Intro

In this Australian Finance Podcast episode, Owen Rask breaks down how investors can take advantage of the AI boom through a practical investing framework. Drawing inspiration from Geoffrey Moore’s classic book The Gorilla Game, Owen walks you through:

– The 4 types of companies to look for in high-growth industries

– Where AI is creating the most value (from chips to cloud to applications)

– Which companies are leading the AI charge

– Why ETFs can help you reduce risk and still capture long-term gains

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Topics Covered

– What is the AI investment opportunity?

– The 4 business types from The Gorilla Game: Gorillas, Kings, Chimps & Princes

– Why Nvidia, Microsoft, Alphabet & TSMC are AI “Gorillas”

– Key subsectors of AI: Compute, Networking, Cloud, Applications

– Companies to watch: Palantir, Snowflake, OpenAI, Anthropic

– AI-adjacent opportunities: Cybersecurity & Infrastructure

– Using ETFs to reduce risk and gain exposure to AI

– The benefits of “moderate gearing” through ETFs

– AI hype vs structural trends: What matters for long-term investors

– Why you need a solid “core” in your portfolio before adding AI themes

Resources

The Gorilla Game book

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DISCLAIMER

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it.

If you’re unsure, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance.

The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) – https://www.rask.com.au/fsg

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