Q+A

biotech company imugene reported its half-year results yesterday. it’s still loss-making, but sharply cutting costs and seeing what appear to be genuinely encouraging clinical results.

its lead cancer therapy, azer-cel, is showing strong response rates in difficult lymphoma cases, with some patients cancer-free for nearly two years - and the fda has given positive feedback on the company’s strategy.

but at the same time, the company’s share price is down around 80pc over the last year.

sean aylmer speaks to leslie chong, ceo and managing director of imugene, about what it takes to run a long-cycle biotech business, trying to develop life-changing treatments while keeping investors engaged.

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australia has a productivity problem, and ai is often pitched as the solution. but while companies are running pilots everywhere, very few are actually getting ai into enterprise production.

sean aylmer speaks with frank fillmann, executive vice president and general manager of salesforce anz, about why 95% of ai pilots fail, why the “last mile” is so hard, and how businesses can move from slick demos to real p&l impact.
frank will be appearing today at agentforce world tour sydney.

fear & greed is proud to partner with salesforce for this event at the icc. over the next couple of weeks, we'll bring you a series of interviews exploring how agentic ai is transforming aussie businesses. visit https://www.salesforce.com/au/news/ for more information.

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us tech giants are spending as much as us$700 billion this year on ai — roughly a third of australia’s gdp. but what if the profits and productivity gains take far longer to arrive than markets expect?

sean aylmer speaks with dr kevin hebner, global investment strategist at epoch investment partners about the risks of over-concentration in us tech, the 'march of the nines' and why every major technology wave in history has taken decades — not years — to deliver real returns.

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

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michael thompson is joined by economist stephen koukoulas to look at the week ahead for the economy, including monthly inflation data, and capex figures - including a closer look at the impact of business investment.

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has remote work contributed to a loneliness epidemic? michael thompson quizzes sean aylmer and adam lang about talking to strangers, phone vs email, and whether remote work has made us braver online and quieter in person.

fear & greed q+a: join sean aylmer, michael thompson and adam lang as they answer questions on business, investing, economics, politics and more. if you have your own question, get in touch via our website, linkedin, instagram or facebook.

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wesfarmers has reported a jump in sales and a better-than-expected net profit of $1.6 billion for the december half. but ceo rob scott warns households are feeling the full impact of inflation and interest rates.

in a wide-ranging conversaiton, sean aylmer speaks with rob scott about the consumer outlook, productivity initiatives across bunnings and kmart, the future of lithium and chemicals, the strategy behind target, and how ai is being deployed across the group.

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a listener question from far north queensland sparks a dive into regional property trends. michael thompson speaks with tim lawless, executive research director for asia pacific at cotality, about how regional markets are performing versus the capitals, what’s driving growth, and whether the pandemic tree change still has legs.

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for the first time, copper has passed iron ore as the main source of revenue for bhp.  vandita pant, chief financial officer at bhp, speaks to andrew geoghegan at ausbiz about the company's bumper half-year results.

fear & greed is proud to partner with ausbiz, australia's leading provider of live and on-demand video of the latest news in australian business, markets, economy and startups. sign up for free at ausbiz.com.au

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the share market is swinging wildly this reporting season — blue chips are plunging and rebounding, banks are rallying, tech is getting sold off on ai fears, then bouncing back again.

sean aylmer speaks with morningstar equity market strategist lachlan halloway about what’s driving the volatility, whether ai is a real threat to listed companies, and why long-term investors might actually benefit from the chaos.

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

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it’s a “top shelf” week for economic data, with labour force figures, wage growth numbers and the reserve bank minutes all due. 

michael thompson is joined by economist stephen koukoulas to unpack what the wage price index actually measures, why monthly employment numbers can be volatile, and how real wages, productivity and consumer spending all connect. plus - what would it take for australia to fall into a wage-price spiral, and why that remains unlikely.

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