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

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 drops 0.7pc


Independent MPs launch new party


‘Significant terror cases’ disrupted by ASIO


Karl Stefanovic to depart Nine


Dozens killed in Venezuela earthquake

We’re running a short survey to hear from you, with the team at Fonto. It only takes a few minutes, and you can be in the running to win a $3,000 Luxury Escapes voucher.

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 drops 0.7pc
</li>
<li aria-level="1">
Independent MPs launch new party
</li>
<li aria-level="1">
&lsquo;Significant terror cases&rsquo; disrupted by ASIO
</li>
<li aria-level="1">
Karl Stefanovic to depart Nine
</li>
<li aria-level="1">
Dozens killed in Venezuela earthquake
</li>
</ol>
<a href="https://survey.humaniti.com/wix/p666026743219.aspx">We&rsquo;re running a short survey to hear from you</a>, with the team at Fonto. It only takes a few minutes, and you can be in the running to win a $3,000 Luxury Escapes voucher.

Afternoon Report | ASX drops 0.7pc as oil, gold slide

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/9468d7ac-f6fc-486b-ad41-b4740072c127/transcript

A jump in inflation opens the door to another interest rate hike. 
Domain forecasts a drop in house prices in Sydney, Melbourne and Canberra, and a slowdown in growth elsewhere
More than 1,200 cargo ships carrying goods worth an estimated $US125bn, or $180 billion Aussie dollars, remain stranded in the Strait of Hormuz
A third case of bird flu detected, this time in South Australia
One of the worst heatwaves on record hits Europe. 

 

We’re running a short survey to hear from you, with the team at Fonto. It only takes a few minutes, and you can be in the running to win a $3,000 Luxury Escapes voucher.

 

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? - the five-year test for your money. Get the episode from Apple, Spotify or anywhere you listen to podcasts.

A jump in inflation opens the door to another interest rate hike.&nbsp;
<ul>
<li aria-level="1">Domain forecasts a drop in house prices in Sydney, Melbourne and Canberra, and a slowdown in growth elsewhere</li>
<li aria-level="1">More than 1,200 cargo ships carrying goods worth an estimated $US125bn, or $180 billion Aussie dollars, remain stranded in the Strait of Hormuz</li>
<li aria-level="1">A third case of bird flu detected, this time in South Australia</li>
<li aria-level="1">One of the worst heatwaves on record hits Europe.&nbsp;</li>
</ul>
&nbsp;
<a href="https://survey.humaniti.com/wix/p666026743219.aspx">We&rsquo;re running a short survey to hear from you</a>, with the team at Fonto. It only takes a few minutes, and you can be in the running to win a $3,000 Luxury Escapes voucher.
&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;
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> - the five-year test for your money. 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.

Inflation prompts rate fears; Domain: house prices set to fall; record heatwave hits Europe

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/8d46948b-c114-407b-8a88-b47300d5ae11/transcript

Australia's housing downturn is accelerating, with Sydney prices falling more than 1 per cent in the past month and Melbourne continuing to weaken.

Sean Aylmer speaks with Jonathan McMenamin, Head of Economic Forecasts at Barrenjoey, about what's driving the correction and how much further prices could fall. They look at why interest rate hikes account for most of the downturn, how recent tax changes have affected investor sentiment, and why Sydney and Melbourne are behaving very differently from Perth and Brisbane.

Australia's housing downturn is accelerating, with Sydney prices falling more than 1 per cent in the past month and Melbourne continuing to weaken. Sean Aylmer speaks with Jonathan McMenamin, Head of Economic Forecasts at Barrenjoey, about what's driving the correction and how much further prices could fall. They look at why interest rate hikes account for most of the downturn, how recent tax changes have affected investor sentiment, and why Sydney and Melbourne are behaving very differently from Perth and Brisbane.

Q+A: We're in a house price downturn. How bad could it get?

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/fab1a297-0614-45c9-bd35-b47300d5abc5/transcript

Interview: The investor's guide to the reopening economy

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