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We're continuing Best of the Best series and today we're joined by Julia Weng, portfolio manager at Paradice Investment Management, who has consistently beaten the ASX 200 in large-cap Aussie equities.Julia breaks down how she navigates banks, miners, defensives and the repeatable process behind Paradice's edge.In this episode: • Why return-on-capital and aligned management teams drive Paradice's stock picking • How Julia builds conviction: expert calls, field research and evidence over hype • The advancements in robotics and automation being overshadowed by AI-hypeReady to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)———Looking for some of our favourite research tools?Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Screen the market with GuruFocus Track your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Ian Verrender, ABC's Business and Finance Editor, joined Philip Clark on Nightlife to discuss the latest in economic, business and finance news.
The Giving TreeMichael and Susan Dell to donate $6.25 billion to fund 'Trump accounts' for 25 million U.S. kidsLyft CEO: This Giving Tuesday, I'm matching every rider's donationDavid Risher: $78M in 2023Jeff Bezos and Lauren Sánchez Bezos commit $102.5 million to organizations combatting homelessness across the U.S.: ‘This is just the beginning'The wedding of Jeff Bezos and Lauren Sánchez in Venice is estimated to have cost between $46.5 million and $55.6 millionMacKenzie Scott's $19 billion donations have turned philanthropy on its head—why her style of giving actually worksFighting back! (Stakeholders Rule!)New York City Council passes landmark AI oversight packageThe New York City Council unanimously passed a collection of bills that are designed to provide a heightened level of oversight for the city's use of artificial intelligence tools.Bernie Sanders and Mamdani joined the Starbucks picket line in Brooklyn More than 1,000 Amazon employees sign open letter warning the company's AI ‘will do staggering damage to democracy, our jobs, and the earth'Costco sues Trump administration over tariffs, seeks full refundCostco filed a lawsuit at the U.S. Court of International Trade on Friday, saying the administration's tariffs imposed under the International Emergency Economic Powers Act (IEEPA) are unlawful.The 1977 law has historically been used to impose sanctions against other nations.Exxon bid to dismiss Connecticut climate lawsuit failsA judge moved the case closer to trial after rejecting the company's request to toss it out.OpenAI Completed Its Conversion. A New Ballot Initiative Seeks to Reverse ItA coalition that tried and failed to block OpenAI's conversion earlier this year is back with a new tactic: a California ballot initiative aimed at reining in the startup's power.The planned initiative, dubbed the California Charitable Assets Protection Act, was filed Monday with California's attorney general. It doesn't mention OpenAI by name, but calls for the creation of an oversight board empowered to review and potentially reverse conversions to nonprofit organizations engaged in scientific and technological research that have happened in the state since January of 2024.Starbucks to settle with over 15,000 New York City workers for roughly $35 millionStarbucks will pay about $35 million to more than 15,000 New York City workers to settle claims it denied them stable schedules and arbitrarily cut their hours.The company will also pay $3.4 million in civil penalties under the agreement with the city's Department of Consumer and Worker Protection.It also agrees to comply with the city's Fair Workweek law going forward.Fighting back! (Shareholders Rule!)Michael Burry calls Tesla ‘ridiculously overvalued' and knocks tech industry for a widely used practiceThe post is critical of Tesla and the technology industry as a whole for its use of stock-based compensation and then ignoring it as a legitimate expense.Burry said Tesla share dilution should continue following shareholder approval of CEO Elon Musk's historic pay package.Second proxy adviser calls for vote against Westpac director over ASX stintA second influential proxy adviser has recommended institutional investors vote against re-electing Westpac non-executive director Peter Nash, citing his six-year stint on the board of the troubled Australian Securities Exchange (ASX).CGI Glass Lewis said in a new report on Tuesday that investors should vote against Nash who joined the Westpac board in March 2018 and chairs the board's audit committee.Norway wealth fund to back call for Microsoft human rights report at AGMMicrosoft AGM takes place on December 5Norway wealth fund is Microsoft's eighth-largest shareholderThe fund also said it would vote against the re-appointment of CEO Satya Nadella as chair of the board, as well as against his pay package.PotpourriOpenAI declares ‘code red' as Google catches up in AI raceIn the memo, reported by