As we kick off 2026, I turned to UK-based Crossborder Capital’s latest global liquidity update by Michael Howell, noting ...

I joined Sean Aylmer for Fear and Greed’s Summer Series to discuss whether the powerful rally driven by artificial ...

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

I joined Sean Aylmer from Fear and Greed’s Summer Series to discuss the strengthening performance of Australian small caps, ...

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 ...

For the twelve months to December 2025, Gold rallied 64 per cent from US$2,693/oz to US$4,332/oz. And with the relatively weak Australian Dollar, the Aussie producers are enjoying a phenomenal gold ...

I joined Sean Aylmer for Fear and Greed’s summer series to talk about the growth of private credit, why it has expanded so quickly, and what investors should look for when assessing these ...

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 ...

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 ...

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 ...

Today on Ausbiz with Juliette Saly, I explained that while low valuations in 2022 set the stage for strong returns, we’re now at the opposite end of the spectrum, with very high price-to-earning ...