Markets with Madison
Episodes
Inside Australia’s Strategic Data Centre Expansion
28 Aug 2025
Contributed by Lukas
Macquarie Technology Group stores 42% of the Australian Federal Government’s information in its data centres. Its CEO and Founder says that make...
Behind DroneShield’s Major Military Expansion
21 Aug 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Drones were harmed in the making of this episode, and that’s exactly the point. This episod...
Inside a 1950’s Hydro Power Station!
14 Aug 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Power generator Mercury is investing $550 million into three of its historic hydro stations, aged...
Anduril’s Underwater World of Warfare (ft. Engineering VP)
07 Aug 2025
Contributed by Lukas
Anduril has a plan to protect Western waters, involving extra-large autonomous submarines and torpedoes. Go inside the US$30.5b defense hardware compa...
Inside America's Ivy League Admissions Industry
31 Jul 2025
Contributed by Lukas
Crimson Education has been valued at NZ$1 billion (US$600 million) - but could its core business, getting kids into Ivy league, be destroyed by AI? Co...
Why US Drone Manufacturers Can't Catch Up
24 Jul 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY]PrimerAI founder Sean Gourley was behind the Pentagon’s Project Maven. Now, he’s investing i...
New Zealand’s Secret Stargate AI Link
17 Jul 2025
Contributed by Lukas
A New Zealand investment firm is involved in infrastructure required to build OpenAI, Oracle & Softbank’s enormous AI Stargate compute proje...
Tracksuit takes Times Square
10 Jul 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Tracksuit just closed a US$25 million funding round to push its brand tracking tool into boardrooms, in...
OpenAI investor Vinod Khosla reveals BIGGEST risk
01 Jul 2025
Contributed by Lukas
Billionaire venture capitalist Vinod Khosla believes the greatest risk of artificial intelligence is not the technology itself, but who holds its powe...
How to raise $100m with Halter's unicorn founder
26 Jun 2025
Contributed by Lukas
In this interview, Craig Piggott gives advice to entrepreneurs on raising US$100m from Silicon Valley venture capital firms that have backed Airbnb, M...
Rockets to Ranches: How Halter hit US$1b valuation
23 Jun 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Craig Piggott left Rocket Lab to build cow collars and create a virtual fencing company - now Halter's ...
Why US$42b DataDog is going all in on AI
19 Jun 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] The enterprise software company DataDog is investing almost US$1b a year into artificial intelligence. ...
New Atomic Age: Inside America’s nuclear energy effort
17 Jun 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Valar Atomics plans to build tens of thousands of small modular nuclear reactors to power data centres ...
Inside Amazon’s AI chip lab! Could AWS overtake Nvidia?
12 Jun 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] I’m in Texas to visit Amazon Web Service’s computer chip design lab to see how it’s f...
Inside Zuru’s empire: Toys, tariffs & trademarks
05 Jun 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Zuru CEO Nick Mowbray takes us inside its empire in Los Angeles, where thousands of toys are on display...
How Stabicraft is riding the boat buying wave
29 May 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] From Invercargill to Alaska, this iconic New Zealand aluminium boat business is expanding into North Am...
How this tourism company circumvented tariffs
22 May 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Tourism Holdings rushed hundreds of camper vans across the Canadian border to dodge reciprocal tariffs....
Rocket Lab's Sir Peter Beck: Mars, NASA, Neutron & national security
15 May 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] It’s been 6 months since I interviewed Rocket Lab CEO Sir Peter Beck. We have a lot to discuss fo...
How Port of Auckland is winning in a trade war
08 May 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] This episode takes you behind every aspect of Port of Auckland's 24/7 trade operation, including contai...
Meet a gold merchant melting MILLIONS worth of metals
04 May 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] The Coleman family has been melting down precious metals for more than 40 years. This is the first...
Why the US Dollar is Losing its Power
01 May 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] The US dollar is weakening, giving rise to other currencies. Is it about to be replaced as the wo...
