Scott Helfstein on the automation age, US exceptionalism & the future of AI investing
Global X’s Scott Helfstein joins the show to share his expert perspective on the rise of the automation age, US economic dominance, and how AI is reshaping business. He explains why he’s bullish on innovation, what investors should watch for in the new economic cycle, and how to prepare portfolios for the next wave of automation-led growth.
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Show Notes
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
Resources for This Episode
– Ask a question – just select the Investor Podcast
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DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
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