Episode 348
Ep. 348: Alex Campbell on Commodity Diversification, AI strategies, and the Moneyball Approach
Macro Hive Conversations With Bilal Hafeez
March 6, 202657m 11s
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Alex has 20 years of experience at the intersection of finance and data. He has been a global macro investor at firms like Bridgewater Associates and a proprietary volatility trader at Lehman Brothers. Prior to his career as a data-driven speculator, Alex received an MBA from Stanford Business School, an MPhil in Economics (Game Theory) from the University of Oxford, and a BA (Hons) in Economics from McGill University. In this podcast, we discuss:
- Fantasy Baseball to Prop Trading
- Diversification as the "Free Lunch"
- Gold vs. The Chinese Credit Bubble
- Silver as the "Money that Generates Electricity"
- The "Long API, Short Slides" Thesis
- China's Sceptical Data
- Copper vs. Iron Divergence
- The Future of Systematic Investing