Fear & Greed Q+A

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. Find out more: https://fearandgreed.com.au/ See omnystudio.com/listener for privacy information.

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, economi...

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 vi...

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. T...

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....

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 - partn...

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...

This week: the new and improved monthly CPI figure lands. Plus, private sector capex and more. 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 ,&...

Black Friday and Cyber Monday have replaced the Boxing Day sales as the year's biggest retail event. So how do three non-shoppers make the most of the deals on offer? 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...

In its annual report on the Australian economy, the International Monetary Fund has identified a bunch of options for reform, from increasing the GST to getting rid of tax breaks. But is it all a little too removed from reality? Sean Aylmer and Michael Thompson discuss the potential for reform, and why a shopping list of changes from a US-based organisation can be problematic. Find out more: https...

David Booth helped create one of the world’s first index funds in the 1970s, before launching Dimensional Fund Advisors in the early 80s. Since then, Dimensional has become a global giant, with $US915 billion (around $1.4 trillion AUD) in assets under management - including on behalf of Australia’s two biggest super funds. David Booth, Founder and Chairman of Dimensional Fund Advisers,...

Yesterday the S&P/ASX 200 tumbled two per cent, led by a sell-off in tech stocks. It's now down about seven per cent over the past month. Concerns about the end of the interest rate cycle in Australia, a lack of information on Wall Street and the forever present geopolitical fears seem to be weighing on investors. Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment...

Ransomware attacks are still a major threat to Australian businesses of all sizes. But the tactics involved are changing, and at the same time, attitudes towards reporting and paying ransoms are evolving too. Darren Hopkins - Head of Cyber at McGrathNicol - and Brendan Payne - Cyber Partner at McGrathNicol - talk to Sean Aylmer about their latest report on ransomware, including some good news...

This week: RBA minutes, wages data, and a look back at last week's strong labour force data - is an interest rate cut off the table? 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...

Every day for the last five and a half years, Fear & Greed has published at least one podcast episode exploring the latest business news. Today, Sean Aylmer and Michael Thompson discuss the best and worst parts of hosting and producing a daily podcast. Fear & Greed Q+A: Join Sean Aylmer, Michael Thompson and Adam Lang as they answer questions on business, investing, economics, politics and...

The Australian housing market hit $12 trillion this week. The value has doubled over the past decade, with most of the growth in the past five years. It’s a hot market, and this spring selling season is no different - plenty of upsizers, downsizers, investors, and of course, first home buyers. So how do you get the best bang for your buck on your new home loan? Annie Harrison, Head of Direct...

We've had a lot of data coming out recently. The Westpac–Melbourne Institute Consumer Sentiment Index surged 12.8%. The NAB business conditions measure also rose. CBA boss Matt Comyn has come out and said that the Australian economy remains resilient. With all this in mind, is the economy too strong to hope for interest rate cuts next year?  Join our free daily newsletter here . EXCLUSI...

Commonwealth Bank shares fell 6.6pc yesterday. For a long time analysts have said CBA is very expensive - so was a sell-off inevitable? Sean Aylmer talks to Michael Thompson about price to earnings ratios, and why Commonwealth Bank is so much more expensive than other banks. This is general information only. Seek professional advice before making investment decisions. EXCLUSIVE  NordVPN Deal...

Three of the big four banks have all reported results - NAB, ANZ and Westpac - with the CEOs of all three less than two years into their roles. It's a highly competitive sector across business banking, home lending and deposits. But the expense to income ratio across the big banks is over 50 per cent – the highest level in 15 years. Sean Aylmer speaks to Noel Williams, PwC Australia’s...

This week - labour force figures, consumer sentiment, NAB business conditions and more. Plus what to make of last week's RBA meeting, and we fact check Treasurer Jim Chalmers assertion that government spending isn't contribution to inflation pressures. Michael Thompson is joined by AMP Deputy Chief Economist Diana Mousina.   EXCLUSIVE NordVPN Deal ➼  https://nordvpn.com/fearandgreed .&nb...

Two of the Fear & Greed team have a background in radio - Michael Thompson was the Executive Producer of the Ray Hadley Morning Show for many years, and Adam Lang was the CEO of Macquarie Media. Sean Aylmer talks to them both about what it's like working in the fast-paced world of live radio. Fear & Greed Q+A: Join Sean Aylmer, Michael Thompson and Adam Lang as they answer questions on bus...

Australia’s second largest lender, NAB, reported its full year earnings yesterday, making a cash profit of $7.1 billion, slightly lower than the previous year. Sean Aylmer speaks to NAB CEO Andrew Irvine about the outlook for interest rates, competition in the business banking market, the goal of being the 'Toyota of banking', and what it's like running a big bank. Join our  free daily...

There are about 650,000 self-managed super funds in Australia, looking after more than $1 trillion in retirement funds. And that number is growing. Individuals and their trustees are increasingly confident about looking after their own money as they head towards retirement. But holding a SMSF isn’t always what it’s cracked up to be. Away from investing your money, there are rules aroun...

Yesterday the RBA left interest rates on hold, with many economists still tipping another cut next year. But as Warren Hogan - Managing Director of EQ Economics, and Economic Advisor at Judo Bank - explains to Sean Aylmer, there has been a major shift in Australia's demographics that mean our economic models are no longer accurate. As a result, the next move in rates might be up, not down. Join ou...

The Wall Street tech giants are surging following earnings announcements in recent days. The Magnificent 7 – Nvidia, Apple, Microsoft, Amazon, Alphabet, owner of Google, Meta and Tesla now comprise more than one-third of the S&P500. Josh Gilbert, market analyst at eToro, talks to Sean Aylmer about the tech giants' results, and the two companies that he thought outperformed the others. Th...