Podcast Episodes

Investing during times of conflict

Investors may be feeling uneasy as tensions remain high between the US, Iran, and Israel. To shed some light on the latest situation, we’re turning to Nicholas Bagnall, Chief Investment Officer at Te…

Published on 2 months, 2 weeks ago

Quick Bite: From the Olympics to the boardroom–How Rob Scott handles pressure

Wesfarmers CEO Rob Scott has competed on the world stage. So what did elite sport teach him about running billion-dollar brands like Kmart and Bunnings?

Hear how Olympic discipline shaped his leaders…

Published on 2 months, 2 weeks ago

The investment giant behind Kmart and Bunnings–Wesfarmers

Meet Wesfarmers, the Aussie conglomerate behind Kmart, Bunnings, and Target. Former Olympian turned CEO Rob Scott recounts their rise from WA farmer's co-op to global investment titan—and what comes …

Published on 2 months, 3 weeks ago

Quick bite: Infratil on concentration risk & AI

In this quick bite Jason Boyes from Infratil talks to some tough questions—share price drops, DeepSeek and CDC’s weight in the portfolio. Plus, hear about the importance of clear comms and site visit…

Published on 2 months, 3 weeks ago

How much runway does Infratil have?

Jason Boyes, Infratil CEO, joins us from their $500M upgrade site at Wellington Airport—where the infrastructure investor holds a 66% stake. After reporting mixed results for the last financial year,…

Published on 2 months, 4 weeks ago

Tony Alexander Q&A: Land tax, brain drain, and teaching our kids about money

In this bonus episode, economist Tony Alexander tackles your burning questions—from the case for a land value tax, to the flood of Kiwis heading offshore, to what financial education should mean for …

Published on 3 months ago

Property: Recovery or relapse?

Independent economist Tony Alexander is back to give us the lowdown on the housing market, interest rates, and what’s driving investment sentiment in 2025.

He unpacks why lending is still lagging beh…

Published on 3 months ago

Bonus: Exploring opportunities in a circular economy–Morrison

Ever wonder about those plastic crates your fruit comes in?

Morrison CEO Paul Newfield reveals how these overlooked circular economy systems represent infrastructure potential his $25B firm hunts for…

Published on 3 months ago

Why infrastructure is having a moment–Morrison

What’s driving global interest in infrastructure investment? 

We’re talking to Paul Newfield, CEO at Morrison, a pioneering infrastructure manager with assets worth $25B USD.

Their holdings include a…

Published on 3 months, 1 week ago

Bonus: Napier Port, driving profit and innovation

A quick catch-up with Napier Port’s CEO Todd Dawson reveals never a dull moment. Autonomous trucks and dredging to deepen shipping channels are just some of the things on the back of a strong half-ye…

Published on 3 months, 1 week ago