Infrastructure

  • Do position for materials exposure, especially copper, because supply cannot meet AI-driven electrification demand.
  • Look for companies serving electrical infrastructure rather than only headline tech stocks.
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