Podcasts about ASX

Every year around this time there's talk of a Santa Claus rally on the ASX. So what is it, is it real, and will we see one this year?Fear & Greed Q+A: Join Sean Aylmer and Michael Thompson as they answer questions on business, investing, economics, politics and more. If you have your own question, get in touch via our website, LinkedIn, Instagram or Facebook.Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Every year around this time there's talk of a Santa Claus rally on the ASX. So what is it, is it real, and will we see one this year?Fear & Greed Q+A: Join Sean Aylmer and Michael Thompson as they answer questions on business, investing, economics, politics and more. If you have your own question, get in touch via our website, LinkedIn, Instagram or Facebook.Join our free daily newsletter here.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Wellard Limited is no longer on the ASX. Will the NT get a monsoon for Christmas?

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

The ASX 200 finished the week up 40 points to 8628 for a 70-odd point loss for the week. Banks were firm, CBA up 1.8% and WBC up 1.3% as the Big Bank Basket rose to $274.68(+1.3%). MQG rose 1.5% despite a $35m fine for reporting short sellers. Insurers better. Financials generally better too. ZIP up 3.3% and CGF rising 3.1%. REITs gained slightly as CHC jumped 2.3% and GMG up 0.5%. Tech was a winner today, something we haven't seen for a while. WTC up 3.2% and XRO rising 2.3%. The All -Tech Index rose 1.5%. Industrials generally were firm, JBH up 2.3%, SGH rising 0.9% and SIG having a good day on a broker upgrade.Resources were mixed, BHP dropped 1.2% with FMG under pressure off 3.2% despite a good week for iron ore. Gold miners found their feet with GMD up 1.6% and VAU rising 1.3%. Base metals stocks also in demand, MLX up 4.4% and DVP rising 4.1%. WDS unchanged and STO off 2.1% with uranium stocks bouncing off lows. LOT up 18.8% and PDN up 9.3%. Even BOE rose 11.4%.In corporate news, CTD remain suspended and announced a 'skinny' update. 4DX soared 21.5% on a new US contract, WTC rallied after White was cleared of wrong doing by the board. ABB fell 1.4% after warning the competition regulator's new voice interconnection rates would cut earnings.In economic news, nothing locally, the BoJ raised rates to the highest in 30 years by 25bps. No surprise as inflation stays elevated.Japan raises rates as expected. Japan up 1.0% HK up 0.6% and China up 0.5%US futures – DJ down 93 Nasdaq up 2910-year yields steady at 4.76%.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 0.5pc higher PM announces gun buyback scheme WiseTech investigation wraps up Trump Media to merge with nuclear fusion Coldplay kiss cam HR chief speaks Join our free daily newsletter here.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Hawthorn Resources: 15 ounce to the tonne plus drill hits – that’ll do! Listen to ASX-listed Hawthorn Resources Managing Director Brian Thornton talk to Matt Birney on the Bulls N’ Bears Report about Hawthorn’s radical drill results in WA that threw up a bevy of ounce plus gold drill hits across multiple holes.See omnystudio.com/listener for privacy information.

Investment markets are sliding in the final days of the year with the ASX 200 looking like it will manage just 8 per cent in total returns: Even Wall Street has softened in the final quarter of the calendar year bringing home about 16 per cent. What a year for the active investor! How was it for you? James Gerrard of www.financialadviser.com.au joins Associate Editor, Wealth James Kirby in this episode. In today's show, we cover: Global markets pull us up The ASX - Large caps bad, small caps good Winners and losers in a volatile year Gold V Bitcoin - No further questions your honour! See omnystudio.com/listener for privacy information.

The ASX 200 finished up just the 3 points today, with a fall for Woodside dragging down the Energy sector, despite a pick up in the oil price.See omnystudio.com/listener for privacy information.

A quiet session on the ASX with the index rising 3 points to 8588. The banks held up with CBA rising 0.7% and the Big Bank Basket rising to $271.08 (0.2%). Insurers better too, other financials drifting lower, REITs better with VCX up 0.8% and SCG up 1.0%. Industrials mixed, ORG fell 2.5% with WOW and COL pushing around 1.0% better, retail was mixed, JBH up 1.6% and APE down 1.4%. Tech stocks making some gains after significant losses, WTC up 1.6% and XRO finding support up 2.5%. REA and CAR also finding support.Resources were mixed, gold miners gave back some of the gains with EVN down 1.1% and NEM off 1.5% with iron ore miners better, BHP moved 1.1% ahead with RIO doing well too. Lithium stocks gave back some gains and uranium stocks under pressure after BOE fell 24.6% on a Honeymoon update. DYL down 7.8% and PDN down 4.8%. In oil and gas, the big news was the surprise resignation of WDS CEO Meg O'Neill to take up the helm at BP. WDS dropped 2.7% on the news, STO rose 1.0% as crude rose.In corporate news, BAP rallied 15.5% from lows on the CEO resignation. APA rose 1.2% after selling 20% interest in GDI. BEN fell 1.5% on AUSTRAC news as it continues to investigate.On the economic front, NZ GDP grew at 1.1% last quarter.Asian markets weaker again, Japan down 0.2%, HK down 0.3% and China up 0.4%.US futures: Dow down 23 Nasdaq up 9110-year yields steady at 4.75%.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 flat PM's plan to fight anti-semitism ANZ's second strike Housing market profitability soars Warner Bros prefer Netflix Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Taruga Minerals: Taruga enters land of the giants with stunning new gold/copper projects Listen to ASX-listed Taruga Minerals Technical Director Dave Chapman talk to Matt Birney on the Bulls N’ Bears Report about Taruga’s two new projects that are surrounded by 20 million and even 30 million-ounce gigantic gold resources in PNG.See omnystudio.com/listener for privacy information.

US equity markets were stronger overnight – Dow rose 0.14% driven by tech names Amazon up 2.4%, Nvidia up 1.8%, Microsoft up 1.65%, and Cisco 1.52%.The broader S&P500 advanced 0.79% on the back of a lower-than-expected CPI report. Memory and storage names Sandisk Corporation, Western Digital and Seagate Technology were three of the top performers, up 6.1%, 5.26% and 5.17% respectively. The rally due to Micron Technology's strong result and their outlook for AI-driven memory demand.

