Investors / stance tracking
What Aidan Garrib is saying
FollowFollowingUnfollowHead of Global Macro Strategy & Research, PGM Global
3 dated public stances tracked since 2026-10-02, most recently 2026-10-02. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Aidan Garrib's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Aidan Garrib is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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3
tracked stances
3
themes
0
side flips
2026-10-02
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| Ai Infra | 1 | 1 bullish | 2026-10-02 | |
| BITCOIN | 1 | 1 bullish | 2026-10-02 | |
| European Equities | 1 | 1 bearish | 2026-10-02 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-02
Ai Infra
bullish
Forward Guidance · video
AI hyperscaler capex was 90%+ YoY in 2026, is the primary driver of 6.6% nominal GDP, and policy is deliberately structured to keep this trade elevated while crowding out everything else
“US equities I think can continue to do well here... well at least a narrow section of them”
America’s AI Boom Is Squeezing Main Street | Weekly Roundup
Policymakers will be forced to debase and monetize debt to paper over supply-side inflation and repair Main Street damage, making Bitcoin a superior real-return asset versus captive-demand treasury buyers
“if you care about real return then yeah you're going to look for Bitcoin or stocks with earnings”
America’s AI Boom Is Squeezing Main Street | Weekly Roundup
2026-10-02
European Equities
bearish
Forward Guidance · video
Europe has no AI exposure, is losing export market share to Japan, faces ECB hiking into a supply shock, and German corporate bankruptcies are hitting multi-year highs every single month with no policy fix in sight
“Europe where the ECB just looks like... everywhere he turns he just steps into the rakes”
America’s AI Boom Is Squeezing Main Street | Weekly Roundup
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