In this edition of Fridays with Frank, Frank and Nigel dig into why inflation is back on the market's radar, what a run of bad inflation prints in the US and Europe means for interest rates, and why protecting your purchasing power is the single biggest risk long term investors face. Plus, Nvidia just reported an 85% surge in revenue, what does the world's biggest public company tell us about where AI investment is headed, and why being mostly right beats trying to be perfect with your investment strategy.

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 &lt;p&gt;In this edition of Fridays with Frank, Frank and Nigel dig into why inflation is back on the market's radar, what a run of bad inflation prints in the US and Europe means for interest rates, and why protecting your purchasing power is the single biggest risk long term investors face. Plus, Nvidia just reported an 85% surge in revenue, what does the world's biggest public company tell us about where AI investment is headed, and why being mostly right beats trying to be perfect with your investment strategy.&lt;/p&gt;
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Fridays with Frank: Inflation is back - will it persist and what Nvidia's record result means for your portfolio 

Host Nigel Grant is joined by ASB Senior Economist Kim Mundy to unpack the latest ASB Housing Confidence Survey. They explore how the Middle East conflict has rapidly shifted interest rate expectations, cooled house price optimism, and put a lid on a recovery that was starting to gain momentum with Auckland feeling the sharpest impact. Plus, Kim shares why despite the uncertainty, there's a silver lining for one group of Kiwi right now: first home buyers.

<description>
 &lt;p&gt;Host Nigel Grant is joined by ASB Senior Economist Kim Mundy to unpack the latest ASB Housing Confidence Survey. They explore how the Middle East conflict has rapidly shifted interest rate expectations, cooled house price optimism, and put a lid on a recovery that was starting to gain momentum with Auckland feeling the sharpest impact. Plus, Kim shares why despite the uncertainty, there's a silver lining for one group of Kiwi right now: first home buyers.&lt;/p&gt;
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Housing confidence shaken: What the Middle East conflict means for Kiwi homeowners and buyers

In this edition of Fridays with Frank. Frank &amp; Nigel dig into why company-level AI spending is now driving the whole economy, why traditional diversification is getting harder, why rising global debt is a risk investors can't ignore and a few thoughts on what AI might be doing to us, as well as portfolios.

<description>
 &lt;p&gt;In this edition of Fridays with Frank. Frank &amp;amp; Nigel dig into why company-level AI spending is now driving the whole economy, why traditional diversification is getting harder, why rising global debt is a risk investors can't ignore and a few thoughts on what AI might be doing to us, as well as portfolios.&lt;/p&gt;
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Fridays with Frank: AI, debt and the case for infrastructure 

Host Nigel Grant is joined by ASB Senior Economist Chris Tennent-Brown to unpack the latest ASB Investor Confidence Survey for the March 2026 quarter. They explore why global headlines from the ongoing Middle East conflict to shifting interest rate expectations are rattling investor sentiment, even as share markets push higher. Plus, Chris shares why the gap between how investors feel and what markets are actually doing is one of the most important things long-term investors need to understand right now.

<description>
 &lt;p&gt;Host Nigel Grant is joined by ASB Senior Economist Chris Tennent-Brown to unpack the latest ASB Investor Confidence Survey for the March 2026 quarter. &lt;/p&gt;&lt;p&gt;They explore why global headlines from the ongoing Middle East conflict to shifting interest rate expectations are rattling investor sentiment, even as share markets push higher. &lt;/p&gt;&lt;p&gt;Plus, Chris shares why the gap between how investors feel and what markets are actually doing is one of the most important things long-term investors need to understand right now.&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;
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Investor confidence dips: What the latest survey tells us about Kiwi investor sentiment

Welcome to the very first episode of Fridays with Frank - the new short-form Friday edition of the ASB Investment Podcast. Each week, Nigel Grant and Frank Jasper wrap up the biggest market stories of the week in a quick, conversational format designed to get you up to speed before the weekend.

<description>
 &lt;p&gt;Welcome to the very first episode of Fridays with Frank - the new short-form Friday edition of the ASB Investment Podcast.&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt;Each week, Nigel Grant and Frank Jasper wrap up the biggest market stories of the week in a quick, conversational format designed to get you up to speed before the weekend.&lt;/p&gt;&lt;p&gt; &lt;/p&gt;
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Fridays with Frank: Why Bad News Isn’t Stopping Markets

A show that brings you the latest market updates and insights to help you make smart investment decisions.

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