crypto has rallied strongly, but regulatory uncertainty remains after the us senate failed to pass the clarity act. so where does bitcoin fit in portfolios now - and how are the big institutional investors thinking about it?
sean aylmer speaks with john d’agostino, head of institutional strategy at coinbase, about regulation, bitcoin’s role in portfolio construction, and why he believes crypto is already mainstream in awareness, but still very early when it comes to actual adoption.
coinbase is a supporter of fear & greed.
this is general information only, and you should seek advice tailored to your circumstances before making investment decisions.
find out more: https://fearandgreed.com.au/
see omnystudio.com/listener for privacy information.
qaQ+A: Why big investors are taking Bitcoin seriously
Crypto has rallied strongly, but regulatory uncertainty remains after the US Senate failed to pass the CLARITY Act. So where does Bitcoin fit in portfolios now - and how are the big institutional investors thinking about it?
Sean Aylmer speaks with John D’Agostino, Head of Institutional Strategy at Coinbase, about regulation, Bitcoin’s role in portfolio construction, and why he believes crypto is already mainstream in awareness, but still very early when it comes to actual adoption.
Coinbase is a supporter of Fear & Greed.
This is general information only, and you should seek advice tailored to your circumstances before making investment decisions.
Find out more: https://fearandgreed.com.au/
See omnystudio.com/listener for privacy information.
australia’s housing shortage is already being constrained by costs, skills shortages and lengthy construction times. now another enormous investment boom could add to the pressure: data centres.
sean aylmer speaks with gareth spence, head of australian economics at nab, about the week ahead, including building activity. they also look at the potential for ai infrastructure to compete with housing for skilled trades, consumer confidence after the latest rate rise, and what the rba’s financial stability review tells us about household resilience.
the week ahead with nab is brought to you by national australia bank
find out more: https://fearandgreed.com.au/
see omnystudio.com/listener for privacy information.
qaQ+A: The Week Ahead with NAB
Australia’s housing shortage is already being constrained by costs, skills shortages and lengthy construction times. Now another enormous investment boom could add to the pressure: data centres.
Sean Aylmer speaks with Gareth Spence, Head of Australian Economics at NAB, about the week ahead, including building activity. They also look at the potential for AI infrastructure to compete with housing for skilled trades, consumer confidence after the latest rate rise, and what the RBA’s Financial Stability Review tells us about household resilience.
The Week Ahead with NAB is brought to you by National Australia Bank
Find out more: https://fearandgreed.com.au/
See omnystudio.com/listener for privacy information.
australia needs more homes. governments agree on the problem and have set ambitious targets - but the housing pipeline remains under enormous pressure.
sean aylmer speaks with mike zorbas, ceo of the property council of australia, about why australia isn't building enough homes, the extraordinary tax burden on new housing - which mike likens to the way cigarettes are taxed - and the impact of changes to negative gearing, capital gains tax and discretionary trusts.
find out more: https://fearandgreed.com.au/
see omnystudio.com/listener for privacy information.
qaQ+A: Are we taxing housing like cigarettes?
Australia needs more homes. Governments agree on the problem and have set ambitious targets - but the housing pipeline remains under enormous pressure.
Sean Aylmer speaks with Mike Zorbas, CEO of the Property Council of Australia, about why Australia isn't building enough homes, the extraordinary tax burden on new housing - which Mike likens to the way cigarettes are taxed - and the impact of changes to negative gearing, capital gains tax and discretionary trusts.
Find out more: https://fearandgreed.com.au/
See omnystudio.com/listener for privacy information.
australians with more than $3 million in super are now facing an additional layer of tax under division 296. but changes outside super have also altered the calculation for anyone thinking about withdrawing money and investing it elsewhere.
sean aylmer speaks with meg heffron, managing director of heffron, about how division 296 works, why valuations matter particularly for smsfs, who needs to start planning now, and why super may still be the most attractive place for people with balances between $3 million and $10 million.
this episode was recorded at class ignite 2026. class is a supporter of fear & greed.
this is general information only, and you should seek advice tailored to your circumstances before making investment decisions.
find out more: https://fearandgreed.com.au/
see omnystudio.com/listener for privacy information.
qaQ+A: How Division 296 changes the super equation
Australians with more than $3 million in super are now facing an additional layer of tax under Division 296. But changes outside super have also altered the calculation for anyone thinking about withdrawing money and investing it elsewhere.