the Wall Street Journal and The Information, Altman said the company will be delaying initiatives like ads, shopping and health agents, and a personal assistant, Pulse, to focus on improving ChatGPT.This includes core features like greater speed and reliability, better personalization, and the ability to answer more questions, he said.Corporations say they prioritize people. So why do so few chief people officers become CEOs?Only 16 of the CEOs at the 1,000 biggest companies have HR experience.Stephanie Mehta is CEO and chief content officer of Mansueto Ventures, publisher of Inc. and Fast CompanyMATTUplifting stories:Costco sues Trump admin seeking tariff refunds before Supreme Court rules if they're illegalWhy it's uplifting:Costco is the retail bulwark against stupidity - and they're getting paid for it with persistent quarterly growthCostco board member defends DEI practices, rebukes companies scrapping policiesCostco Under Fire in 19 States for Taking Stand Against TrumpSecond proxy adviser calls for vote against Westpac director over ASX stintWhy it's uplifting:This IS NOT AN ACTIVIST DRIVEN VOTE, and it isn't about attendance! This is purely driven by conflict of interest - an ASX listed company using an ASX board member, a board member who up until 6 years ago lead KPMG in Australia - and KPMG is now Westpac's auditorThe move is underway - ISS/GL were never going to vote against directors in the US first, but Australia is much easier to targetGoogle's data centers could actually be going to the moonWhy it's uplifting:While we couldn't solve the climate crisis for the sake of HUMANITY, we WILL solve it for the sake of AI:one hundred trillion times more energy than we produce in all of Earth todayThe space pitch arrives when Earth is starting to look like a bad long-term landlord for the AI build-out. A 2024 Lawrence Berkeley National Laboratory report found that U.S. data centers already chew through about 4.4% of the country's electricity, and that share could climb to as much as 12% by 2028 as GPU farms multiply. McKinsey puts a price tag on the race to scale data centers: roughly $6.7 trillion in global data center capex by 2030, about $5 trillion of that aimed at AI-ready infrastructureextraterrestrial data centers could cut emissions by a factor of 10 compared with their earthbound cousinsAlso, GTFO!
澳大利亚证券交易所(ASX)在12月1日宕机,但这并非其首次或最严重的技术问题,最“离奇”的一次是ASX电子公告中错误地将收购方链接到了名字类似但毫无关联的另一家上司公司,导致后者股价大跌(收听播客,了解详情)。
Hosted by Michelle Martin with Ryan Huang, today’s Market View tracks the surge in the iEdge S-REIT Index and analyst calls on Lendlease Global Commercial REIT, Keppel REIT, Keppel DC REIT and Manulife US REIT. We break down why U.S. markets slipped after a shock move from the Bank of Japan, and whether investor nerves will persist. In UP or DOWN today: Shopify, China Vanke, Nvidia, ASX and Marco Polo Marine. We check in on the STI, with movers including Hongkong Land, Yangzijiang Shipbuilding and Keppel DC REIT. And in the Last Word - the booming global “kidult” economy where Lego, Jellycat, Hot Wheels and Pop Mart are rewriting the future of play.See omnystudio.com/listener for privacy information.
The ASX 200 pushed up 0.2%, with Collins Foods reporting bumper earning built of Gen Z cravings for KFC.See omnystudio.com/listener for privacy information.
The ASX 200 pushed 15 points higher to 8580 (0.2%) in another quiet directionless day of trade. Banks were steady with the Big Bank Basket at $263.74 (0.3%), MQG fell 1.2% as the German Cum Div case ramps up. Other financials were mixed with ZIP down 10.6% on some US states querying BNPL fees. REITs rose led by GMG up 0.3% and SCG up 2.2% with industrials mixed, TLS up 0.8% and WOW and COL better. CPU bounced 2.7% with tech stocks easing back again, WTC down 2.3% and TNE continuing to fall. The All-Tech Index dropped 1.2%. In resources, the iron ore miners pushed higher again. BHP up 1.1% and RIO gaining 1.7%. Gold miners were mixed, PRU up 1.4% and VAU doing well. Lithium stocks steady, oil and gas stocks better, WDS up 1.0% and STO rising 0.9%. Uranium sector mildly positive.In corporate news, CKF fell 3.5% after a trading update, PNR dropped 11.9% as Tulla Resources sold down its stake. MAQ completed its 47MW Sydney AI data centre.In economic news, the Balance of Payments fell $500m in September quarter. A deficit of $16.6bn.Asian markets mixed, Japan recovered 0.2% with HK up 0.1% and China down 0.6%.10-year yields pushed higher again to 4.61%.US Futures steady.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
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 up Ex PWC chief suspended Accenture cops a whack Corporate Travel investigation Airbus flags defects Join our free daily newsletter here.Support the show: http://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 up Ex PWC chief suspended Accenture cops a whack Corporate Travel investigation Airbus flags defects Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.
