• #123 - Druckenmiller, Macquarie Technology Group, FINEOS, Aussie Broadband & PainChek

  • May 9 2024
  • Length: 1 hr
  • Podcast

#123 - Druckenmiller, Macquarie Technology Group, FINEOS, Aussie Broadband & PainChek

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  • Summary

  • Andrew, Matt, and Claude discuss Druckenmiller's latest comments on AI and the US's soaring debt and deficit woes. As well as Macquarie Technology Group and sociological investing, plus some small cap news from: FINEOS, Aussie Broadband and PainChek.

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    1:05 - Good News
    5:40 - Druckenmiller and AI
    8:23 - Macquarie Technology Group (ASX: MAQ) and Sociological Investing
    15:51 - Perplexity.ai and Google
    22:10 - US Growing Debt and Deficit Concerns
    27:46 - Inflation, Interest Rates, and Policy Decisions
    35:28 - Financial Repression
    40:38 - FINEOS Corporation Holdings PLC (ASX: FCL)
    50:50 - Aussie Broadband (ASX: ABB)
    55:18 - PainChek (ASX: PCK)
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