Kiwibank's $500m pitch to investors
24 Apr 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] The state-owned bank is raising $500m in a bid to beat big Australian-owned banks. Is a capital i...
Revealed: The business behind Auckland Football Club
17 Apr 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] In one season the AFC has grown from an idea into an entertainment empire. This episode takes you...
GFC to Graham Norton: How a winemaker went global
13 Apr 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] The GFC hit just one year into Invivo's wine venture. Now it’s earning millions in ex...
Trump tariff turmoil: Everything investors need to know
10 Apr 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Volatility in stock and bond markets following President Donald Trump’s tariff announcement...
This solar farm installs 1600 panels PER DAY
06 Apr 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Energy developers are investing hundreds of millions into industrial-scale solar. This episode ta...
Are US tariff calculations 'garbage economics'?
03 Apr 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] The trade war has begun with US President Donald Trump rolling out reciprocal tariffs &ndas...
Why Waihi mine’s Canadian owner wants more NZ gold
30 Mar 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Canadian-listed OceanaGold’s global president & CEO explains its $1 billion inves...
Quitting Oracle to US$70b IPO: The Snowflake story
27 Mar 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Snowflake co-founders Benoit Dageville & Thierry Cruanes explain why they quit Oracle t...
Inside UBS' $3b-a-day Sydney trading floor
23 Mar 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Swiss investment bank UBS’ trading floor in Sydney turns over A$3 billion a day, making for...
Private equity’s opportunity: Corporate carve-outs & wealthy investors
20 Mar 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Pacific Equity Partners went on an A$5 billion business buying spree before Christmas. Its managi...
Inside Sydney's $17b supercomputing operation
16 Mar 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] This episode takes you inside one of the largest privately owned data centre operations in Austra...
Is Australia’s economy actually recovering? (I’m here to find out!)
13 Mar 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Australia’s bounce back in underway thanks to rate & tax cuts, but companies are still ...
Is $120b KiwiSaver worthwhile?
09 Mar 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] KiwiSaver funds have returned between 4-10% on average over 10 years. What investment opportuniti...
The cyber threat to critical infrastructure (with 2 ex-Five Eyes leaders)
06 Mar 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Cybersecurity is a booming industry but not for good reason. The former head of the UK & Australia'...
The making of Microsoft's data centres down under
02 Mar 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE ] US tech behemoth Microsoft is the first hyperscaler to open a data centre in New Zealand and has acquired more land ...
Downturn damage control: The NZ companies in survival mode
27 Feb 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE ] Some of our largest companies are cutting costs to survive as investors shatter their stock. Equities analyst Aaron Ibbots...
Rate relief is here! But banks may not pass it on
23 Feb 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE ]Rate relief has arrived, ending two years of economic arrest. But banks may not pass on the cuts - Sean Keane explains why....
Is AI the modern Manhattan project? (w/ Silicon Valley's Sean Gourley)
20 Feb 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE ]Companies are raising hundreds of billions of dollars to achieve AI supremacy. PrimerAI founder Sean Gourley says it’...
The untold story of NZ-made aircraft (+ test flight!)
16 Feb 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE ] On the outskirts of Hamilton, a 70-year-old business is building aircraft on a site once dedicated to the World War Two ef...
Behind the biggest private equity deals (Wet & Forget, AS Colour, Bayleys)
13 Feb 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY]. Ross George started Direct Capital 30 years ago – it's since raised $1.7b to buy businesses such as AS...
Are we entering a wartime economy? (explained)
09 Feb 2025
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY]. The world is covered in conflict and investors may be too optimistic about the year ahead. Here’s what...
Curiosity led us here—Let's see where it takes us next
06 Feb 2025
Contributed by Lukas
Curiosity has brought us this far, but the journey is just beginning. Join me as we explore the latest trends, insights, and opportunities shaping the...
