James Kirby
speaker
10,396 appearances
44 recordings
1 series
first heard Apr 2026
last heard 4d ago
James Kirby’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 44 in all, peaking in Jul 2026 with 9.
Appearances
Welcome aboard.
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Now the one hundred and fifty billion dollar minimum rollout of data centres across Australia to service the adoption of AI.
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It's the biggest thing we have seen.
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It's the biggest economic
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boom inside the wider economy since the comparable
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is the LNG boom, which is at least fifteen years ago.
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How do you, the investor, get a slice of the action here?
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How do you play this spoon?
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And how is it going to map out in the years ahead?
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And we'll we have first of all we have that uplift where we have a lot of investment and we have winners and losers.
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Later on, if history is to be relied upon, we'll have a takeover.
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Boom that comes as everybody mops it up, and basically you get a number of key players at the end of any boom.
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That's how it happens.
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We need, I think, a jungle guide.
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And my guest today is Emmanuel Dart.
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He is from the Dart Capital Group.
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Emmanuel has a absolute return fund and a small companies fund.
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The absolute return fund is probably the best known fund.
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About two hundred million dollars under management.
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He's had an eleven percent PA return since inception, which is pretty good.
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Showing 1061–1080 of 10,396 · page 54 of 520
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