Podcasts about ASX

This is the Fear & 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 flat Barnaby Joyce shouts at dog KPMG new CEO Andy Burnham announces first policy Trump hits Canada with 50pc tariffs Join our free daily newsletter here.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

21 July 2026 - ASX slips as banks weigh on market

This is the Fear & 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 flat Barnaby Joyce shouts at dog KPMG new CEO Andy Burnham announces first policy Trump hits Canada with 50pc tariffs Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Lac Gold has 1.66 million ounces of resources at the Rouyn Gold Project in Canada. Two rigs now drilling, with the potential to add a third or even a fourth. The name of the game is to grow the resource in what is a highly desirable address for gold deposits. Guest Bios Andrew Stocks — Managing Director, Lac Gold Limited (ASX: LAC) Andrew Stocks is Managing Director of Lac Gold Limited (ASX: LAC). He is a mining engineer with more than 35 years' experience in corporate leadership across the resources sector, including project development, capital allocation and strategy. Prior to Lac Gold, he was Managing Director and CEO of ASX-listed Iron Road Limited, where he led the company through feasibility work on the Central Eyre Iron Project in South Australia. Earlier in his career he was Managing Director and CEO of Siberia Mining Corporation through its merger with Monarch Gold, and served as Vice President of Operations at London-based Crew Gold Corporation. Matthew Keegan — Executive Director, Lac Gold Limited (ASX: LAC) Matthew Keegan is Executive Director of Lac Gold Limited (ASX: LAC) and the geologist who originally identified and secured the Rouyn Gold Project. He brings more than 25 years' operational, corporate and investment experience across gold, nickel, iron ore and coking coal, including mine geology roles with Rio Tinto, BHP's Nickel West and Barrick, and a period as an investment analyst with resource-focused private equity firm Sentient Equity Partners. He is a member of the Australasian Institute of Mining and Metallurgy. Produced by Resource Media The Hole Truth: Mining Investment Podcast is a product of Read Corporate. Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions. Links LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/ Instagram: https://www.instagram.com/theholetruthpodcast/ Company website: https://lacgold.com/ Key Insights A rare “no-minnow” story: 1.66 million ounces from day one Unlike the early-stage exploration stories the podcast usually profiles, Lac Gold arrived on the ASX already holding a JORC resource of 1.66 million ounces of gold (15.8Mt at 3.28g/t) at its Rouyn Gold Project in Québec's Abitibi gold belt. Managing Director Andrew Stocks and Executive Director Matthew Keegan acquired the project privately for around C$25 million (C$5 million cash plus a C$20 million vendor finance facility at 5% straight-line interest, with no warrants or options attached), before listing via a reverse merger with Ardiden Limited that completed in late 2025. A fragmented gold system that's only been drilled to 400 metres Rouyn sits on the Piché Group trend within the Cadillac–Larder Lake fault zone, in the same neighbourhood as Abitibi giants such as Canadian Malartic, LaRonde, Lapa and Kerr-Addison, which together account for roughly 200 million ounces mined over the past century. Keegan says the project's shallow drill depth reflects a century of disjointed ownership rather than poor geology: 73 separate mining claims were only consolidated under one owner in recent years, and the ground was mined intermittently in the 1950s and 1980s during periods of low gold prices rather than being systematically explored. Two rigs turning around the clock, with a third and fourth under consideration Lac Gold currently has two diamond rigs running 24/7 at Rouyn, advancing roughly 200 metres a day combined, with a third rig being brought on and a fourth available if the economics stack up. Cold Québec winters don't interrupt the program — the frozen ground makes drilling easier. Results to date show continuity, width and grade in known zones, while step-out holes are revealing broad mineralised halos that vector toward high-grade shoots, across at least 150 targets identified along the deposit's six-kilometre strike. Valuation sits well below peers, with two paths to a re-rate At a market capitalisation of roughly A$70 million against 1.66 million ounces, Lac Gold is trading at about A$42 an ounce in the ground, versus a peer average Stocks puts at two to three times that level. Management frames the opportunity in two parts: closing that valuation gap on the existing resource, and applying the same (or a better) per-ounce multiple to new ounces added through the drill bit. A second growth option at Golden Patricia, near Pickle Lake Alongside Rouyn, Lac Gold holds the Pickle Lake Gold Project in Ontario, inherited through the Ardiden merger. The company has since acquired the historic, high-grade Golden Patricia deposit from Barrick, a past producer that yielded gold at an average grade of around 16.5 grams per tonne. Historical data from the site is being digitised, with a modest ground program of roughly 5,000 metres of drilling planned once that work is complete.  

Mark Beyer speaks with Tom Zaunmayr about why ASX-listed contractors have undertaken a flurry of acquisitions over the past year. Plus: Forrest buys $190m stake in tungsten producer; Fenix gains new mine approval; Lilleyman, Norwell join Zenith Energy board.

The ASX 200 drifted around to close down 5 points at 8,791, as the banks paused after last week's rise and resources came back into focus. US futures sliding lower sapped early enthusiasm.The Big Bank Basket was flat at $283.68 (-0.7%) with MQG falling 0.8% and NWL down 2.2%. Insurers were slightly firmer, with QBE up 1.8% and MPL rising 0.6%, although REITs eased, with SGP down 1.0% and GMG off 0.9%. Industrials were mixed again, with defensives such as the supermarkets slightly firmer, along with TLS and REA, which continued to find some friends. Retail was also mixed, with WES up 0.2%, while others failed to keep pace.In the tech space, selling continued, with XRO down 2.1% and WTC off 3.6%, although there were buyers in MAQ.Resources were mixed. BHP steadied, RIO slipped 1.9%, lithium stocks remained depressed, and the gold sector bounced back from earlier losses, with WGX up 2.1% and WAF rising 2.6%. S32 had a good day, up 4.6%, after beating quarterly guidance.Oil and gas stocks were firmer as crude prices continued to push higher, with WDS up 1.4% alongside STO. Coal stocks also edged higher, with WHC up 2.7%, while uranium stocks posted modest gains.It was a relatively quiet day on the corporate front. PPT rejected the latest proposal from EQT, while CEH surged 15.2% on plans to develop its Queensland site. We also saw interim chairman of WJL spend $1 million buying shares, lifting his stake to around 5%, or approximately 24.5 million shares. EQR rallied 34.1% after Andrew Forrest's Tattarang disclosed a 16.8% stake.It was a quiet day on the economic front.Asian markets were weaker, Nikkei 225 down 4%, HK up 1.8% and China up 0.5% - Korea down 4.5%US futures mixed - Dow down 50 and Nasdaq up 8. Oil above $91. European markets set to fall 0.3%Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

