Markets with Madison
Episodes
Big business fights back: How tech is the new line of defence
16 May 2024
Contributed by Lukas
The scale of retail crime has forced One NZ to close a major Auckland store. Software company Auror explains how its technology is helping businesses ...
Will a developer’s $1b+ bet on Auckland pay off?
12 May 2024
Contributed by Lukas
Precinct Properties spent 12 years and more than $1b on its Commercial Bay development. How it expects to earn off the asset in this economic environm...
The rise of security scrutiny: Why foreign investment is falling
09 May 2024
Contributed by Lukas
OECD data shows direct foreign investment across borders is declining, as countries become more concerned about their national security.See omnystudio...
How a $44b firm plans to fix retirement funds
06 May 2024
Contributed by Lukas
The newest finance firm, FirstCape, is on a mission to grow individual's retirement savings to ensure we can retire on more than state pension payment...
Making $1m+ reselling Gucci, LVMH goods
25 Apr 2024
Contributed by Lukas
Some of the largest luxury groups are experiencing a decline in demand for designer goods, as shoppers seek deals in the second-hand market.See omnyst...
What could delay interest rate cuts
21 Apr 2024
Contributed by Lukas
The market is pricing in cuts to wholesale rates this year, but it’s still depending on some statistics.See omnystudio.com/listener for privacy info...
How a medicinal cannabis company choked
18 Apr 2024
Contributed by Lukas
Cannasouth ($CBD) claimed to be New Zealand’s biggest medicinal cannabis company. Now, it’s in voluntary administration. See omnystudio.com/liste...
Ep. 100: How Aus-NZ bank profits compare
14 Apr 2024
Contributed by Lukas
The CEOs of NAB and BNZ explain how their trans-Tasman banking operation works, and who's economy is winning, in this live interview. See omnystudio....
The restaurant group Savor-ing a struggling market
11 Apr 2024
Contributed by Lukas
One of the biggest hospitality groups, Savor, has turned its finances around with a relentless focus on margins. Its CEO reveals how much its restaura...
Assets of the decade: Private Equity & Bitcoin
08 Apr 2024
Contributed by Lukas
Research from Mercer reveals private equity is the best asset of the past decade but there’s an even better performer that was left off the list –...
Should you love or hate monopolies?
04 Apr 2024
Contributed by Lukas
Investors like monopolies, but consumers and Governments loathe them. This episode explores our love-hate relationship with market dominance.See omnys...
How money printing & inflation erode purchasing power [VIDEO]
28 Mar 2024
Contributed by Lukas
The Governor of the Reserve Bank of New Zealand explains how the expansion of money supply and higher consumer prices have eroded people’s purchasin...
Briscoe boss Rod Duke’s secrets to success [VIDEO]
24 Mar 2024
Contributed by Lukas
Briscoe Group made an $84m profit while The Warehouse and Kathmandu are in decline. Its owner, Rod Duke, reveals his secret formula for managing stock...
Why investors are obsessing over infrastructure’s trillion-dollar funding gap
21 Mar 2024
Contributed by Lukas
Infrastructure funding requires trillions of dollars every year. Here’s how investment firms Morrison, Macquarie & KKR are making the most of it...
Business of fitness: Why this millionaire trainer is going after genomics
17 Mar 2024
Contributed by Lukas
Australian entrepreneur Sam Wood sold his online fitness business in a deal worth NZ$82 million. Now he's chasing DNA testing as the next industry inn...
ERoad’s AI route to fend off Tesla
14 Mar 2024
Contributed by Lukas
ERoad is adopting AI to ensure its business isn’t driven off route by Tesla and other high-tech electric vehicles. Its new co-CEO explains how its v...
Silicon Valley Bank anniversary: Confidence crisis continues
10 Mar 2024
Contributed by Lukas
It’s been exactly one year since Silicon Valley Bank collapsed after investment losses resulted in a bank run. Why smaller banks are still battling ...
Cathie Wood: Bitcoin going beyond US $1m post-halving
07 Mar 2024
Contributed by Lukas
Ark Invest CIO Cathie Wood believes Bitcoin will one day be a US$20 trillion asset. In this interview, she explains how ETFs and the halving event are...
How BlackRock, Vanguard, State Street dominated funds management
03 Mar 2024
Contributed by Lukas
Index and exchange traded fund managers have become market beasts. How BlackRock, Vanguard and State Street overtook investment managers.See omnystudi...
Why commercial developers are selling millions in property
29 Feb 2024
Contributed by Lukas
Commercial property developers are selling assets to pay down debilitating debt as it gets more expensive to service.See omnystudio.com/listener for p...
How the RBNZ is losing the inflation race
25 Feb 2024
Contributed by Lukas
Central banks are in a global race to get inflation under control. The Reserve Bank of NZ was first to hike amid the pandemic, but it may be the last ...
What’s wrong with retailers The Warehouse & Kathmandu
22 Feb 2024
Contributed by Lukas
The Warehouse Group just sold Torpedo7 for $1 after buying it for $55.2 million. While Kathmandu’s sales are struggling. Where to now for woeful ret...
Can China save its stock market?
18 Feb 2024
Contributed by Lukas
A team effort to boost investor confidence and economic growth is underway in China after Evergrande’s failure.See omnystudio.com/listener for priva...
