In this Australian Investors Podcast episode, your hosts Owen Rask and Scott Helfstein (Global X ETFs) discuss:
- Why US exceptionalism still holds in 2025
- How automation is replacing the information age
- AI, robotics & innovation trends shaping markets
- Opportunities for investors in infrastructure, power, & AI ecosystems
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Topics Covered
- Scott’s journey from West Point to Wall Street
- What drives US economic resilience
- The rise of automation: replacing the information age
- Where AI investing is heading – and who wins
- Robotics, power, nuclear & the infrastructure of automation
- Why the world’s economic focus is shifting – and what to do about it
- Final thoughts on staying invested and thinking long term