Overnight in the US Wall St rebounded from Monday's drop as Cryptocurrency regained some of its losses, and investor confidence in an imminent Fed rate drop grows. The Dow Jones added 0.5%, the S&P500 gained 0.4%, while the Nasdaq was the biggest winner on the day, closing 0.8% in the green as tech stocks, especially those in the recently volatile AI trade, posted gains. It was a relatively stable day across the other global markets – in Europe the Stoxx600 index rose just 0.06% as a 0.5% gain for Germany's Dax was offset by a 0.3% drop for the French CAC, while the British FTSE ended flat. Meanwhile in Asia, China's CSI fell 0.5%, Hong Kong's Hang Seng gained 0.2%, while Japan's Nikkei ended flat. Back in Australia yesterday, the ASX 200 posted a 0.2% gain, propelled mainly by a strong day for energy and materials. Major players in the energy space Woodside (ASX:WDS), Santos (ASX:STO) and Beach Energy (ASX:BPT) all added 1% on yesterday's trade, while materials were lead by BHP (ASX:BHP), Fortescue (ASX:FMG) and Rio Tinto (ASX:RIO), which all posted gains of over 1%.What to watch today:And the SPI futures indicate that the momentum will continue, suggesting a 0.17% rise at the open of trade today. Investors should also keep an eye on key economic data being released today, specifically the GDP figures which are due at 11:30am Sydney time.Moving into commodities: Crude Oil continues to be volatile, trading down 1.2% to US$58.60 per barrel. The Russia-Ukraine conflict continues to stay front and centre, as uncertainties around the peace plan remain. In precious metals, Gold has retreated slightly, trading 0.5% lower at US$4208 per ounce, while Silver continues to advance, trading 0.9% higher at US$58.53 per ounce. And Iron ore is trading 0.4% higher at US$107.35 per tonne.Trading Ideas:Finally, we'll end on some trading ideas for your consideration today. Bell Potter have initiated coverage on specialist retailer of lighting, fans and electrical accessories Beacon Lighting (ASX:BLX), with a 12-month target price of $3.35 per share. They expect that its trade business, which currently makes up around 40% of its revenue, will continue to expand over the next 2-3 years.And Trading Central have identified a bullish signal in Rio Tinto (ASX:RIO), indicating that the share price may rise from the closing price of $135 per share, to the range of $142 to $143.50 per share over a period of 23 days, according to the standard principles of technical analysis.
SBS Finance Editor Ricardo Gonçalves speaks with Chris Weston from Pepperstone about the day's market action including another outage at the ASX. Plus Eliza Owen from Cotality Australia takes a look at the latest property price data and future moves.
The ASX200 was down about 0.6% as US futures pointed to a softer start, with the Nasdaq futures dropping around 0.75% and the Dow about 0.5%. Energy shares were the only sector in the green, up roughly 0.5%, while health, financials, tech and real estate all fell. An ASX technical glitch halted 80 stocks, most notably Metcash, which slid 9.2%. Investors will watch the Wednesday update on three‑month Aussie growth, US jobs and inflation data, and the Fed decision due on 10‑11 December. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
MARKET WRAP: ASX200: down 0.57% to 8,565 GOLD: $4,245/oz BITCOIN: $132,249 An outage across the ASX sent the market into a panic, but even when the dust was settled bad losses from Metcash & Treasury Wines drove the market lower. CURRENCY UPDATE: AUD/USD: 65.5 US cents AUD/GBP: 49.5 British pence AUD/EUR: 56 Euro cents AUD/JPY: 101 Yen AUD/NZD: 1.14 NZ dollars See omnystudio.com/listener for privacy information.
Another warning Australia's east coast could experience power blackouts from 2027 as the nation's largest coal-fired power station is due to close. Plus, the ASX has a blackout of its own, with it unable to post time-sensitive company announcements.See omnystudio.com/listener for privacy information.
Wall Street drifted lower overnight as the recent recovery rally took a pause. The SP500 was down 0.53% and the Nasdaq 0.38%. That was at least slightly better than the futures trading suggested before the regular day session began.The big action was in bitcoin, which dropped 6.4% for its sharpest daily decline since March, according to The Wall Street Journal. BTC is generally considered a great barometer of risk sentiment, so the recent action suggests any share market rally may struggle to get going. We know the market is sweating the next Fed meeting on December 10.SPI futures up 6 points. ASX to open modestly higher.The current FedWatch reading says odds of a rate cut are now 87.6%. Added to this is Trump announcing he's decided on his pick for next Fed Chair, without yet revealing who. For big tech, Nvidia rose 1.6% after announcing a $2bn investment and partnership with a firm called Synopsys. The two companies say they want to “revolutionise” design and engineering across industries, including semiconductors, aerospace, automotive and robotics. Part of this will be using “digital twins” not available with traditional CPU computing. There were small moves for either way for the rest.It was a decent session for industrial metals in London, all up except tin which was down a tiny amount. Gold and oil were steady.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
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 down Eraring closure risks blackouts Woolies ramps up delivery offering US - Venezuela tensions Mistake dents Piastri's F1 title dream Join our free daily newsletter here.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.
