About this episode

Gerard Minack discusses 10 charts that challenge conventional thinking on AI and economic growth.

These 10 charts will challenge your thinking on AI and economic growth. Acclaimed macro strategist and Australia’s “king of charts”, Gerard Minack from Minack Advisors joins Ally in the studio bringing his analysis of 10 different charts - each of which will reshape how you think about markets. From AI to global equities to the war in Iran, these charts will disrupt what you thought was the status quo. This episode was recorded on 26th May 2026 Chapters : 00:00:00 Introduction & 10 Charts 00:02:01 AI Earnings Bubble 00:06:22 The AI Revenue Problem 00:13:02 Following The AI Money 00:20:37 Has US Leadership Peaked? 00:27:07 America's Earnings Bubble 00:31:44 Strait Of Hormuz Risk 00:37:19 Oil Shock Recession Threat 00:41:58 Why The Fed Won't Cut 00:44:31 The Bull Case For Japan 00:49:36 Closing Thoughts Links Mentioned: Register for early bird Finfest tickets here - http://equitymates.com/finfest-industry ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.75 Total Hours Knowledge Requirements: Economic Environment (0.50 hour), Securities (0.25 hour)…

People in this episode

Host: Ally

Guest: Gerard Minack

Topics covered

• AI
• economic growth
• market analysis
• global equities
• investor insights
• charts

Keywords

• AI earnings bubble
• economic growth
• global equities
• oil shock
• market analysis
• investor insights
• charts

Mentioned in this episode

Organizations: Minack Advisors, Financial Advice Association of Australia

Places: Australia

Explore listener stats, chart rankings, contacts and more on the Basis Points podcast page.