TMS Insights May 2026
This week, Ben & Jeremy unpack the stark divergence between a sluggish domestic outlook and a surging US tech sector.
The pair discuss the impact of an "unfriendly" budget on the Australian economy and why the strategy is pivoting toward offshore investing to capture historic US earnings growth.
The conversation also touches on the "power of destructive innovation" within AI, featuring standout performances from Google and Microsoft, while assessing whether recent sell-offs in local healthcare and banking names are creating a buying opportunity.
Stocks discussed: Google (GOOGL), Microsoft (MSFT), Cochlear (COH), CSL Limited (CSL), and ResMed (RMD)
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