Sean Aylmer speaks to Matthew Kidman, Principal at Centennial Asset Management, about reporting season - a must-listen interview for any investor.

Sean Aylmer speaks to Matthew Kidman, Principal at Centennial Asset Management, about reporting season - a must-listen interview for any investor.

Business news you can use. A daily business news podcast with journalists Sean Aylmer and Michael Thompson. Find out more at https://fearandgreed.com.au

Business news you can use. A daily business news podcast with journalists <a href="https://www.linkedin.com/in/sean-aylmer-9922068/" data-saferedirecturl="https://www.google.com/url?q=https://www.linkedin.com/in/sean-aylmer-9922068/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw0wu3ezGEfBZFYspJbTTaYL">Sean Aylmer</a>&nbsp;and&nbsp;<a href="https://www.linkedin.com/in/mcwthompson/" data-saferedirecturl="https://www.google.com/url?q=https://www.linkedin.com/in/mcwthompson/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw08pZ8jZ88rHJgCfbHkTr5k">Michael Thompson</a>.&nbsp;Find out more at&nbsp;<a href="https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain=fearandgreed.com.au/" data-saferedirecturl="https://www.google.com/url?q=https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain%3Dfearandgreed.com.au/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw1DLq_FuqjEt3HC-ZK1704H">https://fearandgreed.com.au</a>

Fear and Greed is Australia's most popular business podcast.

FEAR & GREED | Business News

Daily business news for people who make their own decisions, with business journalist Sean Aylmer and Michael Thompson. Find out more at https://fearandgreed.com.au

Daily business news for people who make their own decisions, with business journalist <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>. Find out more at <a href="https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain=fearandgreed.com.au/">https://fearandgreed.com.au</a>

Bonus content - extended interview with Matthew Kidman

2025 has been an eventful year, with some strong returns - but what comes next? Sean Aylmer is joined by Roger Montgomery from Montgomery Investment Management to break down the forces that shaped markets this year. Looking ahead to 2026, Roger explains why investors should expect lower returns and higher volatility, how stretched valuations could limit future gains, and why rebalancing portfolios now may make sense. 

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.

2025 has been an eventful year, with some strong returns - but what comes next? Sean Aylmer is joined by Roger Montgomery from Montgomery Investment Management to break down the forces that shaped markets this year. Looking ahead to 2026, Roger explains why investors should expect lower returns and higher volatility, how stretched valuations could limit future gains, and why rebalancing portfolios now may make sense.&nbsp;
For more information, visit <a href="https://www.montinvest.com">www.montinvest.com</a> or call 02 8046 5000. Follow Roger&rsquo;s insights at <a href="https://www.rogermontgomery.com">www.rogermontgomery.com&nbsp;</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.

What investors might expect in 2026

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/353737a9-d664-41bb-bbf0-b3ba00af369c/transcript

Three rate cuts then talk of a hike vs a government spending boom vs the big productivity challenge. Sean Aylmer, Michael Thompson and Adam Lang each nominate their top economic story from the year - and choose a winner.

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

Three rate cuts then talk of a hike vs a government spending boom vs the big productivity challenge. Sean Aylmer, Michael Thompson and Adam Lang each nominate their top economic story from the year - and choose a winner.
This is Fear &amp; Greed's summer series - all-new short episodes every day, with regular news back from January 12.

Interest rates & inflation vs productivity vs government spending

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/40b1efc9-71f5-4468-afb7-b3ba00af258d/transcript

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.

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 &amp; 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&nbsp;<a href="https://www.google.com/url?q=http://fearandgreed.com.au&amp;sa=D&amp;source=calendar&amp;ust=1766576884859883&amp;usg=AOvVaw1hBwn9JzFW5uq8aks8Qd-0">website</a>,&nbsp;<a href="https://www.google.com/url?q=https://www.linkedin.com/company/fear-and-greed&amp;sa=D&amp;source=calendar&amp;ust=1766576884859883&amp;usg=AOvVaw0LhSyqi7H1K9hse4JOvGyx">LinkedIn</a>,&nbsp;<a href="https://www.google.com/url?q=https://www.instagram.com/fearandgreedpodcast/&amp;sa=D&amp;source=calendar&amp;ust=1766576884859883&amp;usg=AOvVaw1H43U0RrRin5ouhMkT-4CI">Instagram</a>&nbsp;or&nbsp;<a href="https://www.google.com/url?q=https://www.facebook.com/FearAndGreedPodcast&amp;sa=D&amp;source=calendar&amp;ust=1766576884859883&amp;usg=AOvVaw0PQG8kC2L3IKJb3qkK8Ui_">Facebook</a>. Join our<a href="https://www.google.com/url?q=https://fearandgreed.com.au/newsletter-signup&amp;sa=D&amp;source=calendar&amp;ust=1766576884859883&amp;usg=AOvVaw1LI7Gjz4hxayva8Tuh-TKR">&nbsp;free daily newsletter here</a>.

Q+A: Is the Santa rally real?

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/dd98d8a2-4228-428c-b2ea-b3b800c27619/transcript

Bonus content - extended interview with Matthew Kidman

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