Podcasts about Bhp

This episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. ________Mike Vernal is a General Partner at Conviction and one of Silicon Valley's most respected operator-turned-investors. He joined Facebook very early, spent eight years there working closely with Mark Zuckerberg and ultimately became VP of Product and Engineering, before becoming a partner at storied venture capital firm Sequoia Capital, where he backed companies including Notion, Rippling, Clay and Statsig.In this conversation, Mike joins Vidit to unpack the journey from Microsoft to joining Facebook when it was still only a few hundred people, helping scale it through one of the most important periods in technology, and later becoming a partner at Sequoia before joining Conviction. He shares what he learned working closely with Mark Zuckerberg, why Facebook's obsession with speed became such an advantage, how he learned to spot exceptional founders, and why ambition remains one of the traits he values most.They also explore why Mike believes people risk “overfitting” to a job after seven years, what Sequoia taught him about great businesses, why he came back to venture after some of the most enjoyable years of his life with his family, and what changes when the cost of creating software starts approaching zero. Along the way, Mike shares the habits, quirks and principles behind his reputation as a “nerd's nerd”, from obsessive curiosity and inbox zero to the belief that the best leaders make the people around them better.Please enjoy exploring your curiosity._______Get in touch with us via email at contact@curiositycentre.comJoin our stable of commercial partners including the Australian Government, Google, KPMG,, Allens, Macquarie Capital, Xero, JP Morgan and more. Show notes and more episodes hereFollow us on LinkedIn, Twitter and InstagramGet in touch with our Founder and Host, Vidit Agarwal directly hereContact us via our websiteThis episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. ________TIMESTAMPS00:00 — The Nerd's Nerd04:00 — Growing Up in New York08:00 — Power, Internet and Caffeine13:00 — Working at a Startup in High School14:00 — Why Harvard Became the Goal18:00 — Meeting His Wife24:00 — What Microsoft Taught Him31:00 — Why Strategy Can Go Wrong33:00 — How Facebook Built High-Impact Teams37:00 — The Moment Facebook Felt Different43:00 — Facebook's Speed Advantage49:00 — Why Mike Left Facebook54:00 — Why Sequoia56:00 — Learning What Makes a Great Business59:00 — Why He Doesn't Take Notes01:01:00 — What Mike Looks for in Founders01:07:00 — Leaving Sequoia01:09:00 — Why He Joined Conviction01:14:00 — How Mike Spots What's Next01:16:00 — When Software Costs Approach Zero01:18:00 — What Makes Products Go Viral01:20:00 — Coaching His Kids01:22:00 — Inbox Zero and Productivity01:25:00 — What Mike Is Experimenting With01:27:00 — The Advice That Changed His Career________The High Flyers Podcast features in-depth interviews with the world's most influential figures in business, tech, finance, government and sport. Launched in 2020, it has ranked in the global top ten for past three years, with listeners in 27 countries and over 200+ episodes released, and featured in Forbes, Daily Telegraph, and at SXSW.Our guests include -- Malcolm Turnbull (Prime Minister of Australia), Keith Rabois (Managing Director, Khosla Ventures), Jason Collins (Head of BlackRock, Asia Pacific), Brad Banducci (CEO, Woolworths), Michael Schneider (CEO, Bunnings), David Eckstein (CFO, Legora), Kevin Hartz (Partner, A*; Founder, Eventbrite), Shiv Rao (CEO, Abridge), Jesse Zhang (CEO, Decagon), Vandita Pant (CFO, BHP), Elena Verna (Head of Growth, Lovable), David Haber (a16z Partner), Jodie Auster (Uber's Global Head of Travel), Rob Giglio (CCO, Canva), Jean-Michel Limieux (CTO, Shopify and Atlassian), Stevie Case (CRO, Vanta), Cristina Cordova (COO, Linear), Gautam Chari (Head of Capital Commitments, Bank of America), John Haddock (CBO, Harvey), Mark Suster (Partner, Upfront Ventures), Niki Scevak (Partner, Blackbird), Craig Tiley (CEO, USA Tennis), Jeanne DeWitt Grosser (COO, Vercel), Paul Bassat (Partner, Square Peg), Bowen Pan (Creator, Facebook Marketplace), Peter Varghese (Secretary of Foreign Affairs, Australian Government), Sam Sicilia (CIO, Hostplus), Jack Zhang (CEO, Airwallex), Tim Doyle (CEO, Eucalyptus), Sukhinder Singh Cassidy (CEO, Xero), Sanjeev Gandhi (CEO, Orica) and Philip Green (Australia's Ambassador/High Commissioner to India).

Welcome to the 14th episode in our special series with the Australian Government and their Centre for Australia–India Relations (CAIR), spotlighting the growing Australia–India relationship across technology, business, media, culture and sport.Other guests in this series include BHP's CFO Vandita Pant, Bank of America's Head of Capital Commitments Gautam Chari, Austrade's GM for South Asia Mukund Narayanamurti, Renowned Music Composer Tushar Apte, Australia's High Commissioner to India Philip Green, MUFG's CEO Vivek Bhatia, Australia's Secretary of Foreign Affairs Peter Varghese, NAB's EGM Sweta Mehra, Deputy Secretary of Australia's Home Affairs Brendan Dowling, Orica's CEO Sanjeev Gandhi, Sports Journalist Bharat Sundaresan, Cricket Legend Lisa Sthalekar and CAIR's CEO, Ryan Neelam, reflecting the breadth of Indian-Australian leaders at the most senior levels.________This episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. Get in touch with us via email at contact@curiositycentre.comJoin our stable of commercial partners including the Australian Government, Google, KPMG,, Allens, Macquarie Capital, Xero, JP Morgan and more.________Amit Singh is Managing Partner of Mandala, a global economics, data and policy research firm. He has advised three Australian Prime Ministers, served as Uber's Global Head of Economic Policy in San Francisco, and more. Today, he leads Mandala and serves on several prominent government and public-policy boards.In this conversation with Vidit, Amit shares his journey from growing up amid political instability in Fiji and moving to Australia as a teenager, to running a $20 million organisation with 200 employees at just 21 — before going on to work at the highest levels of Australian government. He reflects on going from Freehills to Kevin Rudd's office in the space of two days, subsequently working for Julia Gillard and briefly Anthony Albanese, and the experience of technically losing his job five times during his political career. Amit also shares the equal-pay decision he is proudest of, which delivered a 23–45% pay increase for 150,000 predominantly female care workers. Amit also explains why he left government for technology, what moving to San Francisco and working at Uber taught him about ambition and taking risks, and how those experiences ultimately led to building Mandala as a globally focused economics and policy firm. They also explore Amit's Fijian-Indian identity, why he believes the Australia–India economic relationship remains underdone despite decades of intent, the opportunity across technology, AI and services, and why changing Australians' understanding of modern India could unlock a much deeper relationship. Please enjoy exploring your curiosity.______Get in touch with us via email at contact@curiositycentre.comJoin our stable of commercial partners including the Australian Government, Google, KPMG,, Allens, Macquarie Capital, Xero, JP Morgan and more. Show notes and more episodes hereFollow us on LinkedIn, Twitter and InstagramGet in touch with our Founder and Host, Vidit Agarwal directly hereContact us via our websiteThis episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. ________TIMESTAMPS00:00 Who is Amit Singh01:28 From selling limes in Fiji to building Mandala03:43 Growing up Fijian-Indian amid political instability04:31 His parents' sacrifice — and the values they passed down08:11 Navigating identity after moving to Australia11:42 Finishing high school at 16 — by accident13:12 Running a $20M organisation at 2116:13 Law, Freehills & an unexpected career path17:52 From lawyer to Kevin Rudd's office in two days21:51 What working closely with Prime Ministers taught him23:21 The decision that changed pay for 150,000 workers26:10 Leaving government for Uber and Silicon Valley28:57 From playing it safe to “shoot your shot”31:38 The hardest parts of Amit's career33:36 What Uber taught him about managing exceptional people35:22 Building Mandala37:22 Why Australia–India remains underdone42:13 Why no one is truly self-made43:24 Rapid fire________The High Flyers Podcast features in-depth interviews with the world's most influential figures in business, tech, finance, government and sport. Launched in 2020, it has ranked in the global top ten for past three years, with listeners in 27 countries and over 200+ episodes released, and featured in Forbes, Daily Telegraph, and at SXSW.Our guests include -- Malcolm Turnbull (Prime Minister of Australia), Keith Rabois (Managing Director, Khosla Ventures), Jason Collins (Head of BlackRock, Asia Pacific), Brad Banducci (CEO, Woolworths), Michael Schneider (CEO, Bunnings), David Eckstein (CFO, Legora), Kevin Hartz (Partner, A*; Founder, Eventbrite), Shiv Rao (CEO, Abridge), Jesse Zhang (CEO, Decagon), Vandita Pant (CFO, BHP), Elena Verna (Head of Growth, Lovable), David Haber (a16z Partner), Jodie Auster (Uber's Global Head of Travel), Rob Giglio (CCO, Canva), Jean-Michel Limieux (CTO, Shopify and Atlassian), Stevie Case (CRO, Vanta), Cristina Cordova (COO, Linear), Gautam Chari (Head of Capital Commitments, Bank of America), John Haddock (CBO, Harvey), Mark Suster (Partner, Upfront Ventures), Niki Scevak (Partner, Blackbird), Craig Tiley (CEO, USA Tennis), Jeanne DeWitt Grosser (COO, Vercel), Paul Bassat (Partner, Square Peg), Bowen Pan (Creator, Facebook Marketplace), Peter Varghese (Secretary of Foreign Affairs, Australian Government), Sam Sicilia (CIO, Hostplus), Jack Zhang (CEO, Airwallex), Tim Doyle (CEO, Eucalyptus), Sukhinder Singh Cassidy (CEO, Xero), Sanjeev Gandhi (CEO, Orica) and Philip Green (Australia's Ambassador/High Commissioner to India).

This episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. ________Ryan Beiermeister is a Partner at Founders Fund, one of the world's leading venture capital firms. Before becoming an investor, she held senior roles at three of the most consequential technology companies of the past decade: VP at OpenAI leading AI safety work, Product Director at Meta across election integrity and social issues, and VP at Palantir, where she helped lead development of Gotham. At College, Ryan was the #1 ranked college policy debater in the US and won top speaker at the 2012 national championship, becoming only the fourth woman since 1946 to do so.In this conversation, Ryan joins Vidit to unpack the unconventional path from Houston and elite college debate to Palantir, Meta, OpenAI and now Founders Fund, including why Palantir took a chance on her at 22, what she learned building products for governments and billions of users, and why she believes there is still “no replacement for human judgement” in the age of AI.They also explore the risks of building technology and simply “throwing it over the wall”, the developmental impact of AI on young people, what makes humans uniquely valuable in an increasingly automated world, and Ryan's early lessons from making the leap from operator to venture capitalist.Please enjoy exploring your curiosity._______Get in touch with us via email at contact@curiositycentre.comJoin our stable of commercial partners including the Australian Government, Google, KPMG,, Allens, Macquarie Capital, Xero, JP Morgan and more. Show notes and more episodes hereFollow us on LinkedIn, Twitter and InstagramGet in touch with our Founder and Host, Vidit Agarwal directly hereContact us via our websiteThis episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. ________TIMESTAMPS01:28 From Palantir to Founders Fund04:00 The mentor who changed everything07:05 Growing up in Houston10:00 Feeling different at an elite school12:00 Why high-performing women are different14:00 Nolan Ryan17:00 When debate became her superpower20:00 Why Meta used her whole brain22:00 Books, empathy & social justice25:00 No master plan 27:00 How Palantir bet on a debate champion32:00 From user empathy to building Gotham34:00 Learning to double down on strengths37:00 Trae Stephens41:00 Breaking the VC pattern-recognition playbook41:40 Can AI replace human judgement?44:00 What AI could do to young minds47:00 Why human imperfection matters51:00 Leaving Palantir for Meta56:00 When products meet the real world59:00 Why Ryan finally became a VC1:02:00 Why OpenAI felt impossible to ignore1:04:00 Building safety systems for AI1:05:00 The operator-to-investor mindset shift1:10:00 Her first deal at Founders Fund1:12:00 Why authenticity is an investing edge1:19:00 Ryan's one-hour reading habits1:24:00 Ryan's favourite interview questions________The High Flyers Podcast features in-depth interviews with the world's most influential figures in business, tech, finance, government and sport. Launched in 2020, it has ranked in the global top ten for past three years, with listeners in 27 countries and over 200+ episodes released, and featured in Forbes, Daily Telegraph, and at SXSW.Our guests include -- Malcolm Turnbull (Prime Minister of Australia), Keith Rabois (Managing Director, Khosla Ventures), Jason Collins (Head of BlackRock, Asia Pacific), Brad Banducci (CEO, Woolworths), Michael Schneider (CEO, Bunnings), David Eckstein (CFO, Legora), Kevin Hartz (Partner, A*; Founder, Eventbrite), Shiv Rao (CEO, Abridge), Jesse Zhang (CEO, Decagon), Vandita Pant (CFO, BHP), Elena Verna (Head of Growth, Lovable), David Haber (a16z Partner), Jodie Auster (Uber's Global Head of Travel), Rob Giglio (CCO, Canva), Jean-Michel Limieux (CTO, Shopify and Atlassian), Stevie Case (CRO, Vanta), Cristina Cordova (COO, Linear), Gautam Chari (Head of Capital Commitments, Bank of America), John Haddock (CBO, Harvey), Mark Suster (Partner, Upfront Ventures), Niki Scevak (Partner, Blackbird), Craig Tiley (CEO, USA Tennis), Jeanne DeWitt Grosser (COO, Vercel), Paul Bassat (Partner, Square Peg), Bowen Pan (Creator, Facebook Marketplace), Peter Varghese (Secretary of Foreign Affairs, Australian Government), Sam Sicilia (CIO, Hostplus), Jack Zhang (CEO, Airwallex), Tim Doyle (CEO, Eucalyptus), Sukhinder Singh Cassidy (CEO, Xero), Sanjeev Gandhi (CEO, Orica) and Philip Green (Australia's Ambassador/High Commissioner to India).

Watch demo on https://www.youtube.com/watch?v=uP5nIz3rOvo In this episode of Exploring Mining, host Cali Van Zant sits down with Michael Diegelmann of Warren Wise to unpack Agentic Finance and synthetic investors built on Graham, Buffett, and Munger. They walk through multi-agent AI that turns corporate reports into 80-page buy-side analysis in under an hour, then put BHP and Rio Tinto through the same gates—business model, earnings quality, governance, and machine-readable reporting. The episode covers how miners can see how the buy side actually reads their story before it hits the market. Learn more at: https://warren-wise.com/en/X: https://x.com/WarrenWise2026LinkedIn: https://www.linkedin.com/showcase/warren-wise/https://warren-wise.com/en/podcast/warrens-watchlist/ About Investorideas.com - Big Investing Ideas Investorideas.com is the go-to platform for big investing ideas. From breaking stock news to top-rated investing podcasts, we cover it all. Disclaimer/Disclosure: Our site does not make recommendations for purchases or sale of stocks, services or products. Nothing on our sites should be construed as an offer or solicitation to buy or sell products or securities. All investing involves risk and possible losses. This is not investment opinion. This site is currently compensated for news publication and distribution, social media and marketing, content creation and more. Disclosure is posted for each compensated news release, content published /created if required but otherwise the news was not compensated for and was published for the sole interest of our readers and followers. Contact management and IR of each company directly regarding specific questions. More disclaimer info: https://www.investorideas.com/About/Disclaimer.asp Learn more about publishing your news release and our other news services on the Investorideas.com newswire https://www.investorideas.com/News-Upload/ Global investors must adhere to regulations of each country. Please read Investorideas.com privacy policy: https://www.investorideas.com/About/Private_Policy.asp Follow us on X @investorideas @Exploringmining

This episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. ________Ellen DaSilva is the Founder and CEO of Summer Health, the pediatric healthcare company that served 30,000+ families before being acquired by Doctronic in 2026. Earlier, she was employee #8 at Hims & Hers and worked at Twitter during its hyper growth years. She is an active angel investor and Sequoia Scout, and earned her MBA with Distinction from Harvard Business School.In this conversation, Ellen joins Vidit to unpack the ambition behind her extraordinary career, the leap from Wall Street to scaling Twitter during its hyper gowth years, why she nearly became a Hims competitor before joining as employee #8, and what happened when she finally took the founder leap with Summer Health.They also explore how consumer software has changed, what makes great companies feel “inevitable”, why Ellen is “incapable of turning off founder mode”, and the philosophy behind living life on “maximum mode” and lots more. Please enjoy exploring your curiosity._______Get in touch with us via email at contact@curiositycentre.comJoin our stable of commercial partners including the Australian Government, Google, KPMG,, Allens, Macquarie Capital, Xero, JP Morgan and more. Show notes and more episodes hereFollow us on LinkedIn, Twitter and InstagramGet in touch with our Founder and Host, Vidit Agarwal directly hereContact us via our websiteThis episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. ________TIMESTAMPS00:00 Ellen's “hot take” on consumer AI02:00 From Barclays to selling Summer Health05:00 Growing up ambitious in New York09:00 The family behind Ellen's drive11:00 “CEO of Coca-Cola” at age five13:00 Politics, Bloomberg & an early obsession with change15:00 Why Ellen studied English literature18:00 Raising three intensely curious kids19:00 China vs Wall Street23:00 “I knew I was going to marry him”26:00 Discovering tech from a Wall Street desk29:00 The 10-day leap from Barclays to Twitter31:00 Scaling Twitter during hypergrowth33:00 Why “every job becomes sales”35:00 How Twitter shaped Summer Health38:00 HBS, ambition & “colouring outside the lines”42:00 How Ellen spots exceptional companies early45:00 The startup she nearly built before Hims47:00 employee #8 at Hims to IPO48:00 Building healthcare like consumer software49:00 Why Summer Health removed the interface51:00 Why text-based products may win52:00 What Ellen would build next54:00 Why Summer Health sold to Doctronic57:00 Ellen's fundraising playbook01:02:00 The 5 people in her "hall of fame" room01:08:00 The hardest period of her career01:11:00 “I'm incapable of turning off founder mode”01:13:00 Parenting without slowing down01:14:00 Living life on “maximum mode”01:17:00 Food, health & learning Mandarin01:18:00 Vibe coding, robotics & what Ellen wants to learn next01:19:00 “Where are you an outlier?”01:20:00 Ellen's pet peeve________The High Flyers Podcast features in-depth interviews with the world's most influential figures in business, tech, finance, government and sport. Launched in 2020, it has ranked in the global top ten for past three years, with listeners in 27 countries and over 200+ episodes released, and featured in Forbes, Daily Telegraph, and at SXSW.Our guests include -- Malcolm Turnbull (Prime Minister of Australia), Keith Rabois (Managing Director, Khosla Ventures), Jason Collins (Head of BlackRock, Asia Pacific), Brad Banducci (CEO, Woolworths), Michael Schneider (CEO, Bunnings), David Eckstein (CFO, Legora), Kevin Hartz (Partner, A*; Founder, Eventbrite), Shiv Rao (CEO, Abridge), Jesse Zhang (CEO, Decagon), Vandita Pant (CFO, BHP), Elena Verna (Head of Growth, Lovable), David Haber (a16z Partner), Jodie Auster (Uber's Global Head of Travel), Rob Giglio (CCO, Canva), Jean-Michel Limieux (CTO, Shopify and Atlassian), Stevie Case (CRO, Vanta), Cristina Cordova (COO, Linear), Gautam Chari (Head of Capital Commitments, Bank of America), John Haddock (CBO, Harvey), Mark Suster (Partner, Upfront Ventures), Niki Scevak (Partner, Blackbird), Craig Tiley (CEO, USA Tennis), Jeanne DeWitt Grosser (COO, Vercel), Paul Bassat (Partner, Square Peg), Bowen Pan (Creator, Facebook Marketplace), Peter Varghese (Secretary of Foreign Affairs, Australian Government), Sam Sicilia (CIO, Hostplus), Jack Zhang (CEO, Airwallex), Tim Doyle (CEO, Eucalyptus), Sukhinder Singh Cassidy (CEO, Xero), Sanjeev Gandhi (CEO, Orica) and Philip Green (Australia's Ambassador/High Commissioner to India).

This episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. ________Dr. Shiv Rao is the Co-Founder and CEO of Abridge, one of the world's leading healthcare AI companies, turning clinician-patient conversations into clinical intelligence across 300+ health systems and 100M+ conversations annually. A practising cardiologist, Shiv previously worked across healthcare technology and investing at UPMC before founding Abridge in 2018.In this rare in-depth conversation, Shiv joins Vidit to unpack his unconventional path: moving from Pittsburgh to India at nine, skateboarding, programming synthesizers, selling records in Japan and nearly quitting medical school before becoming a cardiologist.He shares how a seemingly perfect career across medicine, technology and investing left him “incredibly restless”, eventually leading to Abridge. But success was far from immediate: Shiv spent nearly four years as a “languishing founder” before generative AI arrived, “the sky just opened up”, and Abridge made its pivotal move into enterprise healthcare.They also explore why “pressure makes diamonds”, the family sacrifices behind building when “every minute matters”, what changes when a company passes 500 people, why Shiv still practises medicine, and what he's learned from unlikely influences including Jensen Huang and Rick Rubin.Please enjoy exploring your curiosity.________Get in touch with us via email at contact@curiositycentre.comJoin our stable of commercial partners including the Australian Government, Google, KPMG,, Allens, Macquarie Capital, Xero, JP Morgan and more. Show notes and more episodes hereFollow us on LinkedIn, Twitter and InstagramGet in touch with our Founder and Host, Vidit Agarwal directly hereContact us via our websiteThis episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. ________TIMESTAMPS00:00 Meet Shiv Rao02:00 Living on planes 04:55 Xero07:00 Pittsburgh and India12:00 Identity, India & belonging17:00 Skateboarding, music & creativity19:00 The moment that led Shiv to medicine23:00 Selling records in Japan25:00 Nearly quitting medical school28:00 Medicine's complicated relationship with technology30:00 Teaching himself to code & early product-market fit35:00 Why “pressure makes diamonds”39:00 Medicine → healthcare investing44:00 Leaving the “dream job” to build Abridge48:00 Family sacrifice & the reality of building50:00 Why “every minute matters” in AI54:00 Abridge's years as a “languishing” startup59:00 When “the sky just opened up”1:01:00 Abridge's YOLO move into enterprise1:03:00 The first customer “Love Stories”1:10:00 Why enterprise healthcare is so defensible1:15:00 Building AI that enterprises can't replicate1:21:00 Hiring, loyalty & scaling the team1:23:00 Leading 500+ people1:26:00 Lessons from Jensen Huang & Rick Rubin1:30:00 What everyone is missing about AI1:32:00 Rapid fire________The High Flyers Podcast features in-depth interviews with the world's most influential figures in business, tech, finance, government and sport. Launched in 2020, it has ranked in the global top ten for past three years, with listeners in 27 countries and over 200+ episodes released, and featured in Forbes, Daily Telegraph, and at SXSW.Our guests include -- Malcolm Turnbull (Prime Minister of Australia), Keith Rabois (Managing Director, Khosla Ventures), Jason Collins (Head of BlackRock, Asia Pacific), Brad Banducci (CEO, Woolworths), Michael Schneider (CEO, Bunnings), David Eckstein (CFO, Legora), Kevin Hartz (Partner, A*; Founder, Eventbrite), Jesse Zhang (CEO, Decagon), Vandita Pant (CFO, BHP), Elena Verna (Head of Growth, Lovable), David Haber (a16z Partner), Jodie Auster (Uber's Global Head of Travel), Rob Giglio (CCO, Canva), Jean-Michel Limieux (CTO, Shopify and Atlassian), Stevie Case (CRO, Vanta), Cristina Cordova (COO, Linear), Gautam Chari (Head of Capital Commitments, Bank of America), John Haddock (CBO, Harvey), Mark Suster (Partner, Upfront Ventures), Niki Scevak (Partner, Blackbird), Craig Tiley (CEO, USA Tennis), Jeanne DeWitt Grosser (COO, Vercel), Paul Bassat (Partner, Square Peg), Bowen Pan (Creator, Facebook Marketplace), Peter Varghese (Secretary of Foreign Affairs, Australian Government), Sam Sicilia (CIO, Hostplus), Jack Zhang (CEO, Airwallex), Tim Doyle (CEO, Eucalyptus), Sukhinder Singh Cassidy (CEO, Xero), Sanjeev Gandhi (CEO, Orica) and Philip Green (Australia's Ambassador/High Commissioner to India).

Reporting season is over, and Peter Switzer starts with the CEO of a company he thinks is on the upside.First, William Elliott, Managing Director and Chief Executive Officer of CAR Group, on the result he says makes a fifth consecutive year of double digit growth, why the share price has not followed, and the international business he thinks the market underestimates. Then Diana Mousina, Deputy Chief Economist at AMP, on whether the RBA hikes this month, what falling house prices are doing to spending, and where she sees shares over the next 12 months. Then Charlie Aitken, Group Investment Director at Regal Partners, on the divide between global and domestic earners, the Commonwealth Bank, CSL, Pro Medicus, BHP and the case for owning commodities. Finally Michael Gable, Managing Director and founder of Fairmont Equities, on the charts for the Commonwealth Bank, BHP, Xero, Pilbara Minerals, Zip and his own top pick.Get a 21-day free trial of the Switzer Report - switzerreport.com.au/subscribeorSubscribe to the free Switzer Daily newsletter - https://switzer.com.au/subscribeThe Switzer Show airs live each Monday at 7pm AEST on switzer.com.au/tv, plus stream on Spotify and Apple Podcasts.

This episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. ________John Willett is the Co-Founder and Chief Operating Officer of Rogo, one of the fastest-growing AI companies in global finance, used by leading institutions including Lazard, Jefferies, Rothschild & Co, Moelis and Nomura. Rogo has raised more than $300 million from investors including Kleiner Perkins, Sequoia, Thrive and Khosla, was valued at $2 billion in 2026, and John now leads its expansion across Europe and APAC.In his first in-depth interview ever, John joins Vidit to tell the story behind Rogo and the person behind the company. He reflects on growing up in Connecticut in a family of engineers, being academically far ahead of his peers, meeting co-founder Gabe Stengel at Princeton, and experimenting with AI for finance years before ChatGPT made the category obvious.John shares how early investor Kevin Ryan convinced them to quit investment banking and go all in, why Rogo spent its first two years with little external validation, and how ChatGPT changed enterprise demand almost overnight. He also explains how Lazard became the first major customer, what it took to earn the trust of global banks, and how Rogo evolved from an early product into a platform tackling some of finance's most complex workflows.They also unpack John and Gabe's co-founder dynamic, why Gabe became CEO, how Rogo recruits former bankers into operating roles, and what John has learned scaling the company from roughly 40 to 200 people while building out Europe and APAC.Please enjoy exploring your curiosity.________Get in touch with us via email at contact@curiositycentre.comJoin our stable of commercial partners including the Australian Government, Google, KPMG,, Allens, Macquarie Capital, Xero, JP Morgan and more. Show notes and more episodes hereFollow us on LinkedIn, Twitter and InstagramGet in touch with our Founder and Host, Vidit Agarwal directly hereContact us via our websiteThis episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. ________TIMESTAMPS00:00 – The Real John Willett04:33 – Xero06:01 – The Family of Engineers Behind John11:11 – Meeting Gabe at Princeton12:22 – The Idea Before Rogo17:16 – Building AI Before ChatGPT18:46 – The Investor Who Told Them to Quit Banking20:11 – Rogo's First Fundraising Deck24:31 – Two Years Nobody Wanted Rogo27:16 – The ChatGPT Inflection Point29:16 – Landing Rogo's First Major Customer34:11 – When Enterprise AI Started to Click38:11 – Why Big-Name Customers Matter43:10 – Deciding Who Should Be CEO45:22 – Convincing Bankers to Join a Startup50:09 – US vs Europe vs APAC55:04 – Scaling Rogo From 40 to 200+People01:00:04 – Becoming a Better Manager01:02:44 – Rapid Fire________The High Flyers Podcast features in-depth interviews with the world's most influential figures in business, tech, finance, government and sport. Launched in 2020, it has ranked in the global top ten for past three years, with listeners in 27 countries and over 200+ episodes released, and featured in Forbes, Daily Telegraph, and at SXSW.Our guests include -- Malcolm Turnbull (Prime Minister of Australia), Keith Rabois (Managing Director, Khosla Ventures), Jason Collins (Head of BlackRock, Asia Pacific), Brad Banducci (CEO, Woolworths), Michael Schneider (CEO, Bunnings), David Eckstein (CFO, Legora), Kevin Hartz (Partner, A*; Founder, Eventbrite), Jesse Zhang (CEO, Decagon), Vandita Pant (CFO, BHP), Elena Verna (Head of Growth, Lovable), David Haber (a16z Partner), Jodie Auster (Uber's Global Head of Travel), Rob Giglio (CCO, Canva), Jean-Michel Limieux (CTO, Shopify and Atlassian), Stevie Case (CRO, Vanta), Cristina Cordova (COO, Linear), Gautam Chari (Head of Capital Commitments, Bank of America), John Haddock (CBO, Harvey), Mark Suster (Partner, Upfront Ventures), Niki Scevak (Partner, Blackbird), Craig Tiley (CEO, USA Tennis), Jeanne DeWitt Grosser (COO, Vercel), Paul Bassat (Partner, Square Peg), Bowen Pan (Creator, Facebook Marketplace), Peter Varghese (Secretary of Foreign Affairs, Australian Government), Sam Sicilia (CIO, Hostplus), Jack Zhang (CEO, Airwallex), Tim Doyle (CEO, Eucalyptus), Sukhinder Singh Cassidy (CEO, Xero), Sanjeev Gandhi (CEO, Orica) and Philip Green (Australia's Ambassador/High Commissioner to India).

We're back after our first-ever summer break! This week: should cyclical stocks have a place in a dividend growth portfolio built for financial independence? We use BHP, Rio Tinto, and ExxonMobil as real examples of the trade-offs.Also covered: a Guinness heist making headlines, the Netherlands moving its gold reserves home, fresh dividend hikes from Altria, NN Group, and Wolters Kluwer, plus listener questions on Nike, LVMH, Swiss stocks, Clorox, and Philips.

