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Clint Maddock, Director and Co-Founder of Digital Asset Funds Management (DAFM), speaks with Chris Gosselin, CEO of Australian Fund Monitors, about the DAFM Digital Income Fund - Digital Income Class. They discuss the fund's arbitrage strategy, the . ...

I joined Jess Maguire on ABC Statewide Drive to discuss rising U.S. interest rates and bond yields, what is driving them, and the potential flow-on effects for Australia. We also explored government debt, artificial intelligence (AI) investment, ...

I joined Juliette Saly on Ausbiz to discuss rising U.S. bond yields and what higher interest rates could mean for markets. We also explored growing U.S. government debt, competition for capital from the artificial intelligence (AI) infrastructure ...

In recent months, the chart shown in Figure 1., has been doing the rounds, inspiring fear among some observers that a stock market crash is imminent. Figure 1. Financial Industry Regulatory Authority (FINRA) margin debt Source: FINRA Figure 1., shows ...

July and August 2026 have delivered a useful reminder that even the strongest investment narratives eventually collide with economics. According to The Wall Street Journal, US momentum stocks suffered one of their worst stretches in decades. Bank of ...

I explain how we're using AI in two key areas: to support investment research by synthesising information, generating ideas and identifying changes or inflection points in company reporting, and internally to improve how we allocate capital across .. ...

Billionaire philanthropist Bill Gates has waded into the artificial intelligence (AI) debate again, this time with a near-6,000-word essay on the transition to the AI era, describing it as one of the most turbulent periods in human history, and ...

In this video, I discuss why we see the build-out of AI in Australia as an investable opportunity, from the infrastructure supporting it to the businesses positioned to benefit. I also explain our approach to investing early, starting with smaller .. ...

In my recent article for The Australian, I explore the growing competition for capital between the U.S. government and the artificial intelligence (AI) boom. As government borrowing and AI infrastructure spending accelerate, the resulting pressure on ...

In this video, I discuss why Megaport (ASX: MP1) has become one of our highest-conviction holdings, including its position in AI infrastructure, differentiated data centre strategy and potential to benefit from growing demand for AI inference. ...