Friday 19 December 2025 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. Small beats big on ASX in ‘25 PM accepts blame for massacre Woodside boss to run BP YouTube to broadcast Oscars. Rare polar bear adoption Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, why we hide our money mistakes. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.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 flat PM's plan to fight anti-semitism ANZ's second strike Housing market profitability soars Warner Bros prefer Netflix Join our free daily newsletter here.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Marmota Ltd: 3 ounces to the tonne and a 175% share price hike! Listen to ASX-listed Marmota Ltd Executive Chairman Dr Colin Rose talk to Matt Birney on the Bulls N’ Bears Report about Marmota’s uber-successful maiden drill campaign at a new Gawler Craton discovery in SA. See omnystudio.com/listener for privacy information.

In Tonight's Australian Stock Market Show, Dale, Janine, Fil and Pedro discuss the hottest ASX dividend stocks to buy in 2026

Black Bear Minerals (ASX: BKB) has just acquired a silver project in Texas. It's the highest-grade silver resource on the ASX. The company has an aggressive drilling program already underway, with assays set to come in the new year. The exploration program will take place in conjunction with the ongoing work at the company's gold project in Nevada.     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.  RESOURCES LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC&si=iOcGscff7kMSw8c7 Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/ Instagram: https://www.instagram.com/theholetruthpodcast/  Company Website: https://blackbearminerals.com.au/    

Send us a textIn this episode of The Company Road Podcast, Chris Hudson speaks with Con Frantzeskos, a visionary marketing and technology leader who has generated billions in revenue for giants like Emirates, Coca-Cola, and ANZ. Con is the former founder of digital strategy consultancy Penso and is currently building AI-native ventures like SalesChef.ai and Ansett.Travel.Buckle up friends, this is a hard-hitting conversation that contrasts the short-termism often seen in Australia with the ambitious, long-term vision of the Middle East and the US. Con shares why 70% of ASX 200 companies fail to outperform a lump of gold, and what leaders must do to stop managing decline and start designing the future.In this episode, you'll hear about:"Strategy Karaoke": Why most companies are just reading lyrics off a screen rather than building genuine strategy.The Gold Standard Test: Con's analysis revealing that 70% of ASX 200 companies have underperformed against gold over the last 20 years.Legacy vs. Blank Canvas: A fascinating comparison between Delta Airlines (incumbent) and Riyadh Air (startup) on what they envy about each other.Ruthless Prioritisation: How Matt Comyn at CBA destroyed physical touchpoints during COVID to lead the mortgage market.The "Rattle" Test: A brilliant story from Emirates about service design—"If you shake an A380, anything that rattles is service."Why "The Lucky Country" is not a compliment, and how it breeds complacency in Australian business.The five determinants of companies that actually grow: R&D, long-term strategy, export bias, and governance.Key LinksSalesChef.ai: www.saleschef.ai Ansett.Travel: www.ansett.travel Con Frantzeskos LinkedIn: https://www.linkedin.com/in/confrantzeskos/ About our guestConstantine (Con) Frantzeskos is one of the world's most visionary marketing and technology leaders. He is currently building AI-native ventures such as SalesChef.ai and Ansett.Travel, while providing AI and digital strategy consulting to enterprises across Australia, Asia, and the Middle East. Previously, Con founded and exited the international digital strategy consultancy PENSO. He has held leadership positions at Edelman, DDB, and Ogilvy, designing campaigns and products that delivered billions in new revenue for brands like Emirates, Coca-Cola, ANZ, and Total Tools. Con is a regular columnist in the Australian Financial Review and a former Director of Victoria's startup agency, LaunchVic.About our hostOur host, Chris Hudson, is an Intrapreneurship Coach, Teacher, Experience Designer and Founder of business transformation coaching and consultancy Company Road.Company Road was founded by Chris Hudson, who saw over-niching and specialisation within corporates as a significant barrier to change.Chris considers himself incredibly fortunate to have worked with some of the world's most ambitious and successful companies, including Google, Mercedes-Benz, Accenture (Fjord) and Dulux, to name a small few. He continues to teach with University of Melbourne in Innovation, and Academy Xi in CX, Product Management, Design Thinking and Service Design and mentors many business leaders internationally.Support the showFor weekly updates and to hear about the latest episodes, please subscribe to The Company Road Podcast at https://companyroad.co/podcast/

In Tonight's Australian Stock Market Show, Dale, Janine, Fil and Pedro discuss the hottest ASX dividend stocks to buy in 2026

The AI trade certainly has the wobbles right now. The Nasdaq was down 1.8% and the SP500 1.1% overnight. Big tech had a session to forget with only Netflix and ServiceNow eking out a tiny 0.2% gain. Chip stocks were down even more sharply, with not one in the green at all. The action is in the resource sector currently. Silver continues its euphoric run to a record high of over US$65. Gold, copper and oil rallied. The VIX jumped another 8% and bitcoin fell 2% to $85kSPI futures are down 8 points. ASX to open lower. Gold and silver rise - Resources to continue to rally.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.

耗资百亿澳元、多次延期的西门隧道（West Gate Tunnel）正式通车；ASIC加强对ASX的监管，1.5亿澳元保证金能否令ASX改善？联邦政府周三将发布年中预算更新（MYEFO），有何看点？（收听播客，了解详情）

The ASX started the day well, but fell off to close lower, as Commbank and NAB delivered rate hike expectations for 2026.See omnystudio.com/listener for privacy information.

