What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell

What DeepSeek Means For Markets & The The Fut...

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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’ ...  Show more

Commodities & Cyclicals Are 2026’s Mega-Cap Tech | Weekly Roundup

This week, we discuss an insanely busy news cycle from geopolitics to surging metals and commodities, AI CapEx bottlenecks, and the SCOTUS tariff ruling. We also dig into the mega-cap rotation, political moves for midterms, and signs of economic re-acceleration shaping markets in ...  Show more

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