Viktor Shvets

Viktor Shvets is Macquarie's Head of Global Strategy with nearly 40 years in investment banking and equity research. He discusses the transformative impact of AI and the Fujiwara effect on markets, emphasizing that traditional economic cycles are obsolete. Viktor highlights rising inequality linked to finance and tech, the need for resilient portfolios, and the role of bubbles in general-purpose technologies. He warns about a potential singularity in 15-20 years but remains optimistic about societal outcomes, advocating for smart stock-picking in this chaotic landscape.