Loose on the bars. That is what Escala Partners CIO, Tracey McNaughton, is telling clients as they navigate the recent bout of financial market volatility. And every revolution leaves past corporate champions behind. Who will be left behind in the AI revolution?
(0:56) Lets talk about the volatility in markets. How did we come to witness the largest 2-day fall in Japanese equities in history?
(5:47) This is a reminder of how volatile public markets can be. Is this why we are seeing a rise in private market activity?
(8:54) Tracey let's move onto the "catastrophic" earnings report from Intel a few weeks ago. Why is this so significant?
(13:39) We need to spend some time talking about Australia today because it looks like we are on a slightly different path to the US.
(16:10) The other factor important for Australia is what is happening in China. The news is not good there either.
