Alex King

Alex King, an investment analyst and founder of Cestrian Capital Research, shares his unique 'ice-cold' approach to navigating volatile markets. He discusses the early stages of the AI demand cycle, forecasting a 'trough of disillusionment' before mainstream adoption. The podcast dives into Tesla's narrative beyond just automobiles and critiques the speculative surge in gold prices. King also analyzes the semiconductor sector's potential pitfalls and emphasizes regulated crypto ETFs for safer investment strategies.