
In this podcast series, Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of key wealth management professionals to uncover unique insights on the investment areas they are most passionate about. Together they explore potential opportunities, challenges and considerations in the market while also sharing fascinating stories and lessons from their experience. We ... more
| Publishes | Monthly | Episodes | 84 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

AI is overhyped - but are we actually early, not late? In this episode, Paul O'Connor sits down with Billy Leung from Global X to unpack why artificial intelligence may be less about hype and more about a multi‑year investment cycle. As the AI opport... more
In this episode of the Portfolio Construction Podcast, Paul O'Connor is joined by Brett Lewthwaite to unpack how deglobalisation, rising policy intervention, and AI are combining to create a more volatile, policy‑driven market and to discuss why port... more
In this episode of the Portfolio Construction Podcast, Paul O'Connor is joined by Josh Scoville, Global Head of Research at Hines, to explore how global real estate markets are evolving and why property cycles are starting to turn after the 2025 low.... more
In this episode of the Portfolio Construction Podcast, Paul O'Connor is joined by Mike McCorry, Chief Investment Officer of BlackRock Australia, to unpack how AI is becoming a dominant force shaping markets, and the risks this is creating for investo... more
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Apple Podcasts | #188 |
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The show focuses on sophisticated wealth management and portfolio construction topics, with conversations that bridge macro themes, asset classes, and practical portfolio construction insights. Episodes frequently center on geopolitics, inflation, AI-driven markets, and active vs. passive strategies, often featuring senior investment leaders from asset management, real estate, and specialized finance firms. A notable strength is bringing real-world, practitioner-grade perspectives on how policy, technology, and macro trends influence investment decisions and risk management. The format tends to combine firm process, thematic takeaways, and actionable ideas for constructing resilient portfolios in evolving markets, which should appeal to adv... more
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The Portfolio Construction Podcast launched 8 years ago and published 84 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on The Portfolio Construction Podcast include:
1. Brett Lewthwaite
2. Josh Scoville
3. Mike McCorry
4. Jacob Mitchell
5. Matt Webb
6. Jay Sivapalan
7. Eric Almeraz
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