In Conversation with Michael Power.

Economist. Strategist. Nomad.

A global strategist at Investec Asset Management – now known as Ninety-One – Michael Power has been advising investors and governments on the rise of Asia and the shifting architecture of global capital for more than 30 years. But what sets him apart is how he thinks: tracing words back to their roots to understand markets, questioning assumptions most people take for granted, and seeing the world from vantage points the West often ignores.

Michael had a lot to say about China and AI when we spoke in December, some six weeks before Anthropic released its new Claude Co-work tools that spooked investors and software stocks got hammered. Bloomberg reported nearly $1 trillion wiped off software stocks in a week. Microsoft fell despite beating earnings. The market is reassessing which companies can survive AI disruption, while Michael's thesis about the cracks in the AI edifice play out in real time.

Credits:

Host: Meredith Ogilvie-Thompson

Sound Editing: Dax Krishna and the team at SpeechDocs

Music: Ilya Kuznetsov

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