Q+A

this week brent smart, chief marketing officer at telstra, announced he was stepping down from the telco after four years in the job. during that time telstra’s campaigns have won a number of awards… with telstra now recognised as one of the strongest brands in australia, and one of the top telco brands globally.

in april 2023 brent smart joined sean aylmer to talk about what it was like to be the steward of a brand like telstra - and to be tasked with transforming it, without damaging the legacy.

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executive pay is one of those topics that always sparks debate, whether it’s ceo bonuses, shareholder backlash, or whether pay really reflects performance.

and increasingly, it’s not just about how much executives are paid, but how those decisions are made, justified, and explained.

al jurangpathy, principal at korn ferry specialising in executive pay and governance, talks to sean aylmer about the nature of executive pay in australia, with the reality much more more complex than most people think.

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markets are volatile, unpredictable, and increasingly driven by headlines, making it very hard for investors to pick a direction. in that kind of environment, some are turning back to so-called “boring” stocks - companies with steady earnings, strong cash flow, and reliable dividends.

sean aylmer talks to josh gilbert, market analyst at etoro, about why names like coca-cola and mcdonald’s may be boring but brilliant.

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

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the war in the middle east has triggered a major oil shock — with supply through the strait of hormuz effectively shut and millions of barrels removed from the global market.

nik burns, head of energy research at jarden, says this isn’t just another short-term spike — it could mark a structural shift in global energy markets.

he talks to sean aylmer about why prices may stay elevated, what it means for investors, and why the path back to normal could take much longer than expected.

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

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this week we get the minutes from the rba board meeting, where four members voted against an interest rate hike. as the oil price shock worsens, hitting many aspects of the economy - could those four members have had the right idea? michael thompson is joined by economist stephen koukoulas to discuss, and also look at the rest of the week for the economy: building approvals, house prices, and job vacancies.

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maritime recovery sounds like something out of a movie — treasure chests, shipwrecks, and billions in gold sitting on the ocean floor. even more so after recent headlines about a $20 billion wreck off the coast of colombia.

but as stefan von imhof, co-founder and ceo of alts.co explains, it’s evolving into something far more structured, and potentially investable. he explains to michael thompson how technology, rising commodity prices and better coordination with governments are transforming deep-sea recovery - while warning it remains a high-risk, still unproven space.

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

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healthcare is a multi-trillion dollar industry, but it’s largely designed for when things go wrong.

mark britt, founder and ceo of preventative health company tmrw, says the current system leaves a major gap - people who aren’t sick, but aren’t thriving either.

he talks to sean aylmer about why healthcare is moving towards continuous, personalised care, how ai is already influencing medical decisions, and why the future may be less about living longer - and more about living better.

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with public markets increasingly concentrated — and dominated by a handful of mega-cap names — investors are looking elsewhere for diversification, growth, and access to the real economy.

according to hamilton lane co-ceo juan delgado-moreira, that shift has been building for years — but is now accelerating, particularly among younger investors.

juan speaks to sean aylmer about why private markets are becoming mainstream, where the real opportunities are — particularly in ai — and why illiquidity may actually be part of the appeal.


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

hamilton lane is a supporter of fear & greed. 

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software stocks have been hammered in 2026. the rise of ai coding tools — from claude to other large language models — has sparked fears that barriers to entry are collapsing.

but according to ecp asset management’s damon callaghan, the market has overreacted. speaking to sean aylmer, he argues the sell-off has been indiscriminate, and that while some software businesses will struggle, others may actually become stronger - if they have the right competitive advantages.

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

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

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this week, the monthly inflation figures for february are published... but what value do they have, when the middle east conflict is raging and oil is soaring? michael thompson is joined by economist stephen koukoulas to look at what inflation, the rba's interest rates decision, and what to make of last week's jump in the unemployment rate.

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