Spark Club Podcast - Ep75 - 3rd September 2026 Highlights – CEF's field trip to China CATL, XCMG and China Hongqiao Group  Tim Buckley and Matt Pollard's three highlights from their China trip in August: CATL: RD&D: CATL invested an annualised RMB22.7bn (A$2.3bn) in R&D in 1HCY2026, up 13% y-o-y, with 22,000 staff deployed in RD&D, including 700 professors, with >60,000 patent applications and 17 new patents being borne daily! Extensive use of data, robots & analysis means CATL targets an error rate of 1 part per billion! China Hongqiao Group is China's #2 integrated aluminium producer, and they toured the largest single-site aluminium smelter in the world, 4x the capacity of Tomago in Newcastle. This smelter has reduced its annual emissions by 32Mtpa since 2020, with a lot more reductions underway. XCMG: CEF joined Fortescue & XCMG at the largest commercial deployment of autonomous EV mining vehicles at China Huaneng Group's 35Mtpa open cut opencut coal mine in Inner Mongolia. The highlight was the confirmation that having successfully deployed 100 autonomous EV mining trucks in May 2025, by Sept'2026 this will double to 200 and then treble to 300 trucks by Nov'2026, 18 months ahead of the original 3 year rollout. Follow the money – one of the largest coal mining utilities in the world sees this technology as commercial, even as BHP and Rio Tinto continue with their climate walk back. Highlights – Asian Carbon markets progress Matt and Tim attended a full day session in Beijing with 30 people from the greater Asian region to discuss China's carbon market expansion, and the progress on carbon market developments from India to Thailand, Korea and Philippines. A key point was made by China's Assistant Director General of the Ministry of Ecology and Environment that climate markets are an integral part of China's sustainable economic development. The focus is on building momentum towards greater Asian regional cooperation in carbon market development, particularly in regional trade so as to extend and leverage the EU ETS and CBAM. It was great to hear Minister Bowen last month talk about his push for a path to an Australian CBAM, particularly as it was followed by his Australian meeting late August 2026 with China's Minister of Ecology and Environment, Huang Runqiu, for the 10th Australia-China Ministerial Dialogue on Climate Change. Lowlights – The WA by-election last week Not only did ONP win a strong 57% two-party share of the total vote and take the seat of Secret Harbour, but the WA ALP fielded Woodside's ex lobbyist as their candidate, and Woodside was one of the largest donors to her election campaign. Yet more evidence of the state capture of the WA government by the fossil gas industry. Main Story – My keynote presentation this week to the RE Construction Summit This week Tim is presenting in Sydney at the Renewable Energy Construction Summit, see presentation is available via CEF's website. Main themes are: #1 We are making strong progress on the journey to 82% RE and beyond, even if we are tracking 1-2 years behind Minister Chris Bowen's ambitious 2030 target. The 12 month moving average for RE share hit a record high of 46.9% in August 2026. Rooftop solar installs are on track for an all time record high of 4GW in CY2026, up a third on the last 5 years' average.  This is supported by the 2,000 home battery installs per day being delivered thanks to Minister Bowen's massively successful program. And rooftop C&I is finally set to surge with Bowen's latest incentive program, all leveraging the existing grid and thereby lowering average retail electricity prices for all. And while AEMO's new ESOO flags a record 9.1GW of net new generation and storage capacity (utility and CER) was added in FYU2026, almost 3x that of the last five years, the reality is we need to see progress rise another 50% and then sustain that for the next decade.  The CER's August 2026 report highlights that another cumulative 7.5GW of utility scale renewables capacity has reached FID but yet to be commissioned, with a record 32.2GW in the CER's probable category. Progress is being made, but we must see this accelerate, and for this to happen, we must see project proposals that have won CIS leverage this and get to FID and into construction. The only way we get coal plant closures is by building replacement renewable generation capacity beyond what is needed to cover the ongoing growth in electrification, including EVs and data centres.   What's coming up?  Later this week Tim is off to Adelaide for a German-Australia green iron and steel roundtable, followed by attending the Asia Hydrogen Summit, where Tim is moderating a panel on path to commercialisation and deployments Next week TIm is off to Canberra with Prof. Liz Thurbon and Oliver Yates to meet with the Chinese Embassy to suggest ways for greater bilateral China-Australia collaboration, and meeting with Treasury again re the FTC reform Then Tim will be going to the Gold Coast to see a potential battery assembly factory with eLumina, then talking at a community event on China's energy transition hosted by Mara Bun with Annastacia Palaszczuk, Chair of the Advanced Materials & Battery Council, and like me, a massive fan of seeing first hand China's energy system transformation and the opportunities for greater Australia-China collaboration. The following week Tim will join a Canberra Parliament delegation (including Mick Liubinskas' VC event on the 16th), then he's speaking at an Ethinvest event in Melbourne on the evening of the 16th, then a Sydney Freight Electrification event on the 17th then talking at the Everything Electric Sydney event on 18th Sept. End

The ASX closed up 42 points or 0.46% to 9020, breaking three sessions of losses. 8 of 11 sectors closed higher, 3 lower. Financials led, up 0.86%, with CBA up 0.8%, NAB up 1.8%, ANZ up 1.3% and WBC up 1.5%. Healthcare and REITs both closed up 0.80% as bond yields eased. Energy was the worst sector, down 1.24%, with BPT down 2.8% and STO down 0.4% as WDS traded ex-dividend. Info Tech fell 0.78% on WTC down 2.4% and TNE down 1.9%.Materials rose 0.39% despite BHP trading ex-dividend. The Gold sector closed up 2.92%, led by KCN up 5.4%, RSG up 4.3%, NST and EVN both up 2.6%. BSL rose 3.0%, GMG rose 2.9% and NEM rose 2.7%. Iron ore rose 1.74% to $99.25 a tonne and copper held near $6.60/lb, while WTI crude fell 1.20% to $89.92 a barrel on renewed tension in the Middle East. Lithium gave back its gains from earlier in the week, with LTR down 4.0% and WES backed lithium exposure soft. Uranium gained, with DYL up 8.4%.CTD collapsed 85.6% after it relisted on the ASX. REG fell 27.0% on aged care funding rate changes from October 1, (see ASX today). EGH closed flat after confirming a $123.8m purchase of six aged care communities from INA.Kospi up 0.26% on semiconductor demand, TAIEX down 0.67%, SSE down 0.72%, TOPIX up 0.58%. US futures flat. The AUD closed at 71.66c.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

This episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. Get in touch with us via email at contact@curiositycentre.com Join our stable of commercial partners including the Australian Government, Google, KPMG,, Allens, Macquarie Capital, Xero, JP Morgan and more. ________ Mukund Narayanamurti has spent more than two decades at the intersection of business, government and Asia. Based in New Delhi, he leads Austrade across six South Asian markets, including India, after previously leading its work across Southeast Asia. Earlier, he founded and led Asialink Business and spent more than a decade at KPMG advising companies across Asia. Born in Bengaluru, Mukund moved to Australia as an international student at 18, later earning an MBA from MIT Sloan and pursuing a PhD at Melbourne Business School. In this conversation with Vidit, Mukund shares his unlikely journey from a cricket-obsessed teenager in Bengaluru to moving to Australia alone at 18 — where he struggled so badly that he almost left after his first year — and ultimately returning to India as a senior Australian diplomat. He reflects on working on an $8.5 billion deal at 23 that “broke” him, losing business pitches for nearly three years before the wins finally came, and being initially dismissed as too young before becoming Asialink Business CEO at 34. Mukund also explains why he still pursues a PhD despite a demanding career, what 55 pieces of “scathing” academic feedback taught him about staying humble, and the leadership lessons he learnt across 750 consultations with Nicholas Moore. They also explore why India offers a front-row seat to global competition, the rapidly growing commercial relationship between India and Australia, and what Mukund has learnt from building a career across some of Asia's most important markets. Please enjoy exploring your curiosity. ________ Get in touch with us via email at contact@curiositycentre.com Join our stable of commercial partners including the Australian Government, Google, KPMG,, Allens, Macquarie Capital, Xero, JP Morgan and more. Show notes and more episodes here Follow us on LinkedIn, Twitter and Instagram Get in touch with our Founder and Host, Vidit Agarwal directly here Contact us via our website This episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. ________ TIMESTAMPS 00:16 — Meet Mukund Narayanamurti 03:10 — Australian Government Message 04:10 — Bengaluru, Cricket & Growing Up “Unfocused” 09:10 — Leaving India Alone at 18 14:40 — Feeling Lost & Almost Going Home 18:15 — The University Year That Changed Everything 25:00 — Why Senior Leaders Need Brutally Honest Feedback 31:15 — The $8.5B Deal That “Completely Broke” Him 34:15 — Returning to India & Betting His Career on Asia 37:50 — Three Years of Losing Every Business Pitch 40:15 — Why India Is the Ultimate Test of Global Competition 50:00 — The Surprising Scale of Australia–India Business 54:10 — Leaving KPMG to Build Something From Scratch 58:10 — Dismissed as Too Young, Then CEO at 34 01:07:55 — 750 Meetings With Former Macquarie CEO Nicholas Moore 01:13:30 — International Student to Australian Diplomat in India 01:16:30 — “Work Is Worship”, Family & What Drives Him ________ Welcome to the 13th episode in our special series with the Australian Government and their Centre for Australia–India Relations (CAIR), spotlighting the growing Australia–India relationship across technology, business, media, culture and sport. Other guests in this series include BHP's CFO Vandita Pant, Bank of America's Head of Capital Commitments Gautam Chari, Renowned Music Composer Tushar Apte, Australia's High Commissioner to India Philip Green, MUFG's CEO Vivek Bhatia, Australia's Secretary of Foreign Affairs Peter Varghese, NAB's EGM Sweta Mehra, Deputy Secretary of Australia's Home Affairs Brendan Dowling, Orica's CEO Sanjeev Gandhi, Sports Journalist Bharat Sundaresan, Cricket Legend Lisa Sthalekar and CAIR's CEO, Ryan Neelam, reflecting the breadth of Indian-Australian leaders at the most senior levels. ________ The High Flyers Podcast features in-depth interviews with the world's most influential figures in business, tech, finance, government and sport. Launched in 2020, it has ranked in the global top ten for past three years, with listeners in 27 countries and over 200+ episodes released, and featured in Forbes, Daily Telegraph, and at SXSW. Our guests include -- Malcolm Turnbull (Prime Minister of Australia), Keith Rabois (Managing Director, Khosla Ventures), Jason Collins (Head of BlackRock, Asia Pacific), Brad Banducci (CEO, Woolworths), Michael Schneider (CEO, Bunnings), David Eckstein (CFO, Legora), Kevin Hartz (Partner, A*; Founder, Eventbrite), Jesse Zhang (CEO, Decagon), Vandita Pant (CFO, BHP), Elena Verna (Head of Growth, Lovable), David Haber (a16z Partner), Jodie Auster (Uber's Global Head of Travel), Rob Giglio (CCO, Canva), Jean-Michel Limieux (CTO, Shopify and Atlassian), Stevie Case (CRO, Vanta), Cristina Cordova (COO, Linear), Gautam Chari (Head of Capital Commitments, Bank of America), John Haddock (CBO, Harvey), Mark Suster (Partner, Upfront Ventures), Niki Scevak (Partner, Blackbird), Craig Tiley (CEO, USA Tennis), Jeanne DeWitt Grosser (COO, Vercel), Paul Bassat (Partner, Square Peg), Bowen Pan (Creator, Facebook Marketplace), Peter Varghese (Secretary of Foreign Affairs, Australian Government), Sam Sicilia (CIO, Hostplus), Jack Zhang (CEO, Airwallex), Tim Doyle (CEO, Eucalyptus), Sukhinder Singh Cassidy (CEO, Xero), Sanjeev Gandhi (CEO, Orica) and Philip Green (Australia's Ambassador/High Commissioner to India).

This episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. ________ Keith Rabois is Managing Director at Khosla Ventures and one of Silicon Valley's most influential technology investors and operators. He held senior roles at PayPal, LinkedIn, Slide and Square, co-founded Opendoor and OpenStore, and has backed more than 15 companies that have gone public, including YouTube, Palantir, Airbnb and DoorDash. A perennial Forbes Midas List investor, Keith has ranked as high as #4 in the US and #8 globally. In this unusually personal conversation with Vidit, Keith goes back to the beginning: growing up in a middle-class Jewish family in Edison, New Jersey, reading the encyclopedia cover to cover and becoming what he calls a “high-credentialist kid.” He explains how that pursuit took him through Stanford, Harvard Law School, a federal appellate court clerkship and Sullivan & Cromwell before he abandoned the path “cold turkey” at 29 to join a startup almost nobody remembers. Keith reflects on the people who changed the direction of his life, including Peter Thiel, Reid Hoffman, Vinod Khosla and Sam Altman. He shares why Peter's criticism forced him to become more quantitative, why he waited to join LinkedIn until the company needed his particular strengths, and what the rarely discussed Slide chapter taught him about platforms, pivots, organizational design and failure. He also reveals how he identifies top 1% talent, why hiring exceptional people matters more than becoming a better manager, and why “the team you build is the company you build.” Keith explains why he still takes every note by hand, refuses laptops in meetings and measures how he invests every hour of his time. They also explore venture capital in the AI era: how to separate real product-market fit from corporate curiosity, why rapid revenue can conceal a fragile company, and why enduring advantages matter more than momentum. Keith also explains why his greatest edge remains becoming the first institutional investor in exceptional founders, and why launching a competitive venture fund today may require at least $500 million. Please enjoy exploring your curiosity. ________ Get in touch with us via email at contact@curiositycentre.com Join our stable of commercial partners including the Australian Government, Google, KPMG,, Allens, Macquarie Capital, Xero, JP Morgan and more. Show notes and more episodes here Follow us on LinkedIn, Twitter and Instagram Get in touch with our Founder and Host, Vidit Agarwal directly here Contact us via our website This episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. ________ TIMESTAMPS 00:00 – The Real Keith Rabois 02:51 – His Online Persona 03:25 – Childhood and family 05:45 – Spotting Talent Before Everyone Else 06:50 – Xero 07:40 – The Parents Who Shaped Him 11:05 – The Ultimate Credentialist Kid 13:00 – Why Tech Was Never the Plan 16:10 – Becoming a Lawyer at Six 19:00 – Stanford, Harvard and Status 24:00 – Quitting Law at 29 28:05 – Growing Up With Peter Thiel 31:00 – Learning From Tech's Best 36:00 – Between PayPal and LinkedIn 39:00 – Peter Thiel's Career-Changing Criticism 42:00 – Talent Beats Management 44:00 – Finding the Top 1% 47:00 – His Executive Assistant Mistake 51:00 – No Laptops, One Pen 53:00 – The Lessons From Slide 57:00 – Vinod Khosla's Best Advice 59:00 – Is AI Revenue Built to Last? 01:02:00 – Real Demand or Corporate Curiosity? 01:05:00 – Building a VC Fund Today 01:08:00 – Does Focus Still Win? 01:09:00 – Rapid Fire ________ The High Flyers Podcast features in-depth interviews with the world's most influential figures in business, tech, finance, government and sport. Launched in 2020, it has ranked in the global top ten for past three years, with listeners in 27 countries and over 200+ episodes released, and featured in Forbes, Daily Telegraph, and at SXSW. Our guests include -- Malcolm Turnbull (Prime Minister of Australia), Keith Rabois (Managing Director, Khosla Ventures), Jason Collins (Head of BlackRock, Asia Pacific), Brad Banducci (CEO, Woolworths), Michael Schneider (CEO, Bunnings), David Eckstein (CFO, Legora), Kevin Hartz (Partner, A*; Founder, Eventbrite), Jesse Zhang (CEO, Decagon), Vandita Pant (CFO, BHP), Elena Verna (Head of Growth, Lovable), David Haber (a16z Partner), Jodie Auster (Uber's Global Head of Travel), Rob Giglio (CCO, Canva), Jean-Michel Limieux (CTO, Shopify and Atlassian), Stevie Case (CRO, Vanta), Cristina Cordova (COO, Linear), Gautam Chari (Head of Capital Commitments, Bank of America), John Haddock (CBO, Harvey), Mark Suster (Partner, Upfront Ventures), Niki Scevak (Partner, Blackbird), Craig Tiley (CEO, USA Tennis), Jeanne DeWitt Grosser (COO, Vercel), Paul Bassat (Partner, Square Peg), Bowen Pan (Creator, Facebook Marketplace), Peter Varghese (Secretary of Foreign Affairs, Australian Government), Sam Sicilia (CIO, Hostplus), Jack Zhang (CEO, Airwallex), Tim Doyle (CEO, Eucalyptus), Sukhinder Singh Cassidy (CEO, Xero), Sanjeev Gandhi (CEO, Orica) and Philip Green (Australia's Ambassador/High Commissioner to India).

Recording date: 21st August 2026Omai Gold Mines emerged as the central focus of Olive Resource Capital's latest market review after releasing a preliminary economic assessment that highlighted the project's potential scale. At a gold price of $3,600 per ounce, Omai's after-tax net present value was estimated at $4 billion, increasing to $5.5 billion at $4,200 gold. The study outlined average annual production of 350,000 ounces over an 18-year mine life, including several years above 400,000 ounces, and $8.1 billion in cumulative undiscounted cash flow. Although the market initially reacted cautiously, Olive argued that investors are still adjusting to the multibillion-dollar capital requirements of large mine developments in a higher-gold-price environment.Olive also viewed Prospector Metals' sharp selloff as a potential opportunity. The company's shares fell about 40% following early Yukon drill results that did not immediately match the prior year's standout intercepts. However, only two full holes and part of a third had been reported from a 44-hole program. With the company funded for its drilling campaign and management indicating it had identified a high-grade structural core, Olive added shares at approximately $0.80 to $0.90. The stock subsequently rebounded roughly 25% from its low.K92 Mining reported more than US$300 million in quarterly cash flow and reached a net-cash position while advancing its Stage 3 expansion. The company also announced a planned CEO succession, with John Lewins becoming non-executive chairman and internal executive David Medilek taking over as CEO. Olive characterized the change as a continuity move rather than a change in strategy.The broader second-quarter reporting season reinforced copper's growing importance. Copper accounted for more than half of BHP's EBITDA while being Rio Tinto's largest contributing group (alongside aluminum and lithium), both firsts. Supply disruptions, constrained inventories and US stockpiling contributed to tighter copper markets. This renewed attention on miners with copper exposure, including DPM Metals, which generated record revenue and free cash flow. Olive was more cautious on Eldorado Gold, arguing that McIlvenna Bay is principally a zinc asset despite being widely described as a copper project.Sign up for Crux Investor: https://cruxinvestor.com

There is a hidden machine underneath the world's money — a web of banks, payment rails, and rules, built up over the better part of a century, that quietly keeps the U.S. dollar at the center of everything you earn, spend, and save. Almost nobody can see it. And right now, pieces of it are breaking. In late 2025 you got the clearest signal yet: BHP, the largest mining company on Earth and one of America's closest military allies, was pushed off the dollar and forced to sell its iron ore to China in yuan — because its biggest customer demanded it. In this episode, Jay pulls back the curtain on that machine and breaks it into the five jobs any global money system has to do — price it, move it, park it, trust it, free it — then grades the dollar on each one. The verdict: on pricing trade and moving money the dollar is still miles ahead, but on the two jobs that matter most — trust and freedom — it has started breaking its own rules, and the rest of the world has noticed. This is not a story about the dollar crashing tomorrow. It's about the gap between one monetary era and the next — the valley between two peaks — and how to tell which slope we're standing on. Citations: https://rentry.co/jms-machine-beneath-money-sources Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://join.thecommodityuniversity.com/ Sign up for my free weekly newsletter at https://2ly.link/211gx Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.linkedin.com/company/cambridge-house-international 00:00 — BHP Just Got Pulled Off the Dollar 00:52 — The Machine Beneath the World's Money 01:30 — The Deal That Should Be Impossible 03:17 — The Five Jobs Every Money System Must Do 03:28 — Job 1: Price It 04:19 — Job 2: Move It 06:20 — Job 3: Park It 07:32 — Job 4: Trust It 08:14 — Job 5: Free It 08:55 — Why This Quietly Makes the World Rich 10:24 — When Britain Ran the System 11:03 — Britain's Sunset: The 1931 Gold Break 11:35 — Smoot-Hawley and the Great Depression 12:31 — Bretton Woods and the Greatest Boom Ever 13:14 — Why the World Really Runs on Dollars 13:47 — Scorecard: Pricing — Cracks on the Margin 15:47 — Scorecard: Moving Money 16:24 — Scorecard: Parking and the $39 Trillion Problem 17:13 — Scorecard: Trust — Broken in 2022 17:52 — Scorecard: Freedom — The Same Asterisk 18:38 — The Honest Scorecard 19:09 — Back to the Ship 20:37 — What This Means for You 21:25 — The Valley Between Two Peaks 22:04 — What Am I Missing? Copyright © 2026 Cambridge House International Inc. All rights reserved.

