All Episodes

Perspectives: Episode 134 - Ride to the Conditions

Perspectives: Episode 133 – Who's Paying for AI?

Perspectives: Episode 132 - We Need to Talk About Productivity

Perspectives: Episode 131 – The Price of Sovereignty

Perspectives: Episode 130 – The holiday from history is over

Perspectives: Fund Manager Interview with Paul Moore from PM Capital

Perspectives: Episode 129 – AI Native: The Great Operating Model Reset

Perspectives: Episode 128 – Dispatches from the US

Perspectives: Fund Manager Interview with Richard Blackburn from CVC Capital Partners

Perspectives: Episode 127 – A World Rewired

Perspectives: Episode 126 – Riding the Shock: Staying loose through uncertainty

Perspectives: Episode 125 – Oil, power, and portfolio discipline

Episode 124 – Investing in a New World Order

Episode 123 – Was this Googles' DeepSeek moment?

Perspectives: Fund Manager Interview with Doug Tynan from GCQ Funds Management

Episode 122 – Why is gold rallying?

Episode 121 – AI power plays

Perspectives: Fund Manager Interview with Roy Keenan from Yarra Capital

Perspectives: In Conversation with Head of Equities Crispin Murray from Pendal

Episode 120 – Choose your own line: Lessons from motorcycles

Episode 119 – How do you innovate? Quietly then loudly.

Perspectives: In Conversation with Chief Investment Officer Lane MacDonald from SCS Financial

Perspectives: In Conversation with Property Specialists Greg Hyland and Hugh MacDonald from CBRE

Episode 118 – Adapting to Uncertainty: Tariffs, taxes, and tech's changing map

Episode 117 – In Trust We Must: From Wall Street to the Open Road

Episode 116 – Are we past peak US exceptionalism?

Perspectives: Episode 115 – Dispatches from the US

Perspectives: Episode 114 – And just like that

Perspectives: Episode 113 – "Liberation Day"

Perspectives: Episode 113 – "Liberation Day"

Perspectives: In Conversation with Alternatives and Private Markets specialist Sam Edwards from Longreach Alternatives

Perspectives: Episode 112 – The Times They Are A-Changin'

Perspectives: Fund Manager Interview with Justin O'Brien from Cooper Investors

Perspectives: Episode 111 – A founder's story: Interview with Mark Middleton from Icon Group

Perspectives: Episode 110 – Agenda 2025 LIVE

Perspectives: Episode 109 - May your algorithms be true and your AI agent benevolent

Perspectives: In Conversation with Alternatives and Private Markets specialist Craig Balenzuela from Goldman Sachs Asset Management

Perspectives on Zero: Episode 12 The Role of Nuclear in the Energy Transition

Perspectives: Episode 108 – From the mailroom to the boardroom: playing the long game

Perspectives: Episode 107 – Can we afford Trump?

Perspectives: Episode 106 – The US election special

Perspectives: In Conversation with Property Specialist Andrew Ballantyne from JLL

Perspectives: Episode 105 – The memo the RBA missed

Perspectives: Episode 104 – Can I get a refund?

Perspectives: Episode 103 – Loose on the bars

Perspectives: Episode 102 – An election correction, a tech-check or just a Fed-ache?

Perspectives: Fund Manager Interview with Chris Prunty from QVG Capital

Perspectives: Episode 101 – AI - Build it, but will they come?