Tuesday 2 December 2025 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. Defence overhaul Weight loss drugs warning ASX outage Metcash earnings hit by illicit tobacco Corporate jargon’s new peak Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, how an abundance mindset can change your bank balance. 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.
Wall St kicked off the festive season with a slide in the first trading session of December, as a broad Cryptocurrency sell off dented general investor sentiment. Flagship currency Bitcoin slumped over 6% to below US$86,000, adding to the over 30% drop in price experienced over the last 2 months from highs of $125,000 in October. The S&P 500 fell 0.4%, the Dow Jones lost 0.7%, and the Nasdaq shed 0.4%. It was a relatively stable day across the European markets, with the exception of Germany, where the DAX slid over 1% after monthly manufacturing data came in at a 9-month low, sparking a sell off. Asia saw a mixed day as the Chinese CSI and Hong Kong's Hang Seng added 1.1% and 0.7% respectively, while the Japanese Nikkei slid 1.9%. Locally yesterday, the ASX 200 retreated 0.6%, with 8 of the 11 key sectors posting losses. The biggest story on the day however was a technical outage which prevented the ASX from publishing market-sensitive announcements for over 3 hours, causing around 80 companies to be put into a trading halt. What to watch today:The SPI futures indicate that the ASX 200 will edge slightly up, with a 0.07% gain at the open of trade today. In commodities: Crude Oil prices are trading up another 1.5% at US$59.45, as Ukraine launched a fresh wave of Drone attacks on Russia denting the potential for peace talks, and OPEC announced its decision to leave output levels unchanged in Q1 2026.Onto precious metals, gold has continued its recent rally and is now trading at a 6-week high US$4,240 per ounce. Meanwhile, Silver is trading just under 3% higher at US$58 per ounce, setting a fresh all-time high in the process. Today's increase means that the silver price has now hit a 100% year-on-year rise, outpacing Gold. And finally Iron Ore prices have increased by 2% to just under US$107 per tonne, driven by Chinese demand and a weaker US dollar.Trading ideas:And now we'll end on some trading ideas for your consideration today. Bell Potter have maintained their Buy rating on healthcare equipment provider Paragon Care (ASX:PGC) with a target price of $0.49 per share, after the company announced the acquisition of Indonesian based provider Haju Medical – expanding their presence into overseas markets. And Trading Central have identified a bullish signal in South32 (ASX:S32), indicating that the price may rise from the close of $3.31 to the range of $3.95 to $4.05 over a period of 45 days, according to the standard principles of technical analysis.
SBS Finance Editor Ricardo Gonçalves speaks with Chris Weston from Pepperstone about the day's market action including another outage at the ASX. Plus Eliza Owen from Cotality Australia takes a look at the latest property price data and future moves.
Tuesday 2 December 2025 The federal government unveils the biggest overhaul of the Defence department in 50 years. The medicines regulator warns of potential dire side effects of weight loss drugs. Metcash says it has lost $340 million in cigarette sales because of the illegal tobacco market. The ASX suffers another embarrassing outage. Consultancy group Accenture takes corporate jargon to a new level. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, how an abundance mindset can change your bank balance. 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.
The ASX 200 dropped 49 points to 8565 (0.6%) after a promising start. US futures in the negative hurt sentiment, together with Japanese losses on higher rates coming. Losses pretty much across the board, CSL fell 1.4% on vaccine concerns, the banks wilted with the Big Bank Basket down to $262.95 (0.7%). ANZ falling 1.3% and financials under pressure, HUB down 4.5% and NWL falling 4.0%. MQG dipped 0.4%. REITS slid with SGP down 2.3% and VCX off 1.2%. Industrials also sliding, TLS down 1.2% with CPU falling 3.3% and REA off 0.8%. Tech slipped, WTC down 2.6% and TNE falling 2.1%. Retail also in the doldrums, TPW resumed the dive, off 7.3%, APE similarly off 2.1% and NCK down 3.0%.In resources, Iron ore majors held firm, gold miners were mixed despite bullion rising, EVN down 1.9% and lithium stocks depressed, PLS off 3.2% and MIN down 3.9%. Oil and gas stocks rose, WDS up 0.9% and uranium stocks mixed.In corporate news, AUB smashed 17.8% lower as the bid was withdrawn, TWE has cleared the decks for the new CEO with a $687m impairment on US goodwill. PME dipped 1.6% on another order, the ASX itself had issues this morning with its announcement platform falling 2.8% as many stocks were put into a trading halt.Nothing on the local economic front. Japan opened the door a little further on rate rises.Asia markets mixed, Japan down 1.8%, China up 0.8% And HK up 0.8%.10-year yields pushing to 4.56%.US futures – Dow down 267 Nasdaq down 273. The holiday season is over.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
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 down Eraring closure risks blackouts Woolies ramps up delivery offering US - Venezuela tensions Mistake dents Piastri's F1 title dream Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.
