Relative Return Insider: NVIDIA's $1.2B AI Bet on Australia - and rates heading to a 15-Year high episode artwork

EPISODE · Sep 11, 2026 · 35 MIN

Relative Return Insider: NVIDIA's $1.2B AI Bet on Australia - and rates heading to a 15-Year high

from Wealth Management Podcast Network

In this episode of Relative Return Insider, Olivia Grace-Curran sits down with AMP Chief Economist Shane Oliver. From NVIDIA's massive AI investment in Australia and the possibility that data centres could soon rival mining as a source of investment, to the RBA's increasingly hawkish stance and the risk of interest rates climbing to 15-year highs, Shane breaks down what investors need to watch next. Meanwhile, the ASX has taken a hit as oil prices surge and bond yields climb, while geopolitical tensions put further pressure on markets. Could the correction have further to run? Shane also weighs in on the Australian property market and mortgage stress, explains why the Japanese yen could be poised for further gains, and tackles one of the biggest questions in crypto: does Bitcoin actually have fundamental value - or is it simply becoming "digital gold"?

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Relative Return Insider: NVIDIA's $1.2B AI Bet on Australia - and rates heading to a 15-Year high

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