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Nov 13
35m 23s

The case for and against an AI bubble - ...

Equity Mates Media
About this episode

Over the past decade, Alan Pullen and the team at Magellan are focused on finding the world’s best companies and staying disciplined through the hype.


As Portfolio Manager of the Magellan Global Opportunities Fund (ASX:OPPT), Alan is navigating a market obsessed with AI and asking the big question: are we in a stock market bubble?


We cover:

  • Whether today’s market is a bubble or justified by fundamentals
  • How Magellan is positioning for the AI revolution
  • Why Alan still backs companies like Microsoft, TSMC and Nestlé


This episode is sponsored by Magellan. Support from partners like Magellan helps keep our content free.


Learn more about the Magellan Global Opportunities Fund (ASX:OPPT): magellangroup.com.au/funds/magellan-global-opportunities-fund


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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


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Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

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