Perspectives on Zero: Episode 11 Responsible Artificial Intelligence

Perspectives: Episode 100 – Reflecting back when decades happened

Perspectives: Episode 99 – The "return of nations"

Perspectives: Episode 98 – Slave cylinders, community, and big government

Perspectives: Episode 97 – Cash and burn

Perspectives: Episode 96 – Riding the cycle

Perspectives on Zero: Episode 10 Conflict Minerals Engagement and A.I. in Sustainable Companies

Perspectives: Episode 95 – Agenda 2024 Live

Perspectives: Episode 94 – The heat is on AI - literally

Perspectives: Episode 93 – On women, financial freedom, and motorcycles

Perspectives: Episode 92 – AI: We've only just begun

Perspectives: Episode 91 – Zuck is on a winner

Perspectives: Episode 90 – The "War Economy"

Perspectives on Zero: Episode 9 COP28 Key Outcomes and Outlook for Climate Focused Companies

Perspectives: Episode 89 – Blessed are the goods makers

Perspectives: Fund Manager Interview with Seyonne Kang from Stepstone Group

Perspectives: Episode 88 – Themes for 2024

Perspectives: Episode 87– Doughnut Worry – Obesity Drugs Challenge AI in the Mega Theme Stakes

Perspectives: Episode 86 – What will it take for geopolitical stability to return?

Perspectives: Episode 85 – China and AI

Perspectives: Episode 84 – The Ethics, Morality and Risks of Investing in Artificial Intelligence - Part 2

Perspectives on Zero: Episode 8 Recent Progress on Net Zero and A.I. Considerations for Responsible Investing

Perspectives: Episode 83 – The Ethics, Morality and Risks of Investing in Artificial Intelligence - Part 1

Perspectives: Episode 82 – India's Glow-up

Perspectives: Episode 81 – The Biggest Risk Currently

Perspectives: Fund Manager Interview with Jan Mühlemann from PG3

Perspectives: Fund manager interview with Sam Twidale of the DNR Capital Australian Emerging Companies Fund

Perspectives: Episode 80 – The most "America First" President

Perspectives: Episode 79 – "So it is possible for tech to disappoint"

Perspectives: Fund Manager Interview with Mark Landau from L1 Capital

Perspectives: Episode 78 – Nightmare on Threadneedle Street

Perspectives: Fund Manager Interview with Brad Kinkelaar from Barrow Hanley Global Investors

Perspectives: Episode 77 – There's a bull in there

Perspectives: Episode 76 – Can you spare a dime for Uncle Sam?

Perspectives: Episode 75 – Feeling Poorly

Perspectives: Episode 74 – The Weird Housing Market

Perspectives on Zero: Episode 7 Unpacking the Inflation Reduction Act

Perspectives: Fund manager interview with Rob Tucker from Chester Asset Management

Perspectives: Episode 73 – Everything everywhere all at once

Perspectives: Episode 72 – SVB

Perspectives: Episode 71 – Hard to kill

Perspectives: Episode 70 – The RBA's Whatever It Takes Moment

Perspectives: Episode 69 – A look back at 2022 and ahead to 2023

Perspectives on Zero: Episode 6 ESG and Impact Investing in Private Markets

Perspectives: Episode 68 – What was, what is and what will be – a look back on 2022 and a look forward to 2023.

Perspectives: Episode 67 - Is it time to go back into equities and should you hedge your offshore holdings?

Perspectives: Episode 66 – When the cycle is behavioural, investors should observe rather than predict

Perspectives: Episode 65 – Riptide markets

Perspectives: Fund manager interview with Patrick Teodorowski of the Pendal MicroCap Opportunities Fund

Perspectives: Episode 64 – The Lady is for turning – how the new UK PM nearly brought down the pension system

Perspectives: Episode 63 – The fast and the furious - central banks give support to income investors

Perspectives: Episode 62 – Powell's chilling message to equities – whatever it takes, inflation will come down

Perspectives: Fund Manager Interview with Peter Rutter from Royal London Asset Management

Perspectives: Episode 61 – Has the inflation worm turned and how to position for US-China tensions?

Perspectives: Episode 60 – Burrito please but hold the $US1.95 guacamole

Perspectives: Episode 59 – The paradox of low unemployment

Perspectives on Zero: Episode 5 – ESG Live Event - Part 3

Perspectives: Episode 58 – Central bank course correction but at what cost?

Perspectives on Zero: Episode 4 – ESG Live Event - Part 2

Perspectives on Zero: Episode 3 – ESG Live Event - Part 1