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What the AI tailwind means for equity markets

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From Fed rate cuts to gold’s quiet comeback, Todd shares where he sees opportunity, resilience, and risk across public markets in Australia and the US.

Is AI a tailwind or a bubble? Todd Hoare joins SBS Finance Editor Ricardo Goncalves to explore what’s driving equity markets—and what needs to change for AI to truly deliver.

 

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John Kerry on geopolitics, energy opportunities and the investment outlook

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Hamilton Lane: managing dynasties in a multipolar world

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