Technology stocks have powered global markets higher, fuelled by massive investment in artificial intelligence. But cracks are beginning to emerge.

Sean Aylmer speaks with Damien Boey, Portfolio Strategist at Wilson Asset Management, about the recent sell-off in technology stocks and why AI infrastructure spending, crowded trades and uncertainty around interest rates are weighing on markets. They also discuss why Australia is feeling the effects despite its relatively small technology sector, and what Damien believes are the best investment opportunities right now.

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

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This week:

• Building approvals
• International trade 
• House prices for June

Michael Thompson is joined by economist Stephen Koukoulas to look at what to expect, and what to make of last week's inflation, household spending and employment numbers.

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Artificial intelligence is no longer an experiment for most businesses. The question now isn't whether AI matters, but how organisations can use it to improve productivity, create better customer experiences and grow faster.

Sean Aylmer speaks with Ben Goodman, President of Asia Pacific at Adobe, about how businesses are moving beyond the AI hype cycle and focusing on real-world outcomes. Ben explains how AI is transforming creativity, marketing and productivity, why organisations are increasingly using AI as a co-pilot rather than a replacement for people, and how companies can balance personalisation with trust.

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Australia's housing downturn is accelerating, with Sydney prices falling more than 1 per cent in the past month and Melbourne continuing to weaken.

Sean Aylmer speaks with Jonathan McMenamin, Head of Economic Forecasts at Barrenjoey, about what's driving the correction and how much further prices could fall. They look at why interest rate hikes account for most of the downturn, how recent tax changes have affected investor sentiment, and why Sydney and Melbourne are behaving very differently from Perth and Brisbane.

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The SpaceX IPO triggered a surge in international investing among Australians, but where are investors putting their money beyond the world's most talked-about stock?

Sean Aylmer speaks with Steve Daghlian, Market Analyst at CommSec, about the growing appetite for offshore investing, why AI and technology continue to dominate interest, the surprising popularity of UK-listed companies, and how ETFs are changing the way people invest.

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

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Markets have weathered war in the Middle East, persistent inflation, tariff uncertainty and the rapid rise of artificial intelligence. So where do investors go from here?

Sean Aylmer speaks with Shane Oliver, Chief Economist and Head of Investment Strategy at AMP, about why markets have largely looked through the Middle East conflict, why investors may be underestimating inflation risks, and why the resilience of global sharemarkets continues to surprise him.

Plus: the outlook for AI stocks, the risks around high-profile IPOs such as SpaceX, and why investors may need to be a little more cautious despite the generally positive backdrop.

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

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

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This week:

• Monthly inflation data for May, after last week's warning from the RBA about the potential for rate hikes
• Labour force figures - will unemployment keep rising?
• Job vacancies
• Household spending

Michael Thompson is joined by economist Stephen Koukoulas to look at what to expect.

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

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The federal government has announced changes to its capital gains tax reforms, following months of criticism from business groups, investors and entrepreneurs.

Sean Aylmer speaks with Skye Cappuccio, CEO of COSBOA (the Council of Small Business Organisations Australia), about what the changes mean for SMEs.

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For decades, businesses have focused on search engine optimisation. Now they face a new challenge: making sure AI can find, understand and recommend their brand. Referral traffic from AI is growing rapidly, and now brands need to think of AI as a new audience.

Sean Aylmer speaks with Loni Stark, Vice President of Strategy and Product at Adobe, about the rise of AI-powered discovery through tools like ChatGPT, Gemini and Claude - and how the launch of Adobe Brand Visibility can help businesses as the internet experience evolves.

Adobe is a supporter of Fear & Greed.

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Most investors understand shares, bonds and property. Far fewer understand royalties, and how to make money from Justin Bieber and The Weeknd, or blockbuster healthcare treatments.

Sean Aylmer speaks with Stephen Otter, Head of Royalties at Partners Group, about an asset class worth an estimated $2 trillion globally. Stephen explains how investors can generate income from everything from pharmaceutical treatments and natural gas production to music catalogues, films and intellectual property - but also why predicting the future remains one of the biggest risks in royalties investing.

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.