Why AI, Energy & Housing are the biggest themes for the rest of the year & are all Super funds really the same?
About this episode
The episode discusses key investment themes for the remainder of 2026, focusing on AI, energy, and housing, while also exploring the nuances of superannuation funds.
Betashares Investment Strategist Tom Wickenden joins Bryce and Alec to zoom out on what could matter for investors through the rest of 2026, before Super September tackles the idea that all super funds are basically the same. The differences may look small year to year, but over decades they can compound into serious money. In this episode: 00:00:00 Is The AI Spending Boom Sustainable? 00:02:26 The Biggest CapEx Cycle In History 00:05:41 Can OpenAI And Anthropic Keep Winning? 00:07:24 Investing Through Geopolitical Risk 00:10:00 Why Markets Keep Rising Through Chaos 00:11:03 What Is Driving Australian Shares? 00:15:20 Are All Super Funds Basically The Same? 00:18:11 The Hidden Cost Of Average Performance 00:20:24 How To Compare Your Super Fund Interested in the Ships, Chips and Red Bricks Report? Dive in here . Share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026. Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super…
People in this episode
Hosts: Bryce, Alec
Guest: Tom Wickenden
Topics covered
- AI investment
- energy sector
- housing market
- superannuation funds
- investment strategies
- geopolitical risk
- market trends
Keywords
- AI spending
- CapEx cycle
- OpenAI
- Australian shares
- super funds comparison
- investment performance
- geopolitical investment
Mentioned in this episode
Organizations: Betashares, Equity Mates Media, Betashares Holdings Pty Ltd
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