Markets with Madison

Markets with Madison

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Episodes

August 28, 2025 23 mins

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.

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 [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.

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August 14, 2025 30 mins

 [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!

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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.

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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.

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 [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.

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A New Zealand investment firm is involved in infrastructure required to build OpenAI, Oracle & Softbank’s enormous AI Stargate compute project in Texas.

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July 10, 2025 31 mins

 [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.

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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.

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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.

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 [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!

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 [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?

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 [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'.

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 [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.

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 [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?

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 [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.

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 [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.

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 [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!

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 [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.

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 [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.

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