I joined Niav Owens on ABC Newcastle Mornings to discuss the growing divide between market bulls and bears, and how artificial intelligence (AI) is reshaping the investment landscape. We explored why investors are becoming increasingly optimistic about AI’s long-term potential and the productivity gains it could unlock across the economy. We also discussed the risks rising inflation, higher bond yields and elevated interest rates could pose to markets and asset valuations if economic conditions deteriorate.

Listen to the segment here: ABC Newcastle Mornings