
War in Iran, AI Disruption & the Software Selloff: Where Todd Hoare sees Opportunity
From Equity Mates Investing Podcast
Published 3/9/2026

From Equity Mates Investing Podcast
Published 3/9/2026
AI is breaking software, geopolitics is dominating headlines, and investors are trying to work out what actually matters.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…