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Luxury is slowing down globally — with major brands seeing sales dip as consumers pull back on discretionary spending. But Michael Hill’s CEO says the picture isn’t that simple.

We unpack what’s really driving the downturn, from shifting global demand to rising gold prices — and why “accessible luxury” could still be a win...

How does an iconic Kiwi brand recover from store closures, falling earnings, and the deaths of its founder and CEO? Jonathan Waecker, new CEO of Michael Hill, talks about stepping in to honour the jeweller’s legacy while creating urgent change. 

Jonathan talks through the high-stakes call to drop newer sub-brands, moving to a fully private-label model, and cornering the “mass premium” market. Learn how Canada...

In this bonus clip, Vanguard’s Kathy Kellert breaks down how markets have historically responded to geopolitical shocks—and how staying invested can play out. Drawing on decades of data, she explains why investors who zoom out, stay diversified, and stick to a long-term strategy are often rewarded, even after major sell-offs.

We also explore impact of...

Could diversification across 10,000 global companies can help protect your wealth against volatility? Kathy Kellert, Vanguard’s Head of Equity Index Product, talks to us about Vanguard Total World Fund (VT), and responding to supply shocks and inflation without compromising long-term strategy.

Hear why Kathy believes timing the market is "paralyzing," and the hidden costs of holding cash during a recession. We explore the cla...

In this bonus clip, economist Brad Olsen unpacks the risk of stagflation, where inflation rises but economic growth stalls and why it’s back on the radar. With oil shocks, global uncertainty, and pressure building across the economy, we explore what could trigger it and how today’s environment compares to the past.

This bite is from our latest episode...

Principal Economist and CEO of Infometrics Brad Olsen unpacks the Reserve Bank's decision to hold the Official Cash Rate at 2.25%, and what’s happening with inflation and your mortgage. 

What has the Reserve Bank said about inflationary pressures, and the oil-driven price shocks hitting businesses and households? Brad walks through the longer-term wholesale swap rates already pushing fixed mortgage rates higher, and shar...

How big is the AI opportunity—really?

In this bonus clip, Infratil CEO Jason Boyes breaks down why data centres sit at the centre of the AI boom. From surging demand driven by AI agents to the real-world returns already showing up in businesses, we explore why they think it could be one of their biggest investment calls of this decade.

How will all the spending on AI translate to bottom-line results? Infratil CEO Jason Boyes spends his days and nights thinking about data centers, and he has thoughts about where investors could see real returns. 

We’re talking about the “defensive” nature of Infratil’s $11B infrastructure portfolio, and the impacts Jason anticipates from interest rate rises and shifting geopolitics. Hear about the outl...

How do retail investors stack up against institutional?

In this bonus clip, Centuria Co-CEO Jason Huljich explains why that’s not always the case—sharing how retail investors can be more flexible, more loyal, and ultimately more valuable over the long term.

From building an investor base from zero to managing tens of ...

Meet Jason Huljich, co-CEO of ASX 200 property fund manager Centuria Capital. Since the 90s, Centuria has built an empire worth $22B, managing 150 funds spanning from industrial warehouses to private credit.

Why does Jason believe the work from home shift is finally stabilising—and how is it impacting office supply vs demand? How do you offset the risks of lending billions to residential developers during a housing crisis? Wh...

Australia has one of the strongest dividend cultures in the world. 

We unpack how the franking credit system shapes investor behaviour, why income is such a central part of the Australian market, and how structures like listed investment companies aim to smooth dividends even through downturns.

This bite is from our episode...

Does consistency and patience win in the end? Geoff Driver is General Manager at Australian Foundation Investment Company (AFIC), the century-old ASX mainstay managing $10B in assets. Amid an upcoming CEO transition and questions about performance, Geoff explains why he remains confident in AFIC’s philosophy of seeking resilient businesses with quality balance sheets.

So, why does AFIC avoid “cyclical” sectors lik...

Nvidia’s growth is tied to a massive global build-out of AI infrastructure — but most of the spending isn’t coming from consumers. It’s coming from hyperscalers like Amazon, Microsoft, Meta and Google pouring hundreds of billions into data centres and AI chips.

We unpack whether that spending boom can continue, why Big Tech is now turning ...

Just south of Auckland, a massive development is underway that could become home to 60,000 people. Kiwi Property CEO Clive Mackenzie explains the vision behind Drury — a 50-hectare mixed-use town centre designed to support Auckland’s southward growth.

From securing anchor tenants like Costco and New World, to working with government on transport, infr...

Clive Mackenzie is CEO of Kiwi Property, the developer transforming New Zealand's "Golden Triangle" through massive urban projects. Clive believes Sylvia Park will be a self-sustaining satellite city within two decades, in line with a global trend of turning shopping centres into massive, mixed-use metropolitan areas that act as giant spending magnets.

We break down Kiwi Property’s $3B portfolio, and why they’ve sold of...

Is the golden age of software over? Andrew Curtayne, tech sector specialist at Milford Asset Management, puts the industry under the microscope. While hardware giants like Nvidia are still projecting heady numbers, software providers like Salesforce are under threat from AI tools that enable anyone to write code.

With the central AI chip manufacturer sold out until 2028, what does that mean for the supply chain? Why do the biggest ...

Are plant-based milks really disrupting dairy?

David Bortolussi, CEO of The a2 Milk Company, says not so fast. In this bite, he explains why a2 is doubling down on its A1 protein-free dairy proposition — and why plant-based isn’t part of the core strategy.

With US sales up 29% and profitability targeted for FY27, ...

David Bortolussi, CEO of The a2 Milk Company, tells us how the premium dairy pioneer has put the global pandemic in the rearview and is aiming for a $2 billion sales target. He shares the inside story of coming back from "rapid decline" to share price gains.

Find out why David isn’t worried about declining Chinese birth rates, and how the company is shifting its strategy towards e-commerce. David shares a2’s goal to rea...

Is 3% giving Kiwis a false sense of retirement security?

We unpack the growing debate around lifting KiwiSaver contribution rates and comparisons being drawn to Australia’s 12% super system. Would higher compulsory contributions better prepare us for retirement, or risk widening inequality by pushing more people to opt out?

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