Tom Wickenden
PersonHeard in 2 episodes across 1 show since Sep 2026
Tom Wickenden is an investment strategist at Betashares, an Australian investment management company. He holds a Bachelor of Commerce from the University of Sydney and writes and speaks about investment markets and strategies.
Episodes
First heard
Guest appearances
Episodes per month
Public PodLume episodes featuring it, over the last year.
Show the data
| Month | Episodes |
|---|---|
| Nov 2025 | 0 |
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 0 |
| Sep 2026 | 2 |
| Oct 2026 | 0 |
What Tom Wickenden has said on podcasts
17 statements
US hyperscalers will spend trillions next year, creating history’s largest capital-expenditure cycle.
“the hyperscales are still very keen and intent on spending money and even more money to the trillions next year, which is the biggest CapEx cycle in history”
Open the episode · Why AI, Energy & Housing are the biggest themes for the rest of the year & are all Super funds really the same?Listen at 0:07
Hyperscaler capital spending will continue for the foreseeable future.
“The answer remains yes.”
Open the episode · Why AI, Energy & Housing are the biggest themes for the rest of the year & are all Super funds really the same?Listen at 3:33
Rising cloud revenue and margins may indicate hyperscalers’ path to profitability.
“This is a strong indication of potentially their path to profitability.”
Open the episode · Why AI, Energy & Housing are the biggest themes for the rest of the year & are all Super funds really the same?Listen at 3:55
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
2 episodes featuring Tom Wickenden, newest first
