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Transcript of Pre-February results interview by Livewire Markets

Thoughts and observations behind the savage bear market that has gripped Quality and Growth stocks since mid last year

Xero’s latest presentation addressed central concerns around AI monetisation, disruption and a stronger growth outlook for recently acquired Melio, but markets globally are in the grip of collective AI disruption angst

We asked, you sent in your questions, then we sat down for one final video session to close off 2025. With AI summary for a quick read

My final Weekly Insights for 2025

Cool-headed expert voices are pushing back against the scaremongering narratives around irrational exuberance and AI excitement pushing equities into a bubble-like environment

In this week’s Weekly Insights:

-When Anxiety Becomes The New Norm
-Identifying Quality Opportunities

FNArena Editor Rudi Filapek-Vandyck was interviewed by Peter Switzer as the opening act in a new series titled The Diary of a Successful Investor

In this week’s Weekly Insights:

-Tech1 Delivers AI First
-Trade Tension Flares Up? UBS Responds

In today’s update:

-US Equities not over-valued (!?)
-Question received about CSL
-Question received about Macquarie Technology
-Question whether expansion into the US is a graveyard for corporate Australia