Kmart's Anko and Bunnings: Wesfarmers' secret sauce

Wesfarmers is one of the most remarkable success stories on the ASX - a diversified conglomerate thriving in a world where many have failed. Sean Aylmer speaks with Gaurav Sodhi, Deputy Head of Research at Intelligent Investor, about what makes Wesfarmers different. From the extraordinary rise of K…

Aussie housing hits $12.3 tr; Woolies AI for shoppers; world’s fastest growing app

Wednesday 14 January 2026 The value of the Australian housing market hits $12.3 trillion, but the pace of price rises are expected to slow this year.  Kevin Rudd steps down as Australia’s ambassador to the US.  The new boss of Endeavour has good news for drinkers - the group’s bottle shops and pub…

Are we in an AI bubble?

AI has powered markets higher - but is the boom already close to its peak? Sean Aylmer speaks with Roger Montgomery, founder and chief investment officer of Montgomery Investment Management, about whether the world is nearing the end of an AI bubble. Roger explains how past technology booms have pl…

Parliament recalled for hate speech laws; Meta cans 540k users; Superman comic $22m sale

Tuesday 13 January 2026 Prime Minister Anthony Albanese recalls parliament to debate hate speech laws and ban hate groups.  Black Friday sales spur a surge in household spending.  Meta says it has removed 540,000 users from its Instagram, Facebook and Threads platforms, as a result of the social m…

What inflation (and interest rates) will do this year

At one point in 2025, it looked like inflation had been beaten. Sean Aylmer speaks with Westpac Chief Economist Luci Ellis about what surprised economists late in the year, how much of the rise in inflation is “noise” versus something more persistent, and what this means for the Reserve Bank and We…

Fire, floods disasters; BHP closes on CBA as top stock; rate cut guessing game

Monday 12 January 2026 Fires in Victoria and floods in Queensland threaten lives and property, as federal and state governments step in to offer financial assistance.  BHP closes in on Commonwealth Bank in the race to be the country’s largest company.  Investors and economists are split on whether…

The best family holidays in 2026

Travelling with kids can be magical - if you pick the right trip. Michael Thompson speaks with Luke Humphries from Luxury Escapes about the best family holiday ideas for 2026 - from local theme parks, to international destinations. This episode is brought to you by Luxury Escapes. Fear & Greed's s…

K-pop: the hit factory investors want in on

Thanks to a record-breaking Netflix film, K-pop has had a breakout year,  and it’s creating some unusual investing opportunities. Michael Thompson speaks with Stefan von Imhof, co-founder of alternative investing community fund Alts.co, about how K-pop is manufactured for global success - from gove…

Why podcasting has gone mainstream

Podcasting has grown from a niche format into a mass medium. Michael Thompson speaks with Tim Burrowes from Mumbrella and Unmade about why podcasts succeeded where other digital formats stalled, how advertisers are using them, the shift toward video, and whether AI poses a threat. This is Fear & G…

Small caps are back. Can they keep going?

After years in the shadows, Australian small caps staged a comeback in 2025. But can it continue? Sean Aylmer speaks with Roger Montgomery from Montgomery Investment Management about why small caps began outperforming, and why not all small caps are created equal. Roger explains what to look for, a…