Markets with Madison

Markets with Madison

Investment insights from executives and the experts. Hosted and produced by NZ Herald senior business journalist Madison Reidy.

Episodes

April 24, 2025 30 mins

 [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?

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 [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.

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 [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.

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 [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.

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 [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 underway

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 [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.

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 [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.

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 [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.

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 [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.

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 [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.

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 [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.

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 [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.

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March 9, 2025 16 mins

 [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?

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[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.

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[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.

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[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.

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[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.

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[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.

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[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.

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[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.

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