Thursday 10 February, 2022 

The top five business stories in five minutes, with Sean Aylmer & Michael Thompson.

For more news and interviews, listen to the full daily Fear and Greed podcast. 

Thursday 10 February, 2022&nbsp;
The top five business stories in five minutes, with Sean Aylmer &amp; Michael Thompson.
For more news and interviews, listen to the full daily Fear and Greed&nbsp;podcast.&nbsp;

Five business news stories in five minutes, with journalists Sean Aylmer and Michael Thompson. When you remove the grey, you get your news quicker. Find out more at https://fearandgreed.com.au

Five business news stories in five minutes, with journalists <a href="https://www.linkedin.com/in/sean-aylmer-9922068/">Sean Aylmer</a> and <a href="https://www.linkedin.com/in/mcwthompson/">Michael Thompson</a>. When you remove the grey, you get your news quicker. Find out more at <a href="https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain=fearandgreed.com.au/">https://fearandgreed.com.au</a>

The business news you need, in just five minutes.

Fast Five by Fear and Greed

Quick Listens

Five business news stories in five minutes, with journalists <a href="https://www.linkedin.com/in/sean-aylmer-9922068/">Sean Aylmer</a> and <a href="https://www.linkedin.com/in/mcwthompson/">Michael Thompson</a>. When you remove the grey, you get your news quicker. Find out more at <a href="https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain=fearandgreed.com.au/">https://fearandgreed.com.au</a>

Fast Five | 10 Feb 2022

After years in the shadows, Australian small caps staged a comeback in 2025. But can it continue? Sean Aylmer speaks with Roger Montgomery from Montgomery Investment Management about why small caps began outperforming, and why not all small caps are created equal. Roger explains what to look for, and runs through several small-cap names that highlight the themes driving the sector.

For more information, visit www.montinvest.com or call 02 8046 5000.
Follow Roger’s insights at www.rogermontgomery.com

This is Fear & Greed's summer series - all-new short episodes every day, with regular news back from January 12. This episode is brought to you by Montgomery Investment Management. All information is general in nature. If you want to invest, we recommend you visit a financial advisor who can tailor investments to your needs.

After years in the shadows, Australian small caps staged a comeback in 2025. But can it continue? Sean Aylmer speaks with Roger Montgomery from Montgomery Investment Management about why small caps began outperforming, and why not all small caps are created equal. Roger explains what to look for, and runs through several small-cap names that highlight the themes driving the sector.
For more information, visit <a href="https://investwith.montinvest.com/rogermontgomery.comfearandgreed">www.montinvest.com</a> or call 02 8046 5000. Follow Roger&rsquo;s insights at <a href="https://investwith.montinvest.com/rogermontgomery.comfearandgreed">www.rogermontgomery.com</a>
This is Fear &amp; Greed's summer series - all-new short episodes every day, with regular news back from January 12. This episode is brought to you by Montgomery Investment Management. All information is general in nature. If you want to invest, we recommend you visit a financial advisor who can tailor investments to your needs.

Small caps are back. Can they keep going?

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/d3f18212-5b3f-4bd2-92a1-b3bc006f8b9b/transcript

Film investing sounds glamorous, but it can be brutally risky. Michael Thompson talks with Stefan von Imhof from Alts.co about why taking equity stakes in movies can disappoint, even when the film feels like a hit, thanks to “Hollywood accounting” and unpredictable box office outcomes. Stefan explains why horror can be a more profitable genre (cheap to make, strong upside), and explores an alternative way to invest in films.

This is Fear & Greed's summer series - all-new short episodes every day, with regular news back from January 12. All information is general in nature. If you want to invest, we recommend you visit a financial advisor who can tailor investments to your needs.

Film investing sounds glamorous, but it can be brutally risky. Michael Thompson talks with Stefan von Imhof from Alts.co about why taking equity stakes in movies can disappoint, even when the film feels like a hit, thanks to &ldquo;Hollywood accounting&rdquo; and unpredictable box office outcomes. Stefan explains why horror can be a more profitable genre (cheap to make, strong upside), and explores an alternative way to invest in films.
This is Fear &amp; Greed's summer series - all-new short episodes every day, with regular news back from January 12. All information is general in nature. If you want to invest, we recommend you visit a financial advisor who can tailor investments to your needs.

Hollywood investing: it's not all red carpets and blockbusters

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/868bece9-78cf-4767-91b4-b3bc006f3df4/transcript

Business investment shapes the future of productivity, from machines and software to buildings and infrastructure. Sean Aylmer speaks with Westpac Chief Economist Luci Ellis about how business investment has tracked over the past year and what’s driving the next phase. Luci explains why confidence and demand matter so much, what’s happening beyond the volatile mining sector, and why data centres and cloud computing are about efficiency as much as AI.

This episode is brought to you by Westpac. Fear & Greed's summer series - all-new short episodes every day, with regular news back from January 12.

Business investment shapes the future of productivity, from machines and software to buildings and infrastructure. Sean Aylmer speaks with Westpac Chief Economist Luci Ellis about how business investment has tracked over the past year and what&rsquo;s driving the next phase. Luci explains why confidence and demand matter so much, what&rsquo;s happening beyond the volatile mining sector, and why data centres and cloud computing are about efficiency as much as AI.
This episode is brought to you by Westpac. Fear &amp; Greed's summer series - all-new short episodes every day, with regular news back from January 12.

Why we're wrong about our productivity problem

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/0d07f312-ad1d-4dba-8d2e-b3bc006eab79/transcript

Fast Five | 10 Feb 2022

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