How wild could this year get? Businessdesk’s Pattrick Smellie and Chris Di Leva of Harbour Asset Management tell us what we might want to prepare for. U.S. markets are riding high on the promise of deregulation, while China faces structural challenges that could last a decade. Bitcoin has defied expectations to rise beyond $100,000, though concerns remain about crypto (especially meme coins). On the other hand, the AI goldrush is facing hard questions. Plus: why bonds are having a moment, the growing influence of politics on the markets, and what all that could mean for your portfolio planning. For more or to watch on youtube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).  Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only.  We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.See omnystudio.com/listener for privacy information.

Ver todos los episodios