Donald Trump has begun imposing his Liberation Day tariffs on friends and foes alike.

Damien Hennessy, Investment Director at Zenith Investment Partners joins Sean Aylmer to talk about what investors should make of these new tariffs, and how they should respond.

Donald Trump has begun imposing his Liberation Day tariffs on friends and foes alike.
Damien Hennessy, Investment Director at Zenith Investment Partners joins Sean Aylmer to talk about what investors should make of these new tariffs, and how they should respond.

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: Investing amid global tarrifs

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/0dda8ce6-15e3-48af-a7d6-b31900d7902b/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 slips as oil jumps


Fuel imports widen Australia’s deficit


CBA tips 10pc housing correction


Smooth FM breaks audience record


Messi calls time on Argentina

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 slips as oil jumps
</li>
<li aria-level="1">
Fuel imports widen Australia&rsquo;s deficit
</li>
<li aria-level="1">
CBA tips 10pc housing correction
</li>
<li aria-level="1">
Smooth FM breaks audience record
</li>
<li aria-level="1">
Messi calls time on Argentina
</li>
</ol>
Join our <a href="https://fearandgreed.com.au/newsletter-signup">free daily newsletter here</a>.

Afternoon Report | ASX slips as oil jumps

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/daaf9bc3-2dad-4366-8d73-b4b80072937d/transcript

Tuesday 1 September 2026

The house price downturn spreads to almost every capital city, creating a buyers market… with few buyers.
The federal government announces an overhaul of privacy laws
The ski season comes to an early end
Tensions flare in the Middle East
Qantas workers vote to strike

 

Michael Thompson and Canna Campbell’s new book, Twelve Months to Financial Freedom, is out today.

 

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?- are you taking the right amount of risk? Get the episode from Apple, Spotify or anywhere you listen to podcasts.

Tuesday 1 September 2026
The house price downturn spreads to almost every capital city, creating a buyers market&hellip; with few buyers.
<ul>
<li aria-level="1">The federal government announces an overhaul of privacy laws</li>
<li aria-level="1">The ski season comes to an early end</li>
<li aria-level="1">Tensions flare in the Middle East</li>
<li aria-level="1">Qantas workers vote to strike</li>
</ul>
&nbsp;
Michael Thompson and Canna Campbell&rsquo;s new book, <a href="https://www.amazon.com.au/Twelve-Months-Financial-Freedom-control/dp/1761473689/ref=sr_1_2?crid=26J7ME8BBPIVJ&amp;dib=eyJ2IjoiMSJ9.SbkZtxR23fV5tCZNUbM6UFTqlDSnoQ8waXVXX58A3lu7Yqqw07irP02uGmj72B3O_NgeTrLRo1EBJkdavgZhw6VVl2vqujaPcuyTBFL9T6AwQ55YmQjkUlixlyYh7GCCQsUbh9fjL-HIeusAsdMOzj6mB0TgLuwXoDx5bEexjTfqDg0bE-VU8h0TbK-qgWc-8sT5Jl-7g9AY2JKJHW0H3yK4A_Fg1JfwBhT2iAplUpw.STGvO5Petet9H3_LCUgAPrObMlCWpwGtcVMOZ4s0Uj0&amp;dib_tag=se&amp;keywords=twelve+months+to+financial+freedom&amp;qid=1784934635&amp;s=books&amp;sprefix=twelve+months+to+financial+freedom%2Cstripbooks%2C223&amp;sr=1-2">Twelve Months to Financial Freedom, is out today</a>.
&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> - are you taking the right amount of risk? 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.

Housing downturn spreads; privacy law overhaul; ski season’s early end

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/88f84647-3a54-421b-acc6-b4b700cc2dc3/transcript

Australia’s FY26 reporting season looked reasonably strong on the surface, with aggregate profits rising by around 11.6%. But underneath the headline numbers, the recovery was much narrower - and investors were often more interested in what companies said about FY27 than the profits they had just reported.

Michael Thompson speaks with Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, about his 10 lessons from reporting season. They discuss why consumers are still spending but demanding value, expensive bank valuations, the limits of cost-cutting, opportunities in healthcare and why stock selection is becoming increasingly important.

This is general information only, and you should seek advice tailored to your circumstances before making investment decisions.

Australia&rsquo;s FY26 reporting season looked reasonably strong on the surface, with aggregate profits rising by around 11.6%. But underneath the headline numbers, the recovery was much narrower - and investors were often more interested in what companies said about FY27 than the profits they had just reported. Michael Thompson speaks with Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, about his 10 lessons from reporting season. They discuss why consumers are still spending but demanding value, expensive bank valuations, the limits of cost-cutting, opportunities in healthcare and why stock selection is becoming increasingly important. This is general information only, and you should seek advice tailored to your circumstances before making investment decisions.

Q+A: 10 lessons for investors from reporting season

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/9fa7d885-2787-4dd4-af0d-b4b700cc2c1f/transcript

Interview: Investing amid global tarrifs

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