MAGELLAN - In The Know Author: Magellan Asset Management Language: en Genres: Business, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: Get all podcast data

Listen Now...

AI disruption, real assets and opportunity in Australian equities
Episode 64
Monday, 30 March, 2026

How do you invest when markets feel driven by noise, narratives and sudden shocks? In this episode, Emma Fisher, Deputy Head of Australian Equities at Airlie Funds Management and Joe Wright, Deputy Portfolio Manager, discuss how they navigate volatility by staying anchored to process, fundamentals and valuation. They unpack the resurgence of “real assets”, the sharp sell-off in software and classifieds and why AI disruption fears may be creating opportunities in quality businesses. Emma and Joe also explore gold, commodities and portfolio positioning, discussing that while narratives can drive short-term moves, long-term returns are still shaped by earnings, balance sheets and disciplined stock selection.

We also recommend:

No Title
Property Week

Najarian Radio: "It's Not an Option"
Jon Najarian

Deep Dive HealthTech

Michael Hlinka
Michael Hlinka

Investment Property Geeks of Charlotte
Sunnon Property Management

Shamrock Trinity
Trident Securities

Saham Hari Ini
Saham Hari Ini

Preferred Return
Altvia

Acesso As Redes Sociais
everton oliveira

Lady Money
Teresa Mitchell

uai

Destination Retirement with Robert Kuhn
Robert M. Kuhn