Podcast Episodes

The Streaming Wars: what will Netflix do next?

Intense competition, subscription fatigue and increasingly budget conscious consumers have put pressure on some of the biggest names in content streaming.   

Milford Asset Management portfolio manage…

Published on 3 years, 4 months ago

TradeWindow CFO Andrew Balgarnie on improving global trade

Who hasn’t got a painful supply chain story to tell? Covid, a war and global skills shortages have played havoc. Surely there’s a better way? We talk to a young listed company that’s out to digitise …

Published on 3 years, 4 months ago

US Quarterly Earnings - what can investors learn?

It's quarterly earnings season in the US, when some of the world's best-known companies show us their report card. With record inflation, interest rates rising and—depending on who you ask—a recessio…

Published on 3 years, 4 months ago

The State of Travel & Tourism

This week we look at how travel and tourism are faring in 2022. Are both sectors dealing well with spiking demand? What are the future challenges and headwinds? What does it mean to reset and focus o…

Published on 3 years, 5 months ago

Cannasouth CEO Mark Lucas on their latest medicinal cannabis contract

Frances Cook (Investments Editor at BusinessDesk) talks to Cannasouth Limited CEO Mark Lucas about the company's journey in the medicinal cannabis sector, their just announced new customer and naviga…

Published on 3 years, 5 months ago

Construction Industry 101

Frances Cook (Investments Editor at BusinessDesk) sits down with Infometrics Chief Forecaster Gareth Kiernan for a Construction Industry 101. Gareth and Frances talk about the current climate, what p…

Published on 3 years, 5 months ago

Fisher & Paykel Healthcare CFO Lyndal York on being ready for Covid and improving patient outcomes

Dan Brunskill (Markets Reporter at BusinessDesk) sits down with Lyndal to chat about how the company saw the pandemic coming early 2020, how they've navigated the last two years and why it's importan…

Published on 3 years, 5 months ago

Bear Markets 101

Dan Brunskill (Markets Reporter at BusinessDesk) sits down with Greg Fleming from Salt Funds Management to talk about bear markets. They discuss what constitutes a bear market,  why this one is uniqu…

Published on 3 years, 6 months ago

Meridian Energy CFO Mike Roan on Meridian's present and future, Tiwai Point and hydrogen.

Frances Cook (Investments Editor at BusinessDesk) sits down with Mike Roan the CFO of Meridian Energy to chat about electricity regulation, the future of the Tiwai Point contract, hydrogen and what i…

Published on 3 years, 6 months ago

Shared Lunch: Supermarkets 101

Dan Brunskill (markets reporter at BusinessDesk) talks to Will Curtayne, portfolio manager at Milford Asset Management about the supermarket sector. Will breaks down how the supermarkets work, the re…

Published on 3 years, 6 months ago