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business investment shapes the future of productivity, from machines and software to buildings and infrastructure. sean aylmer speaks with westpac chief economist luci ellis about how business investment has tracked over the past year and what’s driving the next phase. luci explains why confidence and demand matter so much, what’s happening beyond the volatile mining sector, and why data centres and cloud computing are about efficiency as much as ai.
this episode is brought to you by westpac. fear & greed's summer series - all-new short episodes every day, with regular news back from january 12.
support the show: http://fearandgreed.com.au/
see omnystudio.com/listener for privacy information.
fast_fiveWhy we're wrong about our productivity problem
Business investment shapes the future of productivity, from machines and software to buildings and infrastructure. Sean Aylmer speaks with Westpac Chief Economist Luci Ellis about how business investment has tracked over the past year and what’s driving the next phase. Luci explains why confidence and demand matter so much, what’s happening beyond the volatile mining sector, and why data centres and cloud computing are about efficiency as much as AI.
This episode is brought to you by Westpac. Fear & Greed's summer series - all-new short episodes every day, with regular news back from January 12.
Support the show: http://fearandgreed.com.au/
See omnystudio.com/listener for privacy information.
australia’s skills shortage isn’t a short-term problem - it’s driven by demographics. sean aylmer speaks with simon kuestenmacher, co-founder and director of the demographics group, about baby boomers leaving the workforce, smaller generations coming through, and why demand for workers is still rising.
this is fear & greed's summer series - all-new short episodes every day, with regular news back from january 12.
support the show: http://fearandgreed.com.au/
see omnystudio.com/listener for privacy information.
fast_fiveWe have a skills shortage, and AI can't save us
Australia’s skills shortage isn’t a short-term problem - it’s driven by demographics. Sean Aylmer speaks with Simon Kuestenmacher, co-founder and director of The Demographics Group, about baby boomers leaving the workforce, smaller generations coming through, and why demand for workers is still rising.
This is Fear & Greed's summer series - all-new short episodes every day, with regular news back from January 12.
Support the show: http://fearandgreed.com.au/
See omnystudio.com/listener for privacy information.
2025 was the year of gold: record prices, soaring miners, and plenty of fomo. sean aylmer talks to morningstar equity market strategist lachlan halloway about what drives gold cycles, what history tells us after big peaks, and why morningstar’s long-run gold price forecast sits well below today’s levels. lachlan also explains what “peak frenzy” looks like, and whether there’s any value left in gold miners.
this is fear & greed's summer series - all-new short episodes every day, with regular business news back from january 12. all information is general in nature. if you want to invest, we recommend you visit a financial advisor who can tailor investments to your needs.
support the show: http://fearandgreed.com.au/
see omnystudio.com/listener for privacy information.
fast_fiveGold boomed in 2025 - so are investors too late?
2025 was the year of gold: record prices, soaring miners, and plenty of FOMO. Sean Aylmer talks to Morningstar equity market strategist Lachlan Halloway about what drives gold cycles, what history tells us after big peaks, and why Morningstar’s long-run gold price forecast sits well below today’s levels. Lachlan also explains what “peak frenzy” looks like, and whether there’s any value left in gold miners.
This is Fear & Greed's summer series - all-new short episodes every day, with regular business news back from January 12. All information is general in nature. If you want to invest, we recommend you visit a financial advisor who can tailor investments to your needs.
Support the show: http://fearandgreed.com.au/
See omnystudio.com/listener for privacy information.
tequila may not be your first thought as an investment. but the market is not just real, it's now expanding beyond the spirit itself. michael thompson is joined by stefan von imhof, co-founder of alts.co, to explore why tequila can have a faster “appreciation cycle” than wine or whisky, and why premiumisation is lifting demand for higher-quality agave products. stefan makes the case for tequila tourism: a mexico-based version of napa, the barossa, or the bourbon trail.
this is fear & greed's summer series - all-new short episodes every day, with regular news back from january 12. all information is general in nature. if you want to invest, we recommend you visit a financial advisor who can tailor investments to your needs
support the show: http://fearandgreed.com.au/
see omnystudio.com/listener for privacy information.
fast_fiveThe tequila boom moves from bottles to beds
Tequila may not be your first thought as an investment. But the market is not just real, it's now expanding beyond the spirit itself. Michael Thompson is joined by Stefan von Imhof, co-founder of Alts.co, to explore why tequila can have a faster “appreciation cycle” than wine or whisky, and why premiumisation is lifting demand for higher-quality agave products. Stefan makes the case for tequila tourism: a Mexico-based version of Napa, the Barossa, or the bourbon trail.
This is Fear & Greed's summer series - all-new short episodes every day, with regular news back from January 12. All information is general in nature. If you want to invest, we recommend you visit a financial advisor who can tailor investments to your needs
Support the show: http://fearandgreed.com.au/
See omnystudio.com/listener for privacy information.
household spending is the engine room of the economy, and one of the clearest indicators of cost-of-living pressure. sean aylmer talks to westpac chief economist luci ellis about how consumers ended 2025 and what lies ahead.
this episode is brought to you by westpac. fear & greed's summer series - all-new short episodes every day, with regular news back from january 12.
support the show: http://fearandgreed.com.au/
see omnystudio.com/listener for privacy information.
fast_fiveHousehold spending and the cost of living crunch
Household spending is the engine room of the economy, and one of the clearest indicators of cost-of-living pressure. Sean Aylmer talks to Westpac Chief Economist Luci Ellis about how consumers ended 2025 and what lies ahead.
This episode is brought to you by Westpac. Fear & Greed's summer series - all-new short episodes every day, with regular news back from January 12.
