James Thomson
speaker
2,279 appearances
7 recordings
2 series
first heard Apr 2026
last heard 12 Jun
James Thomson’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 — 7 in all, peaking in May 2026 with 4.
Appearances
This one though that Ian Patrick's talking about, I mean, what did he say, James?
I'm interested.
I'm an art member.
Where's the money going to come from?
What's he going to do?
He doesn't know.
His point is more that...
As this all washes through and as the open AI and anthropic deals wash through the market, things could look quite different in a couple of weeks' time, could look quite different in a couple of months' time.
We might see market leadership change.
change.
Perhaps the AI trade becomes more concentrated.
Perhaps it's a bit broader as these stocks are bought in.
But the sheer size of them, I guess he's arguing there's going to be a reallocation that has to be watched on markets.
It could not upset things, but it'll definitely change things.
And that's what he's most interested in.
I did speak to a local wealth manager broker this week.
He said that the
It's a short week on the ASX.
We had the King's birthday holiday at the start of the week, and the market was closed.
But he says the market's been very choppy this week, and there's a sense that people are selling things, even in Australia, to get set to buy some more SpaceX shares or have some dry powder for these other deals.
Showing 241–260 of 2,279 · page 13 of 114
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