What The Flux

Today on What the Flux: In Conversation, we’re excited to welcome Chris Judd - a name that many of you will associate with greatness on the footy field, but whose also created a second act in investing. Chris played 14 seasons in the AFL, first with West Coast and then Carlton. Over that time he became one of the game’s most decorated players. Captain of both clubs, two Brownlow Medals (2004, 2010) as well as leading West Coast to a premiership in 2006. But what many might not fully know is how serious he’s become in the world of investing. Chris founded Cerutty Macro Fund, operating in a macro equity space. In Part 1 of today’s conversation, we’re going to unpack how lessons from elite sport translate to markets, how he evaluates investments, the challenges he’s faced in moving from public figure to fund manager… and maybe even where he’s placing his bets now. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__ Issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523. Refer to FSG available on our website. Before making any investment decisions, you should assess whether the product or service is appropriate for you and read the PDS and TMD available at blackrock.com.au.See omnystudio.com/listener for privacy information.

Today, we are joined by Eliza Owen, head of Research at Cotality, formerly known as CoreLogic. And Eliza is the go-to guru when it comes to decoding housing trends, spotting shifts in the market and also helping us understand what all those charts and numbers actually mean for everyday Aussies. For anyone unfamiliar with Cotality, it's the country's leading property, data and analytics company. They track every sale, every suburb, and every shift in the market. So Eliza's here today to help us unpack the wild ride that's been 2025's housing market and also crystal ball with some predictions into 2026 as well. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__ Issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523. Refer to FSG available on our website. Before making any investment decisions, you should assess whether the product or service is appropriate for you and read the PDS and TMD available at blackrock.com.au.See omnystudio.com/listener for privacy information.

Today, we’re excited to be joined by Adam Schwab, co-founder and CEO of Luxury Escapes. Adam has built one of Australia’s most successful travel brands from the ground up - taking a leap from a legal career, surviving some of the most difficult years in travel, and now leading a global business that connects millions to curated luxury getaways. In our conversation today, we’ll go deep into how he’s thought about risk, culture, growth, and what luxury travel might look like 10 years from now _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Zip Co, the ASX-listed buy now pay later, has seen its total transaction volume jump 34% in the past quarter as its US business takes off. Myer has revamped its Myer One loyalty program to bring younger shoppers back to its stores. Football Australia has a plan that would allegedly make it the most expensive sport for gambling companies in Australia. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

CommSec, CommBank’s trading platform, has seen its profits jump 36% as Aussies try to get their hands into volatile stock markets. Rex Airlines, aka Regional Express, has found a buyer in US aviation company after 15 months in administration. Gucci’s parent company Kering has sold its beauty business to L’Oréal for €4 billion to cut debt and refocus on fashion. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

ASX-listed Mayne Pharma saw its shares spike 14% after a court ruled that its acquirer cannot terminate its $672 million acquisition offer Ray-Ban maker EssilorLuxottica just hit record sales as smart glasses go from nerdy to need one now Nestlé’s new CEO is cutting 16,000 jobs as it looks to trim costs while also speeding up growth _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

YouTube and Instagram have announced new safety features for kids and teens ahead of Australia’s social media ban. Macquarie Group has sold one of its data centre businesses for $61 billion in the largest global data centre buyout ever. Elon Musk’s AI company xAI has launched two raunchy chatbots Ani and Valentine to drive more engagement on its AI chatbot. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Treasury Wine Estates’ shares have hit a decade-low after struggling with weak sales and even more challenges in the US. Pop Mart, the retailer responsible for the Labubu craze, has promised store expansion in Australia after the Labubu-love has boomed locally. The newly-merged Paramount Skydance has made a $42 billion USD offer to acquire media behemoth Warner Bros Discovery… with the little help of a friend. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

