Interest rates & inflation vs productivity vs government spending

Australia once had a deep pool of listed infrastructure, but names like Sydney Airport have been taken private, and the list keeps shrinking. Sean Aylmer speaks with Morningstar’s Lachlan Halloway about why infrastructure matters in a portfolio, what makes a true “moat” infrastructure asset, and why data centres aren’t the same as toll roads, airports or regulated utilities. This is Fear & Greed's summer series - all-new short episodes every day, with regular business news back from January 12. All information is general in nature. If you want to invest, we recommend you visit a financial advisor who can tailor investments to your needs.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

It's tech stocks vs the gold rush vs the unstoppable Wall St boom - Sean Aylmer, Michael Thompson and Adam Lang each nominate their top markets story from the year, and choose a winner. This is Fear & Greed's summer series - all-new short episodes every day, with regular news back from January 12.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

2025 has been an eventful year, with some strong returns - but what comes next? Sean Aylmer is joined by Roger Montgomery from Montgomery Investment Management to break down the forces that shaped markets this year. Looking ahead to 2026, Roger explains why investors should expect lower returns and higher volatility, how stretched valuations could limit future gains, and why rebalancing portfolios now may make sense.  For more information, visit montinvest.com or call 02 8046 5000.  Follow Roger’s insights at www.rogermontgomery.com This is Fear & Greed's summer series - all-new short episodes every day, with regular news back from January 12. This episode is brought to you by Montgomery Investment Management. All information is general in nature. If you want to invest, we recommend you visit a financial advisor who can tailor investments to your needs.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Three rate cuts then talk of a hike vs a government spending boom vs the big productivity challenge. Sean Aylmer, Michael Thompson and Adam Lang each nominate their top economic story from the year - and choose a winner. This is Fear & Greed's summer series - all-new short episodes every day, with regular news back from January 12.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Every year around this time there's talk of a Santa Claus rally on the ASX. So what is it, is it real, and will we see one this year?Fear & Greed Q+A: Join Sean Aylmer and Michael Thompson 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.

Sean Aylmer and Michael Thompson take a look at the main business news stories this week, from the government's budget update - a missed opportunity to right the fiscal ship - through to Treasury Wine Estate's shocking year.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX closes 0.5pc higher PM announces gun buyback scheme WiseTech investigation wraps up Trump Media to merge with nuclear fusion Coldplay kiss cam HR chief speaks Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Friday 19 December 2025 With less than two weeks to go until the end of the year, small caps have significantly outperformed large caps in 2025.  Prime Minister Anthony Albanese accepts some blame for the Bondi massacre.  The boss of Woodside Energy poached to run BP globally.  YouTube to broadcast the Oscars. A rare adoption in the polar bear community. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, why we hide our money mistakes. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Markets aren’t always rational, and neither is the commentary around them. Diana Mousina, Deputy Chief Economist at AMP, talks to Sean Aylmer about the five lessons she learnt this year, including the growing market impact of politics, how to read Trump’s trade agenda, why gold and tech defied the textbook, why Fed “speak” can be noise, and why inflation can stay sticky, even when everyone expects it to fade.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX closes flat PM's plan to fight anti-semitism ANZ's second strike Housing market profitability soars Warner Bros prefer Netflix Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.