Is the U.S. Winning the AI Race?

I sat down with analyst and former oil trader Alex Krainer at Deutsche Goldmesse to break down why commodity prices matter now more than ever. We get into $4,000+ gold, hedging mistakes that cost miners billions, and why he thinks Western bonds and major currencies are facing serious downside risk.We also talk AI, geopolitics, and how these trends could shape the next big macro move.#Geopolitics #ForeignPolicy #WorldAffairs---------------------👨‍💼 Guest: Alex Krainer🏢 Company: Alex Krainer Substack & I System Trend Follower🌎 https://substack.com/profile/21365744-alex-krainer🌎 https://isystem-tf.com/𝕏 @nakedhedgie📺 @alexkrainer302 📅 Recording date: November 15, 2025---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us! ◄◄Twitter: http://twitter.com/soarfinancialWebsite: http://www.soarfinancial.com/Timestamps (AI-generated)00:00 – Intro00:55 – Why commodity prices matter01:32 – How trading taught him “price is everything”02:26 – Hedging mistakes that cost billions04:15 – Famous hedging blowups05:40 – Should miners hedge?07:00 – Trend-following hedge approach08:36 – Trading around $4,400 gold10:14 – Spotting reversals vs consolidations11:47 – When to hedge gold corrections12:18 – Commodities as geopolitical signals13:25 – Pandemic crash & extreme moves14:16 – Big bear market in bonds15:03 – Historic bond drawdown16:01 – Europe’s bond & currency risks16:30 – Could this mirror past collapses?17:24 – Euro, pound, yen, CAD outlook17:48 – How the U.S. may respond differently18:20 – Resources: Canada, Greenland, Venezuela19:05 – War risks & political timing20:25 – Capturing resources & labor20:46 – Is the U.S. winning AI?21:06 – AI bubble & energy cost22:14 – The energy problem behind AI22:40 – Why Chinese AI is cheaper23:07 – Testing China vs U.S. AI23:27 – Final thoughts*Disclaimer:*Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! This distribution was conducted on behalf of MindWalk (NASDAQ: HYFT) and was funded by Outside The Box Capital Inc. after Soar Financially was engaged by Outside The Box Capital Inc. to advertise for MindWalk (NASDAQ: HYFT).For our full disclaimer, please visit:https://bit.ly/48eDMnTUnless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial,