I joined Sean Aylmer for Fear and Greed’s Summer Series to discuss whether the powerful rally driven by artificial intelligence (AI) may now be approaching it’s peak.
I joined Sean Aylmer from Fear and Greed’s Summer Series to discuss the strengthening performance of Australian small caps, why quality matters, and where opportunities are emerging.
I joined Juliette Saly on Ausbiz to reflect on how markets closed out in 2025 and what may lie ahead in 2026. Last year was again dominated by artificial intelligence (AI) and the Magnificent Seven (Apple, Microsoft, Amazon, Alphabet, Meta, Nvidia and Tesla).
I joined Sean Aylmer for Fear and Greed’s Summer Series to talk about high-frequency arbitrage, how these strategies work, and why they have become an increasingly attractive alternative for sophisticated investors. We discussed how arbitrage seeks to profit from volatility and pricing inefficiencies across global asset exchanges.
In my latest article for Firstlinks, I reflect on why 2025 delivered another strong year for equities, supported by the continued combination of disinflation and positive economic growth – with much of the strength driven by enthusiasm around artificial intelligence (AI).
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.
In my latest article for Nabtrade, I explore why investors are rarely able to identify a bubble until after it has burst, and why the signals today suggest it may be prudent to prepare for a shift in 2026. Diversification and rebalancing is becoming increasingly important as market conditions become more turbulent.
2025 has been an eventful year, with some strong returns – but what comes next? I joined Sean Aylmer from Fear and Greed to break down the forces that shaped markets this year.
2025 has been an eventful year, with some strong returns – but what comes next? I joined Sean Aylmer from Fear and Greed for their Summer Series to break down the forces that shaped markets this year.
Last night, on ABC’s 7. 30 news report with Michael Rowland, I discussed whether surging investment in artificial intelligence (AI) is pushing large technology companies to unsustainable valuations. I noted that investors often become highly enthusiastic when new technologies emerge that are believed to reshape the world, but history shows this can inflate expectations.
I joined Jess Maguire on ABC Statewide Drive to reflect on how strong global markets have been over the past three years (particularly in the U. S. ) while noting that future returns are likely to be more volatile.
