Investor Insights

In my latest Firstlinks article, I explore whether artificial intelligence (AI) is following the familiar path of past technology bubbles. As businesses shift from AI experimentation to demanding measurable returns, the question becomes whether the trillions spent on AI infrastructure will ultimately generate enough revenue to justify today’s lofty valuations.

I joined Kirsten Aiken on ABC The Business to discuss the challenges facing Australia’s retail sector. With higher interest rates slowing the economy and uncertainty around proposed tax changes weighing on consumer confidence, spending has softened across age groups.

I joined Kylie Morris on ABC Newcastle Mornings today to discuss the extraordinary rise of SpaceX following its record Initial Public Offering (IPO).

A peace deal between Iran and the United States has transformed the outlook for global markets – at least for now.

The forthcoming SpaceX initial public offering (IPO) has me a little nervous. When it comes to IPOs, you generally don’t want to be a member of any club that will have you. But, Australian retail investors are being given access.

  I joined ABC Weekend Breakfast to discuss the record-breaking SpaceX Initial Public Offering (IPO), which briefly pushed Elon Musk’s wealth beyond US$1 trillion and valued the company at more than US$2 trillion.

I joined Jess Maguire on ABC Statewide Drive to discuss why oil prices may be giving investors a false sense of calm. While markets expect Middle East tensions to ease, the release of oil from the U. S.

I joined Juliette Saly on Ausbiz to discuss why Australia may be heading down the same path as Canada and New Zealand.

I joined Phil Clark on ABC Nightlife to discuss the Federal Government’s changes to capital gains tax (CGT) and negative gearing, and whether the reforms will improve housing affordability for younger Australians. We explored the potential impact on property investors, first-home buyers and housing supply, as well as the broader economic consequences of reducing incentives to invest.

There’s a battle playing out right now between Wall Street’s most bullish artificial intelligence (AI) optimists and the bond market traders quietly sounding the alarm. The outcome of that contest will matter enormously to investors with skin in the game. Bullish investors believe AI is a new, infinite fourth factor of a nation’s production and wealth creation.

I joined Niav Owens on ABC Newcastle Mornings to discuss what history tells us about oil-price spikes and share markets, and why falling oil prices are not always positive for equities.

I joined Jess Maguire on ABC Statewide Drive to discuss what rising oil prices and the conflict in the Middle East could mean for markets.