Podcast · Business

ausbiz a.m

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'r

New episodes: Daily
Typical length: 12 min
Latest: 13 Oct 2026
Language: English

Latest episode

13 Oct 2026 · 12 minNew

14.10.26 Annabelle Miller, ECP Asset Management

The conversation provides a comprehensive overview of current market trends, focusing on the start of US Q3 earnings season with analysis of the results from the big banks. Annabelle Miller from ECP Asset Management discusses the tech sector, and investment strategies in semiconductors and infrastructure. Annabelle shares insights on local market reactions, particularly regarding the recent failed Firmus IPO and the implications for future listings. Chapters 00:00 Market Overview and Global Trends 01:33 Earnings Season Insights 03:04 Tech Sector Dynamics and Challenges 05:02 Investment…

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Earlier episodes 29 most recent

12 Oct 2026 · 13 minNew
13.10.26 Jack Stickley, Morgans
The conversation discusses the current state of global and Australian markets, focusing on the impact of geopolitical events, energy prices, and upcoming earnings reports. Jack Stickley from Morgans provides insights into various sectors, including technology, banking, and resources, while highlighting the importance of consumer health and inflation. He discusses Glencore's debut on the ASX and previews this week's Morgan's Conference. Chapters 00:00 Global Market Overview 02:58 US Earnings Season Insights 06:11 Local Market Dynamics 09:03 Sector-Specific Trends and Opportunities 12:05…
11 Oct 2026 · 9 minNew
12.10.26 Grady Wulff, Bell Direct
Grady Wulff from Bell Direct joins ausbiz anchor Juliette Saly to discuss the week ahead, the week that was and the fallout from the Firmus IPO. Plus two stocks on her radar.
8 Oct 2026 · 13 min
09.10.26 Scott Phillips, the Motley Fool
The conversation explores the current state of global markets, focusing on the impact of macroeconomic factors, particularly in the AI sector and retail industry. Scott Phillips from the Motley Fool provides insights into market sentiment, investment strategies, and the potential for growth in various sectors amidst economic uncertainty. He discusses what went wrong ahead of the Firmus IPO and the opportunity in the retail sector. Chapters 00:00 Market Overview and Global Trends 03:09 AI and Market Sentiment 06:09 The Future of Retail 12:06 Investment Strategies and Opportunities
7 Oct 2026 · 11 min
08.10.26 Jason Yin, Prime Financial
The conversation discusses the current state of financial markets, focusing on Wall Street's performance, the implications of upcoming midterm elections, and specific stock analyses, particularly Cochlear. Jason Yin from Prime Financial provides insights into market volatility, investment strategies, and the impact of political changes on corporate performance. He also discusses stocks likely to benefit from recent short-selling. Chapters 00:00 Market Overview and Global Trends 03:09 Political Implications on Financial Markets 06:07 Cochlear: Challenges and Opportunities 09:00 Short Selling…
6 Oct 2026 · 12 min
07.10.26 James Gerrish, Market Matters
The conversation with James Gerrish from Market Matters begins with the new record highs for the S&P500 and Nasdaq. He highlights a narrow rally driven by a few tech stocks, the impact of AI on energy demands, and the outlook for earnings growth. On the local market James discusses investment strategies focusing on commodities and consumer stocks, emphasising the importance of market composition and economic indicators. Chapters 00:00 Market Overview and Trends 03:51 AI and Energy Sector Dynamics 05:50 Earnings Growth and Market Composition 08:14 Local Economic Challenges and Opportunities…
5 Oct 2026 · 13 min
06.10.26 Zach Riaz, Banyantree I.M
The conversation discusses the current state of global and local markets, focusing on the performance of major indices, investor sentiment, and the implications of rising bond yields. Zach Riaz from Banyantree Investment Management provides insights into market dynamics, sector performance, and potential investment opportunities amidst economic challenges. He discusses M&A activity and rotating out of the banks and into insurers. Chapters 00:00 Global Market Overview 02:41 Bond Yields and Economic Growth 05:19 Local Market Fatigue 09:09 M&A Activity and Investment Opportunities 11:03 Market…
