According to a survey by Finder and, separately, modelling from investment and annuities firm Challenger, Australians are being haunted. Not in their homes, mind you, but in their bank accounts. The ghost, however, isn’t inflation; it’s the distant and diminishing finish line for what’s considered ‘financial peace of mind.

I joined Sean Aylmer for Fear and Greed’s summer series to talk about the growth of private credit, why it has expanded so quickly, and what investors should look for when assessing these opportunities. We also discussed how private credit can complement a diversified portfolio, providing an income stream that is uncorrelated to equity markets.

Who would have thought that asset bubbles are a necessary part of humanity’s advancement through technology? While most currently consider bubbles a dangerous precondition for a stock market crash, they can also be better navigated by appreciating they’re a necessary step on the road to humanity’s advancement.

Debt nuances I just read the following sentence: “Graphic Processing Unit (GPU) rich clouds are now raising multi-billion-dollar debt with GPUs as collateral. ” It got me thinking… Figure 1. General Purpose Technology (GPT) booms and busts, Gartner’s hype cycle Source: Gartner In the railroad boom of the 1800s, U. S.

From South Sea to AI: Artificial Intelligence (AI) companies seem to be asking investors the question: Just how long can growth be built on the question of future returns – and a productivity revolution – that are by no means guaranteed?

Sir Isaac Newton is enshrined in history as the saint of rational thought. He decoded the laws of gravity, invented calculus, and parsed the rainbow.