Wall Street closed in the green on Friday, climbing to near record highs in a shorten session for Thanksgiving, with retail gains and as tech stocks recovered. However, global futures markets fluctuated on Friday following a CME outage, which is the world's largest trading operator. This halted trading in stocks, bonds and commodities. The Dow Jones closed with a 0.6% gain, the S&P500 up 0.54% and the Nasdaq rebounded, closing 0.65% higher. European markets also ended the week in the green. All European markets closed just over 0.2% higher, and the STOXX600 advanced 0.25%. What to watch today:Following a strong end to the week across global markets, the SPI futures are suggesting our local market will rise 0.05% at the open this morning. Keep watch of Metacash (ASX:MTS) share price movements today, with then wholesale distributor set to release its first half results for FY26. In commodities, Crude oil is trading 1.35% higher at US$59.44 per barrel, however, has been pressured by oversupply concerns and posted a monthly loss. So, keep watch of ASX- listed energy producers. Gold is trading 1.4% higher at US$4,217.81 per ounce, reaching a fourth straight monthly gain markets priced a higher probability for a December Federal Reserve rate cut. And iron ore is trading steady at US$104.84. And AUD$1.00 is currently buying US$0.65. Trading Ideas:Bell Potter maintains their buy rating on HUB24 (ASX:HUB) and have lowered their price target from $135 to $125. At HUB's current share price of $104.38, this implies 19.8% share price growth in a year. And Trading Central have identified a bullish signal in Ramelius Resources (ASX:RMS) indicating that the stock price may rise form the close of $3.66 to the range of $4.20 to $4.30 over 17 days, according to the standard principles of technical analysis.
Monday 1 December 2025 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. ASX underperforms rivals Home prices surge ATO’s high income crackdown Help-to-buy home scheme starts Why cats meow louder at men Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, how an abundance mindset can change your bank balance. 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.
US equity markets advanced in an abbreviated trading session on Friday (28 November) to cap a strong, holiday-shortened trading week - Dow rose +289-points or +0.61% with Amazon.com Inc, International Business Machines (IBM) Corp and JPMorgan Chase & Co all rising +1.77%.The broader S&P500 gained +0.54%. Energy (up +1.32%) led ten of the eleven primary sectors higher. Health Care (down -0.49%) was the only primary sector to settle in the red. Intel Corp jumped +10.19% after an analyst suggested that the company could become a foundry supplier for Apple Inc (+0.47%) processors, adding fuel to rumours earlier in the year about a possible deal with the iPhone maker. Broadcom Inc (+1.36%), General Motors (+0.98%), Hilton Worldwide Holdings Inc (-0.26%) and Walmart Inc (+1.29%) were among 12 S&P500 components to hit fresh record intra-day highs on Friday (28 November).The Nasdaq rallied +0.65%, booking a fifth straight day of gains
The ASX 200 drifted lower today in listless trade finishing down 3 to 8614. Up 2.4% this week. Banks eased back with the Big Bank Basket down to $264.84 (-1.1%) as CBA dropped 1.3% and ANZ down 1.4%. SUN continued lower on storm damage. Other financials rose with NWL up 0.7% and GQG rising 2.0%. Industrials mostly better, WES up 0.6% with WOW up 3.2% as tech did well today. WTC rallied another 4.7%, though XRO down 0.7%. The All-Tech Index was up.In resources, gold miners once again the stars of the show. NEM up 2.0% and VAU gaining 2.7% as lithium stocks also did well. PLS up 2.5% and MIN up 2.2% Uranium stocks slightly better, but oil and gas stocks drifted down.In corporate news, CTD remain in suspension on accounting issues, WBC fell 0.8% on a NZ fine, and SGR unchanged on a cleansing prospectus to allow Bally shares to trade on market.Nothing on the economic front. Asia markets flat, Japan up 0.3%, China up 0.2% And HK up 0.1%.10-year yields pushing to 4.53%.US futures – Dow up 52, Nasdaq up 46.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Every year, Andrew Brown comes on to make big calls about markets, and then actually fronts up at the end of the year to see how he went. In this episode, he reviews his 14 bold predictions for 2025 and unpacks where he nailed it, where he missed it, and the investing lessons in between.We cover: • US equities, bond yields and why the macro calls went sideways • AI euphoria vs reality (who made money and who didn't • Chinese tech's big comeback vs booze stocks' continued hangover • Small caps, luxury and global car makers under real pressure • His worst call (Novo Nordisk) and best call (China tech)Andrew also digs into recency bias, why politics mattered less than you think, and why getting out of the ASX and into global markets has never been more important.Listen to Andrew's 2025 Predictions in full here.———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Listen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.
