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