Q+A

as expectations shift from rate cuts to possible hikes, many investors are rethinking portfolio positioning. tim carleton, chief investment officer at auscap asset management, talks to sean aylmer about how investors should think about a turning rate cycle, why sentiment often overshoots reality, and where he’s finding value in healthcare and property despite rising rates.

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

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

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three rate cuts, a surprise inflation flare-up, house prices roaring and the labour market finally losing a bit of steam – 2025 has been a strange year for the economy. in this special year-in-review, michael thompson is joined by economist stephen koukoulas to unpack what happened with rates, government spending, jobs and productivity, and whether the next move is a rate hike.

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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a drop in the national participation rate sparks a very personal discussion: what does participation look like in real life? sean, michael and adam talk honestly about the times they’ve loved work the most, why being busy might actually make us happier, and the unexpected rituals that keep them sane.

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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after surviving the shutdowns and uncertainty of the pandemic, intrepid travel has bounced back to post the biggest trading month in its 36-year history. ceo james thornton joins sean aylmer to explain why australians are travelling more than ever, the destinations dominating demand, and how intrepid grew from a kitchen-table startup into a global adventure-travel powerhouse.

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gold has surged past us$4,000 an ounce in 2025 — its strongest year since the late 1970s. 

state street investment management’s robin tsui explains why the rally isn’t just about safe-haven demand, but de-dollarisation, central bank buying, and a wave of geopolitical tailwinds. plus, the outlook: how high gold could realistically climb in 2026.

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

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

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australia has just raised the social media age from 13 to 16 — a world-first move watched closely around the globe. 

and much of it happened because of a campaign organised by sydney's nova fm radio host michael “wippa” wipfli. wippa joins sean to explain how the 36 months campaign helped change the law, why parents are backing it, how algorithms have become “insecurity amplifiers” for teens, and why he expects legal challenges to the ban will fail.

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

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from private credit to private equity, gold and real estate, alternatives are now playing a greater role in portfolio diversification. it's a story playing out in the us, where there is $us46 trillion in retirement savings, with about $17 trillion of that held in iras, or individual retirement accounts. 

henry yoshida, co-founder and ceo of rocket dollar, joins sean aylmer to unpack where us retirement money is flowing, what’s driving demand, and why he says the classic 60–40 portfolio no longer works in today’s markets.

rocket dollar is a supporter of fear & greed.

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

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

see omnystudio.com/listener for privacy information.

this week, the reserve bank board meets. what will they make of last week's gdp figures, and the jump in household spending? also this week: labour force data, and the crucial december meeting of the us federal reserve. 

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!

join our free daily newsletter here.

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

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most of us have had bosses who didn't quite live up to expectations. today, the fear & greed make a list of the eight biggest mistakes managers make.

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.

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.

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

see omnystudio.com/listener for privacy information.