I have been banging the drum for copper for some time, but it is becoming increasingly difficult to ignore. Gold has the glamour, but many, including veteran investor Rick Rule, now see the greater opportunity in copper. In summer 2024, I highlighted three copper companies Amerigo Resources (ARG.TO) at around C$1.75 and Arizona Sonoran Copper (ASCU.TO) at C$1.36 and QCCU (QCCU.V) at 12c . Amerigo and Arizona Sonora both hit C$8 on Monday meaning gains of ~350% and ~500%. QCCU, on the other hand, is still at 12c. You can't win them all.Back in May we noted that things were getting a little hot. The metal had just hit fresh highs; there was a plethora of investment bank supercycle notes and social media was full of predictions about imminent shortages. The long-term story is intact but don't chase it, we suggested. Copper tends to be weaker over the summer and some consolidation could give you a better buying opportunity.We got a good opportunity in June but it did not last long, and here we are three months on with copper at ~$6.50/lb a couple of per cent below where we were in May.It doesn't take a genius to work out which way the trend is going in that particular chart. The summer lull has been more of a pause than anything else.Meanwhile, beneath the surface, the fundamental copper story is getting stronger.Copper's problem is not demand. It is supply.We covered the demand side extensively in May. AI needs copper. Data centres need it. Power grids need it. Electric vehicles, rearmament, reindustrialistation, India - they all need copper. This is not the usual China story by the way. If anythign China demand is lacklustre. Its imports of unwrought copper fell 11.5% year-on-year in July and industrial production there has been slowing. But, as RBC notes, the LME copper market had moved into its steepest backwardation since the 2021 squeeze. In other words, buyers are paying substantially more for copper now than for delivery later. That is a classic physical tightness indicator. Antofagasta has cut its 2026 production guidance after problems at Los Pelambres. Codelco has abandoned its 1.34 million tonne production target and now expects to produce less than it did last year.Meanwhile we have BHP's latest results. Copper now accounts for 54% of its earnings (EBITDA). Its copper mines are extraordinarily profitable (70% EBITDA margin). Yet despite the obvious incentive to produce more, BHP's copper production actually fell 3% last year. This is the largest mining company in the world, with some of the best copper assets, engineers and access to capital on the planet. If anyone can turn on the copper taps, so to speak, it should be BHP. Yet it is talking about a “persistent structural deficit” of as much as 10 million tonnes a year next decade. Demand from electrification, digitalisation, data centres and other newer uses, meanwhile, is expected to grow at around 6.5% a year.So it now aims to grow its copper production at ~5% a year, faster than the rest of its business. The requires an extraordinary amount of capital.In a recent video, Merlin Marr-Johnson, CEO of Fitzroy Minerals (FTZ.V) analyses BHP's spending plans using Escondida, the world's largest copper mine, as an example and concludes, “They're spending $5 billion to stand still. And that is the copper industry in a nutshell.”Billions of dollars of investment don't necessarily mean billions of dollars of new production. Mines get older. Grades decline. Pits get deeper. More rock has to be shifted to produce the same amount of metal. Processing plants wear out and have to be replaced. Sometimes you have to spend billions just to stop production falling.Which brings us to Rick Rule.Is copper now a better bet than gold?It could be.Rule argues that “The biggest copper mining companies in the world need to spend $250 billion to maintain current levels of copper production.” Note - to maintain, not increase. Not every one has $250 billion sitting around waiting to be spent. “The copper development boom that we absolutely have to see in the next 10 years will require vast amounts of capital.”“There's nothing that we can do, nothing at all that we can do, to avert a shortage in copper,” he says. As a result, five years from now the copper price will be, “dramatically higher than it is today.”As you know, copper is an important strategic mineral. Citi recently looked at what might happen if countries start building national inventories. Global refined copper inventories, it estimates, currently sit around at around 3 million tonnes, equivalent to just 1.3 months of global consumption. If governments decided they wanted three months instead, they would need need to find another 4 million tonnes of copper.Where does it come from?To be accumulated over two years, Citi calculates, would require the copper price price to rise to over $10/lb to bring enough scrap into the market and destroy enough demand to balance things.That is not a forecast, by the way, it is a scenario. But governments are increasingly treating critical minerals as a matter of national security. The US has proposed a US$12 billion strategic commodities programme, the EU has allocated billions to critical-mineral security and there have been calls in China for increased copper stockpiling.So what do we actually buy? This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

SHARESIES · MARKET MOVEMENTS · 24 AUGUST 2026Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Monday 24 August ↑ WHAT’S UP — The materials sector outperformed the broader ASX, rising 5.6%: BHP's underlying profit jumped 30%, with copper overtaking iron ore as its biggest earnings contributor for the first time, while Evolution Mining rallied over 16%. Healthcare climbed more than 9% driven by CSL and Cochlear, and the NZX 50 bucked the global trend to add 0.9%. ↓ WHAT'S DOWN US stocks fell under the weight of bond yields, with the S&P 500 down 1.4% and the Nasdaq 2%. The ASX 200 slipped 0.6%, with local losses led by banks. NAB dropped 7.7% and the sector fell 5.5% after home loan applications slid 15%, while JB Hi-Fi lost over 10%. ! BIGGEST SURPRISES Bond yields were the big story. The 30-year US Treasury yield pushed above 5.3% for the first time since 2007 and the 10-year near 4.7% as national debt topped US$40 trillion for the first time. The Treasury's expanded buybacks to ease the pressure didn’t hold, with yields retracing most of their decline by week's end. ◎ WHAT TO WATCH New Fed Chair Kevin Warsh gives his first keynote on Thursday, while Nvidia's results land Wednesday and Australian reporting rolls on with Coles, Woolworths, Wesfarmers and Qantas. On the data front, RBA minutes are due Tuesday and Australian July CPI Wednesday, alongside key US inflation and GDP prints mid-week. ◈ BIGGER PICTURE Attention is turning to climbing long-dated US yields, with fiscal concerns and sticky inflation pressuring equities even as the Treasury tries to intervene. Down under, reporting season shows a divergence on the ASX: a cooling housing market weighing on banks, while the miners and biotech CSL rise. With rising unemployment but consumers gaining confidence on the RBA's hold, Australia sends mixed signals heading into a pivotal week. Disclaimer: Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website. See omnystudio.com/listener for privacy information.

In this episode we chat to Haytham Hodaly, President and CEO of Wheaton Precious Metals, one of the world's leading precious metals streaming companies.  We discuss Haytham's journey from joining Wheaton over a decade ago to leading the business today, explore how the streaming model is reshaping mine finance, and examine the record-breaking Antamina silver streaming transaction with BHP. We also look at the outlook for precious metals, where Wheaton sees its next growth opportunities, and what investors should be watching over the coming year. KEY TAKEAWAYS Non-dilutive financing model: Streaming provides mining operators with upfront development capital at a fixed production cost with no dilution, debt covenants, or repayment burdens. Monumental portfolio expansion: Wheaton's recent milestone $4.3 billion silver streaming transaction with BHP underscores strong validation and demand for streaming among tier-one global miners. Significant built-in growth: Backed by fully funded and permitted construction projects, Wheaton is on track to increase production by 50%, targeting approximately 1.2 million gold equivalent ounces by 2030. Strong precious metals outlook: Long-term fundamentals remain bullish, supported by gold's safe-haven role against currency weakness and silver's accelerating demand across solar, electric vehicles, and AI data centres. BEST MOMENTS "We provide upfront capital to mining companies in exchange for the right to purchase a percentage of their future metal production at a fixed rate... that provides our counterparties with financing with no dilution, no debt, and no significant covenants or repayment burdens." "What we're trying to position ourselves as is the highest quality, lowest cost, strongest growth portfolio in the industry with the lowest risk profile." "Silver's got those great conductive properties which will also make it incredibly important in the AI expansion... AI data centres typically require almost three times more silver than a typical data center." "Every transaction has to be an accretive transaction... it's not just deploying capital, it's disciplined capital allocation." VALUABLE RESOURCES Mail:        ⁠rob@mining-international.org⁠ LinkedIn: ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ X:              ⁠https://twitter.com/MiningRobTyson⁠  YouTube: ⁠https://www.youtube.com/c/DigDeepTheMiningPodcast⁠  Web:        ⁠http://www.mining-international.org⁠ GUEST RESOURCES Website: https://www.wheatonpm.com/overview/default.aspx LinkedIn: https://www.linkedin.com/company/wheatonpm/ X: https://x.com/Wheaton_PM Facebook: https://www.facebook.com/WheatonPM/ CONTACT METHOD ⁠rob@mining-international.org⁠ ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.  This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

A.M. Edition for Aug. 18. Opening arguments are set to begin today in a hugely consequential trial accusing Meta of contributing to a crisis in youth mental health and which could cost the social media giant more than $1 trillion. WSJ reporters Meghan Bobrowsky and Erin Mulvaney preview what to expect as proceedings get underway. Plus, retail giant Costco prepares to enter the Medicare market. And minerals companies lean into red, white and blue branding in a bid to score U.S. federal funding. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: BHP annual profit rises on record copper prices. And a tech selloff that began on Wall Street Monday, gathers steam. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

S&P futures are down (0.6%) and pointing to a lower open. Asian markets were mostly lower today. Japan benchmarks were sharply lower as tech names dragged. South Korea and Taiwan saw similar declines. Mainland China markets and Hong Kong pared morning losses but still closed in the red. Australia posted mild gains with mining giant BHP notably higher. European markets opened mostly lower today.

This week: Highlights of webinar panel discussion when Olga Antonovskaya from BHP, Jessica Wan from Redwheel, Societe Generale's Marie Gerbier and Eirini Konstantinou from the European Bank for Reconstruction and Development, joined Innovation Forum's Ian Welsh to talk about what it takes for finance to back critical minerals at scale.  Plus: Diageo plastic bottle safety concerns in India; SE Asia's electric grid ongoing fragility; seep IP protection tightened in China; land restoration focus at UN desertification COP; and, big brand cotton from Brazil linked with forced labour, in the news digest. If you want to listen to the full critical minerals webinar, click here.

Iranian Parliamentary Speaker Ghalibaf said the Strait of Hormuz will not open until the blockade and oil embargo are lifted.Global equities trade on the softer side, driven by the upside in bond yields (US 30yr 5.32%).DXY continues to rebound, GBP lower despite mixed jobs/wages data.Energy benchmarks rangebound; record copper prices boost BHP earnings.Looking ahead, highlights include US ADP Employment Change Weekly, Import/Export Prices (Jul), Housing Starts (Jul), Industrial/Manufacturing Production (Jul), Atlanta Fed GDP (Q3). Comments from ECB's Lane. Earnings from Home Depot.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Business and finance news from the Asia-Pacific. Asian bonds followed Treasuries lower as concerns over government finances mounted, while higher oil prices added to fears that inflation will quicken. Treasury 30-year yields rose to 5.32%, a level last seen in June 2007. Oil prices advanced as prospects for peace in the Middle East dimmed, reviving concern that prolonged geopolitical tensions will threaten supplies and keep energy costs elevated. Global benchmark Brent rose 0.3% to $91.10 a barrel after President Donald Trump said he wasn't interested in extending the expiring agreement with Iran and fighting flared anew in Lebanon. Bloomberg's Executive Editor for Asia Markets Paul Dobson breaks down the markets. Plus - in earnings news, BHP Group's full-year profit rose by almost a third, thanks to improved copper and iron ore prices that helped the world's largest miner beat forecasts, just as new boss Brandon Craig takes the helm. Craig, who started as chief executive officer in July, is focused on delivering a major pipeline of growth including expansions in South American and Australian copper — as well as its push into potash, a mineral used in fertilizer. BHP says it is targeting 3% to 4% copper equivalent growth per year up to 2035 — roughly double consensus expectations. Julia Lee, Investment Director at Shaw and Partners Asset Management spoke to Bloomberg TV host Paul Allen.See omnystudio.com/listener for privacy information.

