Q+A

australia's housing boom appears to be over.

sean aylmer speaks with dr nicola powell, chief of research and economics at domain, about why house prices are now falling across the combined capital cities, why sydney and melbourne are leading the downturn, and why adelaide continues to buck the trend. 

they also discuss what's happening in the unit market, when prices could stabilise, and how far this property cycle may have to run.

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a new ai challenger has emerged from china, and is threatening to upend the whole ai landscape for users and investors. moonshot ai's latest model, kimi k3, is being described by some as the next "deepseek moment."

sean aylmer talks to will liang, ceo of amplify ai group, about kimi k3, why it's being compared to deepseek, and what it means for businesses, investors and the global ai race.

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oil prices have been whipsawed by developments in the middle east, with markets swinging sharply on every headline. but are investors reacting too quickly?

sean aylmer speaks with brian arcese, portfolio manager at foord asset management, about why oil prices may remain higher for longer, why markets are underestimating the time it takes for supply to recover, and what that means for inflation, interest rates and investment portfolios.

brian also explains why he believes energy stocks remain an important hedge against geopolitical risk.

this is general information only. seek professional advice tailored to your circumstances before making investment decisions.

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this week, it's all about labour force numbers, with a deep dive on jobs: how is employment measured? what is unemployed vs underemployed? what about the participation rate? what does 'hours worked' tell us about a slowing economy?

michael thompson is joined by economist stephen koukoulas for a preview of the jobs data, and an employment explainer.

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the outlook for interest rates is very different, depending on which economist you ask - some are predicting more rate hikes, while others say the next move will be down. so why is there such a major split? sean aylmer and michael thompson explore the cases for both arguments, and what the rba might do.

if you’ve got a question you’d like us to tackle about business, economics, politics (or anything, really), submit it here.

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private credit has become one of australia's fastest-growing asset classes. but with higher interest rates, a slowing economy and growing pressure in parts of the property market, investors are asking whether the next credit crunch is around the corner.

sean aylmer speaks with laurence hart, ceo of corval avenue, about whether australia's debt markets can withstand a more volatile environment, where the opportunities and risks lie in private credit today, and why he believes pockets of distress could create opportunities for well-positioned investors. hart explains why he still sees plenty of liquidity in the market, how to choose a private credit manager, and where private credit fits within a diversified investment portfolio.

this is general information only. seek professional advice before making investment decisions.

corval avenue works with bluechip communication, which is a supporter of fear & greed.

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online fraud is becoming more sophisticated, and ai is changing both sides of the battle.

sean aylmer speaks with joshua paling, director of engineering at luxury escapes, about how the travel business is using artificial intelligence to detect fraud in real time.

after a sophisticated fraud attack cost the company around $300,000 in just one week, paling and his team rethought their entire approach. instead of relying on rigid rules, they discovered that large language models could identify suspicious behaviour almost instinctively.


luxury escapes is a customer of stripe - a supporter of fear & greed

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business confidence has recovered from the shock of the middle east conflict, but australia's economy is still losing momentum.

sean aylmer speaks with taylor nugent, senior economist at national australia bank, about the latest nab business survey and why it's one of the reserve bank's favourite economic indicators. nugent explains why business confidence has rebounded, what capacity utilisation says about inflation pressures, and why conditions on the ground remain weaker than average.

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the ai investment story is entering a new phase. after the blockbuster listing of spacex, investors are now looking ahead to potential ipos from companies like openai and anthropic.

sean aylmer speaks with dr kevin hebner, managing director and global investment strategist at td epoch, about what the next wave of ai listings means for investors. kevin explains why the current ai boom could run for another decade, why diversification will matter more than ever, and why today's technology giants won't necessarily dominate tomorrow's market.

this is general information only. you should seek professional advice tailored to your circumstances before making investment decisions.

find out more: https://fearandgreed.com.au/

see omnystudio.com/listener for privacy information.

this week:

• nab business survey
• westpac-melbourne institute consumer sentiment survey
• forecasts of slower economic growth

michael thompson is joined by economist stephen koukoulas to look at what to expect.

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find out more: https://fearandgreed.com.au/

see omnystudio.com/listener for privacy information.