Podcasts about Macquarie

  • 505PODCASTS
  • 1,226EPISODES
  • 29mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • Nov 28, 2025LATEST

POPULARITY

20172018201920202021202220232024

Categories



Best podcasts about Macquarie

Show all podcasts related to macquarie

Latest podcast episodes about Macquarie

Wealth Coffee Chats
DTI Caps, Trust Lending Shifts & Bank Strategy: Your 2026 Lending Update

Wealth Coffee Chats

Play Episode Listen Later Nov 28, 2025 10:10


In this episode, Sarah from the Positive Money team unpacks the latest updates in the lending world as banks and lenders outline what to expect heading into 2026. With news headlines stirring concern—especially around DTI restrictions and lenders stepping back from trust lending—Sarah cuts through the noise to clarify what's really happening behind the scenes. She breaks down what DTI (Debt-to-Income Ratio) actually means, why the newly announced cap of six isn't the massive shift the media makes it out to be, and how banks and non-bank lenders are likely to adapt. Sarah also demystifies the recent announcements from Macquarie and CBA regarding trust lending and explains why it's not as dire as it sounds. Most importantly, she highlights why a clear financial strategy has never been more essential—and how brokers are positioned to help borrowers navigate these changes with confidence.    Episode Highlights What the new DTI cap of six really means (and why lenders already use it) The truth behind headlines on owner-occupied vs. investor lending Macquarie and CBA's changes to trust lending—what's fact vs. fiction How banks will adapt their strategies for 2026 and beyond Why brokers may play an even bigger role moving forward How media uses emotion to drive clicks (and why you shouldn't panic) The importance of mapping out your financial story and long-term strategy Reassurance: why these changes are not “Armageddon” for borrowers

Welcome Podcast
#187 Schoolies on the Gold Coast,The Macquarie Word of the Year and Governments wasting money.

Welcome Podcast

Play Episode Listen Later Nov 27, 2025 18:45


In this Solo episode Maje rants about Schoolies on the Gold Coast, The Macquarie word of the Year, Governments Spending 96 million on a weather website and a heap more. Thanks for listening.

Fear and Greed
Banks pressure over terrorism rules; highest paid CEOs; richest shipwreck recovered

Fear and Greed

Play Episode Listen Later Nov 25, 2025 18:05 Transcription Available


Wednesday 26 November 2025 Today, the banking sector is under pressure over anti-money laundering and terrorism laws after significant problems were found at Bendigo & Adelaide Bank. The federal government feels the pressure over energy prices. Macquarie’s Shemara Wikramanayake again tops the rankings of highest paid CEO, with take-home pay of $24 million. The first treasures are recouped in what’s considered the world’s richest shipwreck. Indonesia’s capital Jakarta grows to become the world’s largest city. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, how an abundance mindset can change your bank balance. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Smart Property Investment Podcast Network
Trust lending tightens: Investors turn to SMSF for portfolio growth

Smart Property Investment Podcast Network

Play Episode Listen Later Nov 24, 2025 26:54


In this episode of The Smart Property Investment Show, host Phil Tarrant is joined by Costa Arvanitopoulos from Finni Mortgages to unpack Macquarie Bank's retreat from trust and company lending and the rising role of self-managed super funds (SMSFs) in property investment. They explain that Macquarie's move, driven by tighter anti-money laundering (AML) scrutiny and concerns over spruikers using trusts to dodge serviceability rules, signals a broader shift in how lenders view complex structures. While this may disrupt investors who use trusts for tax and asset protection, borrowing in personal names remains available, and other lenders are expected to fill the gap. Against this backdrop, Tarrant and Arvanitopoulos highlight SMSFs as a more mainstream and increasingly popular vehicle for property investment. Arvanitopoulos notes that SMSFs let investors use their super to buy property without impacting personal borrowing capacity, which is particularly useful for those already maxed out in their own names. He explains that SMSF lending focuses on fund contributions, rental income and, for business owners, company financials to prove serviceability. The duo also flag the limitations and tax settings around SMSFs, including no equity release, no major renovations, and higher tax rates on very large balances. If you like this episode, show your support by rating us or leaving a review on Apple Podcasts and by following Smart Property Investment on social media: Facebook, X (formerly Twitter) and LinkedIn. If you would like to get in touch with our team, email editor@smartpropertyinvestment.com.au for more insights, or hear your voice on the show by recording a question below.

