I joined Juliette Saly on Ausbiz to reflect on how markets closed out in 2025 and what may lie ahead in 2026. Last year was again dominated by artificial intelligence (AI) and the Magnificent Seven ...

I joined Sean Aylmer for Fear and Greed’s Summer Series to talk about high-frequency arbitrage, how these strategies work, ...

Other highlights for 2025 included the German DAX 30 (+23.0 per cent), the UK FTSE 100 Index (+21.5 per cent), the U.S.

In my latest article for Firstlinks, I reflect on why 2025 delivered another strong year for equities, supported by the ...

I joined Sean Aylmer for Fear and Greed’s summer series to talk about the growth of private credit, why it has expanded so ...

Who would have thought that asset bubbles are a necessary part of humanity’s advancement through technology? While most ...

In my latest article for Nabtrade, I explore why investors are rarely able to identify a bubble until after it has burst, and ...

In my video insight ‘How General Purpose Technology booms end”, last month, I spoke about the five stages of a GPT boom and the inevitable, sometimes violent, way they end. I suggested that while the ...

This Christmas, perhaps more than any other in recent years, it might be time to spare a thought for Ernest Hemingway’s short story The Capital of the World… Continue reading → ...

Let’s state the obvious right at the outset: No one knows for certain if the equity market will crash. The reality of investing is that we can rarely identify a bubble until after it has burst, which ...

I joined Jess Maguire on ABC Statewide Drive to reflect on how strong global markets have been over the past three years (particularly in the U.S.) while noting that future returns are likely to be ...

On this episode of Over the Money Fence, I joined Nicola and Di to reflect on what really shaped markets in 2025, cutting through the noise around artificial intelligence (AI), technology stocks, gold ...