James Kirby

speaker

10,396 appearances 44 recordings 1 series first heard Apr 2026 last heard 5d 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

Hello, welcome back to the Australians Money Puzzle Podcast. matched

James Kirby here with Emmanuel Datt from Dat Capital. matched

Manuel is a fund manager matched

And the fund is accessible through a lot of the very well known platforms that are out there. matched

He's had a very interesting career so far, but his big call was um the start in absolute return fund. matched

Which is long only, doesn't short, so it's really all about stuff picking. matched

How did you matched

When you would have been familiar obviously with the notion of data centers way back, next D C, et cetera, that it was coming down the line and then AI just sort of put this stuff, put rocket fuel into this whole scene, didn't it? matched

How did you as an investor approach it? matched

Did you go looking for AI stocks or did you look for proxies that were like picks and shovels of this boom? matched

M A S the the the the Mars construction group which has pivoted towards data centers big time, haven't they? matched

And they strategically went for the data centers. matched

They just became a data center electrification specialist, is that um the matched

Yes. matched

And so this they want some big tenders, did they to build these autistic entities? matched

Yeah, I see. matched

So that's what you followed. matched

You follow the Yeah, follow the money, as they say. matched

What about property trusts? matched

Goodman, for instance, where eighty percent of the future revenue is now in data centers. matched

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