Trading the Apocalypse: Silver, AI, and the Fall of China - w/ Alexander Campbell

Podcast: Plausibly Deniable · Lukas and Saila

Opublikowano: 2026-04-09

Today, we sit down with the legendary Alexander Campbell, former prop trader at Lehman Brothers during the '08 crisis and ex-head of commodities at Bridgewater He unpacks his viral (and wildly profitable) silver trade, breaking down why the massive demand from solar panel production has created the perfect setup for a historic supply squeeze. (Follow his substack btw: https://www.campbellramble.ai/) We also take a deep dive into the macroeconomic landscape, dissecting why Ray Dalio was a dollar bear, how the US suffers from financial "Dutch disease," and why stablecoins are actually incredibly bullish...