The ASX 200 slipped another 36 points to 8598 (0.4%) as we wait for US data and Futures turned negative. Asian markets also under pressure as the AI trade sees air leaving. Banks slipped, CBA steady, WBC down 1.1% with the Big Bank Basket down to $271.96 (), other financials falling, ASX down another 2.9% with GQG off 3.1% and MQG bucking the trend up 0.2%, Insurers were firm, SUN up 0.8% and MPL rising 0.4%. REITs slid lower, GMG  down 0.1% and VCX falling 1.6%. Tech stocks in trouble again, WTC down 3.0% and XRO off 2.0% with the All-Tech Index down 1.6%. Retail fell, JBH down 1.0% and healthcare also under pressure. PME down 3.3% and COH falling on deaf ears, off 1.4%.Resources tried hard to hold up, gold miners saw profit taking again, NST down 2.4% and NEM off 0.6%. BHP and RIO went sideways, FMG dropped 2.8% and oil and gas stocks fell hard on crude prices, WDS down 2.3% and STO off 2.1%. Uranium stocks under pressure again on the AI trade. PDN off 4.8% and WHC falling 1.2%.In corporate news, REA fell 1.7% on news Google is entering the housing ad space. SXE rose 2.5% on a new order, DRO soared 22.2% on a $50m order from Europe. SGR unchanged after Steve McCann resigned. ORI up 2.8% after its AGMOn the economic front, ANZ- Roy Morgan Consumer sentiment  eased and two major banks predicted rate rises for February.Asian markets fell hard on AI fears, Japan down 1.3%, HK down 1.9% and China off 1.4%.US futures were down, Dow down 160 and Nasdaq down 168.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.

Send us a textWelcome to What's Up in Business Travel for Week 50 of 2025.  This is a weekly podcast where we update you on what's up this week in the world of business travel.  This podcast is great for those who need to know what's happening all in under 15 minutes.On this week's podcast, we covered the following stories:Airline Industry tops $1T in 2025US proposes social media inspections on visitorsAmex tops in J.D. Power Airport Lounge studyDOT waives Southwest's fineAirlines unlikely to hit 2030 SAF goalsCTM to be dropped from ASX 200 IndexGovernment mandates cuts for IndigoUnited & Delta take stakes in RepublicPegasus Airlines acquires two Czech airlinesTurkish & South African agree to codeshareSouth African Airways enters codeshare with TAAGJetBlue opens first-ever loungeUber announces plans for an airport kioskSouthwest pursuing network of airport loungesKorean Air to add Starlink Wi-FiTrainline adds disruption featuresYou can subscribe to this podcast by searching 'BusinessTravel360' on your favorite podcast player or visiting BusinessTravel360.comThis podcast was created, edited and distributed by BusinessTravel360.  Be sure to sign up for regular updates at BusinessTravel360.com - Enjoy!Support the show

The national cabinet will pursue much tougher gun laws, as the federal government faces criticism for not doing enough to stop antisemitism, following Sunday’s massacre in Bondi. Corporate regulator ASIC comes down hard on the ASX. One of Australia’s largest cattle properties is sold for more than $300 million. Elon Musk’s SpaceX is valued at $US800 billion. New footage shows killer whales hunting in tandem with dolphins. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week: five ways to deal with money anxiety. 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 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. Bondi death toll rises PM flags tougher gun laws ASX slumps on commodity sell-off CBA’s NZ subsidiary in court Director Rob Reiner dead Join our free daily newsletter here.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

The ASX 200 started off the week down 62 points to 8635 (0.7%). Miners bore the brunt of the selling after a stellar week last week, with BHP down 2.9% and RIO falling 2.4% on lower iron ore and copper prices.  Gold miners too in profit taking mode after solid gains on Friday. GMD fell 5.4% and NEM off 0.9%. Lithium miners were also in profit taking mode as PLS fell 3.9% and LTR off 6.4%. Uranium stocks dropped hard as the AI trade in the US was called into question again, and thus the energy trade. NXG fell 4.5% and PDN down 4.7% with BOE off 8.2%. The banks were relatively calm as CBA fell 0.6% with the other three higher. The Big Bank Basket eased to $272.41 (-0.1%). Other financials eased, ASX under pressure following the ASIC reforms, GQG up 1.1% and SOL falling 1.2%. Insurers were generally better. Healthcare mixed as CSL stumbled 2.5% lower, TLX falling another 4.2%. REITs mixed, industrials mixed too. TLS down 0.8% and TPG up 1.8% with tech trying to find a base, WTC down 0.7% and XRO up 0.6%. The All-Tech Index up 0.04%. Retailers also found some bargain hunters, JBH up 2.3% and APE recovering 1.0%. In corporate news, TWE in a trading halt pending outlook statement. EOS jumped 28.9% on an US$80m order from South Korea. 4DX rose 9.9% on news of approvals in Canada. WGX announced plans to spin off non-core assets and FMG announced plans to buy the remaining shares in Alta Copper. Nothing locally on the economic front but Japanese factory sentiment improved opening the way to a rate rise this week. China announced its weakest retail numbers since Covid. Asian markets eased on US falls, Japan down 1.4%, HK down 0.9% and China off 0.2%.US futures were better, Dow up 160 and Nasdaq up 52.10-year yields steady at 4.72%.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. Bondi death toll rises PM flags tougher gun laws ASX slumps on commodity sell-off CBA’s NZ subsidiary in court Director Rob Reiner dead Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

ASX soars to a four week high as investors eye Santa rally. SBS Finance Editor Ricardo Gonçalves speaks with Marcus Bogdan from Blackmore Capital about what's driving the sharemarket and whether to expect the so-called Santa rally.

