
Our $9 billion export that nobody talks about
15/01/2026 | 5 mins.
Global markets have faced renewed volatility following the election of Donald Trump, but how much does it really matter for Australia? Sean Aylmer is joined by Westpac Chief Economist Luci Ellis to discuss the US, China and the forces shaping the global outlook in 2026. Luci also highlights a fast-growing but under-appreciated success story. This episode is brought to you by Westpac. Fear & Greed's summer series - all-new short episodes every day, with regular news back from January 12.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Fast Five | 15 Jan 2026
14/01/2026 | 5 mins.
Thursday 15 January 2026 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. Alphabet hits $US4 trillion Coalition baulks at hate laws Rents set to stabilise Record year for ETFs China’s trade surplus hits record Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, your money bounceback plan. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Kmart's Anko and Bunnings: Wesfarmers' secret sauce
14/01/2026 | 6 mins.
Wesfarmers is one of the most remarkable success stories on the ASX - a diversified conglomerate thriving in a world where many have failed. Sean Aylmer speaks with Gaurav Sodhi, Deputy Head of Research at Intelligent Investor, about what makes Wesfarmers different. From the extraordinary rise of Kmart’s Anko brand, to Bunnings’ near-monopoly power, and the company’s unique approach to capital allocation and management culture, Gaurav explains why Wesfarmers has delivered such strong long-term returns. This is Fear & Greed's summer series - all-new short episodes every day, with regular 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 needsSupport the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Fast Five | 13 Jan 2026
13/01/2026 | 6 mins.
Wednesday 14 January 2026 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. Aussie housing hits $12.3 tr Kevin Rudd steps down as US ambassador Endeavour to compete on price Woolies AI for shoppers World’s fastest growing app Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, seven money habits that could change your year. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Are we in an AI bubble?
13/01/2026 | 5 mins.
AI has powered markets higher - but is the boom already close to its peak? Sean Aylmer speaks with Roger Montgomery, founder and chief investment officer of Montgomery Investment Management, about whether the world is nearing the end of an AI bubble. Roger explains how past technology booms have played out, and what investors should be thinking about now, including whether it’s time to rebalance portfolios after the strong run in AI-linked stocks. For more information, visit www.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.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.



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