Q+A

stamp duty is one of the biggest additional costs homebuyers face - and many economists argue it's also one of australia's most inefficient taxes. if we got rid of it, it may encourage people to buy and sell more easily, freeing up family homes and reducing pressure in the market. but if governments abolished it, how would they replace the billions of dollars it raises each year?

sean aylmer speaks with nerida conisbee, chief economist at ray white, about why stamp duty discourages people from moving house, whether a broad-based land tax is a better alternative, and what governments should do to increase housing supply.

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the june quarter inflation figures came in below expectations, easing pressure on the reserve bank ahead of its next meeting. but the fight against inflation is far from over.

sean aylmer speaks with warren hogan, managing director of eq economics and economic advisor at judo bank, about why the latest inflation data was better than feared, why business cost pressures remain intense, what could reignite inflation, and why he believes the reserve bank may still have to lift interest rates again.

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

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markets are facing a long list of challenges, from stubborn inflation and the prospect of another interest rate hike, to geopolitical tensions and a reporting season that could trigger big share price moves.

sean aylmer speaks with dr shane oliver, chief economist and head of investment strategy at amp, about where the asx sits heading into earnings season, why investors should expect more volatility, whether higher capital gains tax will change investment behaviour, and why another reserve bank rate hike remains a real possibility.

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

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

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the world's biggest technology companies are spending hundreds of billions of dollars on artificial intelligence. investors have happily backed the ai boom so far, but at some point they'll want to see a return.

michael thompson speaks with josh gilbert, lead market analyst for apac at etoro, about what last week's results from alphabet and tesla revealed, what to expect from microsoft, meta, amazon and apple this week, and whether big tech's enormous ai investment is finally starting to pay off. they also discuss tesla's transformation beyond electric vehicles and why investor patience is beginning to wear thin.

this is general information only. seek professional 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:

• cpi figures for the june quarter (and the monthly report for june) - will it put more pressure on the rba to hike rates?
• building approvals
• house prices

michael thompson is joined by economist stephen koukoulas to look at what to expect.

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

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there's a lot of negativity and bad news out there. today, sean aylmer and michael thompson explain why the economy really isn't as bad as you might think.

got a topic you'd like to see explored one sunday? get in touch here.

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

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mining is one of australia's biggest industries, yet it often finds itself on the defensive.

sean aylmer speaks with tania constable, chief executive officer of the minerals council of australia, about why mining has an image problem, whether the industry is taxed fairly, the growing importance of critical minerals, and why australia risks losing investment if it becomes less competitive. 

they also discuss uranium exports to india, industrial relations and what the mining industry could look like over the next two decades.

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

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australia's housing boom appears to be over.

sean aylmer speaks with dr nicola powell, chief of research and economics at domain, about why house prices are now falling across the combined capital cities, why sydney and melbourne are leading the downturn, and why adelaide continues to buck the trend. 

they also discuss what's happening in the unit market, when prices could stabilise, and how far this property cycle may have to run.

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

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a new ai challenger has emerged from china, and is threatening to upend the whole ai landscape for users and investors. moonshot ai's latest model, kimi k3, is being described by some as the next "deepseek moment."

sean aylmer talks to will liang, ceo of amplify ai group, about kimi k3, why it's being compared to deepseek, and what it means for businesses, investors and the global ai race.

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

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oil prices have been whipsawed by developments in the middle east, with markets swinging sharply on every headline. but are investors reacting too quickly?

sean aylmer speaks with brian arcese, portfolio manager at foord asset management, about why oil prices may remain higher for longer, why markets are underestimating the time it takes for supply to recover, and what that means for inflation, interest rates and investment portfolios.

brian also explains why he believes energy stocks remain an important hedge against geopolitical risk.

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

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

see omnystudio.com/listener for privacy information.