# Gerard Minack: 10 charts that expose what investors are getting wrong

Page: https://stenobird.com/podcast/basis-points-7236245/gerard-minack-10-charts-that-expose-what-investors-are-getting-wrong
Text version: https://stenobird.com/podcast/basis-points-7236245/gerard-minack-10-charts-that-expose-what-investors-are-getting-wrong.md
Podcast: [Basis Points](https://stenobird.com/podcast/basis-points-7236245)
Published: 2026-06-09T19:01:00+00:00
Episode link: https://shows.acast.com/basis-points/episodes/gerard-minack-10-charts
Audio file: https://sphinx.acast.com/p/open/s/67bbf55519249d0c1a4bb224/e/6a276cf7ea6f50b0f7e8b9c7/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/basis-points-7236245/episodes/gerard-minack-10-charts-that-expose-what-investors-are-getting-wrong
Duration seconds: 3020

## Resource

These 10 charts will challenge your thinking on AI and economic growth. Acclaimed macro strategist and Australia’s “king of charts”, Gerard Minack from Minack Advisors joins Ally in the studio bringing his analysis of 10 different charts - each of which will reshape how you think about markets. From AI to global equities to the war in Iran, these charts will disrupt what you thought was the status quo. This episode was recorded on 26th May 2026 Chapters : 00:00:00 Introduction & 10 Charts 00:02:01 AI Earnings Bubble 00:06:22 The AI Revenue Problem 00:13:02 Following The AI Money 00:20:37 Has US Leadership Peaked? 00:27:07 America's Earnings Bubble 00:31:44 Strait Of Hormuz Risk 00:37:19 Oil Shock Recession Threat 00:41:58 Why The Fed Won't Cut 00:44:31 The Bull Case For Japan 00:49:36 Closing Thoughts Links Mentioned: Register for early bird Finfest tickets here - http://equitymates.com/finfest-industry ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.75 Total Hours Knowledge Requirements: Economic Environment (0.50 hour), Securities (0.25 hour) Legislated CPD Area: Technical Competence (0.25 hour), General (0.50 hour) ——— Want more Basis Points? Watch all episodes in full and relive some of our favourite clips on YouTube Sign up to the Basis Points email Join the conversation on LinkedIn ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Produ…

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