Latest / Equity Mates Investing Podcast
4 steps to find winning software stocks with Ben Arnold
What if AI turns out to be less “bubble vs boom” and more a stress test for who can actually turn $660 billion of capex into revenue?
Ben Arnold, Investment Director, Global Equities at Schroders shares the framework his team is using to judge the AI spend and why 2026 is a reminder that your opportunity set is much bigger than the Mag 7.
In this episode:
00:00:00 Investing Beyond The Mag Seven
00:03:34 AI Spending: Boom Or Bubble?
00:10:01 Why This Isn’t Another Dotcom
00:19:32 Finding Opportunities At Market Highs
00:25:31 Two Global Stocks With Upside
00:36:51 One Exceptional Company…
The skinny
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