In tonight's Australian Stock Market Show, Fil, Janine and Pedro discuss whether it's time to buy with 8 ASX techs that just hit rock bottom.
This week on Talking Wealth, Janine challenges the forecast set for CBA shares by Morgans and other major institutions - how low could this ASX banking giant really go? Janine examines the chart of CBA to determine whether these bearish predictions are genuine warnings or exaggerated calls designed to spark panic selling and boost broker profits? Where is the current fall likely to stop?
The ASX edged up higher, with US markets to be closed for Thanksgiving.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 higher, business investment jumps Barnaby Joyce quits National Party Labor to miss emissions target Dozens killed in Hong Kong fire National Guard solders shot in ‘act of terror’ Join our free daily newsletter here.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 higher, business investment jumps Barnaby Joyce quits National Party Labor to miss emissions target Dozens killed in Hong Kong fire National Guard solders shot in ‘act of terror’ Join our free daily newsletter here.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.
Upfront Investor Podcast: Weekly Australian Stock Market Update | Trading and Investing Education
In tonight's Australian Stock Market Show, Fil, Janine and Pedro discuss whether it's time to buy with 8 ASX techs that just hit rock bottom.
Upfront Investor Podcast: Weekly Australian Stock Market Update | Trading and Investing Education
This week on Talking Wealth, Janine challenges the forecast set for CBA shares by Morgans and other major institutions - how low could this ASX banking giant really go? Janine examines the chart of CBA to determine whether these bearish predictions are genuine warnings or exaggerated calls designed to spark panic selling and boost broker profits? Where is the current fall likely to stop?
2025 had everything. An AI infrastructure boom, China roaring back, gold up nearly 50%, surprise rate cuts and a few scandals we'd all forgotten about (Coldplay Kiss Cam CEO, anyone?). We break down what actually mattered for your portfolio.In this episode we cover: • The biggest market moments of 2025 • How the ASX, S&P 500, Europe, Japan and China really performed • The standout winners • The surprising underperformers Then Simon jumps into the hot seat for his annual Mr Beat Up review, running through which beaten-up stocks bounced…and which ones absolutely didn't.Close out a huge 2025 with us and make sure you're subscribed so you don't miss our Best of the Best series starting next week with some of Australia's top fund managers.———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis Points· Listen to the podcast (Apple | Spotify)· Watch on YouTube· Read the monthly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697 Hosted on Acast. See acast.com/privacy for more information.
My guest this week is Nathan Bartrop, a corporate governance and company secretary specialist with experience across ASX-listed, unlisted, and not-for-profit companies. We discussed his background in law, accounting, and ASX compliance, including his time as a listings advisor during the global financial crisis. Nathan now lectures on corporate governance and runs his consultancy, White Label Corporate, while serving as Principal Consultant at CSB Corporate Services.Blog post available at: https://www.sharesforbeginners.com/blog/nathan-bartropWatch on YouTube right here.
SBS Finance Editor Ricardo Gonçalves speaks with Raymond Chan from Morgans Financial Limited about the day's sharemarket action including a recovery on the ASX as the chance of a US rate cut in December swings back up and why BHP walked away from a second crack at Anglo American.
