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

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