Recorded 20 February 2026

From intensifying volatility to the durability of big market narratives — defence, AI, gold and the accelerating push toward electrification — Joel details his insights drawn from company results, sector dynamics and on‑the‑ground evidence of investment tailwinds.

Joel also highlights the companies he believes are best positioned to benefit from the build‑out of data centres and critical infrastructure, unpacks the standout results from names including Southern Cross Electrical and SKS Technologies, and shares what he’s watching closely as the rest of his portfolio reports.