Blogotariat

Oz Blog News Commentary

MB Fund Podcast: HALO companies who are immune to AI

February 27, 2026 - 14:00 -- Admin

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, breaks down the rise of HALO companies — the resilient, pricing-power businesses proving largely “immune” to AI disruption — exploring why they continue to outperform, what protects their economics from technological shocks, and how investors can position around this defensive theme. Watch the episode

The post MB Fund Podcast: HALO companies who are immune to AI appeared first on MacroBusiness.