Latest / Equity Mates Investing Podcast
Why AI, Energy & Housing are the biggest themes for the rest of the year & are all Super funds really the same?
Betashares Investment Strategist Tom Wickenden joins Bryce and Alec to zoom out on what could matter for investors through the rest of 2026, before Super September tackles the idea that all super funds are basically the same. The differences may look small year to year, but over decades they can compound into serious money.
In this episode:
00:00:00 Is The AI Spending Boom Sustainable?
00:02:26 The Biggest CapEx Cycle In History
00:05:41 Can OpenAI And Anthropic Keep Winning?
00:07:24 Investing Through Geopolitical Risk
00:10:00 Why Markets Keep Rising Through Chaos
00:11:03 What Is Driving…
The skinny
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