Anthony Macdonald

And they say they come just to meet the other fund managers to sort of road test their ideas to make sure that the stocks they're looking at, they haven't completely lost the plot.

And there are sort of reasonable stories around them.

There's lots more blokes than women.

We got some feedback this week from senior banker, Sarah, who said we shouldn't just talk about the suit colors.

It perpetuates these finances only for blokes story.

And that's true.

So I do apologize to Sarah.

You know, there are plenty of women in the game.

They're doing well in funds management and in banking, but there are still heaps more blokes, even 25 years after the industry created things like women in banking and finance.

To fix it, there's a long way to go.

Well, the first one has to be AI, James.

I mean, there's nothing else worth talking about in regards to markets at the moment.

I mean, we went through it last week in detail.

It's such a dominant theme in markets, AI winners, picks and shovels, big tech cash flows, all that sort of stuff.

You know, we don't have Menta, we don't have Amazon, we don't have NVIDIA here in Australia, but we have plenty of companies hitching a ride to the data center build out and

We've got energy companies who say they're in direct conversations with data center developers about either supplying power to the data centers or building the backup, the battery storage, that sort of stuff.

They say those discussions are red hot, live, announcements coming shortly.

We've been hearing that for a little while, but-

Surely it's getting closer just with some of the contracts we're seeing signed in the market.

I mean, even normal, pretty boring and truthful to be believed companies like Ryan Stokes' SDH, which sells Caterpillar mining trucks.