Cooking with Fonterra’s CEO (Christmas edition)
19 Dec 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY]. Fonterra’s chief executive Miles Hurrell has turned the co-operative around. In this episode he discus...
How big tech builds data centres
15 Dec 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY].Amazon’s global head of data centres explains every detail of their design – including how they&r...
AI model wars: How Amazon, Microsoft, Google & Meta are investing
12 Dec 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY]. Competition for the best AI products is increasing as Amazon dropped more models to compete with Microsoft, ...
Inside the lab where Rocket Lab, LanzaTech started
08 Dec 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY]. This deep tech hub in Auckland is where entrepreneurs Sir Peter Beck and Sean Simpson started Nasdaq-listed ...
Westfield’s winning shopping formula
05 Dec 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY]. More than 400 million customers have visited Scentre Group’s Westfield shopping malls in Australia and Ne...
Can $6 billion improve Auckland Airport?
01 Dec 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] The country’s largest gateway is replacing its 60-year-old domestic jet terminal. Is it an infrastructure p...
Why Waihi’s gold & silver mine wants to keep digging
28 Nov 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] OceanaGold wants to keep mining under conservation land on Waihi’s coastline to keep its operation going fo...
Why central banks cut rates quickly
24 Nov 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Interest rates are continuing to be cut, with another Reserve Bank move expected this week. How soon will it ...
Why Resene Paint is under pressure (but won't sell)
21 Nov 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Resene Paint has been in the business of colour for 78 years. But the family-owned company is now facing marg...
How to save a shrinking stock market
17 Nov 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Our savings pool is growing but our stock market is shrinking. Why wealth firms are investing money offshore ...
Inside a nuclear fusion experiment
14 Nov 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Billions of dollars is being invested into companies trying to commercialise nuclear fusion. This episode tak...
First look: Inside SkyCity's Convention Centre challenge
10 Nov 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] SkyCity's chairman and new CEO take us inside its troubled Convention Centre project and discuss the casino c...
All the Trump trades: Bitcoin, big tech, banks & bets
07 Nov 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Stocks and Bitcoin are rallying following Donald Trump's comeback – here's what could be primed for more gr...
Inside a steel super centre
03 Nov 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Why this 100-year-old family business built a massive steel facility in a construction downturn.See omnystudi...
Is America’s economy unbreakable?
31 Oct 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY]. The US has avoided a recession, achieved a near perfect labour market and interest rate cuts are underway. B...
First look: Rocket Lab's Neutron launch site
28 Oct 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY]. Welcome to Wallops Island, Virginia. This episode takes you behind the development of Rocket Lab’s Launch ...
Is Neutron almost ready? Peter Beck interview
24 Oct 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Rocket Lab CEO Sir Peter Beck shares how Neutron is progressing ahead of its 2025 launch target, and discusse...
The Bitcoin revolution & risks with Michael Saylor (Part Two)
20 Oct 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] MicroStrategy executive chairman and self-described Bitcoin ‘maximalist’, Michael Saylor, discusses what ...
Michael Saylor: Why MicroStrategy’s Bitcoin funding is NOT a glitch
17 Oct 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] MicroStrategy executive chairman Michael Saylor explains how investors should analyse his company that’s va...
Have telcos lost their Spark?
10 Oct 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Telecommunications companies were considered a defensive stock in a recession, but now they’re losing their...
Why executives want more rate cuts
06 Oct 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Executives are increasingly optimistic now the Reserve Bank has cut rates. But how long can their companies h...
How will The Warehouse survive? Joan Withers interview
03 Oct 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] The chairwoman of The Warehouse Group details her plan to save the woeful retailer.See omnystudio.com/listene...
Why insurance is exceeding inflation
29 Sep 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] The head of insurance giant Suncorp explains why it’s hiked premiums on all of its policies.See omnystudio....