On this week's Switzer Show, Peter Switzer talks to:Matt Heine, CEO & MD of Netwealth (ASX: NWL) — why a "volume, not seat-based" business is a net winner from AI, the regulation-and-relationships moat a bedroom coder can't replicate, the new Netwealth Private product for high-net-worth clients, and what really drove the share price down.Michael Gable, Fairmont Equities — the charts on the S&P 500 and a year of the ASX 200 going sideways, plus buy, hold and avoid calls on Fortescue, Northern Star, James Hardie, Ampol, Wesfarmers, WiseTech, Aristocrat, and his special pick with a fresh buy signal.Jacqui Fernley, founder & CIO of arcpoint OCIO — why the first week of US earnings was "a cracker," the one bank number that undercuts the private-credit scare, the chip sell-off as profit-taking rather than collapse, and where oil goes next.The Switzer Show airs live each Monday at 7pm AEST on switzer.com.au/tv, and streams on Spotify and Apple Podcasts.Nothing in this episode is financial advice. Stocks are discussed for general information only. Consider your own circumstances and seek professional advice before investing.#SwitzerShow #ASX #Netwealth #Investing #AustralianSharesGet a 21-day free trial of the Switzer Report - switzerreport.com.au/subscribeorSubscribe to the free Switzer Daily newsletter - https://switzer.com.au/subscribe

A $60 million corporate welfare cheque for Golden Bay cement is fixing a symptom but not the disease. It's taxpayer money. It's not a loan. It's free money. Owner Fletcher Building has agreed, in return, to keep the thing open till 2040 and invest $150m phased over time. No doubt cement is important for building the country. But so was refined oil. We offshored that. So is milled timber, which we let go. So is food production, which we're letting fall over too. This is the problem with welfare. Once you start handing it out, everyone wants a piece of the pie. Fletcher Building is a conglomerate, listed both here and on the ASX. Their results are due out next month, which will now be watched very closely. Last week, the company increased its earnings guidance and turned a $45 million profit in the half year to December. Sure, it's not been without its problems and we've kept you updated on their restructures and legacy problems and the general state of construction. The only reason the government is doing this, in my view, is because unlike the other examples of paper mills and Wattie's, this one's caused not just by the price of labour and energy going north. It's the ETS. Fletchers buys credits to emit carbon while making its cement. This cost made the Northland plant unviable. Dead man walking. You can import cheap cement from offshore where they don't pay for emissions. Which makes them a cheaper option and we get undercut. The government reckons they went with a bailout rather than changing the ETS rules because they didn't want companies lining up for handouts. But that's exactly what will happen anyway. Any plant at risk of closure paying for emissions is now fair game. This might look like a single small-ish payment to a single business but it's actually a blank cheque they've signed, with the election round the corner, the sky's the limit.See omnystudio.com/listener for privacy information.

Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

As anyone paying even cursory attention to markets would know, the ASX tech sector has had a rough trot over the past year, down 37% as AI upheaval and rising rates took their toll. But not every stock in the sector has been dragged down with it, and the upcoming August reporting season is shaping up as a key test of who's actually benefiting from AI versus who's being eaten by it. In this episode of Buy Hold Sell, Elise McKay of Pendal and Shaun Weick of Wilson Asset Management join Livewire's Tom Stelzer to analyse three of the biggest ASX tech names that each sit on different branches of the AI tree. One is a standout performer up more than 70% year-to-date, one is a software name some have already declared dead as an AI casualty, and one is a data centre name smack bang in the middle of the infrastructure boom. They also each nominate a tech stock they're backing, including one that could be the next big Australian medtech success story. This episode was filmed Wednesday 15th July 2026.

This is the Fear & 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. Tech stocks sold off on AI fears ASX winners: South32, Deep Yellow, Coast Entertainment Newspoll: Labor’s primary vote falls Spain wins FIFA World Cup Brisbane surprise quadruplets Join our free daily newsletter here.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Wall St fell Friday as a Chinese AI breakthrough rattled semis and oil rose after holding ground for the previous three sessions on further US-Iran escalation. Dow Jones down 407 points. S&P 500 down 1.01%, closing below its 50-day moving average. Nasdaq down 1.40%. Slightly better than futures yesterday were indicating. Russell 2000 down 0.42%. Mag7 down 1.78%. SOX down 1.63%, recovering from a 5.5% opening drop. VIX up 12.19%.ASX set for a good session today although escalation in the Middle East will not help.. SPI futures up 54 points or 0.62%.US futures flat currently - Korea to reopen - Japan closed.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The Australian sharemarket ended the week on a softer note, with the ASX 200 falling half a per cent on Friday as heavy losses among mining stocks dragged the market lower, leaving the benchmark down 0.1 per cent for the week. Meanwhile, in the United States, SpaceX shares slipped below their US$135 IPO price, leaving investors who bought at the float and held the stock sitting on a paper loss. Tony Sycamore, market analyst at IG Markets, joins the podcast to unpack the day's biggest market moves and what they mean for investors.

The ASX 200 closed down 44 pts at 8,797 as US futures weakened and Asian technology stocks were hit hard. Down 10pts for the week. Our market saw both the banks and resources come under pressure. The banks gave up ground, with CBA down 0.8% and WBC falling 0.2%. The Big Bank Basket fell to $284.25 (-0.5%) with a late rally helping. Insurers, however, held their ground, while other financials also performed reasonably well, with AMP rising for the second day in a row.Elsewhere, defensives in the industrial sector held firm, with TLS up 2.7% despite CEO Vicki Brady facing lawmakers in Canberra. WES also gained 0.9%, while in healthcare CSL edged higher and RMD rose 1.5%.Technology stocks were mixed. XRO gained 0.9% and WTC was little changed, but the data centre sector remained under pressure, with NXT falling another X%. MP1 had another horrible session, down 8.5%, while AI-related stocks were sold heavily. EIQ fell 5.7% and WBT tumbled nearly 10.5%. In fact, anything with a Vegas AI connection was under pressure today. Resources were once again the weak link. BHP continued to slide following its quarterly result, falling 2.7%. RIO also eased 2.4%, while FMG held up, but only just. Lithium stocks were once again under pressure, with PLS down 3.1% and MIN falling 2.6%. Gold miners also suffered despite bullion prices rising in Asian trade, with NST and EVN both down over 4%. Oil and gas stocks bucked the trend, with WDS up 3.3% and STO gaining 1.9%, although coal stocks failed to fire.There was little of note on the corporate front. ZIP fell 5.1% after announcing it would exit its New Zealand business. PRU delivered a stronger-than-expected quarterly update. SKC climbed after announcing the sale of investment properties in Auckland. COL walked away from its proposed acquisition of Greencross from TPG Capital, while RRL fell 8.4% after issuing a softer FY27 outlook.In economic news, Westpac Chief Economist Luci Ellis warned that the current AI boom could face a correction if commercial returns fail to justify the lofty valuations.Asian markets were slammed, Nikkei 225 down 4.6%, HK down 2.3% and China down 3.9% - Korea closed for a holiday.US futures down - Dow down 403 and Nasdaq down 465. Oil up 0.9%. European markets set to fall 1%Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

