In this episode of "Capital Conversations," Simon Wotherspoon and Christo Hall discuss the current state of global markets, focusing on inflation, interest rates, and the impact of AI on the economy. They explore the rise of global equities, particularly the dominance of tech companies in the S&P 500, and the potential for an AI bubble. The episode then features a conversation with David Leslie, a portfolio manager at Ellerston Capital, discussing his journey and insights into thematic investment strategies. David shares his background in economics and finance, his early career in technology, and his passion for thematic investing. The conversation also touches on the challenges and lessons learned from less successful investments, and David's views on the AI industry's opportunities and hype.

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