Markets with Madison

Macquarie Technology Group stores 42% of the Australian Federal Government’s information in its data centres. Its CEO and Founder says that makes them a critical target in this geopolitical environment.See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY]  Drones were harmed in the making of this episode, and that’s exactly the point. This episode takes you behind Australian counter-drone company DroneShield’s expansion.See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY]  Power generator Mercury is investing $550 million into three of its historic hydro stations, aged between 64 to 75 years old. Come on a tour of one of the oldest energy assets with me and the CEO!See omnystudio.com/listener for privacy information.

Anduril has a plan to protect Western waters, involving extra-large autonomous submarines and torpedoes. Go inside the US$30.5b defense hardware company’s headquarters in California to meet the Australian engineer leading its expanding underwater division.See omnystudio.com/listener for privacy information.

Crimson Education has been valued at NZ$1 billion (US$600 million) - but could its core business, getting kids into Ivy league, be destroyed by AI? Co-founder Jamie Beaton takes me to Columbia University to see inside the changing world of education institutions.See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY]PrimerAI founder Sean Gourley was behind the Pentagon’s Project Maven. Now, he’s investing in the next wartime technology frontier - drones.See omnystudio.com/listener for privacy information.

A New Zealand investment firm is involved in infrastructure required to build OpenAI, Oracle & Softbank’s enormous AI Stargate compute project in Texas.See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY] Tracksuit just closed a US$25 million funding round to push its brand tracking tool into boardrooms, including in the epicentre of advertising - New York City.See omnystudio.com/listener for privacy information.

Billionaire venture capitalist Vinod Khosla believes the greatest risk of artificial intelligence is not the technology itself, but who holds its power. In this interview we discuss how AI could create value and war.See omnystudio.com/listener for privacy information.

In this interview, Craig Piggott gives advice to entrepreneurs on raising US$100m from Silicon Valley venture capital firms that have backed Airbnb, Meta & Stripe.See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY] Craig Piggott left Rocket Lab to build cow collars and create a virtual fencing company - now Halter's technology is digitising farms and ranches around the world. Come with me to check out the company's progress in Colorado!See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY] The enterprise software company DataDog is investing almost US$1b a year into artificial intelligence. Can it ride the AI wave to a higher valuation, like it did with cloud infrastructure?See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY] Valar Atomics plans to build tens of thousands of small modular nuclear reactors to power data centres and other industrial use cases across the world. This episode takes you inside its Los Angeles factory and atop its first prototype named 'Ward Zero'.See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY] I’m in Texas to visit Amazon Web Service’s computer chip design lab to see how it’s fueling AI compute power and chasing down Nvidia's dominance.See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY] Zuru CEO Nick Mowbray takes us inside its empire in Los Angeles, where thousands of toys are on display. Could tariffs destroy the Chinese-based manufacturer?See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY] From Invercargill to Alaska, this iconic New Zealand aluminium boat business is expanding into North America with private equity funds.See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY] Tourism Holdings rushed hundreds of camper vans across the Canadian border to dodge reciprocal tariffs. But it’s now battling another issue – a decline in US tourism.See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY] It’s been 6 months since I interviewed Rocket Lab CEO Sir Peter Beck. We have a lot to discuss following the space company’s Q1 earnings!See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY] This episode takes you behind every aspect of Port of Auckland's 24/7 trade operation, including containers, coal, cruises and cars. Plus the CEO Roger Gray explains how price hikes are funding its expansion.See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY] The Coleman family has been melting down precious metals for more than 40 years. This is the first time they've shown inside their multi-million dollar gold and silver operation.See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY]  The US dollar is weakening, giving rise to other currencies. Is it about to be replaced as the world reserve currency?See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY]  The state-owned bank is raising $500m in a bid to beat big Australian-owned banks. Is a capital injection enough to make it competitive?See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY]  In one season the AFC has grown from an idea into an entertainment empire. This episode takes you inside the organisation that took fandom to another level.See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY]   The GFC hit just one year into Invivo's wine venture. Now it’s earning millions in exports, with the help of celebrities.See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY]  Volatility in stock and bond markets following President Donald Trump’s tariff announcement has refreshed investor memories of the global financial crisis and dot-com crash, but a top strategist says this is not the same - it's deliberate, but poorly executed.See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY]  Energy developers are investing hundreds of millions into industrial-scale solar. This episode takes you behind one of the biggest projects underwaySee omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY]   The trade war has begun with US President Donald Trump rolling out reciprocal tariffs – but the calculations are being questioned. How this move could impact the global economy & trade as we know it.See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY]   Canadian-listed OceanaGold’s global president & CEO explains its $1 billion investment to mine under New Zealand land, despite controversy and a high cost to get to it.See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY]   Snowflake co-founders Benoit Dageville & Thierry Cruanes explain why they quit Oracle to build a company that became the biggest software IPO in US tech history; and the one reason why they almost didn't do it.See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY]  Swiss investment bank UBS’ trading floor in Sydney turns over A$3 billion a day, making for a high pressure environment. This is the first time anyone has been allowed to film it in action.See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY]  Pacific Equity Partners went on an A$5 billion business buying spree before Christmas. Its managing director explains the big opportunity ahead for private equity firms, from corporate carve-outs to sovereign wealth funds.See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY]  This episode takes you inside one of the largest privately owned data centre operations in Australia and the story of how one entrepreneur built the A$17b business from nothing.See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY]  Australia’s bounce back in underway thanks to rate & tax cuts, but companies are still under pressure with profits normalising and investors proving tough to please.See omnystudio.com/listener for privacy information.

