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Inflation, AI, Trump & Gold with Economist David Bassanese
Bryce and Ren bring in someone who lives in the data every day: David Bassanese, Chief Economist at Betashares, to help cut through what matters (and what doesn’t) for investors heading into 2026.
They unpack five big macro themes dominating markets including inflation, AI, commodities, Trump/tariffs, and China.
In this episode:
00:34 Making sense of macro noise with David Bassanese
01:39 Why the outlook is still constructive heading into 2026
03:26 Inflation update: trimmed mean, housing pressure & RBA risk
07:26 AI boom vs bubble: where are we in the cycle?
10:18 Commodities: gold, copper…
The skinny
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