CommBank has officially ditched old school servers, and have shifted their core banking system into Amazon Web Services data centres. Netflix has announced new games within your TV…like Boggle and Pictionary…because apparently you weren’t watching enough already. DAZN, the sports streaming platform and Foxtel’s new owner, has made a $936 million USD loss in 2024 _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Guzman y Gomez has launched $100 million share buy back as its sales continue to pick up for the big burrito. Costco and Aldi are chipping away at Australia’s major supermarkets with more than $17.5 billion in annual sales. Salesforce, the global cloud-based software giant, has found itself caught in a major cybersecurity storm. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Eagers Automotive, the ASX listed car retailer, has invested $1 billion into a Canadian car dealer as it plans for global and domestic expansion The ASX is finally facing some real competition as Cboe Australia gets the green light to list companies Paramount Skydance has made its first major acquisition since its own merger, acquiring The Free Press for $150 million USD _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Cash will remain alive in Australia after Australia’s biggest banks and retailers struck a deal to keep Armaguard delivering the goods. General Pants has shut more than a dozen stores in the past year as it struggles to compete in the youth fashion market. Peloton is pedalling hard into AI with a major product revamp, hoping to win back customers and shed its “just a bike” label. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Seven West Media and Southern Cross Media have announced plans to merge into a $415 million content machine. Donald Trump has slapped a 100% tariff on foreign-made films, throwing Hollywood.. and Australia’s movie industry… into chaos. Amazon has copped a record-breaking $2.5 billion USD fine and refund bill for making Prime sign-ups too easy and cancellations too hard _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

The RBA has held the cash rate at 3.60% after monthly inflation bounces back faster than expected. Video-game giant Electronic Arts has agreed to sell out to Saudi Arabia’s sovereign wealth fund and two private equity firms for $55 billion USD. Accenture has slashed 11,000 jobs globally over the past 3 months and puts a warning on its remaining staff: retrain in AI or risk being left behind. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Optus has been slapped with a $100 million fine for 4 years of unethical sales conduct Premier Investments has booked a juicy profit boost… but if you peel back the layers, the numbers are mainly due to its sale of Apparel Brands Alibaba share price rocketed 8% higher after it promises to invest many-more billions on AI _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Kathmandu’s owner is trying to climb out of the red, but investors are pushing for some serious baggage drop. Inflation jumps back up to 3%… and just like that, dreams of a rate cut next week may have just gone poof. Lego is buying back its own fun houses in a £200m cash deal to gain more control over its customer experience. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__ Important Information: This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 26th September 2026. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general advice only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide at blackrock.com/au for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.See omnystudio.com/listener for privacy information.

Myer’s share price has fallen 25% after its poor earnings results shocked investors. Facebook is trying to cure dating-swipe-fatigue with a new AI dating assistant. Porsche has just issued its fourth profit warning this year as it puts its electric vehicle plans on ice. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__ Issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523. Refer to FSG available on our website. Before making any investment decisions, you should assess whether the product or service is appropriate for you and read the PDS and TMD available at blackrock.com.au.See omnystudio.com/listener for privacy information.

Atlassian has dropped a lazy $1 billion USD to acquire US startup DX…which makes it Atlassian’s biggest acquisition yet. Nvidia is investing $5 billion USD into its long-time rival Intel that flips a decades-long rivalry into a collaboration. Chocaholics may be finally catching a break as cocoa prices have started to fall after all-time highs in late 2024. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Santos, the second biggest oil and gas producer in Australia, has seen its shares plummet 11% after a $36 billion takeover deal collapsed before their very eyes. Meta has unveiled its new AI-powered Ray-Bans that can become your second eyes… but it wasn’t without a hitch. Stubhub, the online ticket marketplace, plummeted 6% below its listing price on its debut day on the NYSE. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

ANZ has been hit with a record $240 million fine for widespread misconduct across multiple divisions. Apple has launched its biggest iPhone design update in years with its iOS 26 update… but some Apple users are being left behind. Kering, the owner of Gucci and Balenciaga, has asked for more time to acquire luxury fashion brand Valentino as its new CEO shifts its focus to cutting debt. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Nine Entertainment saw its shares plunge 36% in a single day late last week… but don’t panic, there’s a reason. The Good Guys has been slapped with $13.5 million fine for misleading customers with dodgy store credit promos. Adobe shares have climbed after the software design giant has its customers spending big on AI-design. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

