{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/6704f63a835696b02f258dd3/692ea27e1fc8491a7bb06825?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"#58 The dichotomy of defence: Are today’s safest bets tomorrow’s cyclical risks?","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6704f63a835696b02f258dd3/1764663918466-88ca834d-0617-4018-95b0-7d3e5572ce27.jpeg?height=200","description":"<p>The AI boom has turned the most cyclical parts of the market into perceived safe havens, while true defensives languish. Clyde Rossouw unpacks the tension between AI euphoria, a weakening consumer, and where genuine opportunities may actually lie.</p>","author_name":"Ninety One"}