Today's episode deals with a question from listener Michael, via LinkedIn: 

What in the world has happened with CSL? Downgrading guidelines, some board member transitions, vaccine business segment demerger, and a huge drop in stock price!

Steve Wheen, Head of Healthcare, and Managing Director of Equity Research at Jarden, talks to Sean Aylmer about CSL and the rest of the healthcare sector.

This is general information only. Seek professional advice before making investment decisions.

Today's episode deals with a question from listener Michael, via LinkedIn:&nbsp; What in the world has happened with CSL? Downgrading guidelines, some board member transitions, vaccine business segment demerger, and a huge drop in stock price! Steve Wheen, Head of Healthcare, and Managing Director of Equity Research at Jarden, talks to Sean Aylmer about CSL and the rest of the healthcare sector. This is general information only. 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

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Fear & Greed Q+A

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>

Q+A: What's going on with CSL?

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/758db674-c7e4-4aa5-aac4-b3a200af93d6/transcript

Tuesday 1 September 2026

The house price downturn spreads to almost every capital city, creating a buyers market… with few buyers.
The federal government announces an overhaul of privacy laws
The ski season comes to an early end
Tensions flare in the Middle East
Qantas workers vote to strike

 

Michael Thompson and Canna Campbell’s new book, Twelve Months to Financial Freedom, is out today.

 

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.

Tuesday 1 September 2026
The house price downturn spreads to almost every capital city, creating a buyers market&hellip; with few buyers.
<ul>
<li aria-level="1">The federal government announces an overhaul of privacy laws</li>
<li aria-level="1">The ski season comes to an early end</li>
<li aria-level="1">Tensions flare in the Middle East</li>
<li aria-level="1">Qantas workers vote to strike</li>
</ul>
&nbsp;
Michael Thompson and Canna Campbell&rsquo;s new book, <a href="https://www.amazon.com.au/Twelve-Months-Financial-Freedom-control/dp/1761473689/ref=sr_1_2?crid=26J7ME8BBPIVJ&amp;dib=eyJ2IjoiMSJ9.SbkZtxR23fV5tCZNUbM6UFTqlDSnoQ8waXVXX58A3lu7Yqqw07irP02uGmj72B3O_NgeTrLRo1EBJkdavgZhw6VVl2vqujaPcuyTBFL9T6AwQ55YmQjkUlixlyYh7GCCQsUbh9fjL-HIeusAsdMOzj6mB0TgLuwXoDx5bEexjTfqDg0bE-VU8h0TbK-qgWc-8sT5Jl-7g9AY2JKJHW0H3yK4A_Fg1JfwBhT2iAplUpw.STGvO5Petet9H3_LCUgAPrObMlCWpwGtcVMOZ4s0Uj0&amp;dib_tag=se&amp;keywords=twelve+months+to+financial+freedom&amp;qid=1784934635&amp;s=books&amp;sprefix=twelve+months+to+financial+freedom%2Cstripbooks%2C223&amp;sr=1-2">Twelve Months to Financial Freedom, is out today</a>.
&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.

Housing downturn spreads; privacy law overhaul; ski season’s early end

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/88f84647-3a54-421b-acc6-b4b700cc2dc3/transcript

Australia’s FY26 reporting season looked reasonably strong on the surface, with aggregate profits rising by around 11.6%. But underneath the headline numbers, the recovery was much narrower - and investors were often more interested in what companies said about FY27 than the profits they had just reported.

Michael Thompson speaks with Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, about his 10 lessons from reporting season. They discuss why consumers are still spending but demanding value, expensive bank valuations, the limits of cost-cutting, opportunities in healthcare and why stock selection is becoming increasingly important.

This is general information only, and you should seek advice tailored to your circumstances before making investment decisions.

Australia&rsquo;s FY26 reporting season looked reasonably strong on the surface, with aggregate profits rising by around 11.6%. But underneath the headline numbers, the recovery was much narrower - and investors were often more interested in what companies said about FY27 than the profits they had just reported. Michael Thompson speaks with Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, about his 10 lessons from reporting season. They discuss why consumers are still spending but demanding value, expensive bank valuations, the limits of cost-cutting, opportunities in healthcare and why stock selection is becoming increasingly important. This is general information only, and you should seek advice tailored to your circumstances before making investment decisions.

Q+A: 10 lessons for investors from reporting season

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/9fa7d885-2787-4dd4-af0d-b4b700cc2c1f/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 dips on talk of US rate hike


Monash IVF profit plunges


Hanson accuses PM of inciting violence


Music giants sue Anthropic


15-metre rugby flyover raises eyebrows

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 dips on talk of US rate hike
</li>
<li aria-level="1">
Monash IVF profit plunges
</li>
<li aria-level="1">
Hanson accuses PM of inciting violence
</li>
<li aria-level="1">
Music giants sue Anthropic
</li>
<li aria-level="1">
15-metre rugby flyover raises eyebrows
</li>
</ol>
Join our <a href="https://fearandgreed.com.au/newsletter-signup">free daily newsletter here</a>.

Afternoon Report | ASX dips; music giants sue Anthropic

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/8c0f012a-f96d-48f9-b773-b4b7007060ea/transcript

Q+A: What's going on with CSL?

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