Chanticleer
Perpetual’s fall from grace, AI’s big energy problem & why banks juice up dividends
May 10, 2024
This podcast explores Perpetual's downfall, AI's energy challenges, and bank dividend strategies. They discuss data centers, economic indicators, and answer listener questions on bank share buybacks.
35:39
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Quick takeaways
- Perpetual's downfall showcases the impact of industry super funds on traditional investment firms.
- AI's demand for data centers raises energy supply challenges and investment opportunities in renewable energy.
Deep dives
RBA Holds Rates, Potential Rate Cuts Discussed
The RBA maintained rates at 4.35%, emphasizing a cautious approach towards future rate changes. Speculation arises around potential rate cuts early next year as inflation remains a concern. Governor Michelle Bullock's communication style is noted as a key aspect shaping market expectations regarding future rate adjustments.
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