AI, energy, infrastructure and defence might look like separate mega trends, but like a giant flywheel, they’re increasingly feeding into one another, creating a feedback loop that is reshaping industries, investment opportunities and the global economy. The AI boom isn’t just driving demand for semiconductors and cloud computing, it's also triggering a surge in electricity demand, forcing utilities and governments to invest heavily in power generation and grid infrastructure. On top of that, war and rising geopolitical tensions is driving a structural increase in defence spending, with technology, semiconductors and strategic infrastructure playing a bigger role in modern defence systems. In markets, this means that the biggest opportunities can often sit not in a single theme, but in the spaces where these trends overlap each other. In this episode of Buy Hold Sell, we ask Vihari Ross of Antipodes and Casey McLean of Magellan where they see the best value across the biggest trends shaping markets today and which megatrend could drive the next wave of opportunity.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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