These 10 charts will challenge your thinking on AI and economic growth.
Acclaimed macro strategist and Australia’s “king of charts”, Gerard Minack from Minack Advisors joins Ally in the studio bringing his analysis of 10 different charts - each of which will reshape how you think about markets.
From AI to global equities to the war in Iran, these charts will disrupt what you thought was the status quo.
This episode was recorded on 26th May 2026
Chapters:
00:00:00 Introduction & 10 Charts
00:02:01 AI Earnings Bubble
00:06:22 The AI Revenue Problem
00:13:02 Following The AI Money
00:20:37 Has US Leadership Peaked?
00:27:07 America's Earnings Bubble
00:31:44 Strait Of Hormuz Risk
00:37:19 Oil Shock Recession Threat
00:41:58 Why The Fed Won't Cut
00:44:31 The Bull Case For Japan
00:49:36 Closing Thoughts
📈 Stocks and ETFs Mentioned:
Links Mentioned: Register for early bird Finfest tickets here - http://equitymates.com/finfest-industry
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.75 Total Hours Knowledge Requirements: Economic Environment (0.50 hour), Securities (0.25 hour) Legislated CPD Area: Technical Competence (0.25 hour), General (0.50 hour)
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