4 Oct 2026 · 11 min
05.10.26 David Lane, Focus Partners
The conversation provides an in-depth analysis of current market trends, focusing on the US employment data and its implications for interest rates, as well as the resilience of the Australian economy amidst rising costs. David Lane from Focus Partners Australia shares insights on investment strategies in a higher interest rate environment, emphasising the importance of cautious portfolio positioning. Chapters 00:00 Market Overview and Global Trends 03:07 US Employment Data and Economic Indicators 07:35 Australian Economic Resilience and Investment Strategies
1 Oct 2026 · 12 min
02.10.26 Mark Gardner, MPC Markets
The conversation with Mark Gardner from MPC Markets provides an in-depth analysis of current market trends, focusing on the volatility in global markets, earnings growth expectations, and investment strategies. Mark unpacks the heavy selling on the local market and how MPC is positioned. Mark also discusses the skepticism surrounding new IPOs in the current economic climate with a focus on Firmus. Chapters 00:00 Market Overview and Trends 03:20 Earnings Growth and Market Positioning 06:47 Investment Strategies and Alternatives 09:31 IPO Insights and Market Sentiment
30 Sep 2026 · 12 min
01.10.26 David Bird, Mastering the Markets
The conversation provides a comprehensive analysis of current market conditions, focusing on the end of the quarter, bond yields, and the performance of gold and silver. David Bird from Mastering the Markets shares insights on market breadth, historic parallels, and expectations for the local market, emphasising the importance of understanding underlying trends. Chapters 00:00 Market Overview and Initial Insights 01:31 End of Quarter Analysis 02:08 Market Breadth and Indicators 04:25 Bond Yields and Economic Implications 06:00 Historic Parallels in Market Trends 07:06 Gold and Silver Market…
29 Sep 2026 · 18 min
30.09.26 Henry Jennings, Marcus Today
Henry Jennings from Marcus Today discusses the current state of the stock market, focusing on the impact of bond yields, geopolitical tensions, and the influence of AI on market sentiment. Henry and Nadine from ausbiz also analyze specific companies and sectors, including the performance of Australian shares and upcoming economic data. Chapters 00:00 Market Overview and Bond Yields 02:54 Geopolitical Tensions and Economic Indicators 06:07 AI's Impact on Market Sentiment 08:57 Company Performances and Stock Movements 12:00 Future Market Expectations and Economic Data
28 Sep 2026 · 15 min
29.09.26 Heath Moss HLM Investments
Heath Moss from HLM Investments talks S&P500, his recent investment in Meta, energy exposure, rates and what comes next for Northern Star Resources.
27 Sep 2026 · 10 min
28.09.26 Mitch Stone, Invest with Mitch
The conversation with Mitch Stone from Invest with Mitch provides an overview of global markets and discusses the caution surrounding AI optimism. Mitch explores the complexity of AI infrastructure, and delves into the impact of rising borrowing costs and bond yields on investment strategies and market outlook. In particular, he unpacks the investment case for Firmus. Chapters 00:00 Global Market Overview 01:37 AI Optimism and Market Caution 02:11 Complexity of AI Infrastructure 03:33 Impact of Rising Borrowing Costs 04:39 Valuation and Investment Concerns 07:16 Investment Strategy and…
24 Sep 2026 · 13 min
25.09.26 Luke Winchester, Merewether Capital
Luke Winchester from Merewether Captial weighs in on the impact of US bond yields on global economies, investor concerns and market volatility, opportunities in the market, stock selection and valuations, market volatility and investment strategy, and market performance and economic data. Luke also names his favourite portfolio stock! Chapters 00:00 Market Update: US Equities and Yields 01:41 Impact of US Bond Yields on Global Economies 03:44 Investor Concerns and Market Volatility 05:32 Opportunities in the Market 07:35 Stock Selection and Valuations 09:23 Market Volatility and Investment…
