After a chaotic month full of tariffs and market swings, we're now into confession season, when companies might tell investors that earnings and/or revenue may not be as good as forecast on the back of the US trade war.

Matthew Kidman, Principal at Centennial Asset Management, helps Sean Aylmer to make sense of what's happening right now, including what investors can make of the results coming out of the big US tech companies like Meta and Microsoft.

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

After a chaotic month full of tariffs and market swings, we're now into confession season, when companies might tell investors that earnings and/or revenue may not be as good as forecast on the back of the US trade war. Matthew Kidman, Principal at Centennial Asset Management, helps Sean Aylmer to make sense of what's happening right now, including what investors can make of the results coming out of the big US tech companies like Meta and Microsoft. This is general information only and 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.

FEAR & GREED | Business News

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: Why this investor says the US is "a dangerous place to be operating"

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/c050c4b3-4ff6-4c42-b597-b2d300d08274/transcript

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