PsiQuantum, the Aussie quantum computing start-up, has raised $1 billion USD and boosted its valuation in the process. Oracle shares had their best day since 1992 earlier this week, after 36% surge thanks to the growth in AI. Klarna, the Swedish buy now pay later, has seen its shares rise 15% in their first day of trading on the New York Stock Exchange. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

ANZ is cutting 4,500 jobs and scaling back consultants in a $560 million restructure under its new CEO. Coles and Woolworths are facing a billion-dollar bill after a court ruled on its staff underpayments. Cashrewards, the Australian cashback platform, has announced plans to shut down after 11 years. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Atlassian has announced plans to take on Google and Apple with a near-$1 billion acquisition of an AI-powered browse. Macquarie has smashed the Big Four banks in July this year, snapping up nearly 40% of all Australian home loans written. American Eagle’s controversial ad campaign with Sydney Sweeney has attracted criticism…but also seen a 25% share price increase. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Rugby Australia has wiped its debt after the success of its British and Irish Lions Tour this year…and now it’s ready to run the ball upfield with a big investment. Giant Aussie retailer Mecca has been flagged for investigation by ASIC over non-compliant reporting. Electric vehicle maker BYD has seen its shares fall 5% after its profits had a little tumble for the first time in three years. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

The Reject Shop is planning to re-brand its stores into Dollarama stores as it pushes towards becoming a super-low priced retailer. Rokt, the Aussie tech company, has been revalued by its major investors to over $7 billion as it ramps up towards a 2025 IPO. Aldi’s vegetable suppliers are facing court action over alleged price fixing. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Domino’s has just served up its first annual loss in 20 years after major discounting… but now they’ve warned… the discounting ends here! ChatGPT’s OpenAI is opening its first Australian office – and the winner is… Sydney. Aussie retailer Lovisa has seen a 14% jump in annual revenue as it prepares to steal market share from its major competitor.. Who is bankrupt. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Woolworths has copped investor backlash as its profit falls 17%…and Coles keeps catching up. Qantas has flown to a near-record profit thanks to the growing profitability of Jetstar and its loyalty program. Lego has hit record sales and revenue growth in first half of 2025 as parents vote social media addiction to be top 3 fears for their children. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Coles has seen its shares jump 8% after a big push in its home-brand products. The country's largest supplier of plumbing and bathroom supplies - Reece’s - has seen shares flushed 21% after its profits plunge. The Labor government has brought forward an expansion of its 5% home deposit scheme by three months. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Guzman y Gomez’s shares have tumbled 18% after its sales growth falls short of its big expectations. Fonterra sells off its Mainland cheese and butter brands to the French dairy giant Lactalis in a $3.8 billion NZD deal. Inghams shares have taken a roasting as its profits slumped due to a breakdown in its relationship with Woolworths. _ Learn more about iShares by BlackRock here Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__ Issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523. Refer to FSG available on our website. Before making any investment decisions, you should assess whether the product or service is appropriate for you and read the PDS and TMD available at blackrock.com.au.See omnystudio.com/listener for privacy information.

Universal Store has seen its sales jump nearly 16% thanks to its private brand strategy. James Hardie has seen its share price plummet 27% after it missed earnings across pretty much every single metric. Breville’s bet on coffee has brewed nicely in China and the Middle East as its revenue perks up nearly 11% over the past year. _ Learn more about iShares by BlackRock here Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__ Issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523. Refer to FSG available on our website. Before making any investment decisions, you should assess whether the product or service is appropriate for you and read the PDS and TMD available at blackrock.com.au.See omnystudio.com/listener for privacy information.

Qantas has copped a record $90 million fine for its illegal sackings of staff…and more than half of the money is going straight to the union. CSL, the Aussie biotech, is cutting almost 3000 staff globally, as part of the biggest shake-up of the last decade. Soho House, the members club, is going private again after battling in the public markets for the past 4 years. _ Learn more about iShares by BlackRock here Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__ Issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523. Refer to FSG available on our website. Before making any investment decisions, you should assess whether the product or service is appropriate for you and read the PDS and TMD available at blackrock.com.au.See omnystudio.com/listener for privacy information.

