Expert Investor: Marcus Padley - Chickens don’t make money

Expert Investor: Marcus Padley - Chickens don...

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Why private equity investors aren’t panicking about AI

AI has rattled public SaaS stocks, but private markets may be taking a more measured view. Schroders’ Claire Smith joins us to unpack how private equity is assessing AI risk, why boring businesses can be beautiful, and how Australian investors can access small private companies g ...  Show more

Inflation panic takes hold, OpenAI beats Elon (sort of) & why "rentvesting is dead”

Bond markets are flashing warning signs and investors are finally taking inflation seriously again. Bryce and Ren unpack why soaring bond yields matter for your portfolio, how energy prices are driving global inflation fears, and why Trump only really fears the bond market. Then ...  Show more

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