War in Iran, AI Disruption & the Software Selloff: Where Todd Hoare sees Opportunity

<p>AI is breaking software, geopolitics is dominating headlines, and investors are trying to work out what actually matters.</p><br><p>Todd Hoare from LGT Wealth Management explains why disruption can be bullish, where the real productivity dividend from AI is showing up, and how to build portfolios that can survive not just the next five years but the next generation.</p><br><p><strong>In this episode:</strong></p><p>00:00 What Australia can learn from New York, Hong Kong and global markets</p><p>5:08 Iran, geopolitics and whether portfolios should change</p><p>10:36 Why AI …