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On November 30, 2022, the world marvelled at the release and conversational prowess of OpenAI's ChatGPT. What the world might have missed, however, was the subtle shift that began rippling through the U.S. economy. What started as a viral tech demo - ...

In this week's video insight I analyse cash rate cuts across six major economies and their resulting impacts. Australia and the U.S. remain resilient with low unemployment but sticky inflation, while the Eurozone, Canada and New Zealand face weaker . ...

Yesterday I joined Jess McGuire on ABC's Statewide Drive to talk about the artificial intelligence (AI) boom and what it means for investors. While AI may well transform industries and benefit consumers, I cautioned that the rush into AI stocks has . ...

Yesterday on Ausbiz with Juliette Saly, I discussed why record-high markets may carry more risks than opportunities. While the artificial intelligence (AI) boom has powered enthusiasm, I cautioned that valuations across the broader market are now at ...

In the sun-drenched suburbs of Sydney and the graffiti-covered laneways of Melbourne, electric vehicles (EVs) are silently zipping around, charging up in garages, and bringing smiles to the faces of those who voted for Labor's march toward net zero. ...

Central banks across the Western world have been busy recalibrating policy settings, with interest rate cuts a common theme over the past 12-15 months. But the reasons for these moves, and the consequences, vary widely between economies. In the ...

In this episode of Over the Money Fence, I joined Nicola and Di to unpack two of the most talked-about assets right now - gold and Bitcoin. We explored why gold has surged to record highs, and I explained why investors often turn to it in times of .. ...

In this week's video insight I take a closer look at record stock markets, what's driving them to new highs, and what that might mean for investors. The S&P 500 is trading at historic levels on measures such as price-to-earnings and price-to-book ...

This U.S. summer, a new investment frenzy - akin to the SPAC (Special Purpose Acquisition Company) exuberance of 2020/21 - has gripped Wall Street as companies transform their balance sheets into crypto vaults. And as September unfolds, the corporate ...

As I delve a little deeper into the aggregate artificial intelligence (AI) capital expenditure (capex) numbers and the revenue and profits subsequently required to recoup them, one thing stands out: a world of AI forecasts that are universally ...