Q+A

the latest afr rich list reveals just how quickly wealth has grown in australia — with the cutoff for the top 200 now sitting above $800 million.

michael thompson and sean aylmer unpack what the list says about the australian economy, why property remains the most reliable path to enormous wealth, and how the nature of billionaires has evolved over time. sean also reflects on his years helping compile the original brw rich list — including the awkward calls to billionaires checking whether their wealth estimates were right.

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

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one of the biggest changes to australia’s superannuation system in decades is about to begin.

from july 1, employers will need to pay superannuation at the same time as wages — rather than quarterly — under the new payday super rules.

sean aylmer speaks with richard webb, superannuation lead at cpa australia, about what the changes mean for small and medium-sized businesses, from major adjustments to payroll and cashflow management, and why businesses need to act now to avoid painful compliance problems later.

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

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airlines around the world are grappling with soaring fuel costs as the conflict in the middle east pushes up oil prices. at the same time, qantas and virgin australia are still running major airfare sales - while qantas has been forced to delay its ambitious project sunrise launch.

sean aylmer speaks with jakob cakarnis, managing director, equity research at jarden, about the outlook for australia’s aviation sector, including why direct flights from sydney and melbourne to london and new york matter so much to qantas, and how rising fuel prices are changing airline economics.

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

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

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australia is in the middle of one of the biggest intergenerational wealth transfers in history, with trillions of dollars expected to pass between generations over the next decade. but many families focus too heavily on tax, and not enough on governance, communication and purpose.

sean aylmer speaks with kajal prasad, head of family advisory at lgt wealth management about why successful succession planning starts with family values, not finances, and why many wealthy families struggle to bring the next generation into decision-making.

lgt wealth management is a supporter of fear & greed

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

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this week:

• april inflation figures
• household spending data
• private sector capex
• and does last week's jump in unemployment change the outlook for interest rates?

michael thompson is joined by economist stephen koukoulas to look at what to expect.

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

see omnystudio.com/listener for privacy information.

it’s been a remarkable couple of days on wall street.

nvidia delivered another blockbuster earnings result, spacex released details ahead of a potential ipo, and reports suggest openai is racing towards a public listing.

sean aylmer speaks with josh gilbert, head analyst apac & middle east at etoro, about what it all means for investors. josh explains why nvidia’s extraordinary growth may still be only the beginning, why he believes ai is not a bubble, and why spacex could become one of the biggest and most important ipos in market history.

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

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oil markets are under pressure, lng prices are rising, and copper and rare earths are becoming increasingly volatile. 

sean aylmer speaks with vivek dhar, head of commodities and sustainability research at commonwealth bank, about what happens next if tensions in the middle east continue - including the potential for oil prices to hit us$150 a barrel, or even $200 if inventories become critically low.

he also breaks down the outlook for lng, copper, iron ore, rare earths and lithium, and why supply disruptions are now just as important as demand in commodity markets.

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

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the federal budget introduced major housing measures, including changes to negative gearing and capital gains tax concessions for investors. but will the policies actually improve affordability? or simply shift pressure elsewhere in the market?

sean aylmer speaks with dr nicola powell, chief of research and economics at domain, about what the changes could mean for house prices, rents, investors and first home buyers.

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

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australia’s sharemarket has become increasingly concentrated, dominated by the big banks and miners, particularly commonwealth bank and bhp. but after a sharp sell-off in bank stocks and renewed volatility linked to inflation and the iran conflict, some investors believe the next phase of the market could look very different.

sean aylmer speaks with russel chesler, head of investments at vaneck, about why he believes the asx may be entering a “regime shift”. russel explains the risks of passive investing in a highly concentrated market, why “halo stocks” and rare earths are attracting attention, and where investors may find value beyond the banks and big miners.

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

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

see omnystudio.com/listener for privacy information.

this week:

• labour force figures for april - will we see a spike in unemployment?
• rba board minutes (from the meeting where interest rates were hiked)
• rba chief economist sarah hunter speaks

michael thompson is joined by economist stephen koukoulas to look at what to expect.

join our free daily newsletter here.

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

see omnystudio.com/listener for privacy information.