Episodes

  • Q+A: A $20 billion shipwreck and the Wild West of investing
    Mar 26 2026

    Maritime recovery sounds like something out of a movie — treasure chests, shipwrecks, and billions in gold sitting on the ocean floor. Even more so after recent headlines about a $20 billion wreck off the coast of Colombia.

    But as Stefan von Imhof, co-founder and CEO of Alts.co explains, it’s evolving into something far more structured, and potentially investable. He explains to Michael Thompson how technology, rising commodity prices and better coordination with governments are transforming deep-sea recovery - while warning it remains a high-risk, still unproven space.

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

    Find out more: https://fearandgreed.com.au/

    See omnystudio.com/listener for privacy information.

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    11 mins
  • Q+A: The multi-trillion dollar industry ripe for disruption
    Mar 25 2026

    Healthcare is a multi-trillion dollar industry, but it’s largely designed for when things go wrong.

    Mark Britt, founder and CEO of preventative health company TMRW, says the current system leaves a major gap - people who aren’t sick, but aren’t thriving either.

    He talks to Sean Aylmer about why healthcare is moving towards continuous, personalised care, how AI is already influencing medical decisions, and why the future may be less about living longer - and more about living better.

    TMRW is a supporter of Fear & Greed

    Find out more: https://fearandgreed.com.au/

    See omnystudio.com/listener for privacy information.

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    11 mins
  • Q+A: The diversification problem driving private market demand
    Mar 24 2026

    With public markets increasingly concentrated — and dominated by a handful of mega-cap names — investors are looking elsewhere for diversification, growth, and access to the real economy.

    According to Hamilton Lane co-CEO Juan Delgado-Moreira, that shift has been building for years — but is now accelerating, particularly among younger investors.

    Juan speaks to Sean Aylmer about why private markets are becoming mainstream, where the real opportunities are — particularly in AI — and why illiquidity may actually be part of the appeal.


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

    Hamilton Lane is a supporter of Fear & Greed.

    Find out more: https://fearandgreed.com.au/

    See omnystudio.com/listener for privacy information.

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    13 mins
  • Q+A: The SaaSpocalypse? Only if you picked the wrong companies.
    Mar 23 2026

    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.

    Find out more: https://fearandgreed.com.au/

    See omnystudio.com/listener for privacy information.

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    11 mins
  • Q+A: The Week Ahead | 23 Mar 2026
    Mar 22 2026

    This week, the monthly inflation figures for February are published... but what value do they have, when the Middle East conflict is raging and oil is soaring? Michael Thompson is joined by economist Stephen Koukoulas to look at what inflation, the RBA's interest rates decision, and what to make of last week's jump in the unemployment rate.

    Find out more: https://fearandgreed.com.au/

    See omnystudio.com/listener for privacy information.

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    14 mins
  • Five Questions: Can you recognise AI fakes online?
    Mar 21 2026

    It's Sean's turn this week to hit Michael and Adam with five questions — no notice, no prep. This week, it's all about AI, fake news, and just how easy it is to get sucked in by stories on social media.

    Find out more: https://fearandgreed.com.au/

    See omnystudio.com/listener for privacy information.

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    12 mins
  • Q+A: Only 27% of work actually matters - here’s the fix
    Mar 19 2026

    Australian businesses are under pressure — rising costs, tighter margins and the push to adopt AI.

    But many companies may be trying to solve the wrong problem - Instead of focusing on roles, they should be focusing on tasks, because much of the work being done today is unnecessary, duplicated, or simply too expensive.

    Jarra Borman is the Director of Strategy at consultancy Outrun Global. He speaks to Sean Aylmer about why businesses are “tanking their own capacity”, why employees spend just 27% of their time on skilled work, and how a simple shift in thinking can unlock major productivity gains.

    To find out more, Outrun's new guide: The Top 10 Tasks to Optimise for the Biggest Impact is available here.

    Outrun Global is a supporter of Fear & Greed.

    Find out more: https://fearandgreed.com.au/

    See omnystudio.com/listener for privacy information.

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    12 mins
  • Q+A: The RBA was split on rates - so what happens next?
    Mar 17 2026

    Yesterday the Reserve Bank increased the official cash rate by 25 basis points to 4.1 per cent. It’s the second rate hike in a row - but while last time the decision was unanimous, this time it was much closer, with the board split 5-4.

    Diana Mousina, Deputy Chief Economist at AMP, explains what that split means for the next RBA meeting in May, and the key factors that contributed to yesterday's rate hike.

    Find out more: https://fearandgreed.com.au/

    See omnystudio.com/listener for privacy information.

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    10 mins