HeyJared'Perspectives' by Escala
'Perspectives' is a bi-weekly investment podcast brought to you by Escala. In a world cluttered with information, 'Perspectives' cuts through the noise to bring you insights and commentary on global financial markets, economics and geopolitical news and events.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 14, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 5, 2026
Latest episodes
Perspectives: Episode 135 – Resilient Portfolio Construction (opens the original)
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In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about why we are not trying to build the portfolio that performs best if we're right. Rather, we're trying to build one that can still achieve its purpose when we're wrong. (1:03) Do you think there's another shortage emerging that investors probably aren't thinking enough about? (3:09) Japan still owns roughly US$2.4 trillion of overseas debt . So nobody is suggesting Japanese institutions are suddenly go
Perspectives: Episode 134 - Ride to the Conditions (opens the original)
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Perspectives 134 – Ride to the Conditions In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, looks at the changing conditions facing investors, from persistent inflation and a stronger Australian dollar to rising government debt and the return of fiscal discipline. (0:44) Tracey, we spend a lot of time talking to clients and advisers about what is happening in markets, but I thought today we might turn that around a little and talk about what they are asking us.
Perspectives: Episode 133 – Who's Paying for AI? (opens the original)
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In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, discusses just how large the AI capital expenditure budgets have become, where the money is coming from, and which parts of the AI supply chain are most at risk of overinvestment. (0:51) It feels as though every major technology company is announcing another massive increase in AI investment. Just how big has this AI spending boom become? (2:00) What's interesting, though, is that the spending doesn't seem to be
Perspectives: Episode 132 - We Need to Talk About Productivity (opens the original)
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In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, explores why productivity has become the defining investment and economic challenge - and why getting it right could unlock stronger growth, lower inflation, higher living standards and a more durable bull market (1:00) What do you think? What are you saying to clients? (3:55) Those high expectations tend to be a feature of a mature cycle. Is that more the issue? (5:03) The first was the Prime Minister's new AI
Perspectives: Episode 131 – The Price of Sovereignty (opens the original)
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In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, explores the question: who will pay for the building of strategic capability? From sovereign balance sheets and bond markets to private capital and Australia's superannuation system, she examines how the "Price of Sovereignty" could reshape investing for years to come. (0:44) Can governments actually afford another nation-building cycle? (3:30) Does that mean bond markets become a much bigger part of this story?
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