This is the Fear & 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 lower Telstra fronts up Hanson blasts immigrants, Muslims Port Hedland standstill Trump blames China Join our free daily newsletter here.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

The Australian sharemarket ended the week on a softer note, with the ASX 200 falling half a per cent on Friday as heavy losses among mining stocks dragged the market lower, leaving the benchmark down 0.1 per cent for the week. Meanwhile, in the United States, SpaceX shares slipped below their US$135 IPO price, leaving investors who bought at the float and held the stock sitting on a paper loss. Tony Sycamore, market analyst at IG Markets, joins the podcast to unpack the day's biggest market moves and what they mean for investors.

This is the Fear & 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 lower Telstra fronts up Hanson blasts immigrants, Muslims Port Hedland standstill Trump blames China Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Frank Danieli is Head of Global Credit Solutions at MA Financial Group, an ASX-listed alternative asset manager that oversees A$15 billion ($10 billion) across a broad range of private credit and lending strategies and A$179 billion ($125 billion) in a lending ecosystem platform. Frank began his career in restructurings, the self-described 'dark side of credit', and has used the lessons from special situations and distressed loans to build a performing credit platform across asset backed finance, direct asset lending and corporate private credit. Our conversation discusses what global investors can learn from the model of private credit in Australia. We explore the evolution of private credit in Australia and why it developed differently from the sponsor-backed lending market in the U.S., the regulatory shift that pushed lending off bank balance sheets, the role of Australia's pension system, and MA Financial's strategy for building proprietary origination across the lending ecosystem. We then turn to MA Financial's investment process, including the separation of investment selection from portfolio management, red teams, war games, and rigorous stress testing. Along the way, Frank shares why sourcing - not fundraising - will define long-term winners, why private credit requires diversified balance sheets, and why portfolio management and risk management are the largest sources of alpha in the asset class. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

A stronger year for ASX listings is offering signs of renewed confidence, but competition for IPOs remains fierce as companies increasingly turn to private equity and overseas exchanges for capital. Ricardo Gonçalves speaks with ASX General Manager, Listings James Posnett about the rebound in new listings and what it means for Australia's capital markets. Plus, Mathan Somasundaram from Deep Data Analytics unpacks a flat session for the ASX as BHP shares fell amid strike action at its Port Hedland iron ore operations, while AMP and REA Group rallied on upbeat company updates.A stronger year for ASX listings is offering signs of renewed confidence, but competition for IPOs remains fierce as companies increasingly turn to private equity and overseas exchanges for capital. Ricardo Gonçalves speaks with ASX General Manager, Listings James Posnett about the rebound in new listings and what it means for Australia's capital markets. Plus, Mathan Somasundaram from Deep Data Analytics unpacks a flat session for the ASX as BHP shares fell amid strike action at its Port Hedland iron ore operations, while AMP and REA Group rallied on upbeat company updates.

US equity markets weaker with fresh falls for chip makers overshadowing generally upbeat economic data, down 106 points or 0.2%. Alphabet, Caterpillar and Goldman Sachs all dropping over 4%. On the upside, Nike rallied 4.2%, while Amgen, IBN, McDonald's, Merck & Co, and Salesforce all rallied over 3%.

This is the Fear & 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 flat as BHP drags Scott Morrison: Aust should help in Gulf Telstra execs to front inquiry tomorrow Sam Neill cause of death confirmed US to issue $1 Trump coin Join our free daily newsletter here.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Friday 17 July 2026 BHP’s share price falls and Commonwealth Bank closes the gap in the fight to be the biggest company on the ASX. Foxtel and Stan up their prices on the back of sports rights deals The US military to introduce screening for testosterone Wall Street banks hit record profits Pauline Hanson under fire as she relaxes in Sicily with Gina Rinehart Hit follow on the podcast so you don’t miss the latest news, and join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - what’s your true hourly wage? 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.

This is the Fear & 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 flat as BHP drags Scott Morrison: Aust should help in Gulf Telstra execs to front inquiry tomorrow Sam Neill cause of death confirmed US to issue $1 Trump coin Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

A stronger year for ASX listings is offering signs of renewed confidence, but competition for IPOs remains fierce as companies increasingly turn to private equity and overseas exchanges for capital. Ricardo Gonçalves speaks with ASX General Manager, Listings James Posnett about the rebound in new listings and what it means for Australia's capital markets. Plus, Mathan Somasundaram from Deep Data Analytics unpacks a flat session for the ASX as BHP shares fell amid strike action at its Port Hedland iron ore operations, while AMP and REA Group rallied on upbeat company updates.A stronger year for ASX listings is offering signs of renewed confidence, but competition for IPOs remains fierce as companies increasingly turn to private equity and overseas exchanges for capital. Ricardo Gonçalves speaks with ASX General Manager, Listings James Posnett about the rebound in new listings and what it means for Australia's capital markets. Plus, Mathan Somasundaram from Deep Data Analytics unpacks a flat session for the ASX as BHP shares fell amid strike action at its Port Hedland iron ore operations, while AMP and REA Group rallied on upbeat company updates.

BHP workers strike at Port Hedland in one of the Pilbara’s biggest work stoppages this century, ASX listings hit a four-year high. Plus, young Australians are taking bigger investment risks despite looming tax changes.See omnystudio.com/listener for privacy information.

