Intro

AI is breaking software, geopolitics is dominating headlines, and investors are trying to work out what actually matters.

Todd Hoare from LGT Wealth Management explains why disruption can be bullish, where the real productivity dividend from AI is showing up, and how to build portfolios that can survive not just the next five years but the next generation.

In this episode:

00:00 What Australia can learn from New York, Hong Kong and global markets

5:08 Iran, geopolitics and whether portfolios should change

10:36 Why AI disruption is bullish

17:39 Has software bottomed? Where AI is really creating winners and losers

22:13 Real-world AI productivity: from freight to finance

33:49 Building portfolios for the truly long term

42:55 The best businesses, best resources and advice for young investors

Stocks & ETFs mentioned in this episode: Atlassian (NASDAQ: TEAM), Trello, Pro Medicus (ASX: PME), Thomson Reuters (NYSE: TRI), Salesforce (NYSE: CRM), monday.com (NASDAQ: MNDY), Xero (ASX: XRO), Block (NYSE: XYZ), Wisetech Global (ASX: WTC), C.H. Robinson Worldwide (NASDAQ: CHRW), ASML Holding (NASDAQ: ASML), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Nvidia (NASDAQ: NVDA), Johnson & Johnson (NYSE: JNJ), Microsoft (NASDAQ: MSFT), Berkshire Hathaway (NYSE: BRK.B).

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