Macro Hive Conversations With Bilal Hafeez cover image

Ep. 348: Alex Campbell on Commodity Diversification, AI strategies, and the Moneyball Approach

Macro Hive Conversations With Bilal Hafeez

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Long API, Short Slides: AI Investment Thesis

Alex presents his AI trade: buy API-centric infrastructure and sell mid-tier consulting and slide-driven services.

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