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Published by ausbiz
ausbiz a.m. drops every weekday morning before the ASX opens. Host Andrew Geoghegan is joined each day by one of the ausbiz experts: analysts, money managers, strategists. Together they cover overnight market action, the big macro moves, your day ahead in Australia, and a handful of stocks they're watching and why. Built for Australian investors who want the signal without the noise. New episodes drop every weekday morning.
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From the feed
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The conversation with Michael Carmody from Centennial Asset Management begins with a global market overview, discussing the positive sentiment and market reactions to the Fed's rate hike. It then transitions to local market expectations, performance comparison between industrial and resources sectors, infrastructure investment opportunities, analysis of the tech sector, and market seasonality and outlook. Michael discusses the sectors he's buying into and those he's avoiding. Chapters 00:00 Global Market Overview 01:09 Fed's Rate Hike Reaction 03:00 Local Market Expectations 04:03 Industrial vs. Resources Performance 05:10 Infrastructure Investment Opportunities 10:02 Tech Sector Analysis 11:23 Market Seasonality and Outlook
The US Fed has lifted interest rates by 25 basis points as expected, with more rate hikes to come. This decision is expected to impact tech stocks, REITs, and the US market, with potential consequences for the Australian equity market. Fergus Humble from Morgans provides insights on market moves and the Fed decision, as well as recommendations for positioning in response to the rate hikes. Chapters 00:00 US Fed Interest Rate Hike 02:54 Market Impact and Tech Stocks 06:16 Australian Equity Market and Positioning 09:03 Defensive Positioning and Healthcare Sector 11:25 Market Seasonality and Outlook
The morning wrap from ausbiz covers market updates, the Fed interest rate decision, market risks, and investor caution. Greg Canavan from Canavan Capital discusses the impact of rising bond yields on equities, oil prices, and the potential implications for the Australian market. The conversation delves into central bank rate hikes, the impact on the economy, and the outlook for earnings growth and resource sector investments. Chapters 00:00 Market Updates and Fed Decision 03:07 Rising Bond Yields and Equities 05:53 Central Bank Rate Hikes and Economic Impact 08:01 Earnings Growth and Resource Sector Investments
The ausbiz morning wrap provides a comprehensive overview of global market movements. Andrew Wielandt from DP Wealth Advisory discusses AI concerns and the market reaction. He also looks ahead to the Fed decision and his market positioning as well as revealing the latest ETF inflows as they relate to fixed income and energy. Chapters 00:00 Global Market Overview 01:30 AI Concerns and Market Impact 03:29 Regulation and Market Reaction 05:16 Fed Decision and Interest Rates 07:30 ETF Inflows and Active Management 09:33 Energy Sector and Oil Prices 11:07 Market Positioning and Cautious Outlook
The conversation with Grady Wulff from Bell Direct begins with a global market overview, highlighting market performance and key indicators. It then delves into market volatility, the impact of a potential Fed rate hike, and the performance and outlook of commodities. The discussion shifts to the rising commodity, tungsten, and Bell's view on the commodities complex. Grady further explores portfolio balancing, cautious investment approach, and the impact of rate hikes on investment decisions. Chapters 00:00 Cautious Investment Approach
Nick Feil from Prenzler Group discusses the dramatic market moves on global markets overnight with oil prices surging 7 percent and Treasury yields also jumping. With a focus on small caps, Nick dives into the energy space as well as lithium, while also seeing opportunities in the ag space. Chapters 00:00 Market Overview and Global Trends 01:29 Impact of Oil Prices on Markets 02:12 Market Caution and Rate Hike Expectations 03:27 Investment Strategy in Energy Sector 04:06 Opportunities in Energy Sector 05:36 Commodity Performance and Data Center Buildout 07:13 Agricultural and Fertilizer Investments 08:59 Lithium and Battery Minerals 10:07 Market Volatility and Investment Strategy
The morning wrap from ausbiz focuses on oil prices, treasury yields, and market moves. Mark Gardner from MPC Markets discusses the impact of oil prices on inflation, equities, and commodities. He analyses Apple's innovation and market positioning. Mark gives his view on commodities, gold, and software stocks as investment opportunities. Chapters 00:00 Investment Opportunities and Market Expectation
The morning wrap from ausbiz provides a comprehensive overview of global market trends, including surging oil prices, geopolitical tensions, and the influence of macro thematics on markets. James Gerrish from Market Matters discusses the impact of dividends on market performance, concerns related to property prices and RBA interest rate moves, private credit risks, portfolio adjustments, and investment strategies for commodities and energy. Chapters 00:00 Global Market Overview 01:26 Market Influences 02:24 Dividend Season and Market Trends 03:52 Property Prices and Interest Rates 05:48 Private Credit Risks 07:34 Portfolio Adjustments 09:47 Commodities and Energy
The ausbiz morning wrap discusses global markets, inflation concerns, rate hike expectations, and the impact on various commodities. Zach Riaz from Banyantree Investment Management considers the relationship between rates, equities, and volatility, as well as investment strategies in the current market environment. Additionally, he touches on the potential impact of El Niño on ag stocks and the bullish outlook on copper. Chapters 00:00 Global Market Performance and Inflation Concerns 01:30 Relationship Between Rates, Equities, and Volatility 04:14 Investment Strategies in the Current Market Environment 08:00 Potential Impact of El Ni\u00f1o on Ag Stocks 09:14 Bullish Outlook on Copper
