Over the past decade, Alan Pullen and the team at Magellan are focused on finding the world’s best companies and staying disciplined through the hype.

As Portfolio Manager of the Magellan Global Opportunities Fund (ASX:OPPT), Alan is navigating a market obsessed with AI and asking the big question: are we in a stock market bubble?

We cover:

Whether today’s market is a bubble or justified by fundamentals
How Magellan is positioning for the AI revolution
Why Alan still backs companies like Microsoft, TSMC and Nestlé

This episode is sponsored by Magellan. Support from partners like Magellan helps keep our content free.

Learn more about the Magellan Global Opportunities Fund (ASX:OPPT): magellangroup.com.au/funds/magellan-global-opportunities-fund

———

Want to get involved in the podcast? Record a voice note or send us a message

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

· Listen to the podcast (Apple | Spotify)

· Watch on YouTube

· Read the monthly email

———

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

———

Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

The case for and against an AI bubble - Alan Pullen | Magellan

Equity Mates Investing Podcast

The case for and against an AI bubble - Alan Pullen | Magellan