Anthony McDonald
speaker
1,222 appearances
5 recordings
2 series
first heard Apr 2026
last heard 3 Jul
Anthony McDonald’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 5 in all, peaking in Jun 2026 with 3.
Appearances
Yeah.
So it does make a difference.
James, you've been lucky enough to talk to Sean, you've talked to CBUS, a few other funds.
Put it all together, what are the big factors that are going to shape super returns in the year ahead?
Just quickly, what you said on the retail investors there, James, these stories, you wrote one up this week about Donald Trump and the way he invests, and there's similar ones around about Nancy Pelosi.
They are minting it, right?
So why wouldn't everyday people, they see that, why wouldn't they try and get in on it?
It's quite amazing.
Yeah, I mean, my list would be similar to yours.
Inflation, the big anti-hero, once again, Tay-Tay.
I'd add to your list just AUKUS.
AUKUS.
And the way that AUKUS changes capital flows.
And this is relevant for us here in Australia.
So much of what I'm writing about at the moment and thinking about, particularly in this deal sort of landscape and the way things are funded, the mergers, all that sort of stuff, so much of it at the moment is sort of these AUKUS-based relationships, picking the right partner, strategic alliance, all that sort of stuff.
It is very, very material.
You know, it's the reason why the big tech companies in the US want to set up their data centers here in Australia.
I mean, every second deal I write about, it's just sort of like Australia-US strategic agreement sort of stuff.
So, I mean, that's the one that's come up in the past year or two that wasn't there before.
And for me, it's getting stronger, not weaker, particularly under this Trump era.
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