Send us Fan MailWhat actually separates a sales director from a chief commercial officer? For Tanya Pitchforth, it's courage, clarity and humanity, not just hitting budget. Tanya is Chief Commercial Officer at McPherson's, the ASX-listed company behind Lady Jayne, Manicare, Swisspers and Dr. LeWinn's, and spent over a decade at Danone building new growth spaces across Paris and Amsterdam before that.In this episode of Your Future in Sales and Marketing, Tanya talks to Mike Dickson about:Why she chases a trajectory, not a destination, and what that's meant for her career choicesBuilding a career like a spider web instead of a ladder, and why the pivot is often smarter than the promotionWhat actually separates a sales director from a chief commercial officerLeading teams across Europe versus Australia, and the gender diversity gap she thinks Australia still hasn't closedTurning down her own dream role in Paris to come home to Australia, and what that transition really costWhat to do when a career move doesn't go to plan, and why the next step doesn't always have to be upSharp, specific and genuinely useful for anyone weighing up their next career move, lateral, sideways, or nowhere near where they expected.

The ASX 200 closed unchanged on futures expiry day at 8841, after an afternoon rally in the banks gathered pace, with CBA up 1.8% and NAB gaining 1.3%. The Big Bank Basket continued its recent run higher to $285.73. Financials were generally firmer, with SOL up 3.3% and GQG gaining 1.1%. REITs also pushed higher, led by SCG up 0.5% and SGP rising 2.0%. Industrials and technology stocks found buyers, with WES up 1.2% and ALL gaining 0.3%, while retailers edged higher as JBH rose 1.8%. Healthcare stocks also regained some poise, with CSL and RMD both moving higher. In the technology sector, buying returned to XRO and WTC, while REA had a strong session, up 6.6%, after reporting growth in listings. That helped lift CAR and SEK as well.Resources, however, were once again out of favour. BHP's quarterly failed to excite the bulls, with the stock down 2.3%. RIO also slipped, while FMG fell 1.1%. Lithium stocks remained under pressure, with PLS falling sharply and LTR following suit. Gold miners were mixed, with NST down 0.1% while GMD gained 1.5%. Oil and gas stocks eased as crude prices slipped, with WDS down 1.5%, while coal and uranium stocks also drifted lower.In corporate news, NWL reported record funds under administration (FUA). PPT announced it had received an improved takeover proposal from EQT, TNE maintained its FY26 guidance, and OBM warned of lower gold production in FY27 alongside higher all-in sustaining costs (AISC). On the economic front, Korean stocks were volatile again after the BoK raised rates.Asian markets were weaker, Japan down 3%, HK up 2.1% and China flat Kospi down 6%.US futures mixed - Dow up 45 and Nasdaq up 1. Oil off 0.5%. European markets set to rise a little.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Stocks fell on Thursday as a sell-off in technology stocks overshadowed a raft of solid earnings reports.The S&P 500 lost 0.51% and ended at 7,533.77, while the Nasdaq Composite declined 1.47% to 25,881.95. The tech-heavy major averages struggled with weakness in semiconductors. The Dow Jones Industrial Average shed 105.67 points, or 0.20%, and closed at 52,552.97.Chip stocks slid after Taiwan Semiconductor posted an increase in its spending forecast, which overshadowed a better-than-expected second-quarter report. The company expects capital expenditures to clock in between $60 billion and $64 billion for the year, up from a prior guidance in the range of $52 billion to $56 billion. The stock lost more than 2%. The VanEck Semiconductor ETF (SMH) slid almost 4%, led by a more than 5% drop in Arm Holdings. Shares of Micron Technology and Advanced Micro Devices were also lower by more than 5% each. Broadcom was off 5%. The U.S.-listed shares of SK Hynix slid more than 13%.SPI down 15 - Gold drops - Oil flatMarcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

It's a tough time for many consumers as the forces of rising rates, stubborn inflation and other macro complications have seen Australia's cost-of-living crisis rumble on. It's a good thing then that there's still plenty of consumer discretionary stocks showing strength, even if the outlook for the sector remains more uncertain. In this episode of Buy Hold Sell, Livewire's Tom Stelzer is joined by Elise McKay from Pendal and Shaun Weick from Wilson Asset Management to make the call on three ASX consumer stocks that could still be potential buys despite the challenges.   They've also brought two very different choices as their picks for a consumer stock to watch right now. 

Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

This is the Fear & 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. BHP pulls ASX higher Keating: bring super and Centrelink together Rudd warns on China, US conflict WA confirms more bird flu US closer to permanent daylight saving Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

This is the Fear & 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. BHP pulls ASX higher Keating: bring super and Centrelink together Rudd warns on China, US conflict WA confirms more bird flu US closer to permanent daylight saving Join our free daily newsletter here.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

The S&P 500 rose on Wednesday, with major technology stocks advancing, as traders digested more data showing inflation is cooling.The broad market index finished up 0.38% at 7,572.40, while the Nasdaq Composite climbed 0.62% to settle at 26,269.23. The Dow Jones Industrial Average added 150.37 points, or 0.29%, to end at 52,658.64.Investors appeared to be paring exposure to key semiconductor stocks and moving into shares of certain Big Tech names. Notably, Amazon and Alphabet moved up around 3%, while Microsoft was higher by nearly 3%. Apple gained 4%, hitting a new all-time high.SPI up 15 - BHP quarterly - Gold eases - Oil steadyMarcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

US equity markets firmer as investors digested another round of second quarter corporate earnings releases and weaker-than-expected wholesale inflation figures  – Dow added +150-points or +0.29%, with the four (4) members of the ‘Magnificent Seven' cohort of mega-capitalisation stocks that sit in the 30-stock index – Apple Inc (up +4.01%), Amazon.com Inc (+3.02%), Microsoft Corp (+2.78%) and Nvidia Corp (+0.33%) – all advancing. Cisco Systems Inc (down -4.54%) was the worst performing Dow component overnight.The broader S&P500 rose +0.38%, with Communication Services rallying +2.78% to lead five of the eleven primary sectors higher. Google parent Alphabet Inc gained +3.17%. Utilities (down -0.98%) and Energy (-0.77%) sat at the foot of the primary sector leaderboard. PayPal Inc soared +17.20% to US$55.52 and paced gains in the S&P500 after Reuters reported that payments firm Stripe and private equity company Advent offered to buy the digital payments giant for US$53B or US$60.50 per share earlier this month.  

