28.09.26 Mitch Stone, Invest with Mitch

Podcast: ausbiz a.m · ausbiz

Opublikowano: 2026-09-27

The conversation with Mitch Stone from Invest with Mitch provides an overview of global markets and discusses the caution surrounding AI optimism. Mitch explores the complexity of AI infrastructure, and delves into the impact of rising borrowing costs and bond yields on investment strategies and market outlook. In particular, he unpacks the investment case for Firmus. Chapters 00:00 Global Market Overview01:37 AI Optimism and Market Caution02:11 Complexity of AI Infrastructure03:33 Impact of Rising Borrowing Costs04:39 Valuation and Investment Concerns07:16 Investment Strategy and Market Outlook08:16 Impact of Rising Bond Yields