The RBA board meets today - will there be any move on interest rates? Plus a review of last week's federal budget, and what to expect from the election campaign.
Sean Aylmer and Stephen Koukoulas discuss the major events, reports and releases that provide insight into the economy this week.

The RBA board meets today - will there be any move on interest rates? Plus a review of last week's federal budget, and what to expect from the election campaign. Sean Aylmer and&nbsp;<a href="https://www.google.com/url?q=http://www.marketeconomics.com.au/stephen-koukoulas&amp;sa=D&amp;source=calendar&amp;usd=2&amp;usg=AOvVaw0qVJpPaXFeIT1fgZJ4F7w9">Stephen Koukoulas</a>&nbsp;discuss the major events, reports and releases that provide insight into the economy this week.

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>

The Week Ahead | 31 March 2025

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/df3ce927-3f28-4642-97c7-b2b00059f036/transcript

Software stocks have been hammered in 2026. The rise of AI coding tools — from Claude to other large language models — has sparked fears that barriers to entry are collapsing.

But according to ECP Asset Management’s Damon Callaghan, the market has overreacted. Speaking to Sean Aylmer, he argues the sell-off has been indiscriminate, and that while some software businesses will struggle, others may actually become stronger - if they have the right competitive advantages.

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

Software stocks have been hammered in 2026. The rise of AI coding tools &mdash; from Claude to other large language models &mdash; has sparked fears that barriers to entry are collapsing. But according to ECP Asset Management&rsquo;s Damon Callaghan, the market has overreacted. Speaking to Sean Aylmer, he argues the sell-off has been indiscriminate, and that while some software businesses will struggle, others may actually become stronger - if they have the right competitive advantages. This is general information only. Seek professional advice tailored to your circumstances before making investment decisions.

Q+A: The SaaSpocalypse? Only if you picked the wrong companies.

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/b5139c4c-4bfd-4e8a-92d6-b41600c0183e/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 falls 0.7pc


Qantas reassures on fuel


KMD pushed to sell Rip Curl


Kyle Sandilands launches legal action


ICE agents deployed to airports

Join our free daily newsletter here.

This is the&nbsp;<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 data-start="0" data-end="185" data-is-last-node="" data-is-only-node="">
<li data-section-id="19r6jfv" data-start="0" data-end="31">
ASX falls 0.7pc
</li>
<li data-section-id="nl08zv" data-start="32" data-end="76">
Qantas reassures on fuel
</li>
<li data-section-id="8c03ce" data-start="77" data-end="108">
KMD pushed to sell Rip Curl
</li>
<li data-section-id="137m4il" data-start="109" data-end="150">
Kyle Sandilands launches legal action
</li>
<li data-section-id="1d04aqn" data-start="151" data-end="185" data-is-last-node="">
ICE agents deployed to airports
</li>
</ol>
Join our <a href="https://fearandgreed.com.au/newsletter-signup">free daily newsletter here</a>.

Afternoon Report | ASX falls 0.7pc

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/5a13f579-7174-400f-9908-b416005ff5f5/transcript

Monday 23 March 2026

The local share market is set to tumble this morning after US President Donald Trump threatened to obliterate Iran’s power plants. 
The housing market is faltering with clearance rates now at their lowest this year
Fraud across the country surges
A court rules that working ten minutes a day isn’t enough to keep your job
The world’s best airports revealed

Join our free daily newsletter here.

And don’t miss the latest episode of How Do They Afford That? - this week: dream holiday, sensible budget. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.

Monday 23 March 2026
The local share market is set to tumble this morning after US President Donald Trump threatened to obliterate Iran&rsquo;s power plants.&nbsp;
<ul>
<li aria-level="1">The housing market is faltering with clearance rates now at their lowest this year</li>
<li aria-level="1">Fraud across the country surges</li>
<li aria-level="1">A court rules that working ten minutes a day isn&rsquo;t enough to keep your job</li>
<li aria-level="1">The world&rsquo;s best airports revealed</li>
</ul>
Join our<a href="https://fearandgreed.com.au/newsletter-signup"> free daily newsletter here</a>.
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> - this week: dream holiday, sensible budget. 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.

Trump “obliterate” threat to hit ASX; housing market falters; 10 mins isn’t a work day

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/320f883a-d84e-4527-a238-b415009eabdd/transcript

The Week Ahead | 31 March 2025

FEAR & GREED | Business News

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