This week, markets reporter Alex Gluyas on what the AI threat debate means for tech stocks, why Cathie Wood is predicting a golden era and whether the bond market might spoil the party.

This podcast is sponsored by Ripple

Further reading:
Cathie Wood declares ‘golden age’ for equities after bumpy ride
The high-profile investor is betting equity markets are at the start of a decade-long bull market driven by artificial intelligence. And she’s an Elon Musk fan.
Investors see their own threats in push to slow AI development
One fund manager said tighter restrictions would be a commercial advantage to Anthropic and OpenAI, and hurt newer start-ups and microchip manufacturers.
The market’s biggest fear is no longer the AI bubble. It’s this
Investors are worried about a disorderly meltdown in bonds. Australia – now almost halfway to a correction – provides a window into how it could unfold.

This week, markets reporter Alex Gluyas on what the AI threat debate means for tech stocks, why Cathie Wood is predicting a golden era and whether the bond market might spoil the party.
This podcast is sponsored by <a href="https://ripple.com/">Ripple</a>
Further reading: <a href="https://www.afr.com/markets/equity-markets/cathie-wood-declares-golden-age-for-equities-after-bumpy-ride-20260819-p60pt5?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=the_fin&amp;utm_content=&amp;utm_term=newsroom">Cathie Wood declares &lsquo;golden age&rsquo; for equities after bumpy ride</a> The high-profile investor is betting equity markets are at the start of a decade-long bull market driven by artificial intelligence. And she&rsquo;s an Elon Musk fan. <a href="https://www.afr.com/markets/equity-markets/investors-see-their-own-threats-in-push-to-slow-ai-development-20260914-p60x2j?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=the_fin&amp;utm_content=&amp;utm_term=newsroom">Investors see their own threats in push to slow AI development</a> One fund manager said tighter restrictions would be a commercial advantage to Anthropic and OpenAI, and hurt newer start-ups and microchip manufacturers. <a href="https://www.afr.com/chanticleer/the-market-s-biggest-fear-is-no-longer-the-ai-bubble-it-s-this-20260916-p60xrq?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=the_fin&amp;utm_content=&amp;utm_term=newsroom">The market&rsquo;s biggest fear is no longer the AI bubble. It&rsquo;s this</a> Investors are worried about a disorderly meltdown in bonds. Australia &ndash; now almost halfway to a correction &ndash; provides a window into how it could unfold.

A weekly podcast from The Australian Financial Review that examines the biggest stories in business, markets and politics, and why they matter, explained by the best financial journalists in the country.

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A weekly podcast from The Australian Financial Review that examines the biggest stories in business, markets and politics, and why they matter, explained by the best financial journalists in the country.
Search The Fin and follow us wherever you get your podcasts.

A weekly podcast that examines the biggest stories in business, markets and politics, and why they matter.