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

Thursday 6 August 2026

The local share market hits a new record with miners and tech stocks the stars of the show. 
Federal Labor delays an overhaul in its immigration policy
Is Jetstar’s new policy to charge for overhead luggage a bad idea? 
The best and the worst of ETFs in the last financial year
Spider-Man: Brand New Day sets a box office record for its opening weekend

 

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?, answering a listener question: what happens when the market hits my goal before I do? Get the episode from Apple, Spotify or anywhere you listen to podcasts.

Thursday 6 August 2026
The local share market hits a new record with miners and tech stocks the stars of the show.&nbsp;
<ul>
<li aria-level="1">Federal Labor delays an overhaul in its immigration policy</li>
<li aria-level="1">Is Jetstar&rsquo;s new policy to charge for overhead luggage a bad idea?&nbsp;</li>
<li aria-level="1">The best and the worst of ETFs in the last financial year</li>
<li aria-level="1">Spider-Man: Brand New Day sets a box office record for its opening weekend</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>, answering a listener question: what happens when the market hits my goal before I do? 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 hits new record; immigration overhaul; best and worst of ETFs; Spider-Man box office boom

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/c4685829-ee28-45fb-b68a-b49d00b076e0/transcript

Reporting season is underway, and investors could be in for another bumpy ride.

Sean Aylmer speaks with Ben Gilbert, Head of Australian Research at Jarden, about why this reporting season could be another volatile one, the retail sectors he expects to outperform, why he's bullish on JB Hi-Fi and Wesfarmers, and why he's much more cautious on Domino's.

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

Reporting season is underway, and investors could be in for another bumpy ride. Sean Aylmer speaks with Ben Gilbert, Head of Australian Research at Jarden, about why this reporting season could be another volatile one, the retail sectors he expects to outperform, why he's bullish on JB Hi-Fi and Wesfarmers, and why he's much more cautious on Domino's. This is general information only. Seek professional advice tailored to your circumstances before making investment decisions.

Q+A: The companies to watch this earnings season

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/c56f0ad4-0fad-44ef-a956-b49d00aebee3/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 hits record


Profit results: Light & Wonder, Argo


No corruption findings in Vic govt inquiry


TikTok, Alibaba consider local data centres


Rocket to hit moon

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 hits record
</li>
<li aria-level="1">
Profit results: Light &amp; Wonder, Argo
</li>
<li aria-level="1">
No corruption findings in Vic govt inquiry
</li>
<li aria-level="1">
TikTok, Alibaba consider local data centres
</li>
<li aria-level="1">
Rocket to hit moon
</li>
</ol>
Join our&nbsp;<a href="https://fearandgreed.com.au/newsletter-signup">free daily newsletter here</a>.

Afternoon Report | ASX hits record; rocket hits moon

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/4841d9fc-9612-4f05-bffe-b49d00725c7c/transcript

Interview: The investor's guide to the reopening economy

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