The emergence of Chinese AI company DeepSeek has rocked markets, with almost $US600 billion wiped off the market cap of US chipmaker Nvidia.

Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean Aylmer about what it means for investors.

This is general information only. You should seek professional advice before making investment decisions.

The emergence of Chinese AI company DeepSeek has rocked markets, with almost $US600 billion wiped off the market cap of US chipmaker Nvidia. Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean Aylmer about what it means for investors. This is general information only. You should seek professional advice before making investment decisions.

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.

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Business journalist Sean Aylmer talks to leaders about all things business in the Fear and Greed daily interview. 

Business journalist <a href="https://www.linkedin.com/in/sean-aylmer-9922068/">Sean Aylmer</a> talks to leaders about all things business in the <a href="https://fearandgreed.com.au/">Fear and Greed</a> daily interview.

Business journalist Sean Aylmer talks to leaders about all things business in Fear and Greed Interviews.

Fear and Greed Interviews

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>

Interview: DeepSeek has rattled markets. Here's what investors think.

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/04283dc3-966d-4f2f-8781-b27300afd333/transcript

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 climbs


ASIO boss at Royal Commission


Charter Hall upgrades guidance for third time


Adore Beauty hit by cost of living


Magnussen finishes last at Enhanced Games

Join our free daily newsletter here.

This is the&nbsp;<a href="https://fearandgreed.com.au/">Fear &amp; Greed</a> Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes.
<ol>
<li aria-level="1">
ASX climbs
</li>
<li aria-level="1">
ASIO boss at Royal Commission
</li>
<li aria-level="1">
Charter Hall upgrades guidance for third time
</li>
<li aria-level="1">
Adore Beauty hit by cost of living
</li>
<li aria-level="1">
Magnussen finishes last at Enhanced Games
</li>
</ol>
Join our <a href="https://fearandgreed.com.au/newsletter-signup">free daily newsletter here</a>.

Afternoon Report | ASX climbs on Hormuz hopes

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/359ba30e-5d3a-408e-9ac2-b455006c04f8/transcript

Monday 25 May 2026

The Magnificent 7 tech stocks surge to a combined $32 trillion valuation. 
Donald Trump says the US and Iran are on the verge of a peace deal
How sleep does much more for your health, than refreshing you
The Federal Liberal party set to support Labour’s NDIS reforms
Half of all vehicles sold in ten years time forecast to be electric 

Hit follow on the podcast so you don’t miss the latest news

Join our free daily newsletter here

And don’t miss the latest episode of How Do They Afford That? - how to entertain well (without overspending). Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.

Monday 25 May 2026
The Magnificent 7 tech stocks surge to a combined $32 trillion valuation.&nbsp;
<ul>
<li aria-level="1">Donald Trump says the US and Iran are on the verge of a peace deal</li>
<li aria-level="1">How sleep does much more for your health, than refreshing you</li>
<li aria-level="1">The Federal Liberal party set to support Labour&rsquo;s NDIS reforms</li>
<li aria-level="1">Half of all vehicles sold in ten years time forecast to be electric&nbsp;</li>
</ul>
Hit follow on the podcast so you don&rsquo;t miss the latest news
Join our free <a href="https://fearandgreed.com.au/newsletter-signup">daily newsletter here</a>
And don&rsquo;t miss the latest episode of&nbsp;<a href="https://fearandgreed.com.au/how-do-they-afford-that-sugar-mamma-canna-campbell/">How Do They Afford That?</a> - how to entertain well (without overspending). Get the episode from <a href="https://podcasts.apple.com/au/podcast/how-do-they-afford-that/id1644255235">APPLE</a>,<a href="https://open.spotify.com/show/1EW5WRlRh7MovSBNkk6dG8?si=b2203ec2fa934a14"> SPOTIFY</a>, or anywhere you listen to podcasts.

Mag 7 hit $32tr; Trump says end of war is near; sleep’s health benefits

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/f633f015-ee14-40a3-b5de-b45400dad502/transcript

This week:
April inflation figures
Household spending data
Private sector capex
And does last week's jump in unemployment change the outlook for interest rates?

Michael Thompson is joined by economist Stephen Koukoulas to look at what to expect.

Join our free daily newsletter here.

This week:
<ul>
<li>April inflation figures</li>
<li>Household spending data</li>
<li>Private sector capex</li>
<li>And does last week's jump in unemployment change the outlook for interest rates?</li>
</ul>
Michael Thompson is joined by economist&nbsp;<a href="https://www.google.com/url?q=http://www.marketeconomics.com.au/stephen-koukoulas&amp;sa=D&amp;source=calendar&amp;ust=1780060731801508&amp;usg=AOvVaw0g6vqhfwdglXQhKGpOk1Do">Stephen Koukoulas</a>&nbsp;to look at what to expect. Join our<a href="https://www.google.com/url?q=https://fearandgreed.com.au/newsletter-signup&amp;sa=D&amp;source=calendar&amp;ust=1780060731801508&amp;usg=AOvVaw1Z8EQmV1AfAxcruufJpKeB">&nbsp;free daily newsletter here</a>.

Q+A: The Week Ahead | 25 May 2026

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/9bc61f5c-4304-4736-a44c-b45400dad265/transcript

Interview: DeepSeek has rattled markets. Here's what investors think.

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FEAR & GREED | Business News

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