Sean Aylmer speaks with Meg Heffron, Managing Director of Heffron, about how Division 296 works, why valuations matter particularly for SMSFs, who needs to start planning now, and why super may still be the most attractive place for people with balances between $3 million and $10 million.
This episode was recorded at Class Ignite 2026. Class is a supporter of Fear & Greed.
This is general information only, and you should seek advice tailored to your circumstances before making investment decisions.
Find out more: https://fearandgreed.com.au/
See omnystudio.com/listener for privacy information.
the reserve bank has lifted the cash rate to 4.6 per cent, its highest level in 15 years, as it battles stubborn inflation. but with households under growing pressure, house prices weakening and the economy slowing, is australia now getting dangerously close to recession?
sean aylmer speaks with stephen koukoulas, managing director of market economics, about whether the rba has done enough, where economic growth can come from next year, the growing recession risk, and why the next few months could be particularly difficult for households.
find out more: https://fearandgreed.com.au/
see omnystudio.com/listener for privacy information.
qaQ+A: Is Australia on the brink of recession?
The Reserve Bank has lifted the cash rate to 4.6 per cent, its highest level in 15 years, as it battles stubborn inflation. But with households under growing pressure, house prices weakening and the economy slowing, is Australia now getting dangerously close to recession?
Sean Aylmer speaks with Stephen Koukoulas, Managing Director of Market Economics, about whether the RBA has done enough, where economic growth can come from next year, the growing recession risk, and why the next few months could be particularly difficult for households.
Find out more: https://fearandgreed.com.au/
See omnystudio.com/listener for privacy information.
oil prices are back above $us100 a barrel as uncertainty over the strait of hormuz rattles energy and bond markets. but with global inventories already depleted, how much worse could the situation get if a deal between the us and iran remains out of reach?
sean aylmer speaks with vivek dhar, head of commodities and sustainability research at commonwealth bank, about the risk of brent crude reaching $us150 a barrel, why diesel may be even more vulnerable, how protected australia is from physical shortages, and why the current crisis could ultimately accelerate a shift towards structurally lower oil prices.
find out more: https://fearandgreed.com.au/
see omnystudio.com/listener for privacy information.
qaQ+A: Could oil hit $US150 a barrel?
Oil prices are back above $US100 a barrel as uncertainty over the Strait of Hormuz rattles energy and bond markets. But with global inventories already depleted, how much worse could the situation get if a deal between the US and Iran remains out of reach?
Sean Aylmer speaks with Vivek Dhar, Head of Commodities and Sustainability Research at Commonwealth Bank, about the risk of Brent crude reaching $US150 a barrel, why diesel may be even more vulnerable, how protected Australia is from physical shortages, and why the current crisis could ultimately accelerate a shift towards structurally lower oil prices.
Find out more: https://fearandgreed.com.au/
See omnystudio.com/listener for privacy information.
it’s a huge week for the australian economy, with the reserve bank widely expected to lift interest rates by 25 basis points on tuesday - and fresh inflation data due just 24 hours later.
sean aylmer speaks with nab chief economist sally auld about why inflation is proving stubborn, the risk of further rate rises, and what the latest data is telling us about consumer spending and the outlook for residential construction.
the week ahead with nab is brought to you by national australia bank
find out more: https://fearandgreed.com.au/
see omnystudio.com/listener for privacy information.
qaQ+A: The Week Ahead with NAB | 28 Sep 2026
It’s a huge week for the Australian economy, with the Reserve Bank widely expected to lift interest rates by 25 basis points on Tuesday - and fresh inflation data due just 24 hours later.
Sean Aylmer speaks with NAB Chief Economist Sally Auld about why inflation is proving stubborn, the risk of further rate rises, and what the latest data is telling us about consumer spending and the outlook for residential construction.