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcOil just exploded higher after fresh Strait of Hormuz headlines… and the energy sector is suddenly back on fire.In this breakdown, we look at why oil prices surged, why energy stocks are ripping, and how to use OVTLYR's new Sector Intelligence Map to follow the money in real time. Energy was the clear standout, but the tech sector was a very different story, with a huge red waterfall showing up across semiconductors and several major names.We also dig into the strange semiconductor setup. Hedge funds have reportedly been piling into chip stocks, even while the sector is getting hit hard. That does not mean blindly buying the dip. It means using the data to find where the next confirmed rip could start. Texas Instruments is one name to keep on the radar if it can clear resistance and flip back to a buy signal.Then we look at oil, gold, yields, and TBX. USO may be starting to bottom, gold is sitting near a major $4,000 support level, and yields are pushing higher again, which can put pressure on stocks. TBX also just flashed a buy signal as a way to track rising Treasury yields through an inverse bond ETF.✅ Oil surge, Strait of Hormuz headlines, and energy stocks✅ OVTLYR Sector Intelligence Map and sector rotation✅ Semiconductors, hedge fund exposure, TXN, ASX, and chip stocks✅ Gold near $4,000, USO, oil, yields, and inflation pressure✅ TBX buy signal, Treasury yields, and market riskIf you want to see how to follow money rotation instead of chasing headlines, this one shows the process step by step.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

SHARESIES · MARKET MOVEMENTS · 15 JULY 2026Laura Marwick & Jordan Cunningham, Sharesies Head of Data & Analytics Note: Filmed Tuesday 14 July ↑ WHAT’S UP — Meta surged 14.8% on plans to add 14 gigawatts of compute, driving the Nasdaq up 1.74% for its fourth gain in five weeks. SK Hynix's US debut raised US$26.5 billion, the largest-ever US listing by a foreign company. ↓ WHAT’S DOWN — The ASX 200 fell 0.4% to 8,806 as miners tumbled over 4%, while the Dow was down 0.5% and Russell 2000 0.6%. ! BIGGEST SURPRISES — The RBNZ lifted the OCR 25bps to 2.5% — its first hike in three years — and signalled that more tightening is likely. Renewed US-Iran strikes pushed WTI crude up 4.3% and the 10-year Treasury yield to 4.57%. ◎ WHAT TO WATCH — US CPI lands Tuesday (est. 3.9% y/y), alongside new Fed Chair Kevin Warsh's first congressional testimony and big US bank earnings. ◈ BIGGER PICTURE — Analysts have unusually lifted S&P 500 earnings estimates into Q2 reporting season, stirring "earnings bubble" talk, while the US-Iran ceasefire looks fragile after fresh strikes. NZ's rate hike and improving PMI point to a Q3 recovery. Disclaimer: Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website.See omnystudio.com/listener for privacy information.

A flat finish for the Australian sharemarket masked a volatile trading session, with the ASX spending most of the day in negative territory as Brent crude oil jumped 5 per cent on renewed uncertainty in the Middle East. The session also followed the blockbuster US debut of another AI-related company, raising fresh questions about where the next investment opportunities in artificial intelligence could emerge. SBS Finance Editor Ricardo Gonçalves speaks with Ben Lam, Head of Equities at Colonial First State, about the outlook for AI investing and the day's market moves.A flat finish for the Australian sharemarket masked a volatile trading session, with the ASX spending most of the day in negative territory as Brent crude oil jumped 5 per cent on renewed uncertainty in the Middle East. The session also followed the blockbuster US debut of another AI-related company, raising fresh questions about where the next investment opportunities in artificial intelligence could emerge. SBS Finance Editor Ricardo Gonçalves speaks with Ben Lam, Head of Equities at Colonial First State, about the outlook for AI investing and the day's market moves.

If you're scaling a fintech leadership team, start at tieronepeople.comAndy Taylor is the founder and CEO of ASX-listed Stakk Limited (ASX: SKK), an embedded trust and fraud prevention platform used by Chime, Robinhood, T-Mobile and H&R Block. In this episode Andy breaks down Stakk's proposed US$63 million acquisition of document intelligence firm ParaScript, and how the deal turns a decade of building into an AI-powered fraud detection engine. I ask Andy about Stakk's pivot from consumer neobanking under the Douugh brand into B2B infrastructure. He shares where the business is headed next as it expands into healthcare.Before Stakk, Andy co-founded SocietyOne, Australia's first peer-to-peer lending platform, and later founded Douugh, an AI-first neobank that listed on the ASX pre-revenue. He has spent close to two decades building fintech businesses in Australia, New Zealand and the United States.Find out more - https://stakk.tech/Chapters00:00 Welcome to FinTech Chatter01:16 Introduction to Stakk and Andy Taylor03:44 The Journey of Stakk: From Douugh to Success10:54 Reflections on Society One and Early FinTech Days17:17 Navigating Challenges in the Current FinTech Landscape23:15 Consumer Behavior Shifts and Market Dynamics25:55 Future Expectations for Stakk34:55 Advice for Founders Facing AdversitySend us Fan MailConnect on with Dexter Cousins on LinkedinHire Exceptional Fintech TalentSubscribe on LinkedIn

The burning question for all investors is whether the global market is running ahead of itself? Tim Toohey, head of macro strategy for Yarra Capital Management, joins Associate Editor, James Kirby in this episode. In today's show, we cover: The growing gap between GDP and market returns Could inflation fall from here Emerging value on the ASX The bear case for bank stocks See omnystudio.com/listener for privacy information.

Nick Cummings and Graham Witcomb join Gaurav Sodhi on this week's episode of Stock Take to discuss the cracks appearing in the SaaS story, why the market may be overrating ASX software stocks, and where the rare exceptions still lie.See omnystudio.com/listener for privacy information.

The ASX 200 declined for the fourth consecutive session as escalating US Iran tensions in the Middle East weighed on investor sentiment. Energy stocks emerged as the standout performer, while defensive sectors including consumer staples, telcos and utilities provided some support. Gold miners faced headwinds from falling commodity prices, and travel stocks underperformed. FDC Consolidated debuted strongly on its first day of trading. Steve Daghlian is a Market Analyst at CommSec. Each episode, he breaks down the day's market movements and explains what the numbers really mean. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

SHARESIES · MARKET MOVEMENTS · 8 JULY 2026 Jordan Cunningham, Sharesies Head of Data & Analytics Note: Filmed Tuesday 7 July. ↑ WHAT'S UP — Markets rallied. The Dow gained 2%, the S&P 500 rose 1.8%, the Nasdaq climbed 2.1%, and the ASX 200 finished up 0.9%, helped by its strongest trading session in three weeks. ↓ WHAT'S DOWN — Semiconductor stocks lagged despite the broader tech rebound, with the Philadelphia Semiconductor Index falling 4.4%. Reports that Meta could sell excess AI computing capacity reignited questions about whether the industry has built too much infrastructure. ! BIGGEST SURPRISES — US nonfarm payrolls increased by just 57,000 in June, well below expectations. Markets responded by sharply reducing the odds of another Fed rate hike, while falling oil prices continued to ease inflation concerns. Despite that, US Treasury yields finished the week slightly higher. ◎ WHAT TO WATCH — The Reserve Bank of New Zealand delivers its OCR decision this week, while the US releases FOMC meeting minutes and Q2 earnings season gets underway. ◈ BIGGER PICTURE — Investors are increasingly pricing in a world where inflation pressures continue to ease. Falling oil prices, a cooling US labour market and shifting central bank expectations have helped support equities, but the next test comes as companies begin reporting earnings and central banks reveal whether they're ready to change course. Disclaimer: Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website.See omnystudio.com/listener for privacy information.