Interview with Dennis Lindgren, CEO of Black Bear MineralsRecording date: 10th December 2025Black Bear Minerals (ASX:BKB) has completed a strategic transformation from lithium explorer to focused North American precious metals developer, acquiring the Shafter Silver Project in Texas for A$30 million whilst advancing the Independence Gold Project in Nevada. This repositioning positions the company at the intersection of exceptional resource grades, existing production infrastructure, and America's growing recognition of critical mineral supply vulnerabilities.The flagship Shafter Project hosts 17.6 million ounces at 289 grams per tonne silver in foreign resource estimates, ranking amongst the ASX's highest-grade silver resources. CEO Dennis Lindgren, formerly with South32 and Alcoa, emphasises the infrastructure advantage: "It's one of the highest grade silver projects on the ASX. It comes with about 150 million in estimated infrastructure and that includes existing underground workings, existing core sheds as well as historical data." This existing infrastructure—including underground workings, mill circuits, and processing facilities operational until 2013—potentially compresses development timelines by years compared to greenfield competitors.Near-term catalysts centre on JORC-compliant resource conversion targeted for the second half of 2026, supported by A$17 million working capital allocated for drilling programmes. Recent rock chip sampling has returned exceptional grades exceeding 3,000 g/t from near-surface areas outside the current resource footprint, whilst historical stockpile evaluation reveals grades averaging over 300 g/t, suggesting previous operators may have applied inappropriate cutoff grades or overlooked valuable mineralization.Beyond silver-focused historical operations, Black Bear's technical review has identified multicommodity potential including zinc, lead, vanadium, and gold across multiple locations. Lindgren noted: "We're picking up really good levels of zinc and lead that we would consider as targets to go forward with." This creates potential by-product credits that could materially improve project economics whilst expanding exploration vectors beyond current silver-equivalent resource calculations.Silver's designation as a US critical mineral fundamentally alters the strategic context surrounding domestic production projects. America produces approximately 30 million ounces annually whilst consuming over 210 million ounces—importing roughly 85% of requirements despite the metal's critical status for national security and economic competitiveness. Lindgren articulated the supply-demand imbalance: "Having another US domestic asset that can actually supply into those markets we think is something that's very attractive particularly with it being critical now."Jurisdictional advantages strengthen Black Bear's development pathway. Texas ranks within the top five global mining jurisdictions with 20% tax rates, partial permitting already in place, and strong community support in Presidio County. Proximity to major Mexican silver operations ensures access to experienced workforce and established supply chains.Portfolio diversification comes through Independence Gold Project in Nevada, hosting 419,000 ounces of near-surface heap-leachable gold at 0.4 g/t and 980,000 ounces of high-grade skarn mineralisation at 6.67 g/t. The company recently completed 5,000 metres of drilling exceeding planned programmes, with assay results expected in early 2026.Management's measured approach prioritises resource definition and JORC compliance over premature production planning, appropriate given recent acquisition timing. However, the infrastructure leverage and critical mineral designation create optionality for accelerated development should commodity fundamentals, government support, or strategic partnerships materialise. Investors should monitor JORC conversion progress, drilling results from both projects, and infrastructure assessment studies as key milestones determining whether Black Bear can validate its high-grade silver thesis and capitalise on structural supply deficits facing American consumers.Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com

It sounds reasonable at first glance: Shares on the ASX are up more than 5 per cent over the year to date - add your dividends and you might get close to a 9 percent total return. But then we have a 17 per cent year-to -date return on Wall Street. This is not a once-off: Wall Street has beaten the ASX out the door for more than decade, will it ever change? Gemma Dale, head of investor behaviour at nabtrade joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: The hard evidence that local shares let you down Why Wall Street wins ...and it's not just Trump Gold puts crypto in the shade Should SMSFs pay levy for bad advice? See omnystudio.com/listener for privacy information.

This week on Talking Wealth, Janine provides an update on her favourite ASX mining stock, which is BHP, and shares whether it is set to trade higher in 2026. She reviews recent commentary and dives into the charts for a clearer view of the outlook for the stock.

Stevie and Laura unpack a busy Thursday where the ASX jumped early on a US Fed rate cut, only to lose steam after a mixed local jobs report. The market still closed slightly higher, helped by gains in materials and real estate, while tech and healthcare dragged. Scentre Group was one of the standout performers after interest emerged in a potential stake sale at Westfield Sydney, Flight Center jumped on upgraded profit expectations following its UK cruise acquisition, and Myer surged on record Black Friday sales. On the weaker side, IAG slipped after the ACCC knocked back its planned WA insurance purchase. 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.

The ASX200 slipped about 0.5 % to under 8 600 points, with every sector in the red. Tech off 1.3 %, mining down 0.5 % and energy down 1 % after oil fell. The RBA left rates unchanged, shifting market focus to a 2026 hike. Look out for Thursday’s jobs numbers, January CPI and US Fed cut, plus quarterly ASX index rebalance. 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.

