Q+A

long before it hits the petrol pump, disruption in global energy markets starts with a handful of critical choke points. right now, the strait of hormuz — one of the most important shipping lanes in the world — is at the centre of it. so what happens when supply is suddenly constrained? and what does it mean for australia?

sean aylmer talks to vivek dhar, head of commodities and sustainability research at commonwealth bank, about the flow of oil and gas around the world, australia's exposure to the middle east crisis, and why our lng and coal give us a lot of leverage.

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

see omnystudio.com/listener for privacy information.

this week it's all about labour force figures, and the nab business survey - which will be one of the first indicators of how businesses have coped with the oil crisis caused by the middle east war. michael thompson is joined by economist stephen koukoulas.

join our free daily newsletter here.

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

see omnystudio.com/listener for privacy information.

a $200 million radio deal, a legal battle, and a media company that’s seen its value plunge.

the fallout from the kyle & jackie o saga is a case study in how fragile legacy media models have become.

sean aylmer talks to mumbrella publisher tim burrowes, about how the kyle & jackie o vs arn media battle goes far beyond one show, and raises big questions about audiences, advertising, and the future of australian media.

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

see omnystudio.com/listener for privacy information.

the market has bounced hard - up 2.6% in a day - on news of a ceasefire in the middle east. but after weeks of volatility, the big question is whether this is the start of something more… or just another short-term surge.

sean aylmer talks to roger montgomery, chief investment officer at montgomery investment management, who says the rally is real - but the risks haven’t gone away. he also explains why he still considers the wisdom of legendary investor warren buffett in times like this.

this is general information only. 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.

diesel keeps regional australia moving, touching almost every industry. but rising costs and supply disruptions are hitting hard, affecting everything from farming to mining to local businesses.

sean aylmer talks to andrew auerbach, group executive for business and private banking at nab, about the impact on the ground, and what lies ahead for the economy if fuel supplies remain under pressure.

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

see omnystudio.com/listener for privacy information.

geopolitical tensions, market concentration, and the dominance of mega-cap tech stocks are forcing big institutional investors to rethink how they allocate capital.

but rather than making big calls, many of the world’s largest pension and sovereign wealth funds are doing the opposite — sticking to their strategy.

gerard o’reilly is co-ceo of dimensional fund advisors, working with many of the world’s largest pension and sovereign wealth funds, and around $1.4 trillion in assets under management.

he tells sean aylmer that the key isn’t predicting what happens next — it’s building portfolios that can handle anything.

this is general information only. 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 it's all about household spending - and after consumer confidence hit a 53 year low last week, there could be some tough times ahead. and the big question: are we heading for a recession? michael thompson is joined by economist stephen koukoulas.

join our free daily newsletter here.

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

see omnystudio.com/listener for privacy information.

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.

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

see omnystudio.com/listener for privacy information.

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.

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

see omnystudio.com/listener for privacy information.

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.

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

see omnystudio.com/listener for privacy information.