Episodes

  • Q+A: $2bn pipeline: how Aussie businesses can win work in the Pacific
    Apr 16 2026

    There’s a $US2 billion pipeline of infrastructure projects across the Pacific - and up to $14 billion more behind it - but many Australian businesses aren’t taking advantage.

    Sean Aylmer speaks with Austrade’s Trade Commissioner for the Pacific, Tim Houghton, about why the opportunity exists, what types of projects are on offer, and how businesses - from SMEs to large corporates - can get involved.

    The new platform launched by Austrade can be accessed here.

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

    See omnystudio.com/listener for privacy information.

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    11 mins
  • Q+A: Nvidia, Microsoft, Amazon: what’s next for tech stocks
    Apr 15 2026

    Tech stocks have had a rough few months, but the story is more complex than just a sell-off. Rising interest rates, global uncertainty and the rapid rise of artificial intelligence are reshaping the sector. Some companies are benefiting from the AI boom, while others - particularly in software - are facing new competitive threats.

    Sean Aylmer speaks with William Liu, Deputy Portfolio Manager at WAM Global, about where the tech sector is now, and what it means for investors. Why are companies like Nvidia, Microsoft and Apple moving in different directions? Are hyperscalers like Google and Amazon the real winners? And is the so-called “SaaS apocalypse” a genuine risk, or overblown?

    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.

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    12 mins
  • Q+A: Business stress is rising - are insolvencies next?
    Apr 14 2026

    Even before the latest oil price spike, business conditions were already deteriorating, with higher interest rates and weaker demand weighing on many sectors. Now, the latest Business Risk Index suggests the chance of business failures is increasing - particularly for small businesses and sole traders.

    Sean Aylmer speaks with Ivan Colhoun, Chief Economist at CreditorWatch, about how oil shocks flow through to business costs and consumer spending, why SMEs are the most exposed, and what the data reveals about insolvencies.

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

    See omnystudio.com/listener for privacy information.

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    10 mins
  • Q+A: Why gas and coal are our trump cards in an energy crisis
    Apr 13 2026

    Long before it hits the petrol pump, disruption in global energy markets starts with a handful of critical choke points. Right now, the Strait of Hormuz — one of the most important shipping lanes in the world — is at the centre of it. So what happens when supply is suddenly constrained? And what does it mean for Australia?

    Sean Aylmer talks to Vivek Dhar, Head of Commodities and Sustainability Research at Commonwealth Bank, about the flow of oil and gas around the world, Australia's exposure to the Middle East crisis, and why our LNG and coal give us a lot of leverage.

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

    See omnystudio.com/listener for privacy information.

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    11 mins
  • Q+A: The Week Ahead | 13 April 2026
    Apr 12 2026

    This week it's all about labour force figures, and the NAB business survey - which will be one of the first indicators of how businesses have coped with the oil crisis caused by the Middle East war. Michael Thompson is joined by economist Stephen Koukoulas.

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

    See omnystudio.com/listener for privacy information.

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    11 mins
  • Five Questions: Are your spending habits quietly shifting?
    Apr 11 2026

    It's Sean's turn this week to hit Michael and Adam with five questions - no notice, no prep. This week, it's all about consumer behaviour - how the cost of living is changing the way we spend.

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

    See omnystudio.com/listener for privacy information.

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    12 mins
  • Q+A: How one radio blow-up wiped half a company’s value
    Apr 9 2026

    A $200 million radio deal, a legal battle, and a media company that’s seen its value plunge.

    The fallout from the Kyle & Jackie O saga is a case study in how fragile legacy media models have become.

    Sean Aylmer talks to Mumbrella publisher Tim Burrowes, about how the Kyle & Jackie O vs ARN Media battle goes far beyond one show, and raises big questions about audiences, advertising, and the future of Australian media.

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

    See omnystudio.com/listener for privacy information.

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    11 mins
  • Q+A: As markets surge, this investor still turns to the words of Warren Buffett
    Apr 8 2026

    The market has bounced hard - up 2.6% in a day - on news of a ceasefire in the Middle East. But after weeks of volatility, the big question is whether this is the start of something more… or just another short-term surge.

    Sean Aylmer talks to Roger Montgomery, Chief Investment Officer at Montgomery Investment Management, who says the rally is real - but the risks haven’t gone away. He also explains why he still considers the wisdom of legendary investor Warren Buffett in times like this.

    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.

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    10 mins