FM Radio
Welcome to FM Radio, your go-to podcast for everything in the world of Funds Management, brought to you by Elston Asset Management.
Whether you’re an experienced adviser, seasoned investor, or just starting your journey, we’re here to explore the complex world of funds management and break down the key concepts.
Join us as we talk to the experts and get their insights, from asset allocation to risk management, and give you an idea on how decisions are made.
Tune in and turn up the volume on the topics that affect you and your clients.
FM Radio
Episode 17 - Investing in the age of AI
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
In this episode of FM Radio, Elston Portfolio Managers Justin Woerner and Gary Merkel unpack the rapidly evolving world of AI and what it means for investors, particularly in the small cap space.
They explore the real shift happening beneath the surface, from generative AI to agentic systems, and how this is driving both opportunity and disruption across software businesses. They discuss the impact on productivity, the pressure on traditional business models, and why not all tech companies are created equal in an AI-driven world. We also dive into recent volatility in small caps, the divergence between US and Australian tech, and the characteristics that define resilient companies in this new era.
Curious about where AI opportunities and risks are emerging in the market? Tune in to find out.
The information provided in this podcast is general in nature, you must consider your own circumstances prior to making any investment. For more information, go to our website or speak to your financial adviser. This podcast has been prepared by Elston Asset Management Pty Ltd, a Corporate Authorised Representative (CAR 427434) of EP Financial Services Pty Ltd (AFSL No. 325252).
.png)
