Markets with Madison

Our sovereign wealth fund is set to double in the next decade. How will its new CEO meet its growth demands?

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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.

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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. 

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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? 

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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? 

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[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.  

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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?

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Private equity funds buy out businesses worth billions and can double their profits before selling them again. What’s their game? 

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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.

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No one has been allowed to film inside a major New Zealand data centre before - until now. 

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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.

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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. 

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Markets are aggressively pricing in interest rate cuts - how low could they go?

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Private equity firms have launched takeover offers for The Warehouse Group and retirement village company Arvida. Will the stock exchange fight back? 

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The energy industry is in deep distress, searching for a solution to a nationwide gas shortage.

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Santana Minerals just listed on the New Zealand Stock Exchange. Could the gold miner mark a new minerals moment for our economy? 

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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.

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The Reserve Bank of New Zealand is considering launching a central bank digital currency (CBDC). This episode explores why and how it could work.

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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. 

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Insurance premiums have doubled in the past decade, concerning the regulator. How are the major insurers actually assessing risk? 

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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.

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Some of our largest listed companies are without permanent CEOs after an executive exodus. 

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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? 

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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. 

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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. 

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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. 

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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. 

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New research shows more New Zealanders are buying cryptocurrency – potentially signaling a shift away from the property asset obsession.

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GameStop investors are once again squeezing short sellers. A derivatives expert explains how margin calls and stock options work. 

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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. 

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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.

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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 fight back.

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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 environment. 

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OECD data shows direct foreign investment across borders is declining, as countries become more concerned about their national security.

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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 payments. 

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Some of the largest luxury groups are experiencing a decline in demand for designer goods, as shoppers seek deals in the second-hand market.

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The market is pricing in cuts to wholesale rates this year, but it’s still depending on some statistics.

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Cannasouth ($CBD) claimed to be New Zealand’s biggest medicinal cannabis company. Now, it’s in voluntary administration. 

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The CEOs of NAB and BNZ explain how their trans-Tasman banking operation works, and who's economy is winning, in this live interview. 

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One of the biggest hospitality groups, Savor, has turned its finances around with a relentless focus on margins. Its CEO reveals how much its restaurants like Amano make a week. 

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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 – Bitcoin.

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Investors like monopolies, but consumers and Governments loathe them. This episode explores our love-hate relationship with market dominance.

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The Governor of the Reserve Bank of New Zealand explains how the expansion of money supply and higher consumer prices have eroded people’s purchasing power. 

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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 and avoiding debt.

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Infrastructure funding requires trillions of dollars every year. Here’s how investment firms Morrison, Macquarie & KKR are making the most of it.

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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 innovation to take off. 

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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 vehicle tracking software works.

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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 a confidence crisis.

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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 boosting Bitcoin’s price expectations.

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Index and exchange traded fund managers have become market beasts. How BlackRock, Vanguard and State Street overtook investment managers.

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Commercial property developers are selling assets to pay down debilitating debt as it gets more expensive to service.

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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 to cut.

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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 retailers? 

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A team effort to boost investor confidence and economic growth is underway in China after Evergrande’s failure.

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The just-resigned CEO of the biggest construction company, Ross Taylor, explains how Fletcher Building has lost hundreds of millions of dollars in a matter of years, and if it can ever be fixed.

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Ian Macoun’s firm Pinnacle Investment Management beats the market more than 80% of the time. Learn how to invest from the icon himself.

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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 rates this high and who is better off investing.

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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: The Gathering 'Unicorn' status.

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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 picks for the year.

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Its motto is ‘money without borders’, but the GBP£8.26 billion ($16.88 billion) payments technology company Wise only transacts an estimated five per cent of all money moved globally. Its co-founder and CEO explains how he plans to capture the rest.

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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.

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Billionaire venture capitalist Vinod Khosla placed his biggest bet on OpenAI. In this interview he discusses the Altman incident, what’s at stake in the AI race and how investors can identify instigators of change.

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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 the competition.  

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Billionaires are buying into a once boring bond market, according to the fixed income trading firm Coolabah Capital Investments. Its founder explains how it's finding mispricings in a US$133 trillion market.

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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 innovative empire it once was?

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Investors are ditching SkyCity as its gambling business becomes unpalatable. Its chairman Julian Cook addresses its major regulatory issues and potential multi-million dollar fines

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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 potential comeback.

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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 how much money has been earned from Meridian, Mercury and Genesis since carving them off.

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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' Blue Origin.

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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 mark he wants to make on the national carrier

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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 increased costs and crime.

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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 facing financial pressure.

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Electricity generation companies are spending billions on wind, solar, and geothermal power plants to take New Zealand to 100 per cent renewable – who will win and lose the race? 

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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 economist explains how it could cause a “significant negative income shock” for some New Zealanders.

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The author of best-selling book Chip War explains why efforts to rely less on companies like Nvidia and Taiwan Semiconductor Manufacturing Company (TSMC) won’t work.

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The cost to finish the troubled NZ International Convention Centre has hit $1 billion. Here’s what Fletcher Building CEO Ross Taylor really thinks about it. 

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