Fletcher Building’s fall guy: Full interview with CEO Ross Taylor
15 Feb 2024
Contributed by Lukas
The just-resigned CEO of the biggest construction company, Ross Taylor, explains how Fletcher Building has lost hundreds of millions of dollars in a m...
How to be an excellent investor, with Aussie icon Ian Macoun
11 Feb 2024
Contributed by Lukas
Ian Macoun’s firm Pinnacle Investment Management beats the market more than 80% of the time. Learn how to invest from the icon himself.See omnystudi...
What banks are doing with $213b in term deposits
08 Feb 2024
Contributed by Lukas
The amount of money in bank term deposits has hit $213 billion - up 36 per cent in three years. An ANZ bank executive explains if it will keep paying ...
Flesh and Blood v Magic: Inside the high profit card game business
05 Feb 2024
Contributed by Lukas
This episode takes you inside Legend Story Studios, the NZ card game company making millions. Its CEO reveals how it's chasing Hasbro’s US$1b Magic:...
Pro Stock Picks 2024: Time to buy cheap?
02 Feb 2024
Contributed by Lukas
Many stocks were battered on the NZX last year, meaning there may be cheap opportunity on the table. Investment firm Forsyth Barr reveals its top pick...
Wise v Banks
10 Dec 2023
Contributed by Lukas
Its motto is ‘money without borders’, but the GBP£8.26 billion ($16.88 billion) payments technology company Wise only transacts an estimated five...
What executives expect in 2024
08 Dec 2023
Contributed by Lukas
Hear from Madison at the Deloitte Top 200 Business Awards to find out what’s on executives' minds, and how they’re positioning for 2024.See omnyst...
Vinod Khosla on OpenAI, Altman & effective altruism
03 Dec 2023
Contributed by Lukas
Billionaire venture capitalist Vinod Khosla placed his biggest bet on OpenAI. In this interview he discusses the Altman incident, what’s at stake in...
Why banks are getting in on high-growth funds
30 Nov 2023
Contributed by Lukas
ASB and BNZ have launched high-growth investment funds as more money flows to active managers. How the CEO of Milford Asset Management plans to curb t...
Why billionaires are buying bonds
27 Nov 2023
Contributed by Lukas
Billionaires are buying into a once boring bond market, according to the fixed income trading firm Coolabah Capital Investments. Its founder explains ...
a2 Milk’s infant issue: Can it outperform again?
24 Nov 2023
Contributed by Lukas
a2 Milk is growing its share of a declining infant formula market in China, leading analysts to expect it to outperform. Can it ever return to the inn...
SkyCity chairman: We'll probably pay for breaking the law
20 Nov 2023
Contributed by Lukas
Investors are ditching SkyCity as its gambling business becomes unpalatable. Its chairman Julian Cook addresses its major regulatory issues and potent...
How OpenAI axed Altman... then did a 180
20 Nov 2023
Contributed by Lukas
OpenAI axed chief executive Sam Altman, leading its President Greg Brockman to quit. Here’s all the events that led to the surprise sacking and his ...
Selling State Assets: What may be on the block next?
18 Nov 2023
Contributed by Lukas
The chair of Meridian Energy – a power company the Government half-sold in 2014 – says they should sell more state assets. This episode looks at h...
'It's do or die': Inside Rocket Lab’s biggest mission yet
16 Nov 2023
Contributed by Lukas
Rocket Lab’s CEO Peter Beck explains why he's chasing mass to orbit with a new US$50m rocket to compete with Elon Musk’s SpaceX and Jeff Bezos' Bl...
Greg Foran: Air New Zealand flight plan
16 Nov 2023
Contributed by Lukas
Greg Foran led Air New Zealand through its most turbulent time in history, without any airline experience. Now the pandemic is over, he reveals the ma...
Retail recession: Costs and crime killing confidence
16 Nov 2023
Contributed by Lukas
The country’s largest retailer The Warehouse Group has seen its annual profit tumble by 65.6 per cent. Its CEO explains how it’s managing increase...
Fonterra's record recovery: Why it’s still bullish on China
16 Nov 2023
Contributed by Lukas
Dairy co-operative Fonterra has executed a recovery with a record $1.6 billion profit. But milk product demand is declining in China and farmers are f...
Renewables Race: The $30b electricity transition
16 Nov 2023
Contributed by Lukas
Electricity generation companies are spending billions on wind, solar, and geothermal power plants to take New Zealand to 100 per cent renewable – w...
China’s property debt crisis: How it could hurt New Zealand and Australia
16 Nov 2023
Contributed by Lukas
Goldman Sachs researchers estimate China’s total property debt was 48 per cent of GDP at the end of last year, worth US$8.4 trillion. Their chief ec...
Chip War: Chris Miller on Nvidia, TSMC dominance & risks
16 Nov 2023
Contributed by Lukas
The author of best-selling book Chip War explains why efforts to rely less on companies like Nvidia and Taiwan Semiconductor Manufacturing Company (TS...
Fletcher Building CEO's frustration: SkyCity Convention Centre costs
16 Nov 2023
Contributed by Lukas
The cost to finish the troubled NZ International Convention Centre has hit $1 billion. Here’s what Fletcher Building CEO Ross Taylor really thinks a...