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Markets with Madison

Markets with Madison

145 episodes — Page 2 of 3

S1 Ep 155Why central banks cut rates quickly

[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Interest rates are continuing to be cut, with another Reserve Bank move expected this week. How soon will it result in economic relief?See omnystudio.com/listener for privacy information.

Nov 24, 202415 min

S1 Ep 154Why Resene Paint is under pressure (but won't sell)

[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 margin pressure in its manufacturing operation.See omnystudio.com/listener for privacy information.

Nov 21, 202428 min

S1 Ep 153How to save a shrinking stock market

[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Our savings pool is growing but our stock market is shrinking. Why wealth firms are investing money offshore instead.See omnystudio.com/listener for privacy information.

Nov 17, 202417 min

S1 Ep 152Inside a nuclear fusion experiment

[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Billions of dollars is being invested into companies trying to commercialise nuclear fusion. This episode takes you inside one start-up's effort to make energy abundant.See omnystudio.com/listener for privacy information.

Nov 14, 202428 min

S1 Ep 151First look: Inside SkyCity's Convention Centre challenge

[VIDEO EPISODE ON YOUTUBE & SPOTIFY] SkyCity's chairman and new CEO take us inside its troubled Convention Centre project and discuss the casino company's other disappointments.See omnystudio.com/listener for privacy information.

Nov 10, 202420 min

S1 Ep 150All the Trump trades: Bitcoin, big tech, banks & bets

[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Stocks and Bitcoin are rallying following Donald Trump's comeback – here's what could be primed for more growth under his Presidency.See omnystudio.com/listener for privacy information.

Nov 7, 202415 min

S1 Ep 149Inside a steel super centre

[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Why this 100-year-old family business built a massive steel facility in a construction downturn.See omnystudio.com/listener for privacy information.

Nov 3, 202418 min

S1 Ep 148Is America’s economy unbreakable?

[VIDEO EPISODE ON YOUTUBE & SPOTIFY]. The US has avoided a recession, achieved a near perfect labour market and interest rate cuts are underway. But are investors factoring in all the risks, including an election?See omnystudio.com/listener for privacy information.

Oct 31, 202412 min

S1 Ep 147First look: Rocket Lab's Neutron launch site

[VIDEO EPISODE ON YOUTUBE & SPOTIFY]. Welcome to Wallops Island, Virginia. This episode takes you behind the development of Rocket Lab’s Launch Complex-3 where it's preparing to launch its new rocket, Neutron.See omnystudio.com/listener for privacy information.

Oct 28, 202418 min

S1 Ep 146Is Neutron almost ready? Peter Beck interview

[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Rocket Lab CEO Sir Peter Beck shares how Neutron is progressing ahead of its 2025 launch target, and discusses why some investors may be doubting his company’s ability to execute.See omnystudio.com/listener for privacy information.

Oct 24, 202423 min

S1 Ep 145The Bitcoin revolution & risks with Michael Saylor (Part Two)

[VIDEO EPISODE ON YOUTUBE & SPOTIFY] MicroStrategy executive chairman and self-described Bitcoin ‘maximalist’, Michael Saylor, discusses what it would take for more companies and Governments to adopt Bitcoin.See omnystudio.com/listener for privacy information.

Oct 20, 202459 min

S1 Ep 144Michael Saylor: Why MicroStrategy’s Bitcoin funding is NOT a glitch

[VIDEO EPISODE ON YOUTUBE & SPOTIFY] MicroStrategy executive chairman Michael Saylor explains how investors should analyse his company that’s valued at more than double its underlying Bitcoin assets.See omnystudio.com/listener for privacy information.

Oct 17, 202451 min

S1 Ep 143Have telcos lost their Spark?

[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Telecommunications companies were considered a defensive stock in a recession, but now they’re losing their Spark with investors.See omnystudio.com/listener for privacy information.

Oct 10, 202412 min

S1 Ep 142Why executives want more rate cuts

[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Executives are increasingly optimistic now the Reserve Bank has cut rates. But how long can their companies hold out for the economy to improve?See omnystudio.com/listener for privacy information.

