Bridge Talks Business with Milford

Episode 79: The Trillion-Dollar Question

13 min · 8 de jun de 2026
Portada del episodio Episode 79: The Trillion-Dollar Question

Descripción

There’s been a surge in AI investment but is a trillion-dollar spend by big tech really justified? Milford Investment Analyst James Buchanan talks with Ryan Bridge about the rise of AI agents, the early signs of commercial returns, the risks of an AI bubble, and what this fast-moving technology could mean for businesses, jobs and investors.   This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

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80 episodios

episode Episode 79: The Trillion-Dollar Question artwork

Episode 79: The Trillion-Dollar Question

There’s been a surge in AI investment but is a trillion-dollar spend by big tech really justified? Milford Investment Analyst James Buchanan talks with Ryan Bridge about the rise of AI agents, the early signs of commercial returns, the risks of an AI bubble, and what this fast-moving technology could mean for businesses, jobs and investors.   This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

8 de jun de 202613 min
episode Episode 78: How to ensure you receive your $260 artwork

Episode 78: How to ensure you receive your $260

Eligible KiwiSaver members can receive up to $260.72 a year from the government, but only if they meet the contribution threshold by 30 June. Milford Senior Client Services Associate Maddie Cruickshank joins Ryan Bridge to explain how the contribution works and what to check before the deadline to ensure you don’t miss out.   This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

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episode Episode 77: Running on empty? How fuel costs are hitting NZ tourism artwork

Episode 77: Running on empty? How fuel costs are hitting NZ tourism

The fuel crisis is driving up costs across New Zealand’s tourism sector, just as visitor numbers are starting to increase post-Covid. What does this mean for the industry’s outlook, and can tourism keep growing despite the pressure?  Milford Private Equity Director John Johnston talks to Ryan Bridge about the outlook.   This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

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episode Episode 76: What investors are asking artwork

Episode 76: What investors are asking

In this episode of Bridge talks Business, Wealth Management Adviser Bruce O’Leary talks with Ryan Bridge about some of the biggest questions facing investors right now. From why parts of the US market are still performing strongly despite global conflict and inflation pressures, to what New Zealand’s economic outlook could mean for local portfolios, Bruce offers practical perspective on keeping a long-term view. He also explores whether political change should really influence investment decisions, and why many New Zealanders may need to rethink their traditional reliance on property and term deposits. This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

19 de may de 202611 min
episode Episode 75: From start-up to standout - the young founder shaking up wellness artwork

Episode 75: From start-up to standout - the young founder shaking up wellness

Recognised as one of the world’s top innovators under 25, Kate Gatfield-Jeffries launched women’s wellness brand Moodi at just 22. Five years on, she’s been named New Zealand’s EY Young Entrepreneur of the Year, and Moodi has become the country’s #1 selling wellness drink. Kate sat down with Ryan Bridge to discuss building a category-leading brand, backing big ideas, and the lessons she’s learned along the way.   This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

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