Q+A

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.

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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.

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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.

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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.

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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.

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kogan.com was one of the original disruptors in australian retail. sean aylmer speaks with founder and ceo ruslan kogan about the company’s 20-year journey, from importing tvs from factories to becoming one of australia’s best-known online retailers.

ruslan reflects on the highs of the covid boom, the inventory mistakes that followed, how the business reinvented itself - and what he learned from his immigrant parents.

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employment hero has grown into one of australia’s biggest startup success stories, with software used by more than 300,000 businesses across 180 countries.

sean aylmer speaks with co-founder and ceo ben thompson about how ai is reshaping hiring, hr and employment itself. ben also explains why small businesses struggle with employment, how ai is changing the economics of work, and why employment hero is evolving beyond software into “employment as a service”.

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federal treasurer jim chalmers has delivered one of the most consequential - and controversial - budgets in years, targeting capital gains tax, negative gearing and wealth-based tax concessions. 

economist stephen koukoulas joins sean aylmer to unpack what the changes mean for investors, homeowners and the broader economy.

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this week the government hands down it's federal budget - with an eye on tax reform and spending cuts. sean aylmer is joined by economist stephen koukoulas to look at what to expect.

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space is rapidly becoming a serious investment theme, driven by falling launch costs, the rise of satellite networks, and growing commercial demand. 

sean aylmer speaks with betashares senior investment strategist cameron gleeson about the companies shaping the new space economy, from starlink and rocket lab to geospatial mapping and ai-powered satellite data businesses.

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