The Week Ahead with NAB is brought to you by National Australia Bank
Find out more: https://fearandgreed.com.au/
See omnystudio.com/listener for privacy information.
big data can reveal an extraordinary amount about us – including whether our spending matches the income we claim to earn. that makes it a powerful tool not just for businesses, but for fighting scams, money laundering and other financial crime.
sean aylmer speaks with professor andreas chai, director of griffith university’s academy of excellence in financial crime investigation and compliance, about how researchers are using big data and ai to identify suspicious behaviour, the privacy trade-offs involved, and why australians need to become much more savvy about staying safe online.
griffith university is a supporter of fear & greed.
find out more: https://fearandgreed.com.au/
see omnystudio.com/listener for privacy information.
qaQ+A: Can big data be used for good?
Big data can reveal an extraordinary amount about us – including whether our spending matches the income we claim to earn. That makes it a powerful tool not just for businesses, but for fighting scams, money laundering and other financial crime.
Sean Aylmer speaks with Professor Andreas Chai, Director of Griffith University’s Academy of Excellence in Financial Crime Investigation and Compliance, about how researchers are using big data and AI to identify suspicious behaviour, the privacy trade-offs involved, and why Australians need to become much more savvy about staying safe online.
Griffith University is a supporter of Fear & Greed.
Find out more: https://fearandgreed.com.au/
See omnystudio.com/listener for privacy information.
ai is rapidly finding its way into accounting firms, helping with everything from research and document reviews to client communications and compliance. but as adoption accelerates, so do the risks - from convincing but incorrect answers to confidential data ending up in the wrong place.
recorded live at class ignite 2026, sean aylmer speaks with hub24’s jason entwistle and dr evan morrison, and jayson nooy from newhaven group, about how accountants are actually using ai, where the productivity gains are coming from, the problem of “shadow ai”, and why human judgement remains critical.
this episode was recorded at class ignite 2026. class is a supporter of fear & greed.
find out more: https://fearandgreed.com.au/
see omnystudio.com/listener for privacy information.
qaQ+A: The hidden risks as accountants embrace AI
AI is rapidly finding its way into accounting firms, helping with everything from research and document reviews to client communications and compliance. But as adoption accelerates, so do the risks - from convincing but incorrect answers to confidential data ending up in the wrong place.
Recorded live at Class Ignite 2026, Sean Aylmer speaks with HUB24’s Jason Entwistle and Dr Evan Morrison, and Jayson Nooy from Newhaven Group, about how accountants are actually using AI, where the productivity gains are coming from, the problem of “shadow AI”, and why human judgement remains critical.
This episode was recorded at Class Ignite 2026. Class is a supporter of Fear & Greed.
Find out more: https://fearandgreed.com.au/
See omnystudio.com/listener for privacy information.
ai has become one of the defining investment stories of this market cycle. but where might investors look if the ai boom comes unstuck?
sean aylmer speaks with gaurav sodhi, deputy head of research at intelligent investor, about the case for an “anti-ai” portfolio. they discuss why previous technology booms have ended in euphoria, and why physical-world businesses including orica, eagers automotive, jb hi-fi and arb could offer diversification from the ai trade.
this is general information only, and you should seek advice tailored to your circumstances before making investment decisions.
find out more: https://fearandgreed.com.au/
see omnystudio.com/listener for privacy information.
qaQ+A: Where to invest if the AI boom comes unstuck
AI has become one of the defining investment stories of this market cycle. But where might investors look if the AI boom comes unstuck?
Sean Aylmer speaks with Gaurav Sodhi, Deputy Head of Research at Intelligent Investor, about the case for an “anti-AI” portfolio. They discuss why previous technology booms have ended in euphoria, and why physical-world businesses including Orica, Eagers Automotive, JB Hi-Fi and ARB could offer diversification from the AI trade.
This is general information only, and you should seek advice tailored to your circumstances before making investment decisions.
Find out more: https://fearandgreed.com.au/
See omnystudio.com/listener for privacy information.
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