As lockdowns end and the economy gets ready to reopen, certain sectors are going to benefit much more than others. Kristiaan Rehder, portfolio manager at Kardinia Capital, breaks down which companies are most exposed and where the opportunities are for investors.

As lockdowns end and the economy gets ready to reopen, certain sectors are going to benefit much more than others. Kristiaan Rehder, portfolio manager at Kardinia Capital, breaks down which companies are most exposed and where the opportunities are for investors.

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: The investor's guide to the reopening economy

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/12300449-0814-4b5f-8ff8-adb3005c1520/transcript

Wednesday 26 August 2026

BHP hits a new high as the top 10 stocks on the ASX200 push towards 50 per cent of the value of the index. 
Minutes of the Reserve Bank board show committee members are still thinking about lifting interest rates
Silly season in politics includes a bike fall for Opposition Leader Angus Taylor
Westfield owner Scentre Group looks to go big in residential housing
The Australian recording industry fights back against AI 

 

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.

Wednesday 26 August 2026
BHP hits a new high as the top 10 stocks on the ASX200 push towards 50 per cent of the value of the index.&nbsp;
<ul>
<li aria-level="1">Minutes of the Reserve Bank board show committee members are still thinking about lifting interest rates</li>
<li aria-level="1">Silly season in politics includes a bike fall for Opposition Leader Angus Taylor</li>
<li aria-level="1">Westfield owner Scentre Group looks to go big in residential housing</li>
<li aria-level="1">The Australian recording industry fights back against AI&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> - 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.

BHP dominates ASX; RBA warns rates could rise; ARIA bans AI music

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/3af1f51f-15bb-4060-86a2-b4b100c78aa0/transcript

Australia needs more housing, but property group Stockland says higher interest rates are already starting to slow demand - just as the country remains hundreds of thousands of homes short.

Sean Aylmer speaks with Stockland Managing Director and CEO Tarun Gupta about what's holding back new housing supply, why land lease communities are booming, what its shopping centres are revealing about consumers, and why Stockland is making a bigger push into data centres.

Australia needs more housing, but property group Stockland says higher interest rates are already starting to slow demand - just as the country remains hundreds of thousands of homes short. Sean Aylmer speaks with Stockland Managing Director and CEO Tarun Gupta about what's holding back new housing supply, why land lease communities are booming, what its shopping centres are revealing about consumers, and why Stockland is making a bigger push into data centres.

Q+A: What’s really stopping Australia building more homes?

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/a47209f5-5299-41d2-9e31-b4b100c78882/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 for second day


Viva Energy profit surges


ARB hit by weaker 4WD sales


Antisemitism inquiry hearings to finish early


US-Canada trade war gets personal

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 for second day
</li>
<li aria-level="1">
Viva Energy profit surges
</li>
<li aria-level="1">
ARB hit by weaker 4WD sales
</li>
<li aria-level="1">
Antisemitism inquiry hearings to finish early
</li>
<li aria-level="1">
US-Canada trade war gets personal
</li>
</ol>
Join our <a href="https://fearandgreed.com.au/newsletter-signup">free daily newsletter here</a>.

Afternoon Report | ASX rises for second day

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/6fe9c222-9cb6-478f-a29b-b4b10074a109/transcript

Interview: The investor's guide to the reopening economy

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FEAR & GREED | Business News

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