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 months

Recordings per month over the last 12 months — 44 in all, peaking in Jul 2026 with 9.

Appearances

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The Money Puzzle · How to invest in the data centre boom · 15 Sep 2026 podcast

He promises matched

that he will bring you in five percent above the RBA cash rate in his sponsor that's his I promise might be too strong a word, Emmanuel, I should have said, but uh that would be the expectation you put forward. matched

Would that be fair to say? matched

And I count to you on this. matched

I mean, Emmanuel and I folks, we often talk in in the course of my work, but we haven't had him on the show before. matched

But I knew that he had a particular interest in the data centre theme and is as such all over it and would have been all over it long before. matched

The rest of us started to pay attention to it. matched

But let's just kinda map it out first of all for investors. matched

Emmanuel, and they they th okay, and we take it as red folks that if you want to, you can just go on by, you know, data center ETF Global or whatever, a and see how you go. matched

And there's nothing wrong with that. matched

But assuming you're a little bit more ambitious than that and you wanted to see what's happening in our world here. matched

Tell us a little bit about it, Emmanuel. matched

The hundred and fifty billion dollar rollout of data centers at the very least. matched

What is the na tell us just describe if you would what's going on this boom? matched

And in what way investors so far have taken the a piece of action. matched

Well, I was looking at the ABS report and they have these columns of where they say things are being built. matched

And they had commercial buildings, you know, and they had the the the three and a half percent whatever improvement. matched

And they had this coin which says other matched

other and the other category was two hundred and eighty percent. matched

And that was where the data centers were. matched

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