Servicing Foxx Inc: Part 2 First day of work at Foxx Inc.. By PtmcPilot listen to the ►Podcast at Steamy Stories. As a brief recap, I had separated from the Navy a few weeks ago after six years in submarines. Growing bored of lounging around my parents' house, I began a job search, and to my surprise I found myself in an interview a short time later. An interview, believe it or not, that ended with my having sex with my hiring manager. My job, should I choose to accept it, was to sexually service the women of Foxx Inc. Just based on the interview, good work if you can get it. We pick up my journal record where the Friday job interview was finishing.. I stood and removed my shirt. Through lidded eyes she watched as I pushed down my pants and underwear. She smiled when my slightly longer than average cock (as accurately reported on the questionnaire) came into view. "Would you please have intercourse with me now Thomas?" I said, "If you don't think it terribly rude, I would rather fuck you, Ms. Olson." "Um, that sounds fine to me," she said with a husky voice. Placing myself at her entrance, I pushed into her in one long, languid stroke, luxuriating in the snug, warm and wet feel of her cunt. Fully sheathed, she gave me a squeeze then placed my hands on her breasts. "Be rough with my nipples; I'll let you know if you go too far." I took her breasts in my hands, pressing them together even as I started to pinch her nipples. Her back arched as I did so, suggesting I was at least not going too far. I withdrew and started fucking her with long slow strokes. After a few minutes of simply enjoying the feel of her, I asked, "So, how many women are we talking about?" "My your cock feels good," she purred, "Um, what was that? Oh! Yes, we currently have forty five on staff." Damn her cunt felt great as she gripped me on the way out. I reseated myself with a sudden quick stroke and she gasped. "I do believe I have found a satisfactory replacement," she said as she smiled at me. My thrusting slowly became more and more forceful, and urgent. She stopped moaning briefly to say, "I may have forgotten to tell you something important." I heard her, and didn't process it. My thrusts were now getting frantic, and my partner knew quite clearly what that meant. "Mr. Jeffries, when you are servicing a woman in the Firm and she is wearing blue or black lipstick, you are to ejaculate in her mouth when you finish." As she said that I had that feeling you get when you know you are a few seconds from orgasm. And it finally registered she was wearing black lipstick. "Better get in position then, Ms. Olson!" I grunted through gritted teeth as I pulled out of her delectable cunt. She slid off the table and to her knees in front of me. Placing her hands on my ass, she took my cock in her mouth and began to bob her head as she attacked me with her tongue. Already past the point of no return I grabbed handfuls of her hair but did not pull her to me. As she sucked wildly on the head of my cock I grunted out that I was coming. Then, I teetered on the edge, that glorious edge of not quite there, and then I quite literally saw stars as I exploded in her mouth. I could not see how much I was coming, but it sure felt like a lot. I shot several strong bursts into her mouth before she gave me one last suck and I collapsed back onto the chair. I grinned stupidly at her as she appeared to swish my ejaculate around in her mouth before swallowing rather demonstrably. Grinning like the Cheshire cat, she leaned forward and gave me a peck on the lips. "Quite acceptable Mr. Jeffries, quite acceptable. You need to increase your water intake and consider adding some pineapple juice, but quite acceptable." "You mean, if I take the job," I said with some cheek. "Monday, 0 900," she said, apparently ignoring my statement. It had been frivolous after all. "Will you tell me what Tilly told you?" I asked. As she dressed she answered me very offhandedly. "I contacted her, had her sign and NDA, then paid her a large amount of cash to characterize you as a lover." I followed her lead and began dressing. "To be precise, I did not ask; what did you ask her, but rather what she told you." She kissed me, then smiled, "So very much the right choice," and she patted my cheek, "When you pay people upfront they may tell you nothing, but they never lie. She gushed on about you, which is something you should look into, before she paused, then said quite steadily, 'eager, pleasing, vigorous, energetic, trainable,'" she paused for effect, "and very good. Why, is he available?" Her look said, 'that's precisely the words she used. "And the last thing she said before I thanked her was, 'you snap him up.'" I didn't have anything to say to that except that I might have to look Tilly up soon. Ms. Olson adjusted her skirt and donned her top before picking up her jacket. "As you might expect, Mr. Jeffries, we have policies and procedures." She winked at me, then took a pamphlet from the desk and handed it to me as she sat on the desk in front of me again. "That contains everything you need to know. Please commit it to memory by Monday." I took the pamphlet and she said, "One other thing, you can play up the fantasy element." "Fantasy element?" I asked. She smiled, a brilliant expression on her face. "You are the hunk of a package delivery man. The building super who always has just.the.right. tool. You are the plumber showing up when the poor lady of the house doesn't have the money to pay." She pulled me in for a hug and whispered in my ear, "Dress the part and keep these women happy." She kissed me hard after that speech, a furious and inspired attack on my lips and tongue. I was almost ready to go again when she stopped and pushed me back. After I finished dressing as she watched me, she looped her arm through mine and escorted me out of the building. "I'll start you off at three. See you Monday at 0 900 for orientation." There was the twenty-four hour time again. "Three? Or nine?" I said, a bit confused. As she pushed me out the door she winked at me and said, "Servicing three of the staff per day, starting at oh-nine hundred." I don't remember the drive home as all I did was replay the afternoon in my mind and smile like an idiot. Well, a happy, grinning idiot. I was looking forward to some weekend reading and a little uniform shopping before starting work on Monday. Friday evening after the interview went by in a blur, or more of a daze I guess. After a couple of hours staring at the ceiling wondering if I was still in the same reality, I realized the truth: my reality had, in fact, changed. Picking up the booklet given to me by the HR Rep, Ms. Olson, I took a deep breath and started to read. Some of the material was plain, for example, requirements for my workout regimen, typically working hours, parking, security procedures, and general responsibilities akin to those of a building manager. However, as I expected, other parts were anything but plain. The Provider of Building Services, PBS, is responsible for meeting the sexual needs of the female staff of Foxx Inc according the rules, procedures, and customs identified herein. Every day a certain number (controlled by HR) of randomly selected women have access to the PBS spaces via key card. While more than one woman may be in the spaces at a time, the doors will only permit access to women on the services roster for that day. I wondered who, if anyone, checked up on this in practice. Limiting access helped with privacy to some extent, but someone had to know. Most likely security, but I supposed you have to trust someone. I read on. Unless expressly permitted by additional guidance (e.g., Special Circumstances), the PBS shall provide services described herein strictly within the confines of the PBS spaces. One particularly interesting section was about staff key cards. Usage of one card was something that probably should have been moved to my security indoc. A set of tri-graphs on the front of the badge indicated clearances, and these were to be matched with door mounted placards prior to attempting entry to a secure space. Attempting access to an unauthorized space was a security violation. A second key card had a completely different set of tri-graphs. As there are situations in which the PBS may find himself engaging in an act with a staff member without prior discussion, tri-graphs on the reverse indicate acceptable acts without prior agreement. Wow, I stopped reading and mused about how that situation might, er, arise. I flipped to the back of the booklet and read over some of the codes. They were numerous, and included "VSX", "ASX", "OSX", "FOX". These stood for, as you might have guessed, vaginal sex, anal, oral and fellatrix (sort of). There were a couple dozen of these, catering to most sexual acts I'd either done or thought of. I supposed I had better keep the 'decoder ring' nearby for the first few weeks to be sure I didn't misstep. Then there were some modifiers, such as: When servicing staff members wearing blue or black lipstick, ejaculation, should it take place, is to be inside the woman's mouth. What a place to go to work! The PBS shall shower after each encounter and log in his work calendar when complete. This is so the next woman desiring to take advantage of the service has a good idea of when to show up after a sufficient rest period. I wondered how the duration of my rest period was to be determined, then I shrugged. Something to worry about