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.

FEAR & GREED | Business News

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

Wednesday 30 September 2026

The Reserve Bank lifts interest rates, and another hike is tipped before the end of the year. Australia now has the highest interest rates among major developed economies. 
OpenAI apologises for its model hacking Australia’s Medicare system
Asian airlines are increasingly becoming the carriers of choice for Aussies
Milk wars break out
The leaked prospectus of IPO candidate Anthropic says AI could pose an existential risk to humanity. 

 

Hit follow on the podcast so you don’t miss the latest news, and join our free daily newsletter here. 

 

And don’t miss the latest episode of How Do They Afford That?- what a financial planner would fix first. Get the episode from Apple, Spotify or anywhere you listen to podcasts.

Wednesday 30 September 2026
The Reserve Bank lifts interest rates, and another hike is tipped before the end of the year. Australia now has the highest interest rates among major developed economies.&nbsp;
<ul>
<li aria-level="1">OpenAI apologises for its model hacking Australia&rsquo;s Medicare system</li>
<li aria-level="1">Asian airlines are increasingly becoming the carriers of choice for Aussies</li>
<li aria-level="1">Milk wars break out</li>
<li aria-level="1">The leaked prospectus of IPO candidate Anthropic says AI could pose an existential risk to humanity.&nbsp;</li>
</ul>
&nbsp;
Hit follow on the podcast so you don&rsquo;t miss the latest news, and join our free <a href="https://fearandgreed.com.au/newsletter-signup">daily newsletter here</a>.&nbsp;
&nbsp;
And don&rsquo;t miss the latest episode of <a href="https://fearandgreed.com.au/how-do-they-afford-that-sugar-mamma-canna-campbell/">How Do They Afford That?</a> - what a financial planner would fix first. 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.

RBA hikes rates, another expected; OpenAI apologises; Asian airlines win friends

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/e5e6d75d-7de1-4d99-8865-b4d400d329c2/transcript

The Reserve Bank has lifted the cash rate to 4.6 per cent, its highest level in 15 years, as it battles stubborn inflation. But with households under growing pressure, house prices weakening and the economy slowing, is Australia now getting dangerously close to recession?

Sean Aylmer speaks with Stephen Koukoulas, Managing Director of Market Economics, about whether the RBA has done enough, where economic growth can come from next year, the growing recession risk, and why the next few months could be particularly difficult for households.

The Reserve Bank has lifted the cash rate to 4.6 per cent, its highest level in 15 years, as it battles stubborn inflation. But with households under growing pressure, house prices weakening and the economy slowing, is Australia now getting dangerously close to recession? Sean Aylmer speaks with Stephen Koukoulas, Managing Director of Market Economics, about whether the RBA has done enough, where economic growth can come from next year, the growing recession risk, and why the next few months could be particularly difficult for households.

Q+A: Is Australia on the brink of recession?

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/d5f85266-49f7-43ff-b0c5-b4d400d32769/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 rises as RBA lifts rates


Codan expects profit to more than double


Hanson-Young bids for Greens leadership


Pope rebukes Nvidia boss over AI


Five bailed after UK terror arrests

Join our free daily newsletter here.

This is the<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 rises as RBA lifts rates
</li>
<li aria-level="1">
Codan expects profit to more than double
</li>
<li aria-level="1">
Hanson-Young bids for Greens leadership
</li>
<li aria-level="1">
Pope rebukes Nvidia boss over AI
</li>
<li aria-level="1">
Five bailed after UK terror arrests
</li>
</ol>
Join our&nbsp;<a href="https://fearandgreed.com.au/newsletter-signup">free daily newsletter here</a>.

Afternoon Report | ASX rises as RBA lifts rates

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/409b0b83-5ed0-494b-bde4-b4d400756aa6/transcript

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

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