<p>AI is breaking software, geopolitics is dominating headlines, and investors are trying to work out what actually matters.</p><br><p>Todd Hoare from LGT Wealth Management explains why disruption can be bullish, where the real productivity dividend from AI is showing up, and how to build portfolios that can survive not just the next five years but the next generation.</p><br><p><strong>In this episode:</strong></p><p>00:00 What Australia can learn from New York, Hong Kong and global markets</p><p>5:08 Iran, geopolitics and whether portfolios should change</p><p>10:36 Why AI disruption is bullish</p><p>17:39 Has software bottomed? Where AI is really creating winners and losers</p><p>22:13 Real-world AI productivity: from freight to finance</p><p>33:49 Building portfolios for the truly long term</p><p>42:55 The best businesses, best resources and advice for young investors</p><br><p><strong>Stocks &amp; ETFs mentioned in this episode: </strong>Atlassian (NASDAQ: TEAM), Trello, Pro Medicus (ASX: PME), Thomson Reuters (NYSE: TRI), Salesforce (NYSE: CRM), monday.com (NASDAQ: MNDY), Xero (ASX: XRO), Block (NYSE: XYZ), Wisetech Global (ASX: WTC), C.H. Robinson Worldwide (NASDAQ: CHRW), ASML Holding (NASDAQ: ASML), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Nvidia (NASDAQ: NVDA), Johnson &amp; Johnson (NYSE: JNJ), Microsoft (NASDAQ: MSFT), Berkshire Hathaway (NYSE: BRK.B).</p><br><p>———</p><br><p>Want to get involved in the podcast? Record a&nbsp;<a href="https://tinyurl.com/4uw5f58j" rel="noopener noreferrer" target="_blank">voice note</a>&nbsp;or&nbsp;<a href="https://tinyurl.com/2hyfsrw7" rel="noopener noreferrer" target="_blank">send us a message</a>&nbsp;</p><p>And come and join the conversation in the Equity Mates&nbsp;<a href="https://www.facebook.com/groups/equitymates/" rel="noopener noreferrer" target="_blank">Facebook Discussion Group</a>.</p><br><p>———</p><br><p>Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing –&nbsp;<a href="https://linktr.ee/equitymates" rel="noopener noreferrer" target="_blank">we’ve got you covered</a>.</p><br><p>Keep up with the news moving markets with our&nbsp;<a href="https://tinyurl.com/2saau2ky" rel="noopener noreferrer" target="_blank">daily newsletter</a>&nbsp;and podcast (<a href="https://tinyurl.com/yxm3mm2c" rel="noopener noreferrer" target="_blank">Apple</a>&nbsp;|&nbsp;<a href="https://tinyurl.com/299dedpd" rel="noopener noreferrer" target="_blank">Spotify</a>)</p><br><p>We’re particularly excited to share our latest show: Basis Points</p><ul><li>Listen to the podcast (<a href="https://tinyurl.com/2zmumf7v" rel="noopener noreferrer" target="_blank">Apple</a>&nbsp;|&nbsp;<a href="https://tinyurl.com/mr4x8tae" rel="noopener noreferrer" target="_blank">Spotify</a>)</li><li>Watch on&nbsp;<a href="https://tinyurl.com/yc596wem" rel="noopener noreferrer" target="_blank">YouTube</a></li><li>Read the&nbsp;<a href="https://basispoints.beehiiv.com/" rel="noopener noreferrer" target="_blank">monthly email</a></li></ul><p><br></p><p>———</p><br><p>Looking for some of our favourite research tools?</p><ul><li>Download our free&nbsp;<a href="https://tinyurl.com/7k2z7ebx" rel="noopener noreferrer" target="_blank">Basics of ETF handbook</a></li><li>Or our free&nbsp;<a href="https://tinyurl.com/4zjkm3pt" rel="noopener noreferrer" target="_blank">4-step stock checklist</a></li><li>Find company information on&nbsp;<a href="https://www.tikr.com/?ref=equitymates" rel="noopener noreferrer" target="_blank">TIKR</a></li><li>Research reports from&nbsp;<a href="https://goodresearch.com.au/ref/equitymates/" rel="noopener noreferrer" target="_blank">Good Research</a></li><li>Track your portfolio with&nbsp;<a href="https://www.sharesight.com/au/equitymates/" rel="noopener noreferrer" target="_blank">Sharesight</a></li></ul><p><br></p><p>———</p><br><p>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.&nbsp;</p><br><p>———</p><br><p>Equity Mates Investing is a product of Equity Mates Media.&nbsp;</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>