21.08.26 with Luke Winchester, Merewether Capital

ausbiz a.m · Aug 20, 2026 · 13m · transcript

The morning wrap from ausbiz provides a comprehensive overview of the Australian share market, global market movements, and insights into reporting season. Luke Winchester from Merewether Capital shares his perspective on market moves, reporting season, and specific companies, offering valuable insights into the current market landscape. Luke discusses the retailers, IDP Education, Telix, Zip and Megaport.

Chapters

00:00 Market Movements and Global Market Wrap

01:33 Market Sentiment and Treasury Intervention

02:34 Reporting Season Volatility and Consumer Squeeze

03:49 Impact on Specific…