Movie theatres are “Imax-maxxing” as Christopher Nolan's The Odyssey drives a boom in premium-format ticket sales, giving the Canadian large-screen company its strongest stretch in years.Plus, new research finds Russian disinformation farms targeting Albertans with pro-separation propaganda, amplifying a movement that still has limited support but outsized online noise.And in The Big Picture: inflation ticks up on higher gas prices, NexGen courts BHP for a stake in its massive Saskatchewan uranium project, and Mark Walter explores selling part of Chelsea after a record Lakers deal.The Peak Daily is produced in partnership with reframevid.com

Justin Fris speaks to Sam Jones about how WA may miss out on benefits from the federal government's recent uranium export deal with India. Plus: Liberal leaders to talk GST; Unions lambast latest BHP offer to end strikes; BCI to build sulphate pilot plant.

Copper has overtaken iron ore as BHP’s biggest earnings engine for the first time, as the mining giant delivers a 30% jump in underlying profit and its highest dividend in four years. Michelle Martin looks at what BHP’s results tell investors about the long-term copper story. Meanwhile, Meta faces a potentially enormous legal test over allegations surrounding social-media addiction, and Alibaba sharpens its focus on AI with the sale of its gaming business. Plus, which industry is being hit by climate change?See omnystudio.com/listener for privacy information.

BHP, Luca Mining

Coming up today, we'll have our regular Union News, looking at some of the industrial disputes happening around Australia.And our main interview today takes us to Western Australia's Pilbara.We're going to be talking about the recent industrial action by BHP workers at Port Hedland, and what it might mean for the future of unionism in one of Australia's most important mining regions.And we're joined by someone particularly well placed to talk about that.Our guest is Alexis Vassiley — a unionist, socialist, academic and industrial relations researcher at Edith Cowan University, and the author of Striking Ore: The Rise and Fall of Union Power in the Pilbara.Alexis was previously on Stick Together when Striking Ore was released, so today's conversation is really a return to that story — but this time we're looking at what happens when workers in the Pilbara start striking again. 

SHARESIES · MARKET MOVEMENTS · 17 AUGUST 2026Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Monday 17 August ↑ WHAT’S UP — US markets saw slight gains, with the S&P 500 up 0.4% and the Nasdaq up 0.2%, while the NZX 50 added 0.2%. Super Micro jumped 19% on an earnings beat and upbeat guidance, and Commonwealth Bank posted a record annual cash profit of $10.98 billion, up 7%. ↓ WHAT'S DOWN — The ASX 200 fell 1.6%, dragged by financials: Westpac lost almost 6% after a 20% drop in mortgage applications, while Suncorp's and IAG's profits fell 44% and 25% respectively. In the US, solid numbers didn't prevent declines, with RocketLab down about 7%, Cisco 5% and AST SpaceMobile 4% despite reporting record or fast-growing revenue. ! BIGGEST SURPRISES — The RBA held at 4.35% but Governor Bullock struck a hawkish tone, refusing to rule out further hikes on inflation concerns. In contrast, US core CPI eased to a multi-year low of 2.5% and core PPI slowed to 4.2%, cutting the odds of a September Fed hike to 28%. ◎ WHAT TO WATCH — Australian earnings ramp up, with NAB's update rounding out the big four banks and results due from JB Hi-Fi, BHP, Fortescue, CSL and Cochlear among others. The FOMC's July minutes land Wednesday and Australia's July unemployment rate follows on Thursday. ◈ BIGGER PICTURE — Australian bank earnings showed resilience but growing exposure to a cooling housing market. In the US, AI and space infrastructure investments stalled despite strong revenue growth, with investors zeroing in on losses, margins, and execution risks. Meanwhile, a hawkish RBA is still weighing hikes just as softening US inflation nudges the Fed the other way. Disclaimer: Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website.See omnystudio.com/listener for privacy information.

In June of this year, Comms Declare published a report titled From Cradle to Career, which looked into the influence and sponsorship of major coal, oil and gas corporations in childhood settings such as schools, museums, sporting clubs, scholarships and career pathway programs. It identified approximately 260 publicly documented programs, partnerships, sponsorships and other initiatives through which major fossil fuel companies, including Woodside, Shell, Chevron, Santos, BHP and Glencore, engage with Australian children and young people.  It's the first national report to expose the marketing by these companies in these kinds of settings, and it found that policy loopholes are allowing private companies to reach our kids in these places. Shae speaks to Belinda Noble, the President and Founder of Comms Declare, and Nic Seton, the CEO of Parents for Climate, about the report.  Head to https://www.parentsforclimate.org/not_for_sale to sign the petition calling for a Senate Inquiry into fossil fuel sponsorship in childhood education settings. parentsforclimate.orghttps://commsdeclare.org/http://commsdeclare.org/cradle-to-career/ Image: Sectional School Building (2015), by Heritage Branch Staff, CC-BY-4.0

The Australian share market fell for a fourth consecutive session on Monday, though remains on track for its fifth consecutive month of gains. A weak consumer spending trend emerged as major earnings disappointed, with retailer JB HiFi plunging after flagging softer July sales. Banking results continued to pressure the financials sector, while materials recovered earlier losses. Tomorrow brings major results from BHP and CSL, among many others, setting up a crucial week for profit season. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The ASX is poised to open lower as earnings season hits top gear, with heavyweight results from BHP, CSL, Pro Medicus and Cochlear in focus. Wall Street dipped overnight as stalled Iran peace talks pushed oil prices higher and fuelled fresh inflation concerns. Plus, why Australia’s $12.4 trillion property market continues to dwarf shares and superannuation. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

W 426. odcinku rozpoczynamy nową serię poświęconą pracy na hali produkcyjnej, w fabryce oraz w magazynie. W pierwszym odcinku serii przejdziemy przez absolutne fundamenty. Dowiecie się, jak po angielsku rozmawiać o grafikach, zmianach i nadgodzinach, jak opisywać kwestie wynagrodzenia, jak poprawnie nazwać elementy odzieży ochronnej oraz jak krótko i profesjonalnie komunikować się z przełożonym na hali.------Rozdziały--------(0:00) - Start(0:32) - Intro(1:35) - Grafik pracy(6:26) - Wynagrodzenie(8:25) - Test #1(9:27) - BHP(13:17) - Przełożony(15:30) - Test #2(16:27) - Outro----------------------Jeżeli doceniasz moją pracę nad podcastem, to zostań Patronem KNA dzięki stronie https://patronite.pl/kwadrans. Nie wiesz czym jest Patronite? Posłuchaj specjalnego odcinka: https://kwadransnaangielski.pl/wsparcieDołącz do naszej społeczności na stronie https://KwadransNaAngielski.plLekcji możesz słuchać na Spotify albo oglądać na YouTube.Wszystkie nowe wyrażenia z tej lekcji w formie pisemnej są dostępne na stronie https://kwadransnaangielski.pl/426#polskipodcast #kwadransnaangielski #angielski----------------------Chcesz wesprzeć nas jednorazową wpłatą, bez zobowiązań?Wejdź na: https://suppi.pl/kwadrans

This week's episode features Wheaton Precious Metals CEO Haytham Hodaly in conversation with host Adrian Pocobelli on how the streaming model is holding up in today's market. Hodaly discusses the direction he plans to take the company following former CEO Randy Smallwood's departure, including Wheaton's recent streaming deal with BHP. He also explains the differences between royalty and streaming models, why he believes streaming offers distinct advantages, and why Wheaton remains focused on precious metals rather than expanding across the broader metals sector. This week's Spotlight features Hayasa Metals founder and president Dennis Moore and CEO Joel Sutherland, who discuss the company's Vardenis and Urasar projects in Armenia. To learn more, visit: https://hayasametals.com/ All this and more with host Adrian Pocobelli. “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

City of Perth update reveals some councillors resist change; BHP, unions back to bargaining table and Lendlease sells half stake in Lakeside Joondalup to Cbus Property in a $1.3 billion deal. Plus, Gary Adshead and Nadia Budihardjo discuss a wide ranging interview with Treasurer Rita Saffioti.

AI dawno przestała tylko wspierać biznes – dziś współdecyduje o rekrutacji, cenach czy zdolności kredytowej. Nowe regulacje AI Act, których kolejne wymogi wchodzą w życie, zderzają firmy z nową rzeczywistością prawną i finansową. Brak wiedzy zarządu o tym, jakich narzędzi używają pracownicy (tzw. "Shadow AI"), nie będzie już dobrą linią obrony.

SBS Dinka News: Dööm cin beei dhɛ̈ɛ̈ŋ Gaza aci caal ku aye Bɛny America Donald Trump lueel kënë ee wën ca akëköl looi. Kɔc juëëc kek BHP aci lɔ aɣeer wɛ̈t käwën wïc käk keek bi keek ciɔ̈k piny.

Claire Tyrrell and Ella Loneragan discuss Perth's new city architect's mission to communicate the value of design. Plus; more strike action at BHP's Port Hedland operation; Fortescue's iron ore spoils and WA on track for another record crop.