23 Sep 2026 · 13 min
24.09.26 Angus Geddes, Fat Prophets
Angus Geddes from Fat Prophets gives his take on the impact of global events on the financial markets, including changes in sentiment, US bond yields, stock market resilience, geopolitical developments, interest rate-sensitive sectors, and real estate prospects. The conversation also covers the outlook for earnings and the RBA's stance on rate hikes. Chapters 00:00 Change in Sentiment and Middle East Impact 02:17 US Bond Yields and Market Volatility 04:25 Global Economic Developments 05:22 Stock Market Resilience and Earnings Outlook 07:47 Geopolitical Developments and Trade Truce 08:17…
22 Sep 2026 · 13 min
23.09.26 David Walsh, Sarto Advisory
David Walsh from Sarto Advisory speaks with ausbiz's Nadine Blayney about a range of topics including market updates, equities, US-China trade talks, bond yields, corporate results, and retail sector analysis. The conversation also delves into the impact of AI development, interest rate hikes, and the significance of copper prices in the market. Chapters 00:00 Market Updates and Equities Performance 01:35 US-China Trade Talks and AI Development 03:18 Bond Yields and Interest Rate Hikes 07:12 Corporate Results and Retail Sector Analysis 12:24 Significance of Copper Prices in the Market
21 Sep 2026 · 12 min
22.09.26 Kai Chen, MPC Markets
Kai Chen from MPC Markets covers the market sentiment, AI and semiconductor stocks, interest rates, tech sector performance, Meta's AI initiatives, inflation concerns, RBA's monetary policy, US-China relations, and Australian retail stocks. Chapters 00:00 Inflation Concerns and RBA's Monetary Policy
20 Sep 2026 · 11 min
21.09.26 with John Lockton, Sandstone Insights
John Lockton discusses the market outlook, expected rate hikes, and the impact on various sectors such as energy, consumer discretionary, healthcare, and tech. Takeaways Market sentiment influenced by expected rate hikes Healthcare and tech sectors facing challenges due to rising bond yields Chapters 00:00 Market Outlook and Rate Hikes 01:20 Impact on Energy Stocks 03:03 Consumer Discretionary Sector 03:43 Upcoming Events and Focus Areas 05:11 Healthcare Sector Analysis 06:38 Challenges for Tech Stocks 09:03 Gold and Metals Market
17 Sep 2026 · 12 min
18.09.26 with Michael Carmody, Centennial A.M
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…
16 Sep 2026 · 12 min
17.09.26 with Fergus Humble, Morgans
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…
15 Sep 2026 · 12 min
16.09.26 with Greg Canavan, Canavan Capital
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…
14 Sep 2026 · 13 min
15.09.26 with Andrew Wielandt, DP Wealth Advisory
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
13 Sep 2026 · 11 min
14.09.26 with Grady Wulff, Bell Direct
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
10 Sep 2026 · 11 min
11.09.26 with Nick Feil , Prenzler Group
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…
9 Sep 2026 · 12 min
10.09.26 with Mark Gardner, MPC Markets
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
8 Sep 2026 · 11 min
09.09.26 with James Gerrish, Market Matters
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…
7 Sep 2026 · 10 min
08.09.26 with Zach Riaz, Banyantree Investment Management
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…
6 Sep 2026 · 11 min
07.09.26 with Adam Dawes, Shaw and Partners
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
3 Sep 2026 · 12 min
04.09.26 with Mitchell Stone, Invest with Mitch
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
2 Sep 2026 · 13 min
03.09.26 with Jason Yin, Lincoln Indicators
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…

About ausbiz a.m

ausbiz a.m is a English business podcast from ausbiz. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: ausbiz
Language: English
Category: Business
New episodes: Daily
Typical length: 12 min
Latest episode: 13 Oct 2026
Feed: RSS — paste into any podcast app
Apple Podcasts: podcasts.apple.com/podcast/id6797336674
Rights: 2026 ausbiz

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