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Hype or bubble? Hyper growth opportunities in an expensive market

Looking for the next Nvidia? Or the current Nvidia? Despite eye watering valuations at the top end of the market, there are still incredible growth opportunities in global markets, but buying them at a reasonable price is increasingly challenging.
Gemma Dale | nabtrade
24 June 2025
Created by potrace 1.15, written by Peter Selinger 2001-2017 33 min listen

Munro Partners’ Qiao Ma joins the podcast to discuss:

  • Why she’s not sure that any of the Magnificent 7 has a proper AI strategy
  • Whether the game for cloud is really over
  • How AI is levelling the playing field
  • The non-AI industries with exceptional earnings growth, and
  • Whether the US is over, and it’s time to look afield.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

Your Wealth Gemma Dale
About the Author
Gemma Dale , nabtrade

Gemma Dale is Director of SMSF and Investor Behaviour at nabtrade. She is the host of the Your Wealth podcast, a fortnightly podcast for investors, featuring insights and updates from markets and finance experts across a range of topics. She provides regular market and finance commentary on ausbiz and in other media including AFR, the Australian, ABC and commercial tv and radio. Gemma was previously the Head of SMSF Solutions for nab, and the Head of Technical Services for MLC, where she led a team of specialists providing advice to advisers and their clients on SMSF, super, tax, social security and aged care.