Will Hamilton

speaker

322 appearances 2 recordings 1 series first heard May 2026 last heard 15 Jul

Will Hamilton’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.

Appearances

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The Money Puzzle · Building a shock-proof investment portfolio · 15 Jul 2026 podcast

Everyone's saying it's going to be at least $700 billion.

Is it going to hit a trillion?

There's a lot of people throwing out that trillion-dollar figure on CapEx amongst the big tech companies.

Interest rates potentially going up in the United States.

We were originally at the talk of the year talking about two or three decreases.

Now, like I heard NAB saying this morning, they even think it could be this month you could get an interest rate rise.

It all depends on the CPI figure today.

And then IPOs, there's some huge raisings out there.

We saw SpaceX straight out.

You've got OpenAI coming.

You've got Anthropic coming as well.

That money has to come from somewhere.

And so the thing that everyone's watching are those three things, the amount of CapEx, because when you've got $700 billion or be it a trillion, let's go for the lower figure, to keep that momentum, it has to be maintained next year or go up.

And by the way, you also need to get a return on this.

What is the interest rate environment in the U.S.

going to be?

Because we know that increased interest rates aren't friendly to equity markets if it's multiple interest rate rises.

And then, as I said, these are IPO raisings.

So they're the three things that I kept hearing over and over again and therefore the importance of portfolio construction.

So you need to look at what your exposure is in equities.

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