The End of Globalism, AI Acceleration & the Political Horseshoe | Alex Campbell

In this episode, Alex Campbell joins the show to discuss the silver trade and structural supply-demand imbalances in metals, AI acceleration and mismatch between CapEx & demand, and the breakdown of globalism. We also dig into the emerging political horseshoe, tariffs, and China’s trade leverage. Enjoy!
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Timestamps:
00:00 Introduction
01:14 Deep Dive Into The Silver Trade
10:23 Grayscale Ad
11:03 Trading The Death Of Globalism
18:21 Leaving Comparative Advantage
22:15 AI & Compute Acceleration Is Real
26:22 The Mismatch Between CapEx & Demand
30:07 Grayscale Ad
30:50 Leverage Levels & Risk
33:57 The Political Horseshoe
46:28 US vs China Capital Markets
49:15 China’s Trade Leverage
52:19 Final Thoughts

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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

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