Q+A

banks hold a unique position on the asx - they dominate the list of the biggest companies on the bourse, but the game has changed. 

andrew dale from ecp asset management joins sean to unpack performance gaps across the majors, what’s driving the recovery stories, and the mix of banks he thinks offers the best medium-term exposure in a shifting market.

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

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black friday and cyber monday have exploded into australia’s biggest retail moment — bigger than the post-christmas sales, and now stretching across almost an entire month. 

michael thompson talks to stripe australia / nz managing director karl durrance about the extraordinary transaction volumes, why sydney ranks among the world’s top cities for online spending, and how retailers are handling the pressure for flawless performance. plus, the next big shift: agentic ai that shops on your behalf. it’s coming faster than you think.

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with bitcoin swinging from record highs to sharp drops, investors are asking what’s next.

sean aylmer speaks to john o’loghlen, managing director of coinbase australia, for an insight into market flows, regulation, and whether a fed change could spark the next rally.

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

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the aussie dollar has been oddly steady, but interest rate expectations are starting to shake things up. 

nab’s ray attrill explains to sean aylmer why commodities no longer drive the currency, and what needs to happen for the dollar to rise.

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a massive week ahead for the economy, headlined by gdp data, following a shock jump in inflation and a sharp rise in business investment: all signs point to interest rate cuts being a thing of the past.

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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sean, adam and michael started fear & greed five and a half years ago, and have learnt a lot along the way. today, they reflect on what's worked, what hasn't, and what they would do differently.

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.

today's episode deals with a question from listener michael, via linkedin: 

what in the world has happened with csl? downgrading guidelines, some board member transitions, vaccine business segment demerger, and a huge drop in stock price!

steve wheen, head of healthcare, and managing director of equity research at jarden, talks to sean aylmer about csl and the rest of the healthcare sector.

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

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as an asset class, private credit is surging, worth at least $200 billion locally - and increasingly, retail investors are becoming interested in private credit. but is it a safe way to invest money? what should an investor be looking for when considering private credit?

sean aylmer is joined by asic commissioner simone constant to discuss asic's benchmark reports into public and private markets.

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managing working capital is absolutely vital for any business - it's the part of a company’s trading that hasn’t yet translated into cashflow.

every year, the team at mcgrathnicol advisory release their working capital report - revealing how much cash is locked up within australian companies, and how they stack up against the rest of the world.

jason ireland and sean wiles - partners at mcgrathnicol advisory - talk to sean aylmer about the thirteenth annual working capital report, and what it reveals about the health of aussie businesses.

mcgrathnicol is a supporter of fear & greed.

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there’s plenty of fear in markets right now, with big moves across both wall street and the asx. so how do you block out the noise, and find the opportunities amidst the uncertainty?

lochlan halloway, equity market strategist at morningstar, talks to sean aylmer about investing in volatile markets, including a couple of companies that have fallen a long way from their previous highs.

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

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

see omnystudio.com/listener for privacy information.