Temple & Webster is riding the home improvement boom after it experienced a 6x profit jump… and investors reclined into the good news Ampol, the petrol retailer, has acquired EG Petrol for $1.1 billion to pump up its petrol station empire Gildan Activewear has snapped up Hanesbrands, the owner of Bonds and Sheridan, for $2.2 billion USD _ Learn more about iShares by BlackRock here Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__ Issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523. Refer to FSG available on our website. Before making any investment decisions, you should assess whether the product or service is appropriate for you and read the PDS and TMD available at blackrock.com.au.See omnystudio.com/listener for privacy information.

Telstra has seen its annual net profit jump 31% off the back of growth in its mobile services… and now it’s on a buyback rampage. Westpac’s profit jumped 14% in the last quarter but mortgage brokers keep eating its lunch. Perplexity, the AI search engine, has put in an offer to buy Google’s Chrome for more than $34 billion USD. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

The RBA has cut the cash rate by 0.25% to its lowest level in more than two years. NBN Co has cut its losses to under $1 billion in the last financial year as it spends big on upgrades to keep up with competition. JB Hi-Fi celebrated a 10% jump in sales as its CEO resigns with a big payout for investors. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

News Corp has seen a 14% jump in EBITDA for the full year, but parts of its Australian operations became the family embarrassment McDonald’s has bounced back in the most recent quarter after going full Colonel Sanders in the chicken wars Spotify has warned customers of a price rise for its premium subscription… and its share price jumped 8% on the news _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

REA Group just announced juicy profit and a bigger dividend as a parting gift from its retiring CEO. The ASX’s recent ‘human error’ has seen $400 million in value wiped from TPG Telecom shares. Duolingo’s quarterly results have smashed investor expectations as more globetrotters look to learn a new language…and not quit _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

A new challenger airline in Australia plans to be compete against Qantas and Virgin within 12 months… but doesn’t have a single plane (yet). TPG Telecom is handing back $3 billion and simplifying its business model in a bid to win over new investors. Reddit has seen its share price skyrocket over 30% in the past 5 days as investors get excited about its growth in new revenue. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

ResMed beats full‑year earnings and revenue forecasts thanks to a growth in snorers around the world. Figma, the design software, has tripled its market value on its IPO debut in one of the biggest first day pops for a US software company ever. Novo Nordisk, the company behind Ozempic, has seen market value slashed by over €60 billion after investors worry it’s losing the obesity drug race. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Flight Centre has downgraded its profit guidance for the third time because of a slowdown in global travel. Harley-Davidson has just sold a key part of engine that kept its business humming…after its sales fall year over year over year. Meta’s share price has jumped 9% after its quarterly earnings smashed past investor expectations… but the spend-a-thon is continuing. _ Learn more about iShares by BlackRock here Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__ Issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523. Refer to FSG available on our website. Before making any investment decisions, you should assess whether the product or service is appropriate for you and read the PDS and TMD available at blackrock.com.au.See omnystudio.com/listener for privacy information.

Webjet will be fined $9 million by the ACCC after they admitted to misleading customers with false advertising. Three major Aussie banks will refund nearly $60 million to vulnerable customers after ASIC found it was charging customers fees that they couldn’t afford. Anthropic, the AI startup backed by Amazon, is now facing a class action lawsuit from authors who claim their work was used without permission. _ Learn more about iShares by BlackRock here Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__ Issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523. Refer to FSG available on our website. Before making any investment decisions, you should assess whether the product or service is appropriate for you and read the PDS and TMD available at blackrock.com.au.See omnystudio.com/listener for privacy information.

Bapcor, the company behind Autobarn, Burson and Midas, has issued a major profit warning, three directors have quit, and its share price has nosedive. Paramount has finally merged with Skydance in an $8 billion USD deal after close to 2 years of negotiations. LVMH has seen its share price fall more than 8% after investors get major tariff anxiety. _ Learn more about iShares by BlackRock here Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__ Issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523. Refer to FSG available on our website. Before making any investment decisions, you should assess whether the product or service is appropriate for you and read the PDS and TMD available at blackrock.com.au.See omnystudio.com/listener for privacy information.

