

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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
Qantas Settlement Analysis and CEO's Position
03:46 • 2min
The Downfall of Perpetual and the Challenges of Funds Management
05:37 • 20min
Insights on Company Presentations, Industry Investment, and Budget Expectations
25:40 • 2min
Navigating Stimulus and Inflation Concerns
28:05 • 3min
Exploring Dividend Distribution and Share Buybacks in Banking Sector
31:34 • 4min