The second term of Donald Trump has been marked by a roller coaster global sharemarket: Even the biggest players among Australian industry funds are openly debating whether it's worth sticking with Wall Street. But you have to make a decision...

Nick Griffin, chief investment officer at Munro Partners joins Associate Editor Wealth, James Kirby in this episode.

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In today's show, we cover:

* It's the earnings, stupid! - Trump or no Trump

* Why global software giants will keep winning

* The case against banks, airlines and consumer fashion stocks

* AI -It's the real deal for long-term investors 

 

 

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