  From a Coal Mine Summer Job to Leading America's Next Critical Minerals Project Pat Risner had no mining background, no family in the industry, and no plan to end up here. One summer underground changed everything. Now, as President of South32 Hermosa, he's building one of the most important zinc and manganese projects in the country — from the ground up. In this episode, Pat joins Mining Minds to share his journey from Oklahoma to BHP's global operations, the leadership lessons he learned the hard way, why culture came before anything else at Hermosa, and how a smaller footprint, less water, and deep tribal partnership are redefining what a modern mine looks like.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über Entspannung im Nahen Osten, Hoffnung auf schwindende KI-Konkurenz aus China und die besten aktiv gemanagten Tech-Fonds. Außerdem geht es um ChangXin Memory Technologies (CXMT), SK Hynix, Micron, Microsoft, Meta, ARM, Qualcomm, Grupo México, BHP, Rio Tinto, Vale, Petrobras, Ecopetrol, Itaú Unibanco, Nu Holdings, Amundi MSCI Emerging Markets Latin America ETF (WKN: A2H58P), iShares MSCI EM Latin America ETF (WKN: A0NA45) Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

อุบัติเหตุในเหมืองถ่านหิน BHP คร่าชีวิตคนงาน 1 ราย บาดเจ็บสาหัสอีก 1 ราย | รัฐบาลแรงงานโต้เสียงวิจารณ์ หลังผลสำรวจชี้ One Nation คะแนนนิยมพุ่ง | ทรัมป์ขึ้นภาษีนำเข้าสินค้าออสเตรเลียเป็น 12.5% มีผลบ่ายวันนี้ | ผู้ประท้วงรวมตัวหน้าประชุมพรรคแรงงาน เรียกร้องยกเลิกข้อตกลง AUKUS

On this week's Making Contact, we feature an extended interview with Ivey Camille Manybeads Tso, a queer Diné filmmaker and director of the award-winning documentary Powerlands. Powerlands traces how multinational energy corporations extract resources and profits while displacing and harming Indigenous communities around the world. The film follows Indigenous activists in Navajo Nation, Colombia, Mexico and the Philippines who are fighting back against corporations like Peabody Energy, Glencore and BHP.  This show first aired in June 2023. Featuring: Ivey Camille Manybeads Tso, an award-winning queer Diné filmmaker and director of Powerlands  Music: Documentary by Music_Unlimited  Credits Host: Lucy Kang Executive Director: Jina Chung Engineer: Jeff Emtman Digital Media Marketing: Lissa Deonarain This episode includes excerpts from the documentary film Powerlands. Learn More:  Powerlands Documentary website: www.powerlands.org   

Über entsprechende Aktien bin ich selbst ebenfalls im Rohstoffsektor investiert – welche das sind, werde ich euch gleich natürlich auch verraten. Zunächst möchte ich jedoch einer spannenden Frage nachgehen, die sich aus einer Studie ergibt, die ich vergangene Woche gelesen habe: Stehen Rohstoffe möglicherweise vor einer Jahrhunderthausse?
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Ein wichtiger abschließender Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Meine geäußerte Meinung stellt keinerlei Aufforderung zum Handeln dar. Sie ist keine Aufforderung zum Kauf oder Verkauf von Wertpapieren.
 Zum Zeitpunkt der Erstellung dieses Beitrags war der Autor, Lars Erichsen, in folgenden der besprochenen Finanzinstrumente selbst investiert: RioTinto, BHP, Gold. Geplante Änderungen: Keine. Weitere Informationen entnehmen Sie bitte unserem Transparenzhinweis zum Umgang mit Interessenskonflikten: https://www.lars-erichsen.de/transparenz-und-rechtshinweis

SHARESIES · MARKET MOVEMENTS · 22 JULY 2026Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Tuesday 21 July ↑ WHAT’S UP — As US–Iran tensions re-escalated, Brent crude oil spiked more than 13% for the week. US banks posted strong results on record ECM and trading revenue off the back of the SpaceX IPO and AI infrastructure fundraising. ↓ WHAT’S DOWN — A tech-led sell-off pulled the S&P 500 down 1.5% and the Nasdaq 2.9%. The Philadelphia Semiconductor Index tumbled almost 10%, closing more than 20% below its June peak. Materials and tech led an ASX pullback. ! BIGGEST SURPRISES — June US inflation came in cooler than expected, even as several Fed officials stayed hawkish. China's Q2 GDP grew just 4.3% — its weakest since late 2022 — with a knock-on risk for Australian iron ore names like BHP, Rio Tinto and Fortescue. ◎ WHAT TO WATCH — Earnings season steps up this week, with Alphabet and Tesla both reporting. On Thursday the ECB delivers its rate decision, with a hold expected, and Australia's June jobs data lands, with unemployment tipped to stay near 4.4%. ◈ BIGGER PICTURE — Debate over the cause of the semiconductor sell-off: capex sustainability, open-source competition, an AI earnings bubble? The next few weeks of tech earnings reporting should show whether this was a healthy reset or the start of something bigger. Disclaimer: Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website.See omnystudio.com/listener for privacy information.

A stronger year for ASX listings is offering signs of renewed confidence, but competition for IPOs remains fierce as companies increasingly turn to private equity and overseas exchanges for capital. Ricardo Gonçalves speaks with ASX General Manager, Listings James Posnett about the rebound in new listings and what it means for Australia's capital markets. Plus, Mathan Somasundaram from Deep Data Analytics unpacks a flat session for the ASX as BHP shares fell amid strike action at its Port Hedland iron ore operations, while AMP and REA Group rallied on upbeat company updates.A stronger year for ASX listings is offering signs of renewed confidence, but competition for IPOs remains fierce as companies increasingly turn to private equity and overseas exchanges for capital. Ricardo Gonçalves speaks with ASX General Manager, Listings James Posnett about the rebound in new listings and what it means for Australia's capital markets. Plus, Mathan Somasundaram from Deep Data Analytics unpacks a flat session for the ASX as BHP shares fell amid strike action at its Port Hedland iron ore operations, while AMP and REA Group rallied on upbeat company updates.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über neue Paypal-Fantasie, die unterschätzte Apple-Rallye und die Antwort auf die Frage: Kann ein Atommüll-Staatsfonds auch Rente? Außerdem geht es um Samsung Electronics, Micron Technology, IBM, SK Hynix, Alphabet, Meta Platforms, Amazon, Microsoft, Apple, PayPal Holdings, Block, Morgan Stanley, BlackRock, BASF, Volkswagen, BMW, Mercedes-Benz Group, Richemont, Kering, LVMH, Hermès, Burberry, TSMC, Netflix, ABB, Abbott Laboratories, GE Aerospace, Intuitive Surgical, UnitedHealth Group, Alcoa, United Airlines Holdings, BHP, ING Group, Smartbroker Holding, AMD, Broadcom, Nvidia, Viasat, AST SpaceMobile, Rocket Lab, Planet Labs, EchoStar, SpaceX, Amundi Global Luxury UCITS ETF (WKN: A2H564), Boreas S&P Absolute Luxury UCITS ETF (WKN: A412DN), iShares Core MSCI World UCITS ETF (WKN: A0RPWH), Xtrackers MSCI World UCITS ETF 1C (WKN: A1XB5U), SPDR MSCI ACWI ETF (WKN: A1JJTC), iShares Core MSCI EM IMI UCITS ETF (WKN: A111X9), VanEck Semiconductor UCITS ETF (WKN: A2QC5J), Amundi MSCI Semiconductors UCITS ETF (WKN: LYX018), VanEck Space Innovators UCITS ETF (WKN: A3DP9J), Global X Copper Miners UCITS ETF (WKN: A3C7FZ), Global X Silver Miners UCITS ETF (WKN: A3DC8R), VanEck Uranium and Nuclear Technologies ETF (WKN: A3D47K), iShares Global Clean Energy ETF (WKN: A0MW0M). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien *Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt.* Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

A rise in BHP shares and a record for Macquarie helped to push the Australian sharemarket 0.4 per cent higher as inflation in the US eased while China's economy slowed. SBS Finance Editor Ricardo Gonçalves speaks with James Gerrish from Market Partners to find out what this means for investors and the outlook for interest rates.A rise in BHP shares and a record for Macquarie helped to push the Australian sharemarket 0.4 per cent higher as inflation in the US eased while China's economy slowed. SBS Finance Editor Ricardo Gonçalves speaks with James Gerrish from Market Partners to find out what this means for investors and the outlook for interest rates.

Panel Interview withMichael Hodgson, CEO of Serabi Gold PLCAlan Carter, President & CEO of Cabral Gold Inc.Thiago Diniz, VP Exploration of ValOre MetalsRecording date: 7th July 2026Brazil is emerging as an increasingly attractive mining jurisdiction, according to executives from Serabi Gold, Cabral Gold, and ValOre Metals, who discussed the country's regulatory environment, infrastructure, and investment climate. While Brazil's federal mining framework is widely viewed as stable and predictable, challenges persist at the state level, particularly in newer mining regions such as Pará. There, under-resourced agencies often delay permitting, leading companies to rely on temporary “guia” licenses to maintain project timelines.Despite these bottlenecks, investor sentiment toward Brazil has improved significantly. What was once considered a “Brazil discount” in mining valuations has, according to industry leaders, shifted to a “Brazil premium.” This change is driven by strong gold prices, increased participation from major global miners such as Vale, BHP, and Anglo American, and growing access to both institutional and retail capital. Brazil's mining sector also plays a major economic role, contributing billions in revenue and exports.Infrastructure development has further strengthened the investment case. In the Tapajós region, new highways have reduced costs, connected mine sites, and improved community relations by generating local economic benefits. However, success in Brazil depends heavily on early and sustained engagement with state regulators and local stakeholders, as these relationships often determine permitting outcomes more than federal involvement.Operationally, companies report a generally capable domestic workforce, though specialized skills and imported equipment can present constraints. Meanwhile, Brazil's geological potential remains underexplored, with only about 30% of the country mapped in detail.Looking ahead, Serabi aims to double gold production, Cabral is advancing toward first production in 2026 with active drilling, and ValOre is progressing toward a preliminary economic assessment while pursuing acquisitions. Overall, Brazil is increasingly viewed as a competitive and promising destination for mining investment.Sign up for Crux Investor: https://cruxinvestor.com

Dr. Simon Ingram, President & CEO of Lara Exploration, provides an update focused on the Planalto open-pit copper-gold project in Brazil's Carajás district. After raising about US$25 million, the company is running seven drill rigs and has completed over 10,000 meters across 30+ holes to validate the geological model and upgrade resource confidence toward pre-feasibility, highlighting a higher-grade central core (around 0.6% to over 1% copper). Lara is also drilling south of the Silica Cap pit with encouraging intersections and working through permitting and land access for the nearby Atlantica license, a prospective 3 km extension. Parallel work includes water wells, geotechnical and metallurgical drilling (phase three), access/power studies, and water management. Upcoming catalysts include batch drill results, an updated resource estimate, pre-feasibility progress, and environmental studies leading to permit filings; Ingram also notes a nearby BHP asset sale for over $400 million. 00:00 Intro 00:37 Planalto Drilling Update 02:29 Silica Cap Extension 04:24 Model Validation Studies 06:43 Pre-Feasibility Explained 08:41 District M&A Activity 09:49 Prospect Generator Portfolio 11:03 Upcoming Catalysts Permitting https://laraexploration.com/ TSXV:LRA -- OTC:LRAXF Press Release discussed: https://laraexploration.com/news/2026/lara-exploration-announces-14-000-metre-validation-drilling-program-underway-at-the-planalto-project/ Listen to MSE's first Lara interview: https://www.youtube.com/watch?v=sN6oqEUsmTk Sponsor Lara Exploration pays MSE a United States dollar seven thousand per month coverage fee. The forward-looking statement disclaimer found in Lara Exploration's most-recent company slide deck found at www.LaraExploration.com applies to everything discussed in this interview. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/