Podcast

In this episode, Chris and Ying Yi unpack the macro consequences of the AI build-out, exploring how the multi-trillion-dollar data-centre capex boom, rising memory costs, and U.S. reshoring are reshaping inflation, credit markets, and central-bank policy. They also assess why AI-exposed sectors like management consulting are expanding—not contracting—as AI augments human productivity.

In this episode, Chris and Ying Yi explore the decline of Australia’s $38.8 billion listed hybrid market and the global implications, including New Zealand’s proposal to phase out hybrid securities and the controversial Credit Suisse hybrid write-off. They discuss the risks and conflicts inherent in hybrid structures, the impact of APRA’s decision to phase out bank hybrids, and the emerging alternatives in the market, highlighting the broader implications for both investors and financial stability.

Middle East Tensions, Trump Tariffs & Australia’s Economic Drift – Guest Appearance on Straight Talk with Mark Bouris.

Middle East Tensions, Trump Tariffs & Australia’s Economic Drift – Guest Appearance on Straight Talk with Mark Bouris.

Middle East Tensions, Trump Tariffs & Australia’s Economic Drift – Guest Appearance on Straight Talk with Mark Bouris.

Outlook for 2025; Performance Over Last Year; Trumpian Regime Change; Addressing the Big Questions…

Hybrid Market Dies; RBA Wants to Cut Rates; Portfolio Performance; Australia’s Profound Productivity Puzzle…

What Trump Means for Portfolios; Inflation; Interest Rates; and Recent Performance…

Great Public vs Private Credit Debate; Killer vs Gorilla; Is Private Credit the Next Sub-Prime Crisis; APRA Tries to Kill Hybrid Market…