Q+A

microsoft and meta have announced blockbuster results for the quarter, with the share price of both tech giants soaring.

josh gilbert, market analyst at etoro, talks to sean aylmer about the results, and what it says about the companies spending billions to capitalise on 'a once in a generation tech shift.'

this is general information only. seek professional advice before making investment decisions.

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we talk a lot about artificial intelligence, about how businesses can use ai to improve productivity, and the challenges in navigating a period of significant disruption. but in terms of the opportunity for australia, we’re only just scratching the surface.

now, one of this country’s most respected tech leaders has used a national press club address to lay out exactly how big the potential is - and what the government needs to do to get us there.

scott farquhar - co-founder of atlassian, and the chair of the tech council of australia - talks to sean aylmer about atlassian, the future, and why ai is our chance to 'change the global pecking order'.

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

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on the day commsec launched in july 1995, just four trades were lodged - all of them by phone or fax. fast forward 30 years, and the platform now manages 40,000 trades every day.

commsec market analyst tom piotrowski talks to sean aylmer about three decades of commsec, and how the market has changed across that time.

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ai is everywhere - and investing is no exception. but if you can use ai to pick stocks, does it actually mean the result will be better?

zhe chen - senior vice president, portfolio manager, and research lead at acadian asset management - talks to sean aylmer about how he's used artificial intelligence in the investment process.

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

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

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for the third year running, earnings of australia’s largest companies are set to shrink this earnings season, with morningstar predicting another 1pc contraction for the asx 20.

for many companies, current stretched valuations don’t reflect the growth outlook. but there are still opportunities in the market for investors.

lochlan halloway, equity market strategist at morningstar, talks to sean aylmer about the upcoming profit season, and identifies the companies morningstar has picked as potentially offering value.

the information in this episode is general in nature, and doesn’t take into account your own circumstances. you should do your own research and seek professional advice before making investment decisions.

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

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brad pulford, managing director of hp australia, talks to sean aylmer about the use of ai to drive productivity growth in australia. in particular, they look at how leaders can bring their teams with them in this period of change, and why it's necessary to nail ai implementation internally before rolling it out to customers.

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australia’s spending habits are shifting. in the latest quarter, beauty, pharmacy, and retail surged, while categories like alcohol, petrol, and pet care took a hit. but the stories within those categories are fascinating - like the increasing number of people buying grocery items from pharmacies instead of supermarkets, and the surprising effect of coles's consolidation of its liquor brands.

ben dixon, ceo of consumer data and research firm fonto, talks to sean aylmer about the changes in purchasing behaviour, and what it means for australian businesses.

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dorry kordahi has had an incredible career. he started out as a hairdresser, before founding dkm blue - a hugely successful merchandise and uniforms company. he's also been the co-owner of basketball teams the sydney kings and the illawarra hawks, bought a yacht, and featured in a campaign for chivas regal. and now he's putting all of his expertise into growing the swanky socks brand.

dorry joins sean aylmer in the studio to share the secrets of his success.

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

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the research portfolio manager jack briggs does into a mid-cap company before investing is very comprehensive - from meeting leadership, to speaking to suppliers and clients, and everything in between.

he talks to sean aylmer about the approach taken by the ellerston mid cap opportunities fund, and explains what he likes about three companies in particular.

the ellerston mid cap opportunities fund is working with sodor capital, a supporter of this podcast. this podcast is general information only, and you should seek professional advice before making investment decisions.

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

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investing in startups and early stage investing takes a certain amount of courage and capability. when the asset you're buying is in deep tech, then you really have to understand what you're talking about. 

elaine stead, principal of main sequence - australia's largest deep tech venture fund - talks to sean aylmer about the difference between 'regular' tech and deep tech, and why patience and imagination really matter.

this is general information only. you should seek professional advice before making investment decisions.

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

see omnystudio.com/listener for privacy information.