S5 Ep2: Why Gold Is the Only Safe Bet Right Now | Alexander Stahel
Why Gold Is the Only Safe Bet Right Now | Alexander Stahel 🎧 Expert Insights from Alexander Stahel | Commodities, Gold, Oil, Copper & Global Markets In this in-depth interview, Alexander Stahel, from Burggraben, shares sharp insights on the state of commodities, covering gold, oil, and copper, and how geopolitical forces are reshaping global markets. 👉 Whether you’re an investor, fund manager, or wealth builder — this is a must-watch. 🔔 Subscribe for More Market Insights! ⏳ Timestamps & Chapters ⏰ Introduction: Investment Approach & Market Overview 0:00 — Meeting in Zurich & Alex’s investment approach 🛢️ OIL 10:30 — A Cyclical Reality Check 16:36 — China Demand: The flatlining scenario 19:08 — Trump, & the US 24:09 — There’s no bullish corridor for oil stocks right now 25:16 — Small oil plays: caution for retail 🟡 GOLD: Structural Bull Case 29:33 — Gold no longer trades on U.S. real rates 34:55 — The China retail gold rush: “No alternative to gold” 38:57 — Central bank buying & gold repatriation flows 50:08 — The U.S. debt crisis and the 'Mar-a-Lago Accord' 56:20 — Inflation or deflation 1 :00:55 — Physical gold vs. ETFs vs. miners 1:03:06 — Royalty companies are overlooked gems 🟠 COPPER: Myths vs. Reality 1:04:05 — Copper’s dependence on China’s construction boom 1:07:15 — The green shift & EV narrative: Reality vs. hype 1:10:58 — Data centers: A small demand pocket, not a savior 1:14:32 — Why Alex changed his bullish commodity thesis 🛎️ PORTFOLIO POSITIONING 1:17:44 — Where the money is going: Gold and gold miners 🔗 Alexander's Substack: https://www.thecommoditycompass.com/ https://twitter.com/BurggrabenH 🔗 Latest Research Talks Video: https://www.youtube.com/watch?v=fAojFIt19eU&t= 📩 Sign up for our newsletter: https://mailchi.mp/stockboxmedia.com/ 🐦 Follow us on X: https://x.com/StockBoxMedia 🔎 #GoldInvesting #OilMarket #CopperPrices #Commodities #Geopolitics #InvestmentStrategies #WealthBuilding #StockMarket #MacroEconomics
More Episodes
S6 Ep6: Research Talks - Allied Critical Metals, Cindrigo Holdings , Corazon Mining, Manolete
S6 Ep5: Following the Money European Green Transition - Building a Green Infrastructure Empire
S6 Ep4: Quantum Gold Rush - Delta Gold search for stable qubits in the Race for the Future
S6 Ep3: ISA Myths Busted with Robinhood
S6 Ep2: Inside the Helium Opportunity: Mendell Helium CEO Nick Tulloch from Law to Resources
Stay Updated with StockBox
Receive our weekly newsletter featuring key market moves, company updates, and fresh analysis.
We respect your privacy. Unsubscribe at any time.