Steve Johnson: What the market is missing about the AI boom

Podcast: Equity Mates Investing Podcast · Equity Mates Media

Opublikowano: 2026-10-05

AI may be transformational, but does that make AI stocks good investments? Forager Funds Management’s Steve Johnson explains why he’s steering clear of the AI trade, where he’s finding value in Australian small caps, and why he still prefers stocks over property for building long-term wealth. Chapters: 01:48 Steve Johnson on AI 04:28 AI Investing and Bubble Risk 10:33 What Could End the AI Trade 12:35 Forager’s Costly Mistakes 17:12 Software and Small Cap Opportunities 30:06 Motorcycle Holdings and Australia 38:15 Shares Versus P...