CommSec
Market Close 24 Nov 25: ASX rebounds from six‑month low

CommSec

Play Episode Listen Later Nov 24, 2025 9:59


The ASX200 jumped 1.3% on Monday, snapping a week of declines and lifting the index to within 6.5% of its October record high. Tech and industrial stocks led the rise, while energy fell as oil slipped. Notable moves included Qube soaring 19.5% on a $11.6 bn Macquarie offer and DroneShield edging higher despite a steep MTD loss. Investors will watch Wednesday’s inflation print, the US Fed rate decision on 10 Dec, and a busy roster of AGMs later in the week. 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.

Fear and Greed
Macquarie $11.6b bid for Qube; energy brawl in Canberra; Titanic pocket watch sells

Fear and Greed

Play Episode Listen Later Nov 24, 2025 16:56 Transcription Available


Tuesday 25 November 2025 Macquarie lobs an $11.6 billion bid for logistics group Qube, as BHP has its second tilt at Anglo American rejected. Federal parliament is back for the final sitting week of the year, and it is all about energy policy. US Ambassador Kevin Rudd cops a spray for the government’s new content rules for streaming services. The DroneShield sell-off gets sinister. A gold-trimmed pocket watch that went down with the Titanic sells for a record price. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, ten ways to save big this Black Friday. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Marcus Today Market Updates
End of Day Report – Monday 24 November: ASX 200 climbs 109, green across screens | QUB and MVF help sentiment

Marcus Today Market Updates

Play Episode Listen Later Nov 24, 2025 12:33


A solid start to the week with the ASX 200 up 109 points to 8525 (1.3%). Across the board gains, with US futures pointing slightly higher too. Banks were better led by CBA up 1.2% and the Big Bank Basket up to $268.55 (1.1%). Financials were generally firm, even GQG up 0.6% and SOL rising 1.8% as it joined with Genesis to make a bid for MVF at 80c. Insurers rose, QBE up 1.4% and REITs did well, GMG up 2.1% and SGP rallying 2.3%. Industrials in the green, WES up 0.2% and ALL rising 0.5% with TCL up 2.0% and RMD up 2.2% better in healthcare. CSL too had a good day. PME rose 3.5% on new orders in America.  TLS rose1.9 % and REA up 1.9%. Resources were mostly better, BHP up 0.6% with its on/off bid for Anglo, RIO rose 1.1% and FMG up 1.9%. Lithium stocks gave back some recent gains, MIN down 3.2% and PLS down 3.6% with gold miners up, GMD up 1.3% and rare earths also doing better. Oil and gas stocks slid on crude falls, WDS down 1.3% and uranium stocks slightly better.In corporate news, QUB were approached by Macquarie with a 520c NBIO whilst MVF rose 44.3% on a 80c bid. MYX returned to trade after the Treasurer knocked back the Cossette bid. DRO rose 1.8% after some more news on the recent share sales and a new US MD. IRE soared 8.0% before a trading halt concerning continuous disclosure.Asian markets weaker with Japan closed for a holiday, China down 0.6% and HK up 1.4%.European markets set to open higher again.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Fear and Greed Business Headlines
Fast Five | 25 Nov 2025

Fear and Greed Business Headlines

Play Episode Listen Later Nov 24, 2025 6:44 Transcription Available


Tuesday 25 November 2025 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. Macquarie lobs $11.6b bid for Qube Energy brawl in Canberra Rudd cops spray over rules for streamers DroneShield sell-off gets sinister Titanic pocket watch sells for $US2.3m Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, ten ways to save big this Black Friday. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Marcus Today Market Updates
Pre-Market Report – Monday 24 November: US markets rally ahead of Thanksgiving week | BHP doesn't bid for Anglo