What happens when a touring musician decides to rewrite the music industry from the inside out? Today, we sat down with Josh Simons—the force behind Vinyl Group, Australia's only ASX-listed music company, and the founder of Vampr, the world's largest social network for creatives. Discover how Josh went from a semi-successful musician touring with the likes of Keith Urban to becoming a CEO, the secrets behind Vampr's explosive growth, and his strategy for navigating nonstop change in media and music tech. He shares essential lessons for entrepreneurs, fundraising insights for founders, and a fresh perspective on creativity, leadership, and the future of music in the age of AI. Don't miss this candid conversation about playing to your strengths, building cohesive teams through acquisitions, and why anyone with the entrepreneurial itch should scratch it.Check out the full series of “Career Sessions, Career Lessons” podcasts here or visit pathwise.io/podcast/. A full written transcript of this episode is also available at https://pathwise.io/podcasts/josh-simons/.Become a PathWise member today! Join at https://pathwise.io/join-now/
The ASX 200 soared by 1.3% to start the week, tracking a good Friday on Wall Street.See omnystudio.com/listener for privacy information.
Gold took off this year, fuelled by inflation fears, geopolitical tension, and a wave of investor enthusiasm. Jacki Neumann recently spoke to Michelle Lopez from PIE funds and asked is it grounded in fundamentals and can it keep its safe-haven status through volatility? This bite is from our episode 'What's going on with the ASX?'For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. PIE Funds Management Limited is the manager and issuer of the funds in the PIE Funds Management Scheme (the Schemes). The product disclosure statements for the Schemes are available at: www.piefunds.co.nz/investor-documents.See omnystudio.com/listener for privacy information.
The Aussie market ended the week in the red, falling 1.6 percent after touching a six month low at the open, with a hotter US jobs report keeping investors on edge ahead of the Fed's December decision. Wall Street's weak lead weighed on every major sector locally, especially materials and energy, while the major banks extended their recent slide. Lovisa sank on softer like for like sales, while WiseTech was one of the few winners after reaffirming guidance at its AGM. With November now shaping up as the ASX's worst month in more than two years, attention turns to next week's backlog of US economic data and local inflation figures. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
While Nvidia’s earnings gave a shot in the arm to investors on Wednesday, more fear around the bubble-nature of AI killed US markets on Thursday.Treasurer Jim Chalmers ends the Cosette takeover of Mayne Pharma.The pork industry seeks packaging changes to encourage more consumption of Aussie products.And the ASX 200 feels the negative energy from the US, dropping 1.6%Interview with: Margo Andrae, Chief Executive Officer at Australian PorkEmail us your thoughts to moneynews@nine.com.auHosted by: Tom StoreySee omnystudio.com/listener for privacy information.
In tonight's Australian Stock Market Show, Dale, Janine and Fil discuss the best ASX stocks that can become genuine “buy now” candidates in a downturn, and the signs that tell you when the market is finally bottoming.
Are you developing a medical science innovation and need funding for your venture? MTPConnect and Wholesale Investor are collaborating on a dedicated capital engagement program designed for life science companies looking for private investment. Wholesale Investor Co-Founder and Managing Director Steve Torso is behind one of the largest capital raising platforms in Australia, and he joins the podcast to talk about how the MTPConnect Investor Ready program can help life science companies develop an investor network, build a skill base in investor communications and avoid some of the pitfalls when engaging with investors.He covers what to expect at our upcoming inaugural Life Science Investor Day as part of Wholesale Investor's Emergence 2026 conference, which will bring together ASX-listed innovators, breakthrough private companies, and global investors driving the future of health, diagnostics, and therapeutics. To find out more about the MTPConnect Investor Ready program and to register your interest, visit our website or contact Steve Torso. There are limited places still available.
The ASX had its best day in 6 months, riding the wave of huge numbers out of chip maker Nvidia.See omnystudio.com/listener for privacy information.
