ausbiz a.m

ausbiz
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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.

  1. 1d ago

    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 Overview01:09 Fed's Rate Hike Reaction03:00 Local Market Expectations04:03 Industrial vs. Resources Performance05:10 Infrastructure Investment Opportunities10:02 Tech Sector Analysis11:23 Market Seasonality and Outlook

  2. 2d ago

    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 Hike02:54 Market Impact and Tech Stocks06:16 Australian Equity Market and Positioning09:03 Defensive Positioning and Healthcare Sector11:25 Market Seasonality and Outlook

  3. 3d ago

    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 Decision03:07 Rising Bond Yields and Equities05:53 Central Bank Rate Hikes and Economic Impact08:01 Earnings Growth and Resource Sector Investments

  4. 4d ago

    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 Overview01:30 AI Concerns and Market Impact03:29 Regulation and Market Reaction05:16 Fed Decision and Interest Rates07:30 ETF Inflows and Active Management09:33 Energy Sector and Oil Prices11:07 Market Positioning and Cautious Outlook

  5. 5d ago

    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

  6. Sep 10

    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 Trends01:29 Impact of Oil Prices on Markets02:12 Market Caution and Rate Hike Expectations03:27 Investment Strategy in Energy Sector04:06 Opportunities in Energy Sector05:36 Commodity Performance and Data Center Buildout07:13 Agricultural and Fertilizer Investments08:59 Lithium and Battery Minerals10:07 Market Volatility and Investment Strategy

  7. Sep 9

    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 8

    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 Overview01:26 Market Influences02:24 Dividend Season and Market Trends03:52 Property Prices and Interest Rates05:48 Private Credit Risks07:34 Portfolio Adjustments09:47 Commodities and Energy

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About

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.

Information

  • Creator
    ausbiz
  • Years Active
    2026
  • Episodes
    35
  • Rating
    Clean
  • Copyright
    © 2026 ausbiz