Support the show: http://fearandgreed.com.au/
See omnystudio.com/listener for privacy information.
a university degree no longer guarantees a smooth start to a career. sean aylmer speaks with simon kuestenmacher of the demographics group about degree inflation, why employers need fewer graduates, and how ai is automating many entry-level tasks.
this is fear & greed's summer series - all-new short episodes every day, with regular news back from january 12.
support the show: http://fearandgreed.com.au/
see omnystudio.com/listener for privacy information.
fast_fiveHow can you climb a career ladder where the first rung is missing?
A university degree no longer guarantees a smooth start to a career. Sean Aylmer speaks with Simon Kuestenmacher of The Demographics Group about degree inflation, why employers need fewer graduates, and how AI is automating many entry-level tasks.
This is Fear & Greed's summer series - all-new short episodes every day, with regular news back from January 12.
Support the show: http://fearandgreed.com.au/
See omnystudio.com/listener for privacy information.
car dealerships don’t sound exciting, but they can be extraordinary wealth generators. sean aylmer is joined by gaurav sodhi, deputy head of research at intelligent investor, to unpack the eagers automotive story. gaurav explains why car dealerships are widely misunderstood by markets and how eagers has quietly built a dominant position in australia: everything from land ownership to electric vehicles brands like byd.
this is fear & greed's summer series - all-new short episodes every day, with regular news back from january 12. all information is general in nature. if you want to invest, we recommend you visit a financial advisor who can tailor investments to your needs
support the show: http://fearandgreed.com.au/
see omnystudio.com/listener for privacy information.
fast_fiveWhy car dealerships make people rich
Car dealerships don’t sound exciting, but they can be extraordinary wealth generators. Sean Aylmer is joined by Gaurav Sodhi, Deputy Head of Research at Intelligent Investor, to unpack the Eagers Automotive story. Gaurav explains why car dealerships are widely misunderstood by markets and how Eagers has quietly built a dominant position in Australia: everything from land ownership to electric vehicles brands like BYD.
This is Fear & Greed's summer series - all-new short episodes every day, with regular news back from January 12. All information is general in nature. If you want to invest, we recommend you visit a financial advisor who can tailor investments to your needs
Support the show: http://fearandgreed.com.au/
See omnystudio.com/listener for privacy information.
camping has grown up - and glamping is one of the fastest-growing travel trends. sean aylmer chats with sonny hawkins from luxury escapes about why 2026 could be the perfect year to try glamping. from luxury tents to unique nature-based stays, this is a look at why travellers are choosing the outdoors... with a few indulgent extras.
this episode is brought to you by luxury escapes. fear & greed's summer series - all-new short episodes every day, with regular news back from january 12.
support the show: http://fearandgreed.com.au/
see omnystudio.com/listener for privacy information.
fast_fiveWhy 2026 might be the year to try glamping
Camping has grown up - and glamping is one of the fastest-growing travel trends. Sean Aylmer chats with Sonny Hawkins from Luxury Escapes about why 2026 could be the perfect year to try glamping. From luxury tents to unique nature-based stays, this is a look at why travellers are choosing the outdoors... with a few indulgent extras.
This episode is brought to you by Luxury Escapes. Fear & Greed's summer series - all-new short episodes every day, with regular news back from January 12.
Support the show: http://fearandgreed.com.au/
See omnystudio.com/listener for privacy information.
free-to-air tv, newspapers and radio have all been declared “dead”... repeatedly. michael thompson speaks with tim burrowes, founder and publisher of mumbrella and the unmade newsletter, about the short-term future of australia’s legacy media, from the big tv stations to networking radio shows like kyle & jackie o.
this is fear & greed's summer series - all-new short episodes every day, with regular news back from january 12.
support the show: http://fearandgreed.com.au/
see omnystudio.com/listener for privacy information.
fast_fiveCan our newspapers, TV and radio stations survive?
Free-to-air TV, newspapers and radio have all been declared “dead”... repeatedly. Michael Thompson speaks with Tim Burrowes, founder and publisher of Mumbrella and the Unmade newsletter, about the short-term future of Australia’s legacy media, from the big TV stations to networking radio shows like Kyle & Jackie O.
This is Fear & Greed's summer series - all-new short episodes every day, with regular news back from January 12.
Support the show: http://fearandgreed.com.au/
See omnystudio.com/listener for privacy information.
samsung and apple went head-to-head in 2025, and the rivalry is only getting fiercer. michael thompson is joined by stephen fenech, editor of techguide.com.au, to assess who really came out on top. from samsung’s aggressive release schedule - including foldables and even a trifold phone - to apple’s late-year resurgence with the iphone 17 and its professional-grade camera upgrades, stephen breaks down the key battlegrounds.
this is fear & greed's summer series - all-new short episodes every day, with regular news back from january 12. all information is general in nature. if you want to invest, we recommend you visit a financial advisor who can tailor investments to your needs.
support the show: http://fearandgreed.com.au/
see omnystudio.com/listener for privacy information.
fast_fiveSamsung vs Apple: who really won 2025?
Samsung and Apple went head-to-head in 2025, and the rivalry is only getting fiercer. Michael Thompson is joined by Stephen Fenech, editor of techguide.com.au, to assess who really came out on top. From Samsung’s aggressive release schedule - including foldables and even a trifold phone - to Apple’s late-year resurgence with the iPhone 17 and its professional-grade camera upgrades, Stephen breaks down the key battlegrounds.
This is Fear & Greed's summer series - all-new short episodes every day, with regular news back from January 12. All information is general in nature. If you want to invest, we recommend you visit a financial advisor who can tailor investments to your needs.
Support the show: http://fearandgreed.com.au/
See omnystudio.com/listener for privacy information.
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