Welcome to Exchanges the podcast where trends, economics, markets and financial behaviour meets everyday life.
Each week, I sit down with leading thinkers, business leaders, and policymakers to unpack the ideas, data, and decisions shaping our future from inflation to housing, leadership to innovation, trends to technology through the lens of human behaviour.
Hosted on Acast. See acast.com/privacy for more information.
Welcome to Exchanges the podcast where trends, economics, markets and financial behaviour meets everyday life.
Each week, I sit down with leading thinkers, business leaders, and policymakers to unpack the ideas, data, and decisions shaping our future from inflation to housing, leadership to innovation, trends to technology through the lens of human behaviour.
Hosted on Acast. See acast.com/privacy for more information.
This week, John Addis joins us to examine the state of fundamental investing in today’s markets and the growing influence of AI in analysis and research.
The rise of passive investing, the opportunities (and risks) AI presents, and the historical parallels to the dot-com bubble. John also shares why learning from mistakes is central to building resilience as an investor.
At its core, John emphasises the need for a balanced, disciplined approach to investing—and the importance of not letting worry or fear dictate financial decisions.
To follow John click here:
LinkedIn: https://www.linkedin.com/in/johnaddis/
Book: https://majorstreet.com.au/products/how-not-to-lose-1-million-br-i-small-by-john-addis-i-small
To follow Evan click here:
LinkedIn: https://www.linkedin.com/in/evan-lucas-44a25316/
Instagram: https://www.instagram.com/evanlucas_/
Website: evanlucas.com.au
Chapters
00:00 The State of Fundamental Investing
02:59 The Impact of Passive Investing
05:54 AI's Role in Market Analysis
08:56 The Dot Com Bubble and AI Hype
11:46 Australia's Economic Landscape
14:43 The Future of Australian Companies
17:43 Regulatory Challenges in Capital Markets
20:33 The Role of Superannuation in Investment
23:45 Learning from Investment Mistakes
29:38 A Day in Charge: John Addis' Vision
Hosted on Acast. See acast.com/privacy for more information.