We’ve got a special interview episode for you today... AI has been in the headlines constantly this year. Hyperscalers like Amazon, Microsoft, and Google are expected to spend almost US$800 billion on the technology this year, with a decent chunk of that being borrowed.

So is that a red flag? Or just what a boom looks like? We chat to  Sebastian Mullins, head of multi-asset and fixed income at Schroders. He's spent almost two decades looking at the market and how all the pieces fit together.

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The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.

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More information

This document is issued by Schroder Investment Management Australia Limited (ABN 22 000 443 274, AFSL 226473) (Schroders).

This document does not contain and should not be taken as containing any financial product advice or financial product recommendations. This document does not take into consideration any recipient’s objectives, financial situation or needs. Before making any decision relating to a

Schroders fund, you should obtain and read a copy of the product disclosure statement available at www.schroders.com.au or other relevant disclosure document for that fund and consider the appropriateness of the fund to your objectives, financial situation and needs. You should also refer to the target market determination for the fund at www.schroders.com.au. All investments carry risk, and the repayment of capital and performance in any of the funds named in this document are not guaranteed by Schroders or any company in the Schroders Group.

The material contained in this document is not intended to provide, and should not be relied on for accounting, legal or tax advice. Schroders does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this document. To the maximum extent permitted by law, Schroders, every company in the Schroders plc group, and their respective directors, officers, employees, consultants and agents exclude all liability (however arising) for any direct or indirect loss or damage that may be suffered by the recipient or any other person in connection with this document.

Opinions, estimates and projections contained in this document reflect the opinions of the authors as at the date of this document and are subject to change without notice. “Forward-looking” information, such as forecasts or projections, are not guarantees of any future performance and there is no assurance that any forecast or projection will be realised. Past performance is not a reliable indicator of future performance. All references to securities,

sectors, regions and/or countries are made for illustrative purposes only and are not to be construed as recommendations to buy, sell or hold.

We&rsquo;ve got a special interview episode for you today... AI has been in the headlines constantly this year. Hyperscalers like Amazon, Microsoft, and Google are expected to spend almost US$800 billion on the technology this year, with a decent chunk of that being borrowed.
So is that a red flag? Or just what a boom looks like? We chat to  Sebastian Mullins, head of multi-asset and fixed income at Schroders. He's spent almost two decades looking at the market and how all the pieces fit together.
____
Download the free app (App Store): <a href="http://bit.ly/FluxAppStore">http://bit.ly/FluxAppStore</a>
Download the free app (Google Play): <a href="http://bit.ly/FluxappGooglePlay">http://bit.ly/FluxappGooglePlay</a> &nbsp;
Daily newsletter: <a href="https://bit.ly/fluxnewsletter">https://bit.ly/fluxnewsletter</a> &nbsp;
Flux on Instagram: <a href="http://bit.ly/fluxinsta">http://bit.ly/fluxinsta</a> &nbsp;
Flux on TikTok: <a href="https://www.tiktok.com/@flux.finance">https://www.tiktok.com/@flux.finance</a> &nbsp;
____
The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.
____
More information
This document is issued by Schroder Investment Management Australia Limited (ABN 22 000 443 274, AFSL 226473) (Schroders).
This document does not contain and should not be taken as containing any financial product advice or financial product recommendations. This document does not take into consideration any recipient&rsquo;s objectives, financial situation or needs. Before making any decision relating to a
Schroders fund, you should obtain and read a copy of the product disclosure statement available at<a href="http://www.schroders.com.au/"> www.schroders.com.au</a> or other relevant disclosure document for that fund and consider the appropriateness of the fund to your objectives, financial situation and needs. You should also refer to the target market determination for the fund at<a href="http://www.schroders.com.au/"> www.schroders.com.au</a>. All investments carry risk, and the repayment of capital and performance in any of the funds named in this document are not guaranteed by Schroders or any company in the Schroders Group.
The material contained in this document is not intended to provide, and should not be relied on for accounting, legal or tax advice. Schroders does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this document. To the maximum extent permitted by law, Schroders, every company in the Schroders plc group, and their respective directors, officers, employees, consultants and agents exclude all liability (however arising) for any direct or indirect loss or damage that may be suffered by the recipient or any other person in connection with this document.
Opinions, estimates and projections contained in this document reflect the opinions of the authors as at the date of this document and are subject to change without notice. &ldquo;Forward-looking&rdquo; information, such as forecasts or projections, are not guarantees of any future performance and there is no assurance that any forecast or projection will be realised. Past performance is not a reliable indicator of future performance. All references to securities,
sectors, regions and/or countries are made for illustrative purposes only and are not to be construed as recommendations to buy, sell or hold.

Bite-sized business news. 5 minute breakdown of the top 3 Australian or global business stories of the day. Tailor made for busy humans. Hosted by Brett Joffe and Justin Joffe, co-founders of Flux.

Bite-sized business news. 5 minute breakdown of the top 3 Australian or global business stories of the day. Tailor made for busy humans. Hosted by Brett Joffe and Justin Joffe, co-founders of Flux.

Bite-sized business news. 5 minute breakdown of the top 3 Australian or global business stories of the day. Tailor made for busy humans.

What the Flux

Bite-sized business news. 5 minute breakdown of the top 3 Australian or global business stories of the day. Tailor made for busy humans. Hosted by Brett Joffe and Justin Joffe, co-founders of Flux. 

Bite-sized business news. 5 minute breakdown of the top 3 Australian or global business stories of the day. Tailor made for busy humans. Hosted by Brett Joffe and Justin Joffe, co-founders of Flux.&nbsp;

Who’s really paying for AI? | RBA hikes to 18-year high

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/a1c9d0d5-4416-4bb1-8d59-b4f7006338ac/transcript