Escala Partners

Perspectives: Episode 104 – Can I get a refund? This week Escala Partners CIO, Tracey McNaughton, discusses the high price Australians are paying to the government for managing our economy and why we should probably be asking for a refund. Listen here: https://lnkd.in/gzvP_2TE

Perspectives: Episode 103 – Loose on the bars Loose on the bars. That is what Escala Partners CIO, Tracey McNaughton, is telling clients as they navigate the recent bout of financial market volatility. And every revolution leaves past corporate champions behind. Who will be left behind in the AI revolution? Listen here: https://lnkd.in/gPqU94SE

Perspectives: Episode 102 – An election correction, a tech-check or just a Fed-ache? In this episode, Escala Partners CIO, Tracey McNaughton, looks at what is driving recent market volatility - an election correction; a tech-check; or just a Fed-ache. The countdown clock has begun - what are the key battleground states in the US election? Listen here: https://lnkd.in/gqpWwKtb

Perspectives: Episode 101 – AI - Build it, but will they come? In this episode, Escala Partners CIO, Tracey McNaughton, talks about the payoff with artificial intelligence and whether the dizzying amounts being spent on semiconductors and infrastructure will be worth it. And what role do private markets play in finding genuine use cases of AI? Listen here: https://lnkd.in/gFZa6GCe

Perspectives on Zero: Episode 11 Responsible Artificial Intelligence In this episode, Escala Partners Investment Analyst Darragh Kennelly, CFA talks to Jessica Cairns of Alphinity Investment Management and Qinghua Lu of CSIRO to discuss their recently released research report on the implications of artificial intelligence use by companies and investors. They outline the framework for investors to use when assessing key threats and opportunities of AI usage and highlight some interesting responsible AI case studies of large multinationals. Listen here: https://lnkd.in/giJda6uA https://lnkd.in/gNW24Jm https://lnkd.in/gFyMhmGB

Perspectives: Episode 100 – Reflecting back when decades happened In this episode, Escala Partners CIO, Tracey McNaughton, and Escala Adviser Ed Brooke reflect back on the past 100 episodes since the Perspectives podcast began during covid in 2020. The past four years had it all – lockdowns, recessions, recoveries, bank runs, bank collapses, wars, uprisings, innovations, bubbles that burst, bubbles that inflated, elections that surprised, elections that divided. Listen here: https://lnkd.in/gagc8gxf

Perspectives: Episode 99 – The "return of nations" In this episode, Escala Partners CIO, Tracey McNaughton, talks about what she sees as the three main takeaways from the recent string of elections around the world. She and Ed talk about what Le Penn describes as the “return of nations”, the rise of nationalism, and what it may mean for investors. Listen here: https://lnkd.in/gFt3SGtn

Perspectives: Episode 98 – Slave cylinders, community, and big government In this episode, Escala Partners CIO, Tracey McNaughton, talks about the connection between community, political stability, and the size of government. We are now in an age of big government. This has implications for economic growth, inflation, and central bank independence. Listen here: https://lnkd.in/gn5F2x6f

Perspectives: Episode 97 – Cash and burn In this episode, Escala Partners CIO, Tracey McNaughton, talks about AI and its energy demand; Biden’s tariff hike on China; and why we should be a little sceptical of the this weeks’ Federal Budget. Listen here: https://lnkd.in/e-HNeRT6

Perspectives: Episode 96 – Riding the cycle In this episode, Escala Partners CIO, Tracey McNaughton, talks about riding the cycle – physically and metaphorically. In a world where there are so many distractions vying for investors’ attention, how can investors “tape up their mirrors”? Listen here: https://lnkd.in/gWjd9uvw