Episode Details

Bryce and Ren sit down with David Tuckwell from ETF Shares to unpack two companies shaping the future of global markets: Alphabet and Nvidia.

David shares why he believes Alphabet may be the best business in the world, why Nvidia’s dominance goes far beyond hardware, and what actually matters for long-term investors thinking about US mega-caps in 2026 and beyond.

01:27 Introducing David Tuckwell & ETF Shares

03:28 Rethinking scale, moats and long-term growth

06:40 Why Alphabet is still compounding

10:28 AI as infrastructure, not hype

16:13 Nvidia’s software-driven dominance

25:14 ETFs vs stock picking mega-caps

26:00 Closing thoughts on long-term US leaders

📈 Companies mentioned in this episode: Alphabet, Google, Nvidia, Broadcom, Amazon, OpenAI, Tesla, Waymo, Wing, Walmart, Oracle, BYD & ETF Shares.

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This communication was contributed by a representative of ETFS Shares Management Limited (AFSL No: 562766) and contains information that is general in nature only, and does not take into account your personal objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the information, having regard to your own objectives, financial situation and needs, and consider seeking independent financial, legal, tax and other relevant advice. Any investment decision should only be made after obtaining and considering the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD).

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