Interview with Nic Earner, Managing Director of Alkane Resources Ltd.Our previous interview: https://www.cruxinvestor.com/posts/alkane-resources-asxalk-post-merger-gold-producer-targets-180k-aueq-ounces-7916Recording date: 17th November 2025Alkane Resources has successfully completed its transformational merger with Mandalay Resources, establishing itself as a diversified mid-tier gold producer with three operating mines across Australia and Sweden. The integration, finalized in August 2025, has delivered on all key strategic objectives while positioning the company for its next phase of growth in a strengthening gold price environment.The merger has transformed Alkane's market profile substantially. Production guidance now stands at 160,000-175,000 ounces annually, with management targeting a 180,000-ounce run rate by next year. Market capitalization has expanded from approximately A$900 million at the pro-forma merger date to around A$1.4 billion currently. Trading liquidity has improved dramatically, with daily ASX turnover reaching A$8 million and the company securing placement in the ASX 300 index while approaching ASX 200 status.Perhaps most significantly, Alkane maintains a pristine balance sheet with A$170 million in cash and bullion and zero debt beyond equipment financing. This financial strength, combined with the company's largely unhedged production profile, creates substantial cash generation capacity. Managing Director Nic Earner explained the mathematics: with 80% of production unhedged, "each 100 bucks you add to the gold price, it's 15 million bucks" in additional cash flow.Looking ahead, management has established a 12-month timeline for potential acquisitions while maintaining strict jurisdictional discipline, focusing exclusively on tier-one regions including Australia, New Zealand, USA, Canada, and Scandinavia. Simultaneously, operational priorities center on cost reduction at Sweden's Bjorkdal mine, where initiatives could reduce all-in sustaining costs by 20-25% from US$2,700 to approximately US$2,200 through production increases and grade optimization.The company's disciplined capital allocation framework, operational focus, and accelerating cash generation position Alkane as a compelling investment opportunity in the current gold market environment, with management emphasizing that superior cash accumulation should drive valuation re-rating versus comparable peers.View Alkane Resources' company profile: https://www.cruxinvestor.com/companies/alkane-resourcesSign up for Crux Investor: https://cruxinvestor.com
My guest this week is Richard Hemming from Under the Radar Report. He shares three key investing lessons from his experience investing in small caps on the ASX. Richard starts with diversification. He stresses its importance in small caps due to higher volatility. Under the Radar limits any stock to 10% of a portfolio. They hold 14 to 20 stocks in flagship portfolios and 14 to 16 in dividend ones. Richard buys small positions first—1% or 2%—and builds to 5%. If it hits 10%, he takes profits.As friends of Shares for Beginners, Under the Radar Report is happy to offer listeners 10% off our products. All you need to do is plug in the promo code ‘SFB' into our website Blog post available at: https://www.sharesforbeginners.com/blog/richard-hemming-diversifyWatch on YouTube right here.
Wall Street ended mixed as investors weighed AI-linked earnings, with stocks recovering from early session lows ahead of Nvidia’s results. Energy names clawed back recent losses, while DoorDash rebounded after a sharp investor sell-off. Meanwhile, bond yields rose as traders questioned the likelihood of imminent Fed rate cuts. Back home, futures point to losses for the ASX 200 on Monday as investors await the release of the RBA minutes. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
Menulog has announced it will close its Australian operations after tough competition from global giants has crushed its local market share ASX-listed DroneShield has seen its shares plummet by 30% after a major sell-down from its leadership team Kim Kardashian’s shapewear brand Skims has just raised fresh capital at a $5 billion USD valuation _ 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.
It’s one thing to be told you can’t have it all. It’s another to be told you can’t be both a CEO and a mother. When an investor said exactly that to Dr Catriona Wallace, she didn’t flinch. She refused to choose and went on to found Flamingo AI, one of the world’s first artificial intelligence companies, becoming one of only two women in history to list a female-led tech company on the ASX. In this conversation, Catriona and I talk about what it takes to hold your ground in the face of sexism and scrutiny, how she stayed true to herself while leading a global company, and why she believes you can be both an ambitious leader and a present parent. We also dive into her work in ethical AI, exploring how she uses AI tools not just to improve productivity but also to reflect, make better decisions, and even coach her own AI companions toward self-awareness. Catriona and I discuss: The investor who told Catriona she couldn’t be both a CEO and a mother - and why she refused to choose The million-dollar investment she walked away from (because of her nose ring) How she learned to lead without compromising who she is What “non-linear thinking” looks like when you’re raising five kids while running a global company How she uses AI companions for reflection, productivity, and even spiritual insight The eight core principles that guide ethical AI development Why authenticity - not conformity - is the future of leadership KEY QUOTES “The moment you start to compromise and change, more things will compromise and change - and you lose who you are.” “I’m in deep love with AI, even though I’m one of the people saying it might kill us - so we’d better do it ethically.” Connect with Dr Catriona Wallace on Instagram, LinkedIn, and via her website. Check out her book Rapid Transformation for more on how to embrace change through technology and leadership. My latest book The Health Habit is out now. You can order a copy here: https://www.amantha.com/the-health-habit/ Connect with me on the socials: Linkedin (https://www.linkedin.com/in/amanthaimber) Instagram (https://www.instagram.com/amanthai) If you are looking for more tips to improve the way you work and live, I write a weekly newsletter where I share practical and simple to apply tips to improve your life. You can sign up for that at https://amantha-imber.ck.page/subscribe Visit https://www.amantha.com/podcast for full show notes from all episodes. Get in touch at amantha@inventium.com.au Credits: Host: Amantha Imber Sound Engineer: The Podcast Butler See omnystudio.com/listener for privacy information.