Oil prices soared after Trump declared the Iran peace deal was over, sending overseas stocks and bonds lower and raising the prospect of a weaker start for the ASX. Plus, a closer look at the beaten-up sectors local investors have been buying lately. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

Oh my god don't get RSV it's so shit. We will be back with TCRP soon. My brain has been goats cheese. It's been a hell of a fortnight but there's a lot going on and it must be laughed at. In the meantime, here is a plethora of Jacks to satiate your auspol cravings. This week the shownotes are slopped to you by GPT 5.5 - which seems to have done an okay job and also sounds a lot less 'chatGPT' which is nice. The titles are way less shit than usual. Maybe that sociopathic compulsive liar Sam Altman is onto something. Nah. -----------------------------------------------------------------------------------In episode 163 of The Two Jacks, recorded on 2 July 2026, Jack the Insider and Hong Kong Jack take a wide-ranging look at the political, economic and sporting stories shaping Australia and the world.The episode opens with Australia's housing market, including recent house price falls, the risks facing first home buyers using the 5 per cent deposit scheme, and the dangers of negative equity. The Jacks then turn to the striking rise of One Nation, debating whether the surge is a genuine long-term disruption in Australian politics or partly a mirage fuelled by social media, disinformation and dissatisfaction with the major parties.Victorian politics comes under close scrutiny, with discussion of Moira Deeming, the Matthew Guy allegation, Jess Wilson's leadership, and Jacinta Allan's handling of the Big Build controversies. Internationally, the episode covers Andy Burnham's likely move into Downing Street, Keir Starmer's defence spending announcement, Trump-era decision-making as explored in Jonathan Swan and Maggie Haberman's book, congressional stock trading in the United States, and the latest developments in the Russia-Ukraine war.The show wraps with sport, including Ben Stokes' retirement from international cricket, England's reckless loss to New Zealand, the future of Bazball, World Cup football, State of Origin, AFL fixturing and Australia's women's cricket team reaching another World Cup final.00:00:25 — Welcome to Episode 163Jack the Insider opens the show and marks the start of the new financial year in Australia. Hong Kong Jack joins from Hong Kong, where the previous day marked Reunification Day, the anniversary of the handover to the People's Republic of China.00:01:10 — Housing Prices, First Home Buyers and Negative EquityThe Jacks begin with Australia's housing market and recent reports of price declines in suburbs with strong uptake of the 5 per cent deposit scheme. They unpack the risk of highly leveraged first home buyers falling into negative equity, where the debt on a property exceeds its current market value.Hong Kong Jack recalls the early 1990s Melbourne housing market, when banks were reluctant to sell distressed inner-suburban properties because doing so would have further damaged the market. The discussion compares that period with the global financial crisis in the United States and Ireland, where property crashes led to widespread foreclosures.00:04:00 — Can Australian House Prices Keep Rising?The conversation turns to whether Australian housing can continue producing the large capital gains many homeowners have come to expect. Jack the Insider argues that prices in Sydney and Melbourne cannot keep rising at the same pace without locking younger buyers out of the market.Hong Kong Jack makes the broader point that Australia's tax and investment settings have made owner-occupied housing unusually attractive compared with other investments, contributing to long-term affordability problems.00:06:36 — Could Money Shift from Housing to the ASX?Jack the Insider speculates that if housing becomes less reliable as an investment vehicle, more money may flow into equities and the Australian share market. The discussion also touches on the weak outlook for CBD commercial property, with work-from-home trends continuing to affect demand.00:07:25 — The 5 Per Cent Deposit SchemeThe Jacks assess the Albanese government's 5 per cent deposit scheme for first home buyers. Hong Kong Jack says it may provide some help for young people trying to enter the market, but it is not a magic solution to housing affordability.They discuss the practical challenge of borrowing large sums with very little equity, especially if prices flatten or fall. The risk for banks and borrowers is that buyers may end up with little or no equity for some time.00:10:41 — The One Nation SurgeThe episode moves to One Nation's rise in the polls. Jack the Insider notes that One Nation polled around 6.5 per cent nationally at the previous federal election but is now polling far higher, with some figures placing the party in the 20s.The Jacks discuss possible reasons for the surge, including public dissatisfaction with the major parties, the political aftermath of the Bondi terror attack, and the way right-wing voters are shifting away from the Coalition.00:11:48 — Social Media, Bots and the “Mirage” of One NationJack the Insider raises concerns about foreign influence, AI-generated videos, disinformation and bot-like social media activity targeting Australian politics. He cites examples of fake or misleading material involving Natalie Barr, Anthony Albanese and claims about Labor figures selling property after the budget.He argues that some of the online activity appears designed to attack both the government and the Coalition while indirectly benefiting One Nation. He describes part of the One Nation surge as a “mirage”, while acknowledging that real-world results, such as the South Australian election and the Farrar by-election, show the party has genuine support.00:18:20 — Is One Nation the Biggest Political Disruption Since World War II?Hong Kong Jack argues that, even allowing for some mirage factor, One Nation's polling makes it the biggest disruption to Australian politics since World War II. He compares the party's current position with the historical performance of the DLP, Australian Democrats and Greens, none of which reached similar national polling levels.Jack the Insider counters that One Nation's rise appears to be splintering the right-wing vote rather than pulling substantial support from Labor or the left. The Jacks agree the Liberal Party has a major strategic problem: it must rebuild its primary vote while deciding how directly to confront One Nation.00:21:56 — What Should the Liberal Party Do?The Jacks discuss the Liberal Party's path back to competitiveness. Hong Kong Jack says the party should stop obsessing over polls and focus on hard policy work, local campaigning and the basics of politics.Jack the Insider argues the Liberals will eventually need to attack One Nation directly. His view is that conservative voters must be told clearly that a vote for One Nation is likely to help return Labor to government or create instability.00:23:38 — Pauline Hanson, Policy Uncertainty and Senate AttendanceJack the Insider criticises Pauline Hanson's policy understanding and parliamentary work ethic, citing her position on maternity leave and Senate attendance. He argues that One Nation's shifting policy framework and uncertainty will become more apparent under greater scrutiny.The Jacks also discuss preference flows and whether the Coalition can rely on One Nation preferences if the right-wing vote remains fragmented.00:26:51 — Moira Deeming, Matthew Guy and the Victorian LiberalsThe conversation shifts to Victorian Liberal politics. Jack the Insider discusses Moira Deeming, who is likely to face disendorsement, and says Jess Wilson appears to be handling internal party discipline more effectively than previous Liberal leaders.The Jacks examine Deeming's allegation involving Matthew Guy and the CCTV footage that emerged afterward. Jack the Insider argues that the Victorian Liberals must deal firmly with internal destabilisation if they are to present themselves as a credible alternative government.00:31:00 — Don Farrell on One Nation and the Bondi AttackHong Kong Jack notes that Labor frontbencher Don Farrell has attributed One Nation's rise partly to Coalition division and partly to a post-Bondi surge. Jack the Insider questions whether the Bondi attack will become a lasting voting determinant, suggesting it may prove to be a temporary political factor.The discussion also covers One Nation and the Greens voting against proposed bans on hate preachers, despite rhetoric about the issue after Bondi.00:33:08 — Newspoll, Labor's Position and Coalition TroubleJack the Insider discusses polling showing Labor improving, One Nation slipping slightly and the Coalition struggling. He argues that the Coalition must win back a large share of One Nation's support if it is to become competitive.The Jacks consider whether One Nation has reached its high watermark or whether the movement has deeper staying power. They also note that Labor and the Greens together remain in a strong position if the conservative vote continues to fracture.00:38:08 — Jacinta Allan and Victoria's Big Build ProblemsVictorian Premier Jacinta Allan comes under scrutiny over the Big Build projects and allegations surrounding inflated costs and union influence. The Jacks discuss reporting by The Age's investigative unit and Nick McKenzie, including claims about contractors being asked whether they could do deals with unions.Hong Kong Jack says Allan's position looks increasingly terminal, while Jack the Insider says there is widespread anger among Victorians toward the government. They agree the timing of the controversy is politically damaging for Labor.00:41:07 — Could