The morning wrap from ausbiz covers market movements, implications of non-farm payrolls, energy market concerns, prospects of a rate hike, investment strategies, and views on banks. Adam Dawes from Shaw and Partners discusses individual stocks and portfolio positioning. Chapters 00:00 Views on Banks and Cautious Approach
The conversation begins with a market overview and global market performance, followed by the impact of Fed commentary on market sentiment. It then delves into ASX market trends and reporting season, followed by an analysis of Corporate Travel Management (CTD) stock and Domino's stock, including their turnaround strategies. Chapters 00:00 Market Overview and Global Market Performance 01:10 Impact of Fed Commentary on Market Sentiment 02:07 ASX Market Trends and Reporting Season 03:24 Corporate Travel Management (CTD) Stock Analysis 07:10 Domino's Stock Analysis and Turnaround Strategy
The morning wrap from ausbiz covers the global market performance, local market pressure, reporting season insights, and stock analysis. Jason Yin from Lincoln Indicators provides valuable perspectives on market signals, stock performance, and investment strategies with a deeper dive into CSL, Objective Corp, SKS and Brambles. Chapters 00:00 Local Market Pressure and Reporting Season Insights 04:05 CSL Stock Analysis and Investment Strategy 06:45 Objective Corporation Stock Analysis and Investment Strategy 08:47 AI Infrastructure Build-Out and SKS Investment Strategy 11:06 Brambles Stock Analysis and Investment Strategy
The conversation with David Bird from Mastering the Markets begins with a market overview and global trends, followed by an in-depth analysis of the oil market, the impact of rising bond yields, sector rotation, and investment strategy, and a discussion on commodities and the mining sector. Forecasting a stunning move in oil, David also explains why he has zero exposure to tech and is heavily invested in commodities. Chapters 00:00 Market Overview and Global Trends 01:26 Oil Market Analysis 06:14 Impact of Rising Bond Yields 08:06 Sector Rotation and Investment Strategy 10:03 Commodities and Mining Sector
The conversation with Heath Moss from HLM Investments begins with a global market overview and the impact of tensions in the Middle East. It then transitions to an assessment of the reporting season and market performance, followed by an in-depth analysis of the healthcare sector, med tech, and industrial sector. The discussion then shifts to the performance and outlook of the resources sector, specifically focusing on the copper market and investment outlook. Chapters 00:00 Global Market Overview and Tensions in the Middle East 03:08 Assessment of Reporting Season and Market Performance 04:35 Healthcare Sector Performance and Analysis 06:11 Med Tech and Industrial Sector Analysis 08:10 Resources Sector Performance and Outlook 10:10 Copper Market and Investment Outlook
This morning wrap from ausbiz discusses global market updates, the impact of the Fed chair's hawkish speech, reporting season insights, and portfolio adjustments. David Lane from Focus Partners runs through his highlights and lowlights from reporting season. Chapters 00:00 Global Market Updates 01:30 Impact of Fed's Hawkish Speech 03:44 Reporting Season Insights 10:22 Portfolio Adjustments
The conversation covers a global market overview, NVIDIA's performance and the AI trade. Scott Phillips from the Motley Fool discusses reporting season and inflation concerns and how they're impacting the retail sector, as well as the Qantas result. Chapters 00:00 Global Market Overview 01:27 NVIDIA's Performance and AI Trade 03:40 Local Market Preview and Inflation Concerns 05:44 Retail Sector Performance 12:02 Impact of Reporting Season on Portfolio
The ausbiz morning wrap covers key market indicators and commodity prices. Mark Gardner from MPC Markets unpacks NVIDIA's earnings and market reaction, followed by a discussion on Wise Tech's results and market response. The conversation shifts to Xero's performance and market expectations, and then explores Mineral Resources and the critical minerals sector. Chapters 00:00 Global Market Overview 01:02 NVIDIA Earnings and Market Reaction 03:20 NVIDIA's Performance and Market Impact 05:19 Wise Tech Results and Market Response 08:11 Zero's Performance and Market Expectations 10:12 Mineral Resources and Critical Minerals
Henry Jennings from Marcus Today joins Nadine Blayney to delve into the impact of economic indicators on market sentiment, the influence of reporting season on investor sentiment, and the role of corporate governance and short positions in market dynamics. Henry also talks about the end of reporting season and what comes next. Chapters 00:00 Market Overview 01:17 Economic Indicators and Market Sentiment 02:31 Reporting Season and Investor Sentiment 07:05 Corporate Governance and Short Positions 09:04 End of Reporting Season and Market Reactions
The morning wrap from ausbiz covers global market updates, market moves, and previews the day ahead with David Walsh from Sarto Advisory. The conversation delves into market performance, reporting season, and specific company reports including Coles and Woodside. Chapters 00:00 Global Market Updates 01:29 Market Performance and Reporting Season 04:00 Company Reports and Analysis 07:43 Focus on Specific Companies 10:18 Insights on Small Cap Stocks
The morning wrap from ausbiz provides an overview of the Australian share market, global market finishes, and market moves. John Lockton from Sandstone Insights delves into the current state of the market, earnings growth, healthcare sector, retail sector, and the resources sector. Chapters 00:00 Market Overview and Global Finishes 01:27 Earnings Growth and Market Outlook 03:29 Healthcare Sector Performance 05:43 Retail Sector Challenges 09:09 Resources Sector and Commodities 11:32 Lithium Market Outlook
Ranking source
Apple Podcasts rankings via the Mato Topic Intelligence Platform.
Observed September 17, 2026. Cached outside the daily freshness window; the positions keep the date they were taken on.
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