Why AI, Energy & Housing are the biggest themes for the rest of the year & are all Super funds really the same?

Betashares Investment Strategist Tom Wickenden joins Bryce and Alec to zoom out on what could matter for investors through the rest of 2026, before Super September tackles the idea that all super funds are basically the same. The differences may look small year to year, but over decades they can compound into serious money.

In this episode:

00:00:00 Is The AI Spending Boom Sustainable?

00:02:26 The Biggest CapEx Cycle In History

00:05:41 Can OpenAI And Anthropic Keep Winning?

00:07:24 Investing Through Geopolitical Risk

00:10:00 Why Markets Keep Rising Through Chaos

00:11:03 What Is Driving Australian Shares?

00:15:20 Are All Super Funds Basically The Same?

00:18:11 The Hidden Cost Of Average Performance

00:20:24 How To Compare Your Super Fund

Interested in the Ships, Chips and Red Bricks Report? Dive in here.

Share your thoughts via this link and help shape Betashares Super. You’ll go in the draw for your chance to win 1 of 4 $250 Prezzee gift cards. T&Cs apply. The form is open until midnight AEDT, 30 September 2026.

Betashares Holdings Pty Ltd is conducting this competition. Please read the relevant PDS and TMD before deciding whether to invest in the new Betashares Super or Betashares Pension products.

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This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.

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