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Buy Hold Sell is a fast-paced business and investing podcast, bringing you stock tips and investment ideas every Friday and every second Monday. Join us as we quiz Australia’s top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this podcast will get you thinking differently about markets.
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Tuesday Mar 17, 2026
Tuesday Mar 17, 2026
AI, energy, infrastructure and defence might look like separate mega trends, but like a giant flywheel, they’re increasingly feeding into one another, creating a feedback loop that is reshaping industries, investment opportunities and the global economy.
The AI boom isn’t just driving demand for semiconductors and cloud computing, it's also triggering a surge in electricity demand, forcing utilities and governments to invest heavily in power generation and grid infrastructure.
On top of that, war and rising geopolitical tensions is driving a structural increase in defence spending, with technology, semiconductors and strategic infrastructure playing a bigger role in modern defence systems.
In markets, this means that the biggest opportunities can often sit not in a single theme, but in the spaces where these trends overlap each other.
In this episode of Buy Hold Sell, we ask Vihari Ross of Antipodes and Casey McLean of Magellan where they see the best value across the biggest trends shaping markets today and which megatrend could drive the next wave of opportunity.
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