Clem Chambers: Gold's Key Driver is War — But Not the One You Think
Release Date: 05/13/2026
Chris Blasi: Gold Bull Run Not Over, "Ultimate Target" Still Much Higher
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Chris Blasi of Neptune Global says gold's price run isn't over — while he expects a summer of consolidation, he believes it's still in a bull market. "Net net, the debt is not going away, it's going to continue to grow. It's going to continue to grow exponentially going forward. So I'm pretty confident that the price of gold is on its way, or (is going to) continue to rise," Blasi said. He also shares his thoughts on silver, platinum and palladium. This interview was filmed on June 4, 2026. 0:00 - Intro 0:21 - Gold's price run not over 1:40 - What's really driving gold? 4:40 - Inflation...
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Canadian fintech is on the brink of a seismic shift thanks to legislation that’s reshaping how financial data is shared and regulated. But will Canada’s approach unlock innovation and competition, or trap smaller players in costly compliance hurdles? Steve Boms, executive director of FDATA North America, reveals the strategic decisions that will determine whether Canada’s open banking system sparks a wave of fintech innovation or reinforces existing market dominance. ________________________________________________________________ Some links may be affiliate links....
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Ronald-Peter Stoeferle: Gold Price Hasn't Topped, on Track for US$8,900
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Ronald-Peter Stoeferle of Incrementum shares takeaways from the latest "In Gold We Trust" report, emphasizing that gold is currently in a bull market consolidation phase. He believes the metal is in the midst of a "golden decade" that will ultimately take it to US$8,900 per ounce. "If we have a look at the relative valuation on gold, I think this gold bull market is standing on granite, not on sand. So I think on a relative basis this is a very, very healthy bull market," he explained. Read this year's "In Gold We Trust" report: Ronald-Peter Stoeferle is a managing partner and fund...
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Bill Barhydt: DeFi and the Future of Money
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Bill Barhydt, founder and CEO of fintech innovator Abra, explains how his company is transforming crypto wealth management, making complex DeFi deployments seamless. He delves into risks in the sector and how they can actually be strengths if understood properly, explaining why DeFi’s transparency might just be the guardrail that prevents another Lehman-style crisis. Barhydt also shares why Bitcoin’s long-term upside isn’t just speculation, with demand set to outpace supply for decades, and discusses why he thinks the traditional banking system is on its last legs. With decades of...
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Edward Sterck: Platinum Drivers Intact, Will Price Break Out Again?
Investing News
Edward Sterck shares insights on the World Platinum Investment Council's latest quarterly report, explaining that although Q1 brought the sector's first surplus in six quarters, the platinum market is still expected to be in deficit this year. "Reflecting on what happened in Q1, and those ETF and exchange stock outflows, we're expecting investment to return and recoup some of those Q1 losses," he said. "That's what results in the forecast for a deficit of about 300,000 ounces in 2026." This interview was filmed on May 21, 2026. 0:00 - Intro 0:21 - London Platinum Week 3:56 - Platinum's Q1...
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Charles Lester: Europe Driving EV Growth as China Exports Surge
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Charles Lester, data manager at Benchmark Mineral Intelligence, explains how the global electric vehicle (EV) market has entered a more fragmented phase in 2026 as regional demand trends sharply diverge. While Europe’s EV market is accelerating on the back of subsidies, high fuel prices and tightening emissions rules, China and North America are losing momentum amid subsidy changes, tariffs and broader economic uncertainty. In the interview, Lester breaks down the latest EV sales data and the forces reshaping the energy transition. He explains why China’s domestic EV sales have fallen 17...
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Stephen Leeb: Gold "Nowhere Near the Top," Price Can Hit US$18,000
Investing News
Dr. Stephen Leeb of Leeb Capital Management shares his outlook for gold, explaining how it could get to US$18,000 per ounce. "I would place us nowhere near the top," he said during the interview. "Basically I would say that viewing it as a cycle is probably a mistake at this point — gold's high point might not never really be defined, because I think at the end of this period that we're in, you're going to find gold at the center of the world's monetary system." This interview was filmed on May 21, 2026. 0:00 - Intro 0:33 - Gold nowhere near top 4:46 - Present day vs. 1974...
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Justin Huhn: Uranium "Very Tradable," I'll Be Buying This Dip
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Justin Huhn of Uranium Insider shares his forecast for the uranium sector, weighing in on supply, demand and prices. While the market is currently in a pullback, he believes the long-term outlook remains strong — and in the short term, he sees uranium as "very tradable." "It can be difficult to put money to work when the sector has pulled back, when the volatility's high, when sentiment is very, very poor," Huhn acknowledged. "(But) that's the time when you actually want to be buying." This interview was filmed on May 21, 2026. 0:00 - Intro 0:19 - Cashed up, waiting to buy 2:33 - Spot vs....
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Rick Rule: My Next 90 Days — Where I Plan to Allocate Capital
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Rick Rule of Rule Investment Media outlines key factors affecting the resource sector today, highlighting the impact of the Iran war. He also explains what he's doing with his money right now, saying that while he's spent time building quality positions, his portfolio is currently underweight when it comes to sub-$250 million market cap explorers and developers. "That's where I'm going to be allocating more of my own capital in the next 90 days, assuming that the opportunities present themselves," Rule said. Register for the Rule Symposium: Get your portfolio graded by Rick:...
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Ben Elvidge: Mainstream Institutions Moving Beyond Crypto Experiments to Commodity Infrastructure
Investing News
Ben Elvidge reveals how Metals.io is transforming commodities markets using tokenized, physically backed metals like uranium, gold and rare earths, breaking down barriers traditional infrastructure has kept in place for decades. He explains how Metals.io structures real-world assets behind tokens, offering direct ownership backed by institutional custody without the middlemen of exchange-traded funds or futures. Elvidge goes into how physical redemption works for small and large investors, and why tokenized metals are emerging as superior collateral in DeFi. The conversation also explores the...
info_outlineClem Chambers of aNewFN.com explains how he's adjusted his strategy since the Iran war began, outlining several areas of opportunity, including energy storage, metals processing and artificial intelligence supply chains.
"The best protection for what's coming up ... is to be economically active in some way or other — as much as you can — because that will be rewarded," he said. "Economic passivity — that's going to be hammered, absolutely hammered."
Companies mentioned by Clem in the interview (in order): EnerSys (NYSE:ENS), Intel (NASDAQ:INTC), Nokia (NYSE:NOK), NVIDIA (NASDAQ:NVDA), Equinor (NYSE:EQNR).
This interview was filmed on May 11, 2026.
0:00 - Intro
0:23 - "Gold is for war"
3:42 - Gold, silver in 2026
6:58 - Energy storage stock
12:12 - Nokia's NVIDIA deal
17:19 - Rare earths, copper
19:45 - Oil stock to watch
26:44 - Inflation will rise
33:51 - US vs. China battle
40:15 - Time to be active
45:41 - Outro
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