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

Page: https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-348-alex-campbell-on-commodity-diversification-ai-strategies-and-the-moneyball-approach
Text version: https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-348-alex-campbell-on-commodity-diversification-ai-strategies-and-the-moneyball-approach.md
Podcast: [Macro Hive Conversations With Bilal Hafeez](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900)
Published: 2026-03-06T09:21:00+00:00
Episode link: https://macrohive.libsyn.com/ep-348-alex-campbell-on-commodity-diversification-ai-strategies-and-the-moneyball-approach
Audio file: https://traffic.libsyn.com/secure/macrohive/MH_w_CAMPBELL.mp3?dest-id=1929056
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JSON: https://stenobird.com/v1/public/podcasts/macro-hive-conversations-with-bilal-hafeez-524900/episodes/ep-348-alex-campbell-on-commodity-diversification-ai-strategies-and-the-moneyball-approach
Duration seconds: 3431

## Resource

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 Sc eptical Data Copper vs. Iron Divergence The Future of Systematic Investing

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## Transcript

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