Episode 183

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Published on:

29th Jan 2026

AI boom, bubble worries and the road ahead

From valuations and capex to demand and real world deployment, Kieran Moore portfolio manager at Munro Partners discusses the main themes shaping the AI trade.

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About the Podcast

Financial Standard Podcast
Take the lead.
The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world. Brought to you by Financial Standard. Take the lead.