Co-Founder & CIO, Braidwell
4 dated public stances tracked since 2026-04-21, most recently 2026-04-21. 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 Alex Karnal'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. Alex Karnal is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2026-04-21 | NVO | bullish | +25.9% | -1.7% | — |
| 2026-04-21 | GH | bullish | +63.9% | +74.7% | — |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| GH | 1 | | 1 bullish | 2026-04-21 |
| MULTI-CANCER EARLY DETECTION SCREENING | 1 | | 1 bullish | 2026-04-21 |
| NVO | 1 | | 1 bullish | 2026-04-21 |
| PCSK9 INHIBITORS | 1 | | 1 bullish | 2026-04-21 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-04-21
PCSK9 INHIBITORS
bullish
Invest Like the Best · video
PCSK9 inhibitors are a near-free-lunch drug class — reducing LDL 50% with 20-25% cardiovascular event reduction and minimal side effects — and should ultimately reach far more patients and revenue than GLP-1s given 88% lifetime CVD risk reduction observed in…
“this medicine should be far bigger in terms of the number of people on it and the revenues than GLP-1s”
GLP-1s, Peptides, and The Trillion-Dollar Health Revolution
2026-04-21
GH
bullish
Invest Like the Best · video
Guardant Health's Shield blood-based colorectal cancer screening test is inflecting above Exact Sciences' stool-based predecessor because patient convenience of a simple blood draw dramatically expands completion rates, and the market is responding as cancer…
“the blood test is inflecting. That's to me is exciting.”
90d +63.9% · 180d +74.7%
GLP-1s, Peptides, and The Trillion-Dollar Health Revolution
2026-04-21
MULTI-CANCER EARLY DETECTION SCREENING
bullish
Invest Like the Best · video
AI convergence with liquid biopsy technology will produce broadly accurate multi-cancer early detection tests within 3-5 years, and companies building these platforms will benefit from both expanding clinical validation and consumer demand from people…
GLP-1s, Peptides, and The Trillion-Dollar Health Revolution
2026-04-21
NVO
bullish
Invest Like the Best · video
Oral Wegovy (semaglutide) launched and is already driving weekly new GLP-1 scripts from 200K to 300K as its ~$150/month price point breaks the key cost friction barrier and removes injection reluctance, unlocking a much larger addressable population than…
“every week the oral version of Wegovy is setting record after record after record”
90d +25.9% · 180d -1.7%
GLP-1s, Peptides, and The Trillion-Dollar Health Revolution
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