later. Special circumstances. From time to time there may be modifications to these rules put forward for specific periods of time. The terms and conditions of these events will be published ahead of time so as to prevent confusion. As an example, quarterly a "Free Use" day event is held. On such days, subject to the specific terms of the day, the PBS may make sexual use of any staff member wearing a blue or black dress or skirt without prior agreement. This may occur at any time, in any part of the building. The PBS alone is responsible for ensuring no embarrassment befalls Foxx Inc. as a result. For example, it would not be appropriate to engage a staff member in intercourse or have her perform fellatio, while visible on a conference call with persons outside of the firm. As if things could not get any stranger, here I was reading about how my new place of work had days with sex on demand for myself as well! Once again, wow. Weekends. In the unusual event that staff are scheduled to work hours in the office on a weekend or holiday, the PBS will be paid on an exponential scale according to how many staff are serviced during the time. There are no access limits during these times. In general the PBS should expect from three to six visits per day. If the PBS is unable to provide service on request, this will be logged and the staff member provided a 'rain check.' Repeated inability to provide service may be grounds for termination. Based on past history, the PBS is discouraged from personal sexual relationships as well as masturbation on days prior to work (aka, school nights). Having finished most of the reading, the thought of rubbing one out did cross my mind. However, I decided to take a pause and look forward to Monday. Besides, there were things I needed to take care of. For one, I needed a place to live now that I had a job. I scoured some real estate sites and made some appointments for weekend viewings. It was time to leave my parents, though at least I'd still be living nearby. For another, I needed appropriate attire for work as described by Ms. Olson. I searched for uniform retailers and identified several in town. I also still had my submarine coveralls, which had the advantages of comfort and ease of access. I figured my underwear selection needed a boost as well, so some department stores got added to the list. After night's sleep punctuated by reliving my encounter with Ms. Olson, my Saturday was filled with visits to apartments (I didn't have enough stuff to warrant a whole house) and stops at uniform suppliers. On the second try I found exactly what I was looking for: a wide variety of uniforms, and custom made at that. The staff took my measurements before having me page through their on-line catalog of uniforms. Auto repair shops, custodial staff, HVAC companies, plumbing companies, and even a couple security companies. If they thought it strange I was ordering all kinds of different clothes, they didn't say anything about it. And though I was eager to tell someone of my good fortune, I did not. I did, however, tell them of my need to have at least one available on Monday, one on Tuesday, and the rest soon after. And with appropriate name badges, which were just random male names instead of mine alone. Although it would cost 50% more, they said they could deliver. It wasn't until Sunday afternoon that the perfect apartment crossed my path. The building was a new mixed development, with reasonably spacious apartments in the floors over retail stores and restaurants. Best of all it was located only a couple miles from Foxx Inc. There were a couple of furnished units and I could move in at once. I called my Dad and told him I'd stop by in a couple of days, but that I was moving to an apartment across town. My parents were out of town on vacation, and I didn't want to surprise them when they came home and found me gone. I drove my small amount of belongings across town, signed the paperwork, provided my deposits, received my keys and moved in. My first uniform, that of an HVAC tech from a local company, arrived Sunday in the late afternoon. It fit perfectly and sported the name "Joe" on the tag. Early Monday morning I went for a run and had some breakfast before heading to Foxx Inc. There was no way I was going to be late, let alone on my first day, and I arrived a good thirty minutes early. Unlike late Friday afternoon, the parking complex was quite full. Upon entering I noticed the assigned spots, only there was a new sign. It read "T Jeffries, PBS". I parked there, and rather than sit in the car until 0 900, and I went on into the building. Again, unlike Friday afternoon, the reception desk was manned. Well, that's not actually correct. A young woman, who could not have been more than nineteen, sat attentively behind the desk. She was looking right at me when I came through the doors. She stood at once and came around the desk, hand extended. "Hello," she paused and looked at my name badge with some confusion, "Are you the new PBS, Joe?" I shook her hand and nodded, my blue-gray uniform appearing to be on point. I said, "In the flesh." To my surprise, she blushed, but did not say anything else. I continued, "I'm afraid I don't know the first thing I'm supposed to do. Do you have any ideas? Or maybe, Ms. Olson?" She shook her head and smiled, "Forgive me. I'm Allie. And yes, I do have the plan for your first day. If you will follow me?" She then turned and took me down the same path I had taken on Friday. Entering what I figured was now my office, she said, "Please take a seat and I'll let security know you are here." I nodded, then did as she asked. Sitting down I opened up the small fridge behind the desk and found several bottles of water, Coke Zero, Diet Mountain Dew and pineapple juice. I was once again impressed at their knowledge of things that would not be documented anywhere, namely my choice of low calorie drinks. Then I smiled when I thought back to Ms. Olson's comment about pineapple juice. I took one and opened it. No sooner had I done that when the door opened and a woman, guessing in her late twenties, entered the room. She was average height, somewhere less than five and a half feet, slim build, with dark brown hair and eyes. She was wearing a black shirt and slacks and the badge around her neck identified her as Susan Moss, site security. Her face was angular and sharp, maybe indicating some Native American heritage. She was quite good looking. The look in her eyes was, well, hungry. I stood and extended a hand. She read my name tag and said, "Joe? I didn't think that was your name." She shook my hand with a firm grip, then shrugged. "I'll need a photo ID before generating your badge." I nodded and pulled out my wallet, handing her my very new Florida driver's license. She then sat her backpack on the table and withdrew a device which she plugged into one of the computer's USB ports. Then she surprised me, though she shouldn't have. "If you don't mind taking a seat?" she said. I nodded and sat down, still not having said a word since the receptionist. And then she surprised me by sitting down on my lap as she logged into the system and started work. Thinking it was a good idea, I put my hands on her hips. I was sure it was only going to be seconds before she felt me start to harden against her ass. As she scanned my ID and continued to work through pages she wiggled her ass against my growing erection and said, "One of the best things about security is that I'm always the first stop for the new guy." "First stop?" I said. "He speaks!" she said. "Yes. There's some forty of us here, and that could mean two to three weeks before everyone gets to, well, try you out." She wiggled again, and now I was at full mast. "But not security, got to get you badged straightaway." Her fingers typed at a furious pace and then there was a pause. She handed me her badges over her shoulder. "I assume you read the book?" "I was a nuclear trained operator, so when I'm told to read a book you can bet I did." She laughed. "Then I'll just say, your choice, though I do need to keep an eye on this process for the next 10 to 15 minutes." She looked over her shoulder, then stood and bent over the desk. Looking at the badge I read a number of tri-graphs. Fortunately, the meaning of a few of them came to quickly: BST (breast squeezing and kneading), CIP (come in cunt), and OSX (my providing oral sex). However, given her current position, I decided straight up sex was what she was most likely interested in. Standing up, I reached around and started to unbutton her shirt as I ground my hips into her ass. I was sure she could feel my hardness as I did so. A few moments later her shirt was open and I unhooked her bra, freeing her nicely sized breasts for my grasp. I spent some time fondling her before nuzzling her neck and sucking on an earlobe. She purred, though she kept her arms on the table, striking a key every now and then as the status bar very slowly worked its way up from 0%. Reluctantly leaving her very taut nipples, I unbuckled her belt, then unfastened and unzipped her slacks before pushing them and her underwear down to her knees. One of my hands returned to her lovely breasts as the other reached down between her legs. Her hair felt groomed but not shaved, and her cunt was wet. I groaned in her ear, "Ready for me already?" "I've been ready since I got here at eight this morning." As she finished that sentence my fingers spread her apart and