 [VIDEO EPISODE ON YOUTUBE & SPOTIFY]  KiwiSaver funds have returned between 4-10% on average over 10 years. What investment opportunities are funds eyeing next, and should we expect fees to fall or rise as a result?See omnystudio.com/listener for privacy information.

[VIDEO EPISODE ON YOUTUBE & SPOTIFY]  Cybersecurity is a booming industry but not for good reason. The former head of the UK & Australia's National Cyber Security Centres discuss the threat to economies and how AI could worsen cyber warfare.See omnystudio.com/listener for privacy information.

[VIDEO EPISODE ON YOUTUBE ]  US tech behemoth Microsoft is the first hyperscaler to open a data centre in New Zealand and has acquired more land to expand. Its head of NZ explains if its bet is paying off, and how she got Satya Nadella on side.See omnystudio.com/listener for privacy information.

[VIDEO EPISODE ON YOUTUBE ] Some of our largest companies are cutting costs to survive as investors shatter their stock. Equities analyst Aaron Ibbotson assesses the earnings season damage.See omnystudio.com/listener for privacy information.

[VIDEO EPISODE ON YOUTUBE ]Rate relief has arrived, ending two years of economic arrest. But banks may not pass on the cuts - Sean Keane explains why.See omnystudio.com/listener for privacy information.

[VIDEO EPISODE ON YOUTUBE ]Companies are raising hundreds of billions of dollars to achieve AI supremacy. PrimerAI founder Sean Gourley says it’s not just a tech trend – it’s the only way to deter war.See omnystudio.com/listener for privacy information.

[VIDEO EPISODE ON YOUTUBE ] On the outskirts of Hamilton, a 70-year-old business is building aircraft on a site once dedicated to the World War Two effort.See omnystudio.com/listener for privacy information.

[VIDEO EPISODE ON YOUTUBE & SPOTIFY]. Ross George started Direct Capital 30 years ago – it's since raised $1.7b to buy businesses such as AS Colour, Wet & Forget & Bayleys Real Estate. In this conversation he takes us inside the biggest deals and smashes myths of private equity investing.See omnystudio.com/listener for privacy information.

[VIDEO EPISODE ON YOUTUBE & SPOTIFY]. The world is covered in conflict and investors may be too optimistic about the year ahead. Here’s what a wartime economy may look like in 2025.See omnystudio.com/listener for privacy information.

Curiosity has brought us this far, but the journey is just beginning. Join me as we explore the latest trends, insights, and opportunities shaping the future.See omnystudio.com/listener for privacy information.

[VIDEO EPISODE ON YOUTUBE & SPOTIFY]. Fonterra’s chief executive Miles Hurrell has turned the co-operative around. In this episode he discusses the dairy giant’s transformation, in the kitchen.See omnystudio.com/listener for privacy information.

[VIDEO EPISODE ON YOUTUBE & SPOTIFY].Amazon’s global head of data centres explains every detail of their design – including how they’re powered and why nuclear is being considered.See omnystudio.com/listener for privacy information.

[VIDEO EPISODE ON YOUTUBE & SPOTIFY]. Competition for the best AI products is increasing as Amazon dropped more models to compete with Microsoft, Google and Meta’s AI labs. But why is it also investing in OpenAI's competitor Anthropic?See omnystudio.com/listener for privacy information.

[VIDEO EPISODE ON YOUTUBE & SPOTIFY]. This deep tech hub in Auckland is where entrepreneurs Sir Peter Beck and Sean Simpson started Nasdaq-listed companies. Now new ventures are underway with their guidance.See omnystudio.com/listener for privacy information.

[VIDEO EPISODE ON YOUTUBE & SPOTIFY]. More than 400 million customers have visited Scentre Group’s Westfield shopping malls in Australia and New Zealand this year. Its chairwoman explains its winning formula.See omnystudio.com/listener for privacy information.

[VIDEO EPISODE ON YOUTUBE & SPOTIFY] The country’s largest gateway is replacing its 60-year-old domestic jet terminal. Is it an infrastructure play or a real economic boost?See omnystudio.com/listener for privacy information.

[VIDEO EPISODE ON YOUTUBE & SPOTIFY] OceanaGold wants to keep mining under conservation land on Waihi’s coastline to keep its operation going for another decade. Could controversy derail their investment?See omnystudio.com/listener for privacy information.