Oct 6, 20248 min

S1 Ep 142How will The Warehouse survive? Joan Withers interview

[VIDEO EPISODE ON YOUTUBE & SPOTIFY] The chairwoman of The Warehouse Group details her plan to save the woeful retailer.See omnystudio.com/listener for privacy information.

Oct 3, 202416 min

S1 Ep 141Why insurance is exceeding inflation

[VIDEO EPISODE ON YOUTUBE & SPOTIFY] The head of insurance giant Suncorp explains why it’s hiked premiums on all of its policies.See omnystudio.com/listener for privacy information.

Sep 29, 202420 min

S1 Ep 140How Fonterra afforded a huge payout

[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Fonterra is paying its second-largest dividend in its history. How the dairy co-operative's finances have changed and why its future may too.See omnystudio.com/listener for privacy information.

Sep 26, 20248 min

S1 Ep 139Unhappy customers: Why Greg Foran is against Auckland Airport upgrades [VIDEO]

[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Auckland International Airport’s biggest customer is unhappy about its $6.6 billion plans. But Air NZ’s CEO Greg Foran is dealing with his own unhappy customers.See omnystudio.com/listener for privacy information.

Sep 22, 202416 min

S1 Ep 138Should Air NZ remain an international airline? [VIDEO]

[VIDEO EPISODE ON YOUTUBE & SPOTIFY] Our national airline is making less money on long-haul routes as aircraft engine issues limit capacity growth. Should it remain an international airline?See omnystudio.com/listener for privacy information.

Sep 19, 202424 min

S1 Ep 137The $75b Super Fund’s biggest challenge. [VIDEO]

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 information.

Sep 15, 202414 min

S1 Ep 136Powerhouse: Why Contact Energy wants $2b Manawa merger [VIDEO]

Two electricity companies could join forces to become the second largest player. Contact Energy’s CEO & Chairman explain why they’ve been trying to takeover Manawa in secret.See omnystudio.com/listener for privacy information.

Sep 12, 202410 min

S1 Ep 135Reserve Bank interview: Rates, recession & resilience [VIDEO]

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 changes. See omnystudio.com/listener for privacy information.

Sep 8, 202425 min

S1 Ep 134How $1b Metlifecare has expanded in secret [VIDEO]

The third-largest retirement village operator has transformed in secret since it was bought by private equity in 2020. Will the better business find its way back the public market? See omnystudio.com/listener for privacy information.

Sep 5, 202428 min

S1 Ep 133Inside shutdown Marsden Point oil refinery [VIDEO]

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 site? See omnystudio.com/listener for privacy information.

Sep 1, 202424 min

S1 Ep 132Why Air New Zealand’s profit is falling

[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 impacting its earnings. See omnystudio.com/listener for privacy information.

Aug 29, 202410 min

S1 Ep 131Energy crisis: The financial impact revealed [VIDEO]

Some power companies are warning profits will be impacted by the supply shortage, while industrial users consider ditching the country due to high energy costs. Are renewables the answer?See omnystudio.com/listener for privacy information.

Aug 25, 202426 min

S1 Ep 130Private equity’s perception problem [VIDEO]

Private equity funds buy out businesses worth billions and can double their profits before selling them again. What’s their game? See omnystudio.com/listener for privacy information.

Aug 22, 202428 min

S1 Ep 129Part 2: Infratil’s untold investment history [VIDEO]

Over 30 years, Infratil has invested in some of the country’s most significant assets – from airports to petrol stations and telcos. This episode takes you behind its biggest deal.See omnystudio.com/listener for privacy information.

Aug 18, 202418 min

S1 Ep 128Inside Infratil’s $10 billion data centre business

No one has been allowed to film inside a major New Zealand data centre before - until now. See omnystudio.com/listener for privacy information.

Aug 15, 202419 min

S1 Ep 127Profit pain: Stocks to watch this earnings season [VIDEO]

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 three years of profit pain.See omnystudio.com/listener for privacy information.

Aug 11, 202414 min

S1 Ep 126How electricity companies are handling high prices [VIDEO]

Wholesale electricity prices are incredibly high – an analyst explains how the major power generation companies are handling it and how it may impact their earnings. See omnystudio.com/listener for privacy information.

Aug 8, 202416 min

S1 Ep 125How low will interest rates go? [VIDEO]

Markets are aggressively pricing in interest rate cuts - how low could they go?See omnystudio.com/listener for privacy information.

