<![CDATA[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're watching and why.

Built for Australian investors who want the signal without the noise. New episodes drop every weekday morning.

]]>www.ausbiz.com.auRiverside.fm (https://riverside.com)Fri, 14 Aug 2026 17:29:14 GMTSun, 02 Aug 2026 21:34:16 GMT60ausbiz<p>ausbiz a.m. drops every weekday morning before the ASX opens.</p><p></p><p>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.</p><p></p><p>Built for Australian investors who want the signal without the noise. New episodes drop every weekday morning.</p>episodicausbizsubscriptions@ausbiz.com.auno<![CDATA[14.08.26 with Mitch Stone, Invest With Mitch]]>Mitch Stone from Invest with Mitch discusses the overnight market moves and delves into specific stocks and sectors, such as tech stocks. Mitch analyses Treasury Wines' results and previews Baby Bunting, and Karoon Energy.

Chapters

  • 00:00 Market Update and Global Performance
  • 01:37 Tech Stocks and Market Caution
  • 02:52 Treasury Wines and Reporting Season
  • 05:39 Baby Bunting Analysis
  • 08:23 Karoon Energy Potential
]]>e689025e-2e9d-4a61-9390-21ebd6a34377Thu, 13 Aug 2026 21:35:06 GMT<p>Mitch Stone from Invest with Mitch discusses the overnight market moves and delves into specific stocks and sectors, such as tech stocks. Mitch analyses Treasury Wines' results and previews Baby Bunting, and Karoon Energy.</p><p></p><p>Chapters</p><ul><li>00:00 Market Update and Global Performance</li><li>01:37 Tech Stocks and Market Caution</li><li>02:52 Treasury Wines and Reporting Season</li><li>05:39 Baby Bunting Analysis</li><li>08:23 Karoon Energy Potential</li></ul>no00:11:2314.08.26 with Mitch Stone, Invest With Mitchfull<![CDATA[13.08.26 with Michael Carmody, Centennial Asset Management]]>Michael Carmody from Centennial Asset Management discusses the US market performance, inflation data, and the impact on interest rates. He also covers the results of major companies like CBA, ANZ, Seek, Premier, Suncorp, IAG, and Telstra. The conversation concludes with a focus on M&A activity and expectations for the reporting season.

Chapters

  • 00:00 Market Performance and Inflation Data
  • 03:00 Results of Major Companies
  • 08:06 M&A Activity and Reporting Season Expectations
]]>f2ef2220-d042-44de-b8ab-b84e3084d7adWed, 12 Aug 2026 21:27:23 GMT<p>Michael Carmody from Centennial Asset Management discusses the US market performance, inflation data, and the impact on interest rates. He also covers the results of major companies like CBA, ANZ, Seek, Premier, Suncorp, IAG, and Telstra. The conversation concludes with a focus on M&amp;A activity and expectations for the reporting season.</p><p></p><p>Chapters</p><ul><li>00:00 Market Performance and Inflation Data</li><li>03:00 Results of Major Companies</li><li>08:06 M&amp;A Activity and Reporting Season Expectations</li></ul>no00:12:2713.08.26 with Michael Carmody, Centennial Asset Managementfull<![CDATA[12.08.26 with James Gerrish, Market Matters]]>James Gerrish from Market Matters joins the morning wrap to discuss the negative start to the Australian share market, global market movements, and the upcoming inflation read in the US. James also covers the impact of inflation on oil prices, bond yields, and equity markets, as well as the key results ahead today from CBA and Suncorp.

Chapters

  • 00:00 Market Movements and Inflation Impact
  • 03:00 Key Results from CBA and Suncorp
]]>d969ed55-bb07-4c96-957b-e4ceefd713c4Tue, 11 Aug 2026 21:28:52 GMT<p>James Gerrish from Market Matters joins the morning wrap to discuss the negative start to the Australian share market, global market movements, and the upcoming inflation read in the US. James also covers the impact of inflation on oil prices, bond yields, and equity markets, as well as the key results ahead today from CBA and Suncorp.</p><p></p><p>Chapters</p><ul><li>00:00 Market Movements and Inflation Impact</li><li>03:00 Key Results from CBA and Suncorp</li></ul>no00:11:0812.08.26 with James Gerrish, Market Mattersfull<![CDATA[11.08.26 with Jimmy Jang, GBA Capital]]>The morning wrap from AusBiz covers the global market performance, RBA decision, and local market events. Jimmy Jang from GBA Capital discusses Wall Street's performance, a likely hawkish hold from the RBA, reporting season, and opportunities in the local market, including gold and tin stocks.