Marcus Today Market Updates

Play Episode Listen Later Nov 23, 2025 13:37


The US markets rose after Fed Member John Williams signalled openness to a Fed December cut. All the major SP500 sectors were positive, with healthcare leading the way. Alphabet was the best of the big tech firms, rising 3.5%. Nvidia was down 1%. Dual listed firm Life360 notably rose 4.6%. The VIX retreated to 23 but remains elevated.SPI futures up 92 points. Macquarie bids for QUB - MVF gets a bid - BHP pulls its bid!Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Private Equity Podcast: Karma School of Business
Private Equity Sourcing, Culture, and Data Discipline at Monomoy

Private Equity Podcast: Karma School of Business

Play Episode Listen Later Nov 19, 2025 32:37


Renn Iaboni, Managing Director at Monomoy Capital Partners, joins Sean to discuss how disciplined sourcing, cultural alignment, and a 15-year proprietary data engine shape Monomoy's approach to private equity. He shares how engineering training, relationship-driven BD, and resilience forged through career adversity inform the way he builds high-trust deal pipelines. Renn also details how Monomoy's Beacon platform connects BD, investment, and credit teams to operate as one cohesive firm. It's a candid look at what modern private equity excellence really requires — and why Monomoy's model stands apart. Episode Highlights 1:19 – Growing up in New York, engineering ambitions, and the winding path into private equity 3:04 – How engineering training equips professionals for ambiguity and problem-solving in PE 9:40 – Renn's pivotal career setback at Macquarie and how building a new practice became an inflection point 14:46 – Why Monomoy's integrated model works and how cross-functional collaboration is reinforced 17:53 – Inside "Beacon," Monomoy's proprietary CRM and sourcing engine 20:58 – A real case study: tracking Wapac for years and how long-term data compounds sourcing advantages 23:54 – Renn's advice to his 22-year-old self and how energy, not passion alone, should guide career choices

Art Wank
Episode 236 - Decoding ‘Australian Abstraction' with Rhonda Davis and Kon Gouriotis — Macquarie University Gallery

Art Wank

Play Episode Listen Later Nov 18, 2025 46:12


Send us a textThis week Art Wank met Rhonda Davis, Curator of Macquarie University Gallery, and Kon Gouriotis, curator and editor of Artist Profile magazine. They recently curated an exhibition at Macquarie Gallery titled Australian Abstraction. We spoke with them about their thinking behind the exhibition, how they chose the artists involved, and the Macqaurie university Art Collection. 'The Australian Abstraction exhibition series continues its exploration of the evolving nature of abstraction within the Australian context. This second stage retraces the diversity, episodic developments, and layered narratives that have shaped abstraction as an enduring force in Australian art.What began as an international movement has been reconfigured and transformed by artists working within the unique socio-political, cultural, and environmental conditions of this country.Sophie Cape, Julia Davis & Lisa Jones in collaboration, Helen Eager, Louise Forthun, Dale Frank, Michael Goss, Gary Gregg, Sean Hogan, Michael Johnson, Kirtika Kain, Donald Laycock, Ian Milliss, Kyle Murrell, NOT, Louise Olsen, Ana Pollak, Jeannette Siebols, Aida Tomescu, Savanhdary Vongpoothorn and Chris WiseCurated by Rhonda Davis and Kon Gouriotis'About the collection at Macquarie University - 'Our collection adorns the entire campus with artwork on display in the library, the faculties, the hospital, the clinics, and the administration buildings, where staff, students and visitors collectively encounter art as part of the everyday life of Macquarie's expansive campus.The paintings and sculptures add robust vitality, freshness and bursts of colour to the physical environment of the campus − its visual presence is certainly much felt, discussed and enjoyed.'

SBS Croatian - SBS na hrvatskom
Lidija Mihaljević: Digitalizacija i AI promijenit će svijet, važno je stalno učiti otvorenog srca i uma

SBS Croatian - SBS na hrvatskom

Play Episode Listen Later Nov 18, 2025 5:02


Lidija Mihaljević, voditeljica Odjela za podatke u sektoru tehnologije za robna i globalna tržišta u banci Macquarie, na samitu uspješnih Hrvatica Australije i Novog Zelanda govorila je o izazovima digitalizacije i umjetne inteligencije. Za SBS Croatian Lidija otkriva što je naučila od drugih sudionica skupa i zašto planira i ubuduće sudjelovati na godišnjim okupljanjima.

my millennial property
745 backlash over boom bust episode, 90% no LMI lending, trust lending crackdown + more

my millennial property

Play Episode Listen Later Nov 18, 2025 46:30


John and Rachelle unpack the latest lender policy shifts, UBank's new 90% no-LMI offering plus listener feedback they received on a recent episode that sparked backlash. Glen James also drops in for a discussion around rentvesting.

