It's Friday, and Nigel Grant is joined by ASB Chief Investment Officer Frank Jasper to make sense of a turbulent week in markets, particularly in the AI and semiconductor space.

Frank breaks down the four factors behind the selloff, explores where long-term value in the AI economy could actually land (and why it may not be where most people expect), and explains how ASB's portfolios are currently navigating the noise, staying invested in the theme, but looking beyond the most overheated corners of the market.