Chapters

  • 00:00 Global Market Performance
  • 03:38 RBA's Hawkish Hold
  • 07:15 Reporting Season and Local Market Opportunities
]]>56b8c7b1-173b-4ff4-9b0b-95f0e47fa00fMon, 10 Aug 2026 21:29:19 GMT<p>The morning wrap from AusBiz covers the global market performance, RBA decision, and local market events. Jimmy Jang from GBA Capital discusses Wall Street's performance, a likely hawkish hold from the RBA, reporting season, and opportunities in the local market, including gold and tin stocks.</p><p></p><p></p><p>Chapters</p><ul><li>00:00 Global Market Performance</li><li>03:38 RBA's Hawkish Hold</li><li>07:15 Reporting Season and Local Market Opportunities</li></ul>no00:13:0611.08.26 with Jimmy Jang, GBA Capitalfull<![CDATA[10.08.26 with Henry Jennings, Marcus Today]]>Henry Jennings from Marcus Today discusses the weaker than expected US jobs report and what's ahead on the ASX today. And he focuses on the big banks with Westpac releasing its results this morning.

]]>81d7a47c-969e-4db8-89cc-c3ed4b1a7c82Sun, 09 Aug 2026 21:52:25 GMT<p>Henry Jennings from Marcus Today discusses the weaker than expected US jobs report and what's ahead on the ASX today. And he focuses on the big banks with Westpac releasing its results this morning.</p><p></p>no00:11:4010.08.26 with Henry Jennings, Marcus Todayfull<![CDATA[07.08.26 with Jun Bei Liu, Ten Cap]]>Nadine is joined by Jun Bei Liu, Lead Portfolio Manager at Ten Cap. They cover the recent performance of U.S. stocks, the impact of corporate earnings and the peace deal between the US and Iran. Jun Bei delves into the current AI thematic, plus what the bond market is telling investors. All eyes of course on reporting season here with some big names already having delivered (ASX: REA) and plenty more to come.

Chapters

  • 00:00 U.S. Stock Performance and Geopolitical Impact
  • 02:34 AI Thematic and Bond Sales
  • 04:48 Australian Market Performance
  • 08:08 Company Results and Reporting Season Outlook
]]>208da0f2-99c8-46da-a9be-40a0396dba2aThu, 06 Aug 2026 21:27:07 GMT<p>Nadine is joined by Jun Bei Liu, Lead Portfolio Manager at Ten Cap. They cover the recent performance of U.S. stocks, the impact of corporate earnings and the peace deal between the US and Iran. Jun Bei delves into the current AI thematic, plus what the bond market is telling investors. All eyes of course on reporting season here with some big names already having delivered (ASX: REA) and plenty more to come.</p><p></p><p>Chapters</p><ul><li>00:00 U.S. Stock Performance and Geopolitical Impact</li><li>02:34 AI Thematic and Bond Sales</li><li>04:48 Australian Market Performance</li><li>08:08 Company Results and Reporting Season Outlook</li></ul>no00:12:5407.08.26 with Jun Bei Liu, Ten Capfull<![CDATA[06.08.26 with Adam Dawes, Shaw and Partners]]>In the morning wrap from ausbiz, Adam Dawes from Shaw and Partners covers global markets, tech sector weakness, and the Australian market's recent rally. It also delves into the expectations for reporting season and the outlook for healthcare and property-related stocks.

Takeaways

  • Global market performance
  • Expectations for reporting season

Chapters

  • 00:00 Outlook for Healthcare and Property Stocks
]]>783337a8-1349-4a14-9e20-5cc8f21508feWed, 05 Aug 2026 21:41:15 GMT<p>In the morning wrap from ausbiz, Adam Dawes from Shaw and Partners covers global markets, tech sector weakness, and the Australian market's recent rally. It also delves into the expectations for reporting season and the outlook for healthcare and property-related stocks.</p><p></p><p>Takeaways</p><ul><li>Global market performance</li><li>Expectations for reporting season</li></ul><p></p><p>Chapters</p><ul><li>00:00 Outlook for Healthcare and Property Stocks</li></ul>no00:11:4706.08.26 with Adam Dawes, Shaw and Partnersfull<![CDATA[05.08.26 with Heath Moss, HLM Investments]]>Heath Moss, Portfolio Manager at HLM Investments joins Andrew after a big night on US markets. The pair covers tech sector performance, Palantir earnings, SpaceX results and oil prices. Looking ahead to the local agenda we have earnings expectations, the RBA meeting, gold and energy market moves. Heath also delves into the banking sector and his preferred stocks.

