The David Lin Report 'Zombie' Collapse Warning: $2 Trillion Private Credit Bubble Danger | Clem Chambers
Jun 18, 2025
Clem Chambers, founder of ANewFN, shares his insights on looming global tensions and their impact on investment strategies. He discusses a potential $2 trillion private credit crisis, highlighting the risks of 'zombie companies' that survive on constant borrowing. Chambers emphasizes the importance of investing in precious metals and defense stocks amidst these uncertainties, and he explores the geopolitical dynamics between Iran and Israel, urging investors to rethink their portfolio positions in light of these challenges.
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Invest in Tensions Rising Globally
- The global climate is increasingly tense, resembling a "World War 2.5" scenario.
- Defense stocks and precious metals are logical investment choices reflecting this long-term trend.
Europe's Defense Boom vs. US Stocks
- Europe is rapidly militarizing to handle security independently from the US.
- European defense stocks have surged while US defense stocks have not, signaling shifting war preparedness.
Israel-Iran Conflict Reality
- The Israel-Iran conflict is effectively a direct war, not just a proxy war, with Iran controlling many regional conflicts.
- The escalating conflict could potentially spread and intensify further.