Aug 4, 202417 min

S1 Ep 124The Warehouse & Arvida offers: Why our exchange is getting wiped [VIDEO]

Private equity firms have launched takeover offers for The Warehouse Group and retirement village company Arvida. Will the stock exchange fight back? See omnystudio.com/listener for privacy information.

Aug 1, 20247 min

S1 Ep 123Why New Zealand’s running out of gas [VIDEO]

The energy industry is in deep distress, searching for a solution to a nationwide gas shortage.See omnystudio.com/listener for privacy information.

Jul 28, 202421 min

S1 Ep 122Is this New Zealand’s minerals moment? [VIDEO]

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/listener for privacy information.

Jul 25, 20246 min

S1 Ep 121Untold Rocket Lab & Astra stories with Ashlee Vance [VIDEO]

A new HBO Original documentary takes you inside the minds of misfits who unleashed a commercial assault on low-earth orbit. Bloomberg journalist Ashlee Vance tells me how he made it happen.See omnystudio.com/listener for privacy information.

Jul 21, 202436 min

S1 Ep 120Why central banks want digital money [VIDEO]

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 omnystudio.com/listener for privacy information.

Jul 18, 202439 min

S1 Ep 119Are US equities overvalued? Bears call a correction [VIDEO]

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 omnystudio.com/listener for privacy information.

Jul 14, 202423 min

S1 Ep 118How insurers are repricing risk [VIDEO]

Insurance premiums have doubled in the past decade, concerning the regulator. How are the major insurers actually assessing risk? See omnystudio.com/listener for privacy information.

Jul 11, 202433 min

S1 Ep 117How lending limits may impact bank mortgage books

New limits on mortgage lending could mean property prices are unlikely to unleash again if interest rates drop. How it could impact banks mortgage books.See omnystudio.com/listener for privacy information.

Jul 7, 202418 min

S1 Ep 116Executive exodus: Where are all the CEOs? [VIDEO]

Some of our largest listed companies are without permanent CEOs after an executive exodus. See omnystudio.com/listener for privacy information.

Jul 5, 202422 min

S1 Ep 115How a major gold discovery could earn billions [VIDEO]

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 next gold rush? See omnystudio.com/listener for privacy information.

Jun 30, 202414 min

S1 Ep 114Behind Rocket Lab’s 50th launch [VIDEO]

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. See omnystudio.com/listener for privacy information.

Jun 23, 202421 min

S1 Ep 113Record kiwifruit crop: How $4b Zespri plans to grow profits [VIDEO]

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 growth. See omnystudio.com/listener for privacy information.

Jun 20, 202420 min

S1 Ep 112Why Japan is a BlackRock favourite

The BlackRock Investment Institute has doubled down on Japanese equities. Its chief strategist explains why, and where in Asia it's picking market growth next. See omnystudio.com/listener for privacy information.

Jun 16, 202426 min

S1 Ep 111Fixing a financial disaster: Full Ryman chairman interview [VIDEO]

Retirement village company Ryman Healthcare just revealed a 98 per cent decline in annual net profit. Now, its board is taking drastic action, including getting rid of half of its executive leaders. See omnystudio.com/listener for privacy information.

Jun 13, 202429 min

S1 Ep 110Is crypto the new quarter-acre dream?

New research shows more New Zealanders are buying cryptocurrency – potentially signaling a shift away from the property asset obsession.See omnystudio.com/listener for privacy information.

Jun 9, 202419 min

S1 Ep 110How stock short sellers get squeezed

GameStop investors are once again squeezing short sellers. A derivatives expert explains how margin calls and stock options work. See omnystudio.com/listener for privacy information.

Jun 6, 202420 min

S1 Ep 109How tech giants are crushing telcos [VIDEO]

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 them pay. See omnystudio.com/listener for privacy information.

May 26, 202439 min

S1 Ep 108Why TikTok posed a threat in a US China tech war – Palantir’s Jacob Helberg

The United States is forcing TikTok to sell its platform domestically as concerns over a technology war rise in Silicon Valley. Palantir advisor Jacob Helberg who was behind the TikTok bill, explains the risk.See omnystudio.com/listener for privacy information.

May 19, 202430 min