Chapters

  • 00:00 Global Market Overview
  • 01:06 Tech Sector and Semiconductor Index
  • 02:26 Palantir Earnings and SpaceX Results
  • 04:04 Oil Prices and Market Sentiment
  • 05:14 Earnings Expectations and Market Focus
  • 07:03 RBA Meeting and Rate Hiking Cycle
  • 08:08 Gold and Energy Market
  • 11:04 Banking Sector and Property Market
]]>859899cc-2979-4687-92fa-65daa56353dfTue, 04 Aug 2026 21:33:47 GMT<p>Heath Moss, Portfolio Manager at HLM Investments joins Andrew after a big night on US markets. The pair covers tech sector performance, Palantir earnings, SpaceX results and oil prices. Looking ahead to the local agenda we have earnings expectations, the RBA meeting, gold and energy market moves. Heath also delves into the banking sector and his preferred stocks.</p><p></p><p>Chapters</p><ul><li>00:00 Global Market Overview</li><li>01:06 Tech Sector and Semiconductor Index</li><li>02:26 Palantir Earnings and SpaceX Results</li><li>04:04 Oil Prices and Market Sentiment</li><li>05:14 Earnings Expectations and Market Focus</li><li>07:03 RBA Meeting and Rate Hiking Cycle</li><li>08:08 Gold and Energy Market</li><li>11:04 Banking Sector and Property Market</li></ul>no00:12:4605.08.26 with Heath Moss, HLM Investmentsfull<![CDATA[04.08.26 with Zach Riaz, Banyantree Investment Group]]>We're into reporting season and Zach is watching the consumer discretionary sector. Get your morning market update including his stocks to watch, and how Banyantree is positioning for market conditions amidst geopolitical and economic volatility.

Takeaways

  • Global market performance and key stock movements
  • Earnings, investment, and local market expectations
  • Consumer discretionary sector and property market opportunities
  • Stocks to watch and positioning for market conditions

Chapters

  • 00:00 Global Market Overview
  • 02:06 Earnings and Investment
  • 04:10 Local Market Expectations
  • 05:14 Consumer Discretionary Sector
  • 06:35 Property Market Opportunities
  • 09:10 Stocks to Watch
  • 11:07 Positioning for Market Conditions
]]>cb2e5f8b-01d3-4044-bca2-6676fcb8327fMon, 03 Aug 2026 21:23:22 GMT<p>We're into reporting season and Zach is watching the consumer discretionary sector. Get your morning market update including his stocks to watch, and how Banyantree is positioning for market conditions amidst geopolitical and economic volatility.</p><p></p><p>Takeaways</p><ul><li>Global market performance and key stock movements</li><li>Earnings, investment, and local market expectations</li><li>Consumer discretionary sector and property market opportunities</li><li>Stocks to watch and positioning for market conditions</li></ul><p></p><p>Chapters</p><ul><li>00:00 Global Market Overview</li><li>02:06 Earnings and Investment</li><li>04:10 Local Market Expectations</li><li>05:14 Consumer Discretionary Sector</li><li>06:35 Property Market Opportunities</li><li>09:10 Stocks to Watch</li><li>11:07 Positioning for Market Conditions</li></ul>no00:13:1304.08.26 with Zach Riaz, Banyantree Investment Groupfull<![CDATA[03.08.26 with David Lane, Focus Partners Australia]]>Welcome to ausbiz a.m, presented by Andrew Geoghegan with guest David Lane from Focus Partners Australia.

Takeaways

  • Amazon's impact on Wall Street
  • Market sentiment and AI trade

Chapters

  • 00:00 Global Market Wrap
  • 01:31 Amazon's Impact on Wall Street
  • 02:14 Market Sentiment and AI Trade
  • 02:52 Concerns in the Middle East
  • 03:44 Reporting Season Expectations
  • 04:48 Consumer Discretionary Stocks
  • 05:17 Stocks in Focus: Nick Scali
  • 06:19 Stocks in Focus: REA Group
  • 07:56 Stock Performance Expectations
  • 09:25 Assessment of Beaten Down Sectors
]]>d410f62e-e6dd-4dee-bc5c-0cdb3d1637dfSun, 02 Aug 2026 22:55:51 GMT<p>Welcome to ausbiz a.m, presented by Andrew Geoghegan with guest David Lane from Focus Partners Australia.</p><p></p><p>Takeaways</p><ul><li>Amazon's impact on Wall Street</li><li>Market sentiment and AI trade</li></ul><p></p><p>Chapters</p><ul><li>00:00 Global Market Wrap</li><li>01:31 Amazon's Impact on Wall Street</li><li>02:14 Market Sentiment and AI Trade</li><li>02:52 Concerns in the Middle East</li><li>03:44 Reporting Season Expectations</li><li>04:48 Consumer Discretionary Stocks</li><li>05:17 Stocks in Focus: Nick Scali</li><li>06:19 Stocks in Focus: REA Group</li><li>07:56 Stock Performance Expectations</li><li>09:25 Assessment of Beaten Down Sectors</li></ul>no00:11:3003.08.26 with David Lane, Focus Partners Australiafull