Fortescue, the WA-based mining giant, has smashed its export records… but its hydrogen dreams have run out of gas. YouTube has smashed viewership records and ad revenue as it competes head on with old-school TV channels. Tesla has suffered its steepest drop in quarterly revenue in over a decade after it struggles with strong competition and less government-support. _ Download the free app (App Store): http://bit.ly/FluxAppStorel Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.

Seek, the digital jobs marketplace, is being taken to court by its former friend Employment Hero. Qantas has admitted to using AI for its CEO email sent to customers that were affected by their data breach. Donald Trump has signed the very first crypto bill in US history… and crypto valuations are going bonkers. _ Download the free app (App Store): http://bit.ly/FluxAppStorel Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.

Australia’s biggest bank is in hot water with the finance sector union for allegedly using “redundancy” as cover to send local jobs offshore. Netflix just posted record quarterly revenue…but investors still sold off the stock because of its pricey content strategy. Lovable, the startup helping people build apps without writing code, has cracked unicorn status just 8 months after launch. _ Download the free app (App Store): http://bit.ly/FluxAppStorel Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.

Emirates is planning to take on Qantas and Australia Post by launching its Courier Express service in Australia. A stealth AI company, called Thinking Machines, has just raised $2 billion USD…before even launching a product. Pop Mart’s profits are popping off thanks to an elf doll called Labubu. _ Download the free app (App Store): http://bit.ly/FluxAppStorel Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.

The RBA has recommended a ban on surcharges for debit and credit card payments in Australia in a plan to save shoppers $1.2 billion. Kraft Heinz is weighing up a corporate break-up… only 10 years after Kraft and Heinz got together. SpaceX is reportedly investing $2 billion USD into xAI… because when Elon borrows money, he borrows it from himself. _ Want to learn more about Helia and rentvesting? Check it out here Download the free app (App Store): http://bit.ly/FluxAppStorel Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes. ___ This material has been created in partnership with Helia Insurance Limited (Helia) ABN 60 106 974 305. Helia’s credit activities are limited to credit activities in relation to providing lender’s mortgage insurance (LMI) products or as a credit provider in relation to LMI products referred to in this material. Read more about LMI at https://helia.com.au/about-lmi to see if Helia LMI is appropriate for you.See omnystudio.com/listener for privacy information.

Some of Australia’s most iconic magazine titles, like The Australian Women’s Weekly and Woman’s Day are being put up for sale… again. Meta has invested 3 billion euros into the maker of RayBan as it plans to double-down on smart glasses. Lululemon is suing Costco for allegedly copying its clothing designs — and it’s come with receipts. _ Download the free app (App Store): http://bit.ly/FluxAppStorel Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.

Telstra is planning another mass job cut of over 500 jobs as it pushes to hit its new 2030 strategy… with AI. Donald Trump’s new threat of tariff on overseas pharmaceutical companies has put Australia’s pharma industry in the firing line. MYOB, the accounting software company, is trying to take on the big banks in the business banking market. _ Download the free app (App Store): http://bit.ly/FluxAppStorel Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.

The Reserve Bank of Australia has thrown one of the great surprises of 2025 by pausing the cash rate at 3.85%. Uber Australia’s advertising business has grown to over $150 million as it doubles down on ads as their latest revenue stream. Aldi has launched a home delivery service in Australia for the first time to get a slice of the growing online grocery industry. _ Download the free app (App Store): http://bit.ly/FluxAppStorel Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.

Jetstar Asia is being shut down after 20 years of trying to break into the Asia market…and failing Cochlear, the ASX-listed medical device company, has seen its shares take a hit but it’s hoping its bionic ear will save the day Cettire, the online luxury fashion retailer, has seen its shares nosedive 30% after a slowdown in sales, profit and US luxury purchases _ Learn more about iShares by BlackRock here Download the free app (App Store): http://bit.ly/FluxAppStorel Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes. Issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523. Refer to FSG available on our website. Before making any investment decisions, you should assess whether the product or service is appropriate for you and read the PDS and TMD available at blackrock.com.au.See omnystudio.com/listener for privacy information.