Small caps have had an ordinary couple of years. Is 2024 the year things turn around?

Tobias Yao, Portfolio Manager at Wilson Asset Management, talks to Sean Aylmer about the next 12 months for small caps, and picks a couple of stocks he's watching.

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

Small caps have had an ordinary couple of years. Is 2024 the year things turn around? Tobias Yao, Portfolio Manager at <a href="https://www.google.com/url?q=https://wilsonassetmanagement.com.au/&amp;sa=D&amp;source=calendar&amp;ust=1706267033016689&amp;usg=AOvVaw39Dd9D9tqJ5GMVjUqW02ge">Wilson Asset Management</a>, talks to Sean Aylmer about the next 12 months for small caps, and picks a couple of stocks he's watching. 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: Is 2024 the year for small caps?

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/a5ab0f0b-0a18-445f-9799-b0fe00b6014a/transcript

Tuesday 28 July 2026

The local share market surges after a lull in fighting in the Middle East, but uncertainty remains the dominant driver of markets. 
Myer warns that the cost-of-living crisis has hit sales
Bleisure travel – business and leisure – is back with Gen Zers taking full advantage
Fortescue Metals boss Andrew Forrest’s strong warnings on iron ore prices and AI
The latest hot stock - a chipmaker in China - surges 500 per cent on day one

 

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?, exploring the financial advice that doesn’t work anymore. Get the episode from Apple, Spotify or anywhere you listen to podcasts.

Tuesday 28 July 2026
The local share market surges after a lull in fighting in the Middle East, but uncertainty remains the dominant driver of markets.&nbsp;
<ul>
<li aria-level="1">Myer warns that the cost-of-living crisis has hit sales</li>
<li aria-level="1">Bleisure travel &ndash; business and leisure &ndash; is back with Gen Zers taking full advantage</li>
<li aria-level="1">Fortescue Metals boss Andrew Forrest&rsquo;s strong warnings on iron ore prices and AI</li>
<li aria-level="1">The latest hot stock - a chipmaker in China - surges 500 per cent on day one</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>, exploring the financial advice that doesn&rsquo;t work anymore. 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.

ASX surges but fears remain; Myer downgrades on sales drop; “bleisure” Is back

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/d5bf3ee8-dc57-4576-8c7b-b49400b5889c/transcript

The world's biggest technology companies are spending hundreds of billions of dollars on artificial intelligence. Investors have happily backed the AI boom so far, but at some point they'll want to see a return.

Michael Thompson speaks with Josh Gilbert, Lead Market Analyst for APAC at eToro, about what last week's results from Alphabet and Tesla revealed, what to expect from Microsoft, Meta, Amazon and Apple this week, and whether Big Tech's enormous AI investment is finally starting to pay off. They also discuss Tesla's transformation beyond electric vehicles and why investor patience is beginning to wear thin.

This is general information only. Seek professional advice tailored to your circumstances before making investment decisions.

The world's biggest technology companies are spending hundreds of billions of dollars on artificial intelligence. Investors have happily backed the AI boom so far, but at some point they'll want to see a return. Michael Thompson speaks with Josh Gilbert, Lead Market Analyst for APAC at eToro, about what last week's results from Alphabet and Tesla revealed, what to expect from Microsoft, Meta, Amazon and Apple this week, and whether Big Tech's enormous AI investment is finally starting to pay off. They also discuss Tesla's transformation beyond electric vehicles and why investor patience is beginning to wear thin. This is general information only. Seek professional advice tailored to your circumstances before making investment decisions.

Q+A: Big Tech's AI spending is about to be tested

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/f684e94f-0650-4a0d-883a-b49400b5864e/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 surges 1.4pc, best day in 6 weeks


AusAlert test a ‘success’


Pauline Hanson loses discrimination appeal


Sacked Qantas workers’ payments delayed


Europe wildfires

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 surges 1.4pc, best day in 6 weeks
</li>
<li aria-level="1">
AusAlert test a &lsquo;success&rsquo;
</li>
<li aria-level="1">
Pauline Hanson loses discrimination appeal
</li>
<li aria-level="1">
Sacked Qantas workers&rsquo; payments delayed
</li>
<li aria-level="1">
Europe wildfires
</li>
</ol>
Join our&nbsp;<a href="https://fearandgreed.com.au/newsletter-signup">free daily newsletter here</a>.

Afternoon Report | ASX surges 1.4pc, best day in 6 weeks

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/839155c1-0434-44bd-ace9-b4940072b24f/transcript

Interview: Is 2024 the year for small caps?

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