# [TOP STORY] AI Wave: CapEx could rewrite market rules

Page: https://stenobird.com/podcast/moneywebnow-1014615/top-story-ai-wave-capex-could-rewrite-market-rules
Text version: https://stenobird.com/podcast/moneywebnow-1014615/top-story-ai-wave-capex-could-rewrite-market-rules.md
Podcast: [MoneywebNOW](https://stenobird.com/podcast/moneywebnow-1014615)
Published: 2026-07-20T07:01:00+00:00
Episode link: https://iono.fm/e/1698012
Audio file: https://dl.iono.fm/epi/prov_216/epi_1698012_medium.m4a?p=rss
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JSON: https://stenobird.com/v1/public/podcasts/moneywebnow-1014615/episodes/top-story-ai-wave-capex-could-rewrite-market-rules
Duration seconds: 418

## Resource

‘Monetary policy for us is one of the bigger risks that we see at the moment’ – Warren Buhai, senior portfolio manager at STANLIB Asset Management.

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## Transcript

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