Zak Mir and Clem Chambers of Anewfn.com in conversation on market positioning, geopolitical risk, and trading tools on aNewFN.com
Clem says he has held through the recent downturn looking to capture autumn rebounds. They also discuss UK takeover activity targeting mid-tier blue chips, with Clem buying into Recruitment stocks, which he has bought in small positions spread across the sector. Clem also described how the Iran hostilities have raise oil, push gold down and governed Bitcoin flows. He goes on to describe the need for reindustrialization+AI to boost Europe and America. This scenario should drive commodity and tech demand going forward.
