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FAST

FIVE.

Daily business news

for people who make their own decisions.

Five news stories in five minutes. When you remove the grey, you get your news quicker. We tell you how it is, you decide from there.

Small caps are back. Can they keep going?

After years in the shadows, Australian small caps staged a comeback in 2025. But can it continue? Sean Aylmer speaks with Roger Montgomery from Montgomery Investment Management about why small caps began outperforming, and why not all small caps are created equal. Roger explains what to look for, and runs through several small-cap names that highlight the themes driving the sector.

For more information, visit www.montinvest.com or call 02 8046 5000.
Follow Roger’s insights at www.rogermontgomery.com

This is Fear & Greed's summer series - all-new short episodes every day, with regular news back from January 12. This episode is brought to you by Montgomery Investment Management. 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.

Hollywood investing: it's not all red carpets and blockbusters

Film investing sounds glamorous, but it can be brutally risky. Michael Thompson talks with Stefan von Imhof from Alts.co about why taking equity stakes in movies can disappoint, even when the film feels like a hit, thanks to “Hollywood accounting” and unpredictable box office outcomes. Stefan explains why horror can be a more profitable genre (cheap to make, strong upside), and explores an alternative way to invest in films.

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.

Why 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.

We 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.

Gold 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.

The 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 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.

How 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.

Why 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.

Why 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.