S5 Ep2: Why Gold Is the Only Safe Bet Right Now | Alexander Stahel

Market Musings Podcast by StockBox

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.
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⏳ 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
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