How Fonterra afforded a huge payout
26 Sep 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Fonterra is paying its second-largest dividend in its history. How the dairy co-operative's finances have cha...
Unhappy customers: Why Greg Foran is against Auckland Airport upgrades [VIDEO]
22 Sep 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Auckland International Airport’s biggest customer is unhappy about its $6.6 billion plans. But Air NZ’s C...
Should Air NZ remain an international airline? [VIDEO]
19 Sep 2024
Contributed by Lukas
[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Our national airline is making less money on long-haul routes as aircraft engine issues limit capacity growth...
The $75b Super Fund’s biggest challenge. [VIDEO]
15 Sep 2024
Contributed by Lukas
Our sovereign wealth fund is set to double in the next decade. How will its new CEO meet its growth demands?See omnystudio.com/listener for privacy in...
Powerhouse: Why Contact Energy wants $2b Manawa merger [VIDEO]
12 Sep 2024
Contributed by Lukas
Two electricity companies could join forces to become the second largest player. Contact Energy’s CEO & Chairman explain why they’ve been tryi...
Reserve Bank interview: Rates, recession & resilience [VIDEO]
08 Sep 2024
Contributed by Lukas
Economic pain has forced the Reserve Bank to cut interest rates. The Deputy Governor explains its assessment of the economy and why it's making change...
How $1b Metlifecare has expanded in secret [VIDEO]
05 Sep 2024
Contributed by Lukas
The third-largest retirement village operator has transformed in secret since it was bought by private equity in 2020. Will the better business find i...
Inside shutdown Marsden Point oil refinery [VIDEO]
01 Sep 2024
Contributed by Lukas
New Zealand's last remaining oil refinery is now rusted pipes after a full shutdown was completed this year. What's next for the critical fuel storage...
Why Air New Zealand’s profit is falling
29 Aug 2024
Contributed by Lukas
[VIDEO EPISODE ON SPOTIFY & YOUTUBE] The airline’s annual net profit fell 65%. The CEO Greg Foran explains how the economy and engine issues are...
Energy crisis: The financial impact revealed [VIDEO]
25 Aug 2024
Contributed by Lukas
Some power companies are warning profits will be impacted by the supply shortage, while industrial users consider ditching the country due to high ene...
Private equity’s perception problem [VIDEO]
22 Aug 2024
Contributed by Lukas
Private equity funds buy out businesses worth billions and can double their profits before selling them again. What’s their game? See omnystudio.co...
Part 2: Infratil’s untold investment history [VIDEO]
18 Aug 2024
Contributed by Lukas
Over 30 years, Infratil has invested in some of the country’s most significant assets – from airports to petrol stations and telcos. This episode ...
Inside Infratil’s $10 billion data centre business
15 Aug 2024
Contributed by Lukas
No one has been allowed to film inside a major New Zealand data centre before - until now. See omnystudio.com/listener for privacy information.
Profit pain: Stocks to watch this earnings season [VIDEO]
11 Aug 2024
Contributed by Lukas
New Zealand companies are expected to report net negative revenue growth this earnings season, but there are signs it could be the last ugly one after...
How electricity companies are handling high prices [VIDEO]
08 Aug 2024
Contributed by Lukas
Wholesale electricity prices are incredibly high – an analyst explains how the major power generation companies are handling it and how it may impac...
How low will interest rates go? [VIDEO]
04 Aug 2024
Contributed by Lukas
Markets are aggressively pricing in interest rate cuts - how low could they go?See omnystudio.com/listener for privacy information.
The Warehouse & Arvida offers: Why our exchange is getting wiped [VIDEO]
01 Aug 2024
Contributed by Lukas
Private equity firms have launched takeover offers for The Warehouse Group and retirement village company Arvida. Will the stock exchange fight back? ...
Why New Zealand’s running out of gas [VIDEO]
28 Jul 2024
Contributed by Lukas
The energy industry is in deep distress, searching for a solution to a nationwide gas shortage.See omnystudio.com/listener for privacy information.