I pushed myself into her fully in a slow, pleasurable stroke. Leaving her breast again I turned her face toward me. "Sorry, I didn't remember if you were wearing lipstick." She smiled, then turned back to the computer. "I'm not, Joe, because I really enjoy it when a man starts to lose control inside me. Gets me off every time." By this point I had started to fuck her quite soundly. From her words I figured she wasn't so much into a slow tryst as much as a galloping fuck. I did my best to oblige her. The whole while I was pounding her warm, wet and pliant cunt, she continued to monitor the status of the computer, even typing every now and then even as I repeatedly sheathed myself inside her. Though not talking to me, she was moaning and her breathing was quickening. My hands full of her breasts, I held myself within her completely and paused my hips. She brushed her hair out of her face and looked at me over her shoulder. "I'm ready to finish whenever you are ready to cum in my cunt, Joe," said hoarsely. Still looking at me I reached up and held her chin so I could kiss her even as I pulled back and gave her another deep stroke. She moaned heavily into my mouth, and I did it again. Breaking the kiss she said in a husky voice, "Fuck me, please." Not having any intention of making her wait, I placed both hands on her hips and adjusted my position for the final stretch. As I did, and kept fucking her, she said, "The badge is printing." Holding her in place I quickly accelerated my pace and knew that I would come soon. My pace picked up and I was sure she could tell. "Damn you feel good! I'm going to come soon," I grunted as I fucked her, quickly losing control of my movements. She could tell. "Fuck me Joe!" she barked, "let go and come inside me!" As my hips got a bit more frantic she moaned loudly, "Um, I'm coming!" As her breath caught and she clenched around me, I felt myself peak as well, "Coming!" I grunted, and then bucked into her uncontrollably as I started to fill her cunt. The wonderful feeling went on for a good while, and the whole time she rewarded my efforts with a wonderful moan and "yes" sounds. I sat down, holding her to me such that I was still deep inside as I started to soften. She typed in a few more things to the machine, then pulled her card and turned her head to me, kissing me firmly and thoroughly. "I'll be back with your badge in a few minutes or so," she said, then gave me another satisfied lover's kiss before she stood and I slipped out of her. I watched as she dressed and strode out of the room before I duck-walked to the door that led to my own restroom and shower. After refreshing myself I sat down and waited for Susan to return. To my surprise, Ms. Olson came through the door. It was not lost on me that once again she was wearing dark blue lipstick. She licked those lips and gave me an appraising look. "Very nice, Joe. Where did you get the uniform?" I told her the story of the uniform shop and she smiled. "Well done, but you'll need to expense that to the firm of course. Have Cindy show you how when she sets up your account later." As I nodded, Susan came through the door, twirling a badge around a finger. She stopped when she saw Ms. Olson. "Just stopping by to deliver his badge," the security lady said. Ms. Olson raised an eyebrow, then smirked. "And security's appraisal of our new building services provider?" Susan handed me my badge and turned to the somewhat officious acting HR rep, "Happy to report fulfilled and filled," she winked at me, "and in that order." Ms. Olson nodded, and Susan flashed me a smile on her way out the door. Ms. Olson sat on my desk and smiled at me. "Off to a good start. Very nice," she said. Then she unbuttoned her jacket, parted it, and lifted her once again sheer blouse to bare her breasts to me. "I wish I could enjoy you now, but the doctor has you next." I took her breasts in my hands firmly squeezing them and quickly latching on to a nipple and lightly biting down. She moaned in approval and after a few moments I switched to the other while continuing to pinch the first. She stroked the back of my head, holding me to her breast as I repeated the move again. Then she pushed me back and kissed me hard, her firm nipples pressing into me. She reached down and felt my stiffening cock through my trousers. "Mr. Jeffries, although I have you started at three, would you be opposed to my visiting you when you are finished with it?" I pulled her to me and gave her another kiss, my hands still pinching her nipples and squeezing her wonderful tits. "It does seem appropriate to check in with my hiring manager at the end of my first day," I said. She nudged me away and then straightened her clothes, also checking her makeup in the mirror and wiping a bit of lipstick off my lips. "Very good Mr. Jeffries. I'll check back at the end of the day." She turned to go, then said over her shoulder, "By the way, Ms. Jenkins is quite particular." "Ms. Jenkins?" I asked. "Our on-site physician," she winked at me, "She is here several days a month, and when she is she is considered a member of the Firm." I smiled, "Of course she is." "We offer comprehensive medical insurance, and quality medical care starts with full knowledge of a patient's history." She put her hand on the door handle, "And a complete physical, of course." "Of course," I said quietly. As she put her hand on the door handle she looked back at me, "By the way, I suppose Shaggy and Velma were before your time?" "Excuse me?" I said. "Spend a little time on google so you'll know what I'm talking about," she said, then winked and left the room. "Sure," I said to no one in particular. In the next twenty minutes I downed a bottle of water and another bottle of pineapple juice. There were some binders on the shelves and I removed one named 'Overview' and sat down to browse through it. The binder contained a table of contents and what looked like dozens of plastic sleeved schematics and pages of text. I leafed through descriptions of electrical and plumbing systems, reports on past contractor performance, information on current custodial staff, specifications of the food preparation equipment and all of the building safety systems. The Byzantine floor layouts were also included, complete with labeled diagrams of the various security systems and door access points. Power supplies for these were indicated, along with failsafe conditions and emergency criteria. Searching for something that could be a physicians office or a nurse's station, there was an office located on this very floor labeled "Medical." Examining the map I was able to figure out how I could get there from my current location; provided of course my key card worked. It was at this time that I noticed there were a number of tri graphs on the reverse of my badge. Some of them were familiar, others I would need to consult the book to decipher. At 10 30 my office door opened and a woman leaned in and looked at me. "Mr. Jeffries?" I nodded and stood. She strode over to me and extended a hand and said, "Angela Jenkins, nurse practitioner." I shook her hand, "Tom Jeffries." She looked at my quizzically, "I know. Please follow me." I was a bit taken aback by her actions, but said nothing. I followed her out the door, past the receptionist and through another door. This led to a very small room with two chairs and a small table. On the table was a clipboard with what looked to be several pieces of paper. She gestured to one of the chairs and said, "Please take a seat." She waited for me to do so, and then she added, "I want to be very clear and honest with you, Mr. Jeffries. This exam will include some rather blatantly sexual portions. While I don't believe that is a surprise, I am willing to let you know ahead of time in each case." To my surprise, I found that aspect particularly exciting. I replied using a tone I hoped was similar to her somewhat formal one, "I would appreciate it if you did so." She smiled broadly, "Very good then. I'll be sure to. Now, please review the materials as they describe the procedures we will cover today, and then complete the medical history questionnaire as best you can. Please knock on the door when you are ready." This odd introduction ended, she walked out of the room. It was only then that I reflected on what she looked like. Dark brown hair, a curvy figure, just a bit shorter than myself, with a brilliant smile, aquiline features, and perhaps the most intense eyes I had ever encountered. Her hair was in a tight bun, her light pink dress one that buttoned down the front. I picked up the clipboard, shaking my head at the rather insane working conditions I found myself in. A path to something even more odd wasn't possible, or so I thought until I started to read the medical exam description. It was only a bulleted list. The first several things were obvious and expected: vital signs, blood samples, urine samples, review of medical history, immunization status, and more things I expected. And then came the rest of the list: 100% visual survey of skin for unusual moles, lesions, etc., testicular cancer examination, prostate exam, sexual function test and sperm sample. Yes, I was a bit surprised, but mostly by this time the surprise was limited to 'how does she plan to do this?' The medical history was typical and required little more than a lot of short answers and box checking. I knocked on the door fifteen minutes later. To be continued By PtmcPilot for Literotica

