Bright Prospects
Bright Prospects Podcast: Episode 2
05-Mar-2026
From geopolitical shocks to self-improving AI models, the pace of change is accelerating, and so is uncertainty. Welcome to episode 2 of the Bright Prospects podcast series where Global Stars PM, Alex Gabriele and Portfolio Specialist, Sarah Hudson discuss chaos theory, the latest developments in LLMs and the evolving appeal of HALO business models.
Is “quality investing” being redefined in real time? Are new market participants changing how we should approach fundamental analysis? And how can investors navigate a world where companies are tasked with disproving a negative, based on an unknown future state?