Is this New Zealand’s minerals moment? [VIDEO]
25 Jul 2024
Contributed by Lukas
Santana Minerals just listed on the New Zealand Stock Exchange. Could the gold miner mark a new minerals moment for our economy? See omnystudio.com/l...
Untold Rocket Lab & Astra stories with Ashlee Vance [VIDEO]
21 Jul 2024
Contributed by Lukas
A new HBO Original documentary takes you inside the minds of misfits who unleashed a commercial assault on low-earth orbit. Bloomberg journalist Ashle...
Why central banks want digital money [VIDEO]
18 Jul 2024
Contributed by Lukas
The Reserve Bank of New Zealand is considering launching a central bank digital currency (CBDC). This episode explores why and how it could work.See o...
Are US equities overvalued? Bears call a correction [VIDEO]
14 Jul 2024
Contributed by Lukas
Tech stocks Nvidia and Apple have sent the Nasdaq to new heights this year. But some believe the optimism is overdone and a comedown is coming. See o...
How insurers are repricing risk [VIDEO]
11 Jul 2024
Contributed by Lukas
Insurance premiums have doubled in the past decade, concerning the regulator. How are the major insurers actually assessing risk? See omnystudio.com/...
How lending limits may impact bank mortgage books
07 Jul 2024
Contributed by Lukas
New limits on mortgage lending could mean property prices are unlikely to unleash again if interest rates drop. How it could impact banks mortgage boo...
Executive exodus: Where are all the CEOs? [VIDEO]
05 Jul 2024
Contributed by Lukas
Some of our largest listed companies are without permanent CEOs after an executive exodus. See omnystudio.com/listener for privacy information.
How a major gold discovery could earn billions [VIDEO]
30 Jun 2024
Contributed by Lukas
Santana Minerals has discovered more gold at an historic mine site in Central Otago. With prices around record highs, could this fuel New Zealand’s ...
Behind Rocket Lab’s 50th launch [VIDEO]
23 Jun 2024
Contributed by Lukas
Go exclusively behind the scenes of Electron’s 50th launch with CEO Peter Beck and the Rocket Lab team in today’s episode of Markets with Madison....
Record kiwifruit crop: How $4b Zespri plans to grow profits [VIDEO]
20 Jun 2024
Contributed by Lukas
The kiwifruit exporter just had a record harvest and is set to pay growers a higher yield. Its outgoing CEO says it's now planting seeds for global gr...
Why Japan is a BlackRock favourite
16 Jun 2024
Contributed by Lukas
The BlackRock Investment Institute has doubled down on Japanese equities. Its chief strategist explains why, and where in Asia it's picking market gro...
Fixing a financial disaster: Full Ryman chairman interview [VIDEO]
13 Jun 2024
Contributed by Lukas
Retirement village company Ryman Healthcare just revealed a 98 per cent decline in annual net profit. Now, its board is taking drastic action, includi...
Is crypto the new quarter-acre dream?
09 Jun 2024
Contributed by Lukas
New research shows more New Zealanders are buying cryptocurrency – potentially signaling a shift away from the property asset obsession.See omnystud...
How stock short sellers get squeezed
06 Jun 2024
Contributed by Lukas
GameStop investors are once again squeezing short sellers. A derivatives expert explains how margin calls and stock options work. See omnystudio.com/...
How tech giants are crushing telcos [VIDEO]
26 May 2024
Contributed by Lukas
The CEO of One NZ, formerly Vodafone, says big tech has benefitted from its multi-million-dollar investments in infrastructure. Now he plans to make t...
Why TikTok posed a threat in a US China tech war – Palantir’s Jacob Helberg
19 May 2024
Contributed by Lukas
The United States is forcing TikTok to sell its platform domestically as concerns over a technology war rise in Silicon Valley. Palantir advisor Jacob...