The ASX's headline yield has slipped, but dividend income is still on offer if investors know where to look. In this episode of The Rules of Investing, IML's Dr Michael O'Neill explains the dividend outlook, shares five ASX income picks, and outlines the mistake investors are making on rates and valuation risk. *Correction - in the podcast Michael mistakenly said the yield on CSL is 4% when it is actually closer to 3% based on 1-year forward estimates from brokers. 

Stevie and Laura wrap up a quiet first week of December, with the ASX managing a small lift to notch its fourth straight day of gains. Investors worked through mixed local data, including softer GDP but a surprisingly strong jump in household spending has kept rate expectations in focus. Lithium miners were standouts on upgraded demand forecasts, Premier Investments weighed on consumer discretionary after flagging softer earnings, and NextDC climbed after striking a major data centre deal with OpenAI. With the RBA’s decision on Tuesday, the US Fed on Thursday, and key inflation and jobs data on the way, markets are bracing for a big week ahead. 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.

Wall St was little changed overnight as traders absorbed mixed US labour data and strengthened expectations for a Fed rate cut next week, while small caps hit new highs and nuclear energy stocks rallied. Industrials and communication services helped keep the S&P 500 near record levels, bond yields ticked higher, and European markets rose on improved risk appetite. Locally, the ASX is set to open higher after miners hit fresh record highs, supported by copper strength, with oil, gold and iron ore all firmer ahead of key US inflation data. 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.

A boost in retail spending across the last month has increased the chance of rate hikes in early 2026. Not great for rate-sensitive sectors on the ASX today, but the market was helped by a jump in copper & silver prices.See omnystudio.com/listener for privacy information.

Tony and Cam roll into the final month of 2025 with a wide-ranging episode that swings from the ASX's latest technology breakdown to fund-manager outperformance, commodity whiplash, and a fresh pulled-pork on Metro Mining. Along the way they dig into Tower's results, the ongoing Eroad saga, Fleetwood's abrupt CEO exit, Finbar's exposure to escalating WA construction costs, and the sudden return of copper, platinum, zinc, and steel to the buy list. Tony breaks down why boehmite and bauxite are shaping up as the next big strategic commodity story with a pulled pork on MMI (Metro Mining), while Cam wraps with a reflection on longevity, friendship, and a centenarian's hard-won life lessons.

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. 

In this company introduction, we chat with Michael Dehn, Executive Chairman of Total Metals (TSX.V:TT | OTCQB:TTTMF | Frankfurt:04N). Michael introduces the newly listed company and its portfolio of high-grade gold and VMS projects in the prolific Red Lake District. We discuss the upcoming $9 million financing designed to launch an aggressive 2026 drill program, starting in January at the Electrolode VMS project, and accelerating exploration on the newly acquired High Lake and West Hawk Lake gold assets. Multi-Asset Exploration Strategy Electrolode Project (VMS): Located strategically between Kinross's Great Bear and First Mining's Springpole. The project hosts an Inferred resource with a high-grade core of 0.5M tonnes @ 17.87% Zinc (plus Au, Ag, Cu). Drilling to test the Arrow Zone and new targets is planned to start in January 2026. High Lake / West Hawk Lake (Gold): Two high-grade gold assets recently acquired. The strategy is to leverage shallow historic drilling and high-grade resources. Operational Advantage: The projects benefit from low operating risk due to their proximity to major mining centers (Red Lake, Winnipeg) and existing infrastructure, with six mills within trucking distance for potential toll milling. Financials & Corporate Goals Financing: The Company is set to close a total financing of up to $9 million (flow-through and hard dollar) to fund the exploration budget of at least $5.5 million for 2026. Corporate Plan: Plans are in place to move to the TSX Main Board and pursue a potential dual listing on the ASX in 2026.   Click here to visit the Total Metals website to learn more about the Company.    ----------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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.

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.

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.

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.