A handful of powerful megatrends are driving trillions in investment. Here’s what’s behind them and how investors can gain exposure.

Speakers:

  • EQT’s Sam Franklin focused on the energy infrastructure needed to power the digital economy.
  • Munro Partners’ Nick Griffin argued the AI boom is only getting started.
  • Janus Henderson Investors’ Daniel Sullivan made the case for a new resources supercycle.
  • VanEck’s Jamie Hannah highlighted a transformation in global defence spending.

TIME CODES

  • 00:15 – Sam Franklin (EQT)– The energy opportunity
  • 02:50 – Energy demand is accelerating
  • 05:05 – Why solar, batteries and gas are winning
  • 07:06 – What EQT looks for in energy investments
  • 11:04 – Nick Griffin (Munro Partners) – AI: The next great platform shift
  • 13:49 – Why AI compute demand is exploding
  • 16:44 – The ‘shovels’ powering the AI boom
  • 19:43 – AI applications: Where the winners could emerge
  • 23:00 – Daniel Sullivan (Janus Henderson Investors) – The new resources supercycle
  • 25:45 – Critical minerals take centre stage
  • 28:23 – Why copper is the backbone
  • 30:39 – Building a resources portfolio
  • 32:09 – Jamie Hannah (VanEck) – The global defence supercycle
  • 34:09 – Where defence spending is going
  • 36:01 – How investors can play defence
  • 39:03 – The case for diversified defence exposure
  • 41:11 – The OODA loop: Investing ahead of the market

General Advice Warning

Livewire gives readers access to information and educational content provided by financial services professionals and companies (”Livewire Contributors”). Livewire does not operate under an Australian financial services licence and relies on the exemption available under section 911A(2)(eb) of the Corporations Act 2001 (Cth) in respect of any advice given. Any advice on this site is general in nature and does not take into consideration your objectives, financial situation or needs. Before making a decision please consider these and any relevant Product Disclosure Statement. Livewire has commercial relationships with some Livewire Contributors.

Rss Apple Podcaster
Podden och tillhörande omslagsbild på den här sidan tillhör Livewire Markets. Innehållet i podden är skapat av Livewire Markets och inte av, eller tillsammans med, Poddtoppen.