November 2025

Complexity Premia Podcast, Episode 70

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.

Complexity Premia Podcast, Episode 70 Read More »

Select Your Region

By clicking I confirm below, you confirm that you are an Australian resident, or will only access Fund Information as a unitholder in a Fund issued by Equity Trustees Limited, and you accept all of the Terms of Use of this website, which may be found here.

By clicking I confirm below, you confirm that you are a New Zealand resident, or will only access Fund Information as a unitholder in a Fund issued by Fund Rock NZ Limited, and you accept all of the Terms of Use of this website, which may be found here.

By clicking I confirm below, you confirm that you are a qualified / professional investor or equivalent in the United Kingdom or Europe. You also confirm that by accessing this website, you will not contravene, or cause Coolabah or any of its affiliates to contravene, any law that seeks to regulate financial promotions both in the country of your residence and in the country in which you are viewing this webpage and you accept all of the Terms of Use of this website, which may be found here.

By clicking I confirm below, you confirm that you are a qualified / professional investor or equivalent in the United States of America. You also confirm that by accessing this website, you will not contravene, or cause Coolabah or any of its affiliates to contravene, any law that seeks to regulate financial promotions both in the country of your residence and in the country in which you are viewing this webpage and you accept all of the Terms of Use of this website, which may be found here.

By clicking I confirm below, you confirm that you are a qualified / professional investor or equivalent in the relevant jurisdiction where the vehicle is permitted to be marketed to. You also confirm that by accessing this website, you will not contravene, or cause Coolabah or any of its affiliates to contravene, any law that seeks to regulate financial promotions both in the country of your residence and in the country in which you are viewing this webpage and you accept all of the Terms of Use of this website, which may be found here.

Complexity Premia Podcast, Episode 70

Alice Robinson makes history with GS victory

Select Your Region