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Is this it? Nvidia, DeepSeek and the risks to your portfolio

AI hopes have driven the rise and rise of Nvidia and the megacaps, and delivered sensational portfolio returns over the last two years. But the emergence of cheaper, faster alternatives from China has suddenly shaken the narrative that only the biggest will win.
Gemma Dale | nabtrade
30 January 2025
Created by potrace 1.15, written by Peter Selinger 2001-2017 24 min listen

Growth manager Nick Griffin of Munro Partners has won big in the tech space so far, and shares his views on:

  • Where the winners and losers from AI disruption are likely to come from
  • Why Jeff Bezos’ vision in 1999 still rings true
  • Whether Nvidia and co can whether this storm
  • Two stocks at the forefront of AI innovation, and
  • Where you should be looking for opportunity in this market. 

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

Your Wealth Gemma Dale
About the Author
Gemma Dale , nabtrade

Gemma Dale is Director of SMSF and Investor Behaviour at nabtrade. She is the host of the Your Wealth podcast, a fortnightly podcast for investors, featuring insights and updates from markets and finance experts across a range of topics. She provides regular market and finance commentary on ausbiz and in other media including AFR, the Australian, ABC and commercial tv and radio. Gemma was previously the Head of SMSF Solutions for nab, and the Head of Technical Services for MLC, where she led a team of specialists providing advice to advisers and their clients on SMSF, super, tax, social security and aged care.