Insights
The fine line between financial access and exclusion is drawn by design
What the Machine infers about you can open doors or lock them for good. Khadeeja Bassier on why the design of AI, not the technology itself, decides which.
5 minutes
02 Oct 2026
The Investment Perspective podcast
Nvidia is cheaper than the S&P 500. Someone is wrong.
The AI debate has moved past valuation and onto something harder to price: whether record capex converts into durable cash flow. From SpaceX's post-IPO wobble to China's cheaper models and the sector's circular financing, Anton du Plooy makes the case for why stock selection, not conviction on AI as a trade, will separate winners from losers.
11 minutes
13 Aug 2026