The Next Global Crisis Starts in Bonds | Alex Krainer

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
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👨‍💼 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

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📰 Up-to-Date Commodity Prices & Commentary 📰
👉 Clear Commodity Network 👈
🌎 https://clearcommodity.net/  🌎

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Timestamps (AI-generated)
00:00 – Intro
00:55 – Why commodity prices matter
01:32 – How trading taught him “price is everything”
02:26 – Hedging mistakes that cost billions
04:15 – Famous hedging blowups
05:40 – Should miners hedge?
07:00 – Trend-following hedge approach
08:36 – Trading around $4,400 gold
10:14 – Spotting reversals vs consolidations
11:47 – When to hedge gold corrections
12:18 – Commodities as geopolitical signals
13:25 – Pandemic crash & extreme moves
14:16 – Big bear market in bonds
15:03 – Historic bond drawdown
16:01 – Europe’s bond & currency risks
16:30 – Could this mirror past collapses?
17:24 – Euro, pound, yen, CAD outlook
17:48 – How the U.S. may respond differently
18:20 – Resources: Canada, Greenland, Venezuela
19:05 – War risks & political timing
20:25 – Capturing resources & labor
20:46 – Is the U.S. winning AI?
21:06 – AI bubble & energy cost
22:14 – The energy problem behind AI
22:40 – Why Chinese AI is cheaper
23:07 – Testing China vs U.S. AI
23:27 – Final thoughts

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#gold #silver #commodities #geopolitics #macro #bonds #inflation #goldprice #silverprice #AI #markets #investing #miningstocks #SoarFinancially #DeutscheGoldmesse #oil #dollar #euro #yieldcurve #riskmanagement