Victorian Labor Replace Jacinta Allan?The Jacks debate whether Victorian Labor has the courage or capacity to replace Allan before the election. Jack the Insider argues that taking over now would be a political kamikaze job, given the scale of Labor's problems.They compare Allan with Daniel Andrews, whom Jack the Insider describes as a much stronger communicator and political operator. The discussion also considers whether Labor still has a narrow path to victory if the right-wing vote splits between the Liberals, One Nation and other parties.00:45:35 — The Age, “Uniparty” Claims and Victorian Labor's DefendersHong Kong Jack shares a social media post attacking The Age as part of a supposed One Nation-Liberal-National “uniparty” media operation. The Jacks use it to illustrate the type of rhetoric surrounding Victorian politics and the difficulty Labor faces as corruption and governance issues dominate the debate.00:46:46 — Joh Bjelke-Petersen Comparisons and Victorian CorruptionThe conversation touches on comparisons between Victoria's current political troubles and the corruption scandals that brought down Joh Bjelke-Petersen in Queensland. Jack the Insider notes commentary suggesting that corruption can become the defining factor that ends a long-running government.They also discuss the relationship between Victorian Labor and sections of the union movement, including the role of unions in major construction projects.00:50:30 — Andy Burnham's UK ProgramThe Jacks move to UK politics and Andy Burnham's expected rise to the prime ministership. Hong Kong Jack outlines Burnham's program, including a proposal to govern partly from Manchester and devolve more power to regions and councils.Jack the Insider frames this as part of a broader devolution agenda. Hong Kong Jack is sceptical, arguing that devolution has not clearly succeeded in Scotland or Wales and may not deliver the growth Burnham is promising.00:53:59 — Keir Starmer's Defence Spending AnnouncementKeir Starmer's proposed defence spending boost comes under scrutiny. Hong Kong Jack argues the numbers do not add up and describes the announcement as “smoke and mirrors”.The Jacks also discuss Conservative leader Kemi Badenoch's performance at Prime Minister's Questions and how she may find Burnham a tougher opponent than Starmer.00:56:59 — “Died” or “Passed Away”?In a lighter aside, the Jacks discuss euphemisms around death, particularly the increasingly common use of “passed” or “passed away”. Hong Kong Jack says he prefers plain language and warns Jack the Insider not to say he has “passed” when the time comes.00:58:28 — Jonathan Swan, Maggie Haberman and Trump's Decision-MakingThe conversation moves to the United States and the book by Jonathan Swan and Maggie Haberman. Jack the Insider discusses material about Trump's decision-making style, particularly the tendency to favour gut instinct even when advice from officials points in another direction.The Jacks discuss US decision-making around Iran and the dangers of ignoring structured advice in favour of personal instinct.01:04:11 — AI, Congress and Insider TradingThe Jacks discuss claims that AI tools have exposed widespread conflicts between congressional stock trades and the legislative work of US politicians. The system described cross-references stock purchases with bills and committee activity.Jack the Insider and Hong Kong Jack stress that this is a bipartisan problem, not confined to one party or one administration. They note that the STOCK Act was intended to address congressional trading conflicts but has not produced meaningful enforcement.01:08:47 — Trump, Crypto, Wealth and CorruptionThe discussion broadens to Donald Trump's personal enrichment, including crypto ventures, the Qatar jet issue and business opportunities involving Trump family members. Jack the Insider argues that Trump appears to be benefiting heavily from his second term.Hong Kong Jack says the presidency is difficult to regulate in this area, while Congress has shown little willingness to police itself.01:13:36 — Russia-Ukraine War UpdateJack the Insider discusses Ukrainian drone strikes near Moscow, including attacks on fuel infrastructure and refineries. The Jacks note reports of fuel shortages, long queues and unrest at Russian service stations.Hong Kong Jack explains that Ukraine appears to be targeting specific refinery components that Russia cannot easily replace. The Jacks also discuss reports of Russian troop movements, the pressure on Crimea, and the possibility of political instability inside Russia if the war continues to turn against Moscow.01:18:34 — Drone Warfare and Moscow's VulnerabilityThe Jacks reflect on how drone warfare has transformed modern conflict. Jack the Insider describes footage of Ukrainian drones reaching Moscow while Russian air defences fired ineffectively.They note that when the invasion began, few expected Ukraine to hold out for years, let alone gain the upper hand in key areas through targeted strikes and technological adaptation.01:20:15 — Ben Stokes Retires from International CricketThe sports segment begins with Ben Stokes' surprise retirement from international cricket. Jack the Insider describes watching the announcement unfold during England's Test against New Zealand and says the moment shifted the entire atmosphere of the match.The Jacks argue that England's focus turned into a farewell lap for Stokes rather than a serious attempt to win or save the Test.01:22:10 — England's Reckless Chase and New Zealand's Great WinThe Jacks criticise England's approach to the run chase, including the decision to open with Stokes and the reckless batting that followed. They praise New Zealand for a disciplined, hard-fought victory and highlight Daryl Mitchell's courageous century on a difficult wicket.Hong Kong Jack says New Zealand's series win deserves major recognition, especially given their record away from home under their captain.01:25:16 — New Zealand's Strength and England's Bazball ProblemThe Jacks discuss New Zealand's strengths: preparation, fielding, resilience and intent. They contrast this with England's loose approach and the possible end of the Bazball era.Jack the Insider says Ben Stokes has been a wonderful player and match-winner but argues that England now faces serious leadership and management problems. The Jacks debate the futures of Brendon McCullum, Rob Key and England's Test setup.01:32:19 — World Cup, France and BrazilThe Jacks briefly discuss the World Cup, noting the difficulty of keeping track of the tournament but identifying France as looking particularly strong. Brazil and Norway are also mentioned as teams to watch.01:32:47 — State of Origin PreviewThe conversation turns to State of Origin, with the Blues heading to Lang Park. Jack the Insider says New South Wales have only rarely won a series decider there and does not see it happening this time.01:33:15 — AFL Fixtures and Broadcast FrustrationsThe Jacks preview upcoming AFL matches, including Geelong versus Brisbane, Sydney versus the Bulldogs, and Richmond versus Carlton. Jack the Insider questions the logic of the AFL fixture, particularly overlapping games and the lack of Saturday afternoon free-to-air football.01:36:19 — Australian Women's Cricket Team Reaches Another FinalJack the Insider notes that Australia's women's cricket team has reached another ICC World Cup final after beating India. England and South Africa are due to play for the other spot in the final.He praises the Australian side for remaining a powerful force despite changes from previous line-ups.01:37:11 — Listener Feedback and Sign-OffJack the Insider closes the episode by thanking Hong Kong Jack for his opinions and preparation. Listeners are encouraged to send in comments, criticisms and issues they would like the Two Jacks to tackle in future episodes.Hong Kong Jack jokingly asks listeners not to send anything complimentary.-- Dunno why it did this but it gave another show description? Whatever nobody is still reading at this point. Short Episode DescriptionJack the Insider and Hong Kong Jack unpack Australia's housing jitters, the risks facing first home buyers, One Nation's polling surge, and the Coalition's strategic dilemma. They also examine Victorian Labor's Big Build troubles, Jacinta Allan's leadership problems, Andy Burnham's UK agenda, Trump-era decision-making, congressional stock trading, Ukraine's drone war against Russia and a huge week in sport, including Ben Stokes' retirement and New Zealand's Test triumph over England.Long Episode DescriptionIn episode 163 of The Two Jacks, Jack the Insider and Hong Kong Jack begin with Australia's housing market, where falling prices in some first home buyer suburbs raise questions about the 5 per cent deposit scheme and the risk of negative equity.The major political focus is One Nation's dramatic rise in the polls. Is it a genuine realignment of Australian politics, the biggest disruption since World War II, or partly a mirage inflated by social media, disinformation and frustration with the major parties? The Jacks examine what this means for the Liberal Party, why the conservative vote is splintering, and how Labor may benefit.In Victoria, the Jacks look at Moira Deeming, Matthew Guy, Jess Wilson, Jacinta Allan and the Big Build controversies that continue to put pressure on the state government. Overseas, they discuss Andy Burnham's UK program, Keir Starmer's defence spending claims, Trump's reliance on instinct over advice, AI-driven scrutiny of congressional stock trading, and Ukraine's drone strikes on Russian fuel infrastructure.The episode finishes with sport: Ben Stokes' international retirement, England's disastrous Test loss to New Zealand, the future of Bazball, World Cup football, State of Origin, AFL fixturing and Australia's women's cricket team reaching another final.