SBS Greek - SBS Ελληνικά
Το Macquarie Greek Studies Foundation ενώνει δυνάμεις με το Πανεπιστήμιο Ιωαννίνων

SBS Greek - SBS Ελληνικά

Play Episode Listen Later Nov 13, 2025 3:11


Μία σημαντική πρωτοβουλία υπέρ της διάδοσης και καλλιέργειας της Ελληνικής γλώσσας και ευρύτερα της προαγωγής του ελληνικού πολιτισμού στην Αυστραλία έχει αναλάβει το ομογενειακό ίδρυμα “Macquarie Greek Studies Foundation” σε συνεργασία με το Πανεπιστήμιο Ιωαννίνων.

SBS Spanish - SBS en español
Galardón | Australia y España, unidos por los Premios Malaspina gracias a los lazos culturales y en investigación

SBS Spanish - SBS en español

Play Episode Listen Later Nov 10, 2025 12:17


Bill Bennett, director del filme, ‘The Way, My Way', que trata sobre el Camino de Santiago, y la Universidad de Macquarie, por sus colaboraciones con universidades españolas, son premiados en la octava edición de los Premios Malaspina.

Between the Bells
Morning Bell 10 November

Between the Bells

Play Episode Listen Later Nov 9, 2025 3:56


Wall Street ended the trading week mixed, as Tesla and artificial intelligence stocks put pressure on the Nasdaq. The Nasdaq closed 0.22% in the red, while the Dow Jones and S&P500 gained 0.16% and 0.13% respectively.European markets were all in the red, amid concerns around artificial intelligence valuations. The STOXX600 closed 0.6% lower.On Friday the ASX200 closed 0.66% in the red, with information technology and financials dragging down the market the most. Five of the eleven industry sectors were in the red.What to watch today:However, our local market is set to regain some of those losses, with the SPI futures suggesting a 0.26% gain at the open this morning, amid investor optimism that a US government budget will end the government shutdown.Investors will also be watching ANZ Group (ASX:ANZ)today, set to release it's full year results today. Macquarie analysts are expecting ANZ to report operating income of $22.3 billion, operating expenses of $12.74 billion, and cash earnings of $6.383 billion, in line with the consensus estimate.Looking at commodities:Crude oil is ending the trading week up 0.54%, regaining some of the week's loses, however overall, posted the second weekly loss as fears of a potential oversupply ccontinued to weigh on the market. OPEC+ output increased last month as key members resumed halted production, while non-OPEC producers also ramped up supply. In response, Saudi Arabia, the world's largest oil exporter, slashed its December crude prices for Asian buyers.Meanwhile, Gold has climbed 0.6% to US$4,000.98, supported by soft US economic data that fuelled expectations that the Fed could lower interest rates in December.And iron ore reached the lowest in four months, amid poor demand. Steel exports out of China, the world's top producer, fell by more than 12% from the previous year. Despite this, iron ore imports were 10.2% higher reflecting the downward pressure on global demand for Chinese steel.Trading ideas:Bell Potter maintains their Buy rating on REA Group (ASX:REA) following a mixed quarterly update from the online property services business. REA operated online property advertising, property-related services and financial services, which includes leading residential property website realeastate.com.au. Bell Potter have reduced their price target from $256.00 to $244.00, and at the current share price of $209.20, this implied 16.6% share price growth in a year.And Trading Central have identified a bullish signal in Metcash (ASX:MTS) indicating that the stock price may rise from the close of $3.92 to the range of $4.04 - $4.08 over 32 days, according to the standard principles of technical analysis.

The Investor Lab
Did Macquarie Just Break Property Investing? (The Truth About Their Lending Freeze)

The Investor Lab

Play Episode Listen Later Nov 8, 2025 67:04


Australia’s fifth-largest lender just hit pause on new loans to trusts and companies—and the headlines have been wild. In this episode, we’ll