All eyes are on the artificial intelligence (AI) boom, and much thought has been given to whether it’s a boom or a bubble.

No one knows for certain if the equity market will crash. The reality of investing is that we can rarely identify a bubble ...

Last night, on ABC’s 7.30 news report with Michael Rowland, I discussed whether surging investment in artificial intelligence ...

Today on Ausbiz with Juliette Saly, I explained that while low valuations in 2022 set the stage for strong returns, we’re now ...

I joined Jess Maguire on ABC Statewide Drive to reflect on how strong global markets have been over the past three years ...

Indeed, about three-quarters of General-Purpose-Technology (GPT) booms share a similar pattern of colossal over-investment, ...

Back in October, I examined the emerging trend of interest rate cuts across the Western world, looking at why they were ...