The ASX 200 edged lower on Monday in a subdued session as markets digested a strong finish to the prior week. Energy stocks held gains despite softer oil, while healthcare and tech outperformed. Gold miners dominated headlines with a surprise takeover bid, though materials and lithium stocks faced selling pressure. Key catalysts ahead include US Federal Reserve minutes and the start of earnings season. Steve Daghlian is a Market Analysts at CommSec. Each episode, he breaks down the day's market movements and explains what the numbers really mean. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

Australian shares ended the day little changed, but there is plenty happening beneath the surface. AMP Chief Investment Officer Anna Shelley explains why many superannuation funds delivered double-digit returns last financial year, the role global markets including South Korea played, and whether recent volatility could reshape investment strategies. Plus, Rory Cunningham from the ASX unpacks the record boom in exchange traded funds and why more Australians are investing through ETFs, before Chris Weston from Pepperstone wraps up the day's market action and the forces driving the Australian sharemarket.

The numbers don't lie: The ASX did 3 per cent over the 12 months to June, and the S&P 500 did 20 per cent. Unless - like a big super fund - you had half your portfolio invested offshore, the chances are you underperformed in FY2026. Marc Jocum, investment strategist at GlobalX ETFs, joins Associate Editor, James Kirby in this episode. In today's show, we cover: * Wall Street smashes the ASX...again Why Big Super funds probably beat your SMSF Which ETFs investors are buying for the year ahead What the hell happened at CSL? See omnystudio.com/listener for privacy information.

The new financial year has begun with a weaker tone for investors, as the ASX 200 fell 0.6 per cent and Australia's housing market recorded its biggest monthly decline since June 2022. SBS On the Money examines what is driving the latest property data with Tim Lawless, Head of Research at Cotality, before unpacking the day's market moves, sector rotation and takeover speculation with Hebe Chen, Market Analyst at Vantage Australia.

The beginning of the new financial year. What did the markets do over the past 12 months? What are the stocks to keep an eye on for future gains?