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Gerard Minack: 10 charts that expose what investors are getting wrong
These 10 charts will challenge your thinking on AI and economic growth.
Acclaimed macro strategist and Australia’s “king of charts”, Gerard Minack from Minack Advisors joins Ally in the studio bringing his analysis of 10 different charts - each of which will reshape how you think about markets.
From AI to global equities to the war in Iran, these charts will disrupt what you thought was the status quo.
This episode was recorded on 26th May 2026
Chapters:
00:00:00 Introduction & 10 Charts
00:02:01 AI Earnings Bubble
00:06:22 The AI Revenue Problem
00:13:02 Following The AI Money
00:20:37 Has US Leadership Peaked?
00:27:07 America's Earnings Bubble
00:31:44 Strait Of Hormuz Risk
00:37:19 Oil Shock Recession Threat
00:41:58 Why The Fed Won't Cut
00:44:31 The Bull Case For Japan
00:49:36 Closing Thoughts
Links Mentioned: Register for early bird Finfest tickets here - http://equitymates.com/finfest-industry
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.75 Total Hours Knowledge Requirements: Economic Environment (0.50 hour), Securities (0.25 hour) Legislated CPD Area: Technical Competence (0.25 hour), General (0.50 hour)
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———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
View all episodes
By Equity Mates MediaThese 10 charts will challenge your thinking on AI and economic growth.
Acclaimed macro strategist and Australia’s “king of charts”, Gerard Minack from Minack Advisors joins Ally in the studio bringing his analysis of 10 different charts - each of which will reshape how you think about markets.
From AI to global equities to the war in Iran, these charts will disrupt what you thought was the status quo.
This episode was recorded on 26th May 2026
Chapters:
00:00:00 Introduction & 10 Charts
00:02:01 AI Earnings Bubble
00:06:22 The AI Revenue Problem
00:13:02 Following The AI Money
00:20:37 Has US Leadership Peaked?
00:27:07 America's Earnings Bubble
00:31:44 Strait Of Hormuz Risk
00:37:19 Oil Shock Recession Threat
00:41:58 Why The Fed Won't Cut
00:44:31 The Bull Case For Japan
00:49:36 Closing Thoughts
Links Mentioned: Register for early bird Finfest tickets here - http://equitymates.com/finfest-industry
———
CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.75 Total Hours Knowledge Requirements: Economic Environment (0.50 hour), Securities (0.25 hour) Legislated CPD Area: Technical Competence (0.25 hour), General (0.50 hour)
———
Want more Basis Points?
Watch all episodes in full and relive some of our favourite clips on YouTube
Sign up to the Basis Points email
Join the conversation on LinkedIn
———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.