All Episodes
MAGELLAN - In The Know — 74 episodes
AI, Inflation and a record IPO: Decoding the ASX reporting season
What the headlines are missing on private credit
Cellnex: pricing power, moats and the next phase of shareholder returns
The changing world order and what it means for investors
Finding the edge: data, AI and active investing
Infrastructure, energy and the affordability challenge
AI disruption, real assets and opportunity in Australian equities
Outlook for global equities: what could surprise markets in 2026
The infrastructure outlook: Hidden opportunities, real risks
From search to answers: How AI is changing the game
Australian Equities: Where are we now, and what’s next?
The next wave: Visa’s critical role in AI powered commerce
The art of the turnaround: investing in companies at a crossroads
Intuit’s evolution from DIY software to an AI-driven expert platform
The big issues for investors coming out of Washington
Three investment sectors offering growth, innovation and opportunity
From noise to signals: Vinva’s unique approach to systematic investing
Xcel Energy – a bright spark to power growth
2025: Where to Find Market Opportunities
How Trump will impact equity markets
Exploring the market: Key insights on trends, spending and growth
Geopolitics and investment — the three hotspots to watch
Chipotle’s winning growth recipe
From Resilient Retailers to Struggling Brands - A consumer sector deep dive
Data Centres and Beyond: WEC Energy powering regional US growth
Lessons learnt from investing in essential services
Decoding the Magnificent Seven: Profitability, fundamentals, and the future
Mastering the world of payments
Chipping away at the semiconductor market
Green Horizons: Discover the innovative sustainability strategies of Nestlé and Lowe's
Insights from the US: An update on the Impacts of GLP-1 on healthcare systems.
Pipelines to prosperity: the dependability of infrastructure investment
The weight loss drug shaping-up as a gamechanger
How should investors think about Israel and decision making?
Energising the Future: Sempra’s Innovative Infrastructure Journey
Cultivating change – Nestlé’s leading approach on sustainability and creating shared value
Behind the screens: The evolution of streaming services and the investment case for Netflix
Building the future - drilling into sustainability at Lowe’s
Beyond the sheets: Dissecting the downfall of a US retail giant
Consumer deep dive — how best to weather the storm
American Water — a pipeline to dependable returns
Cyber security – the new world order
2023 — The investment year ahead
‘Revenge travel’ – the recovery, opportunities and risks for investments
Understanding China and the impacts for investors
Energy boost — A new ”industrial revolution” for investors
Powering up — The vaulting potential of WEC Energy Group
Spirit of success — Diageo’s compounding value and growing market share
A Pivotal Moment that could decide how this century plays out
Payments “Revolution” — Visa drives a surge in digital transactions
The road to a sound investment — Transurban’s strategy for success
In Conversation with John Sevior, a veteran Australian equities investor, on his long-term approach to markets over the last 30+ years.
War in Europe
Has the party run out of punch? A panel discussion with senior members of Magellan’s investment team
Prudence in Volatile Times — A panel discussion with senior members of Magellan’s investment team
The coming ‘viral blizzard‘
The Inflation Spectre Looming in the Global Economy
”Trust your instinct” – In conversation with Sir Frank Lowy AC
Building a world with a little more Yum!
Riding America's Connectivity Wave
Remaining rational in a tide of geo-political risk
Building a better future – Nestle’s CEO on leading the world’s largest food and beverage business towards a healthier world.
Steering financial markets through a crisis – a first-hand account
Reimagining medicine: Novartis' breakthrough therapies
On the Hunt for Super-Compounding Stocks
Special bonus episode: The year of living dangerously
Bought for a dollar - How ICE, the owner of the New York Stock Exchange, became a $65 billion exchange business
The rise and challenges of China - former CIA China analyst shares his views
Winds of change: Vaccine relief, a new US government and the acceleration of e-commerce
Votes, vaccines, and a re-emerging world for investors
Reshaping RB: transformative strategies for a new world
People over profits: how a dedication to culture and innovation has steered Starbucks through COVID-19
How does CIA former deputy director, Michael Morell, view today’s biggest geopolitical risks?
In The Know - An Introduction