AI, Inflation and the Shifting Market Landscape: Episode #168

Tech stocks are wobbling as AI disruption dominates earnings calls 🤖, sparking a rotation into broader markets 🌍. Shane and Diana unpack what this means for global shares, Australia’s improving earnings outlook 🇦🇺📊, the surprising strength of commodities like copper and gold ⛏️, and why wages, productivity and inflation remain the key challenge for the RBA🏦. Plus, what a rising Aussie dollar could mean for markets ahead 💱. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial adviser before deciding what’s right for you. Any general tax information provided is intended as a guide only. Remember the value of investments may go up or down and you may not get back the amount you invested. The opinions and views featured in this podcast reflect the individual’s own. Date of publication 19 February 2026. AWM Services Pty Ltd ABN 15 139 353 496, AFSL No. 366121, part of the AMP Group