Q+A

as artificial intelligence explodes, electricity demand is fast becoming one of the biggest constraints on growth. data centres are consuming vast amounts of power, and access to the grid is emerging as a critical bottleneck - not just in australia, but globally.

sean aylmer speaks with jack curtis, co-founder and chief commercial officer of neara, australia’s newest tech unicorn. neara has just raised $90 million at a valuation above $1 billion, aiming to help electricity networks unlock more capacity and meet surging ai-driven demand.

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reporting season is underway, and after last year’s wild share price swings, investors are bracing for more volatility. 

sean aylmer speaks to ben gilbert, head of australian research at jarden, about the companies he's watching, which sectors could surprise, where the risks lie, and how interest rates and ai are shaping results.

fear and greed is not a financial advice podcast. the information provided is general in nature and you should seek advice tailored to your circumstances before making investment decisions.

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this week we get household spending as well as lending data, giving an insight into the state of the economy, and whether the rba made the right call increasing interest rates last week. michael thompson is joined by economist stephen koukoulas.

fear & greed q+a: join sean aylmer & michael thompson and the team 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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this week the washington post (owned by amazon's jeff bezos) sacked 300 journalists, reducing its newsroom by about a third. michael and sean talk about the impact of the decision, the business of newspapers, and sean's own experience of having to make major changes to newsrooms.

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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are australia’s big department stores running out of road? in the us, iconic names like saks and macy’s are shrinking fast. at home, david jones and myer have both been closing stores as consumer behaviour shifts and online retail keeps growing.

sean aylmer speaks with retail expert professor gary mortimer from queensland university of technology, about whether department stores can still survive - and if so, what they need to become.

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after years of hype, ethical and green investing has cooled. but instead of going away, it's evolving.

sean aylmer speaks with dugald higgins, head of responsible investment and real assets at zenith investment partners, about where sustainable investing now sits, why australia has held steady while other markets pulled back, the difference between esg and sustainability, and how new climate reporting rules could reshape investment decisions.

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

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the reserve bank has lifted interest rates for the first time in two years, and while the hike was widely expected by markets, not all economists thought the rba would do it.

amp deputy chief economist diana mousina explains why the unanimous vote raised eyebrows, and why she believes this may still be a one-off adjustment rather than the start of a tightening cycle.

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roger montgomery, founder and chief investment officer at montgomery investment management, looks back at the forces that drove markets in 2025 — from the ai boom to the “great broadening” beyond us megacaps.

he talks to sean aylmer about the bull and bear cases for us equities in 2026, why the us dollar matters for australian investors, and where diversification may make sense as volatility returns.

for more information, visit www.montinvest.com or call 02 8046 5000.
follow roger’s insights at www.rogermontgomery.com

montgomery investment management is a supporter of fear + greed. seek professional advice tailored to your circumstances before making investment decisions.

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it's all about the rba this week, with interest rates tipped to rise. michael thompson is joined by economist stephen koukoulas to look at what to expect.

fear & greed q+a: join sean aylmer & michael thompson and the team 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!

join our free daily newsletter here.

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this week the winter olympics kick off in italy. sean aylmer and michael thompson talk about the big sporting events they've covered in the media, from the atlanta and london olympics, to the us open tennis.

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.

join our free daily newsletter here.

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

see omnystudio.com/listener for privacy information.