I joined Ausbiz to discuss artificial intelligence (AI) and why investors should take a step back and consider how companies will monetise AI to create a real secular trend. Will we see a bubble if revenue fails to materialise?
Sean Sequeira from Australian Eagle joined Livewire to discuss whether we are seeing a turning point for consumer discretionary stocks. Sean points out that a deceleration of revenue lines is something to watch and the ongoing demand for travel services is a standout – as confirmed by recent updates from Flight Centre and Webjet.
I joined Ausbiz to share my view on generative AI’s transformative potential and investment landscape, giving particular attention to Nvidia’s (NVDA) recent success. New technologies that transform life typically lead to bubbles; however, these new technologies will change the world.
I joined ABC’s The Business to discuss Buy Now Pay Later (BNPL) businesses including AfterPay and Zip. We always thought these companies were mediocre – they were over-valued, with unsustainable growth and increasing competition.
I joined Ausbiz to discuss what sectors are worth investigating if the U.S. Federal Reserve cuts interest rates this year. While interest rate cuts could matter in the short term, they ultimately won’t impact the returns of active investors who invest in quality growth businesses.
I joined Gemma Dale on nabtrade’s Your Wealth podcast to discuss the importance of growth and where to find it, income and the dangers of chasing yield, and provides an explanation for why the outlook might be brighter than many commentators assume.
I joined Ausbiz to discuss whether or not we need to see a tougher stance from the Reserve Bank of Australia (RBA) in terms of interest rate rises. Is inflation going to get back down to the 2-3 per cent target band?