Buy Hold Sell: Who's next in the trillion dollar club?

About this episode

The episode discusses the future of the trillion dollar club and highlights global megacaps overshadowed by the Magnificent 7.

The Magnificent 7 are starting to look a bit like a boy band past its peak. (Think the Beatles, NSYNC, BTS...pick your era.) At their height, the hype is intoxicating. The name up in lights, the style, the choreography of the market moving to their beat. For a while, everyone agrees - they’re untouchable. But nothing stays loved in the limelight forever, and sentiment can turn quickly. Doubts around AI leadership and an overcrowded trade have made investors pause on tech, while sectors like energy, materials and industrials have started outperforming. And when the gloss fades, as we saw in the pullback earlier this year, the next question that naturally gets asked is - what else is out there? Well friends, here at Livewire, we’re here to tell you - quite a lot! In this episode, we’re casting our eyes past the Magnificent 7 and instead focusing on the global megacaps that have been stuck in the Mag 7's shadow. And we’ve brought in two of the best in global equities - Vihari Ross of Antipodes, and Casey McLean of Magellan - to talk through the other members of the trillion-dollar club (and the ones knocking on the door.) This epsiode was filmed Wednesday 11th March, 2026.

People in this episode

Host: Livewire Markets

Guests: Vihari Ross, Casey McLean

Topics covered

• trillion dollar club
• global megacaps
• investment strategies
• technology sector
• market trends

Keywords

• trillion dollar club
• Magnificent 7
• global equities
• investment
• market performance
• AI leadership
• energy sector
• industrial stocks

Mentioned in this episode

Organizations: Antipodes, Magellan, Livewire

More episodes of Buy Hold Sell, by Livewire Markets

• Buy Hold Sell: A World Cup ASX best XI · June 12, 2026 · 9 min
• Buy Hold Sell: 5 ASX tech stocks bouncing back from the SaaS-pocalypse · June 11, 2026 · 21 min
• Buy Hold Sell: 8 consistent ASX dividend stocks (and 2 big Buys) · June 4, 2026 · 17 min
• Buy Hold Sell: 3 sectors and 6 ASX stocks growth investors are circling now · May 24, 2026 · 16 min
• Buy Hold Sell: CGT changes be damned, we're hunting ASX growth stocks · May 21, 2026 · 12 min
• Buy Hold Sell: Is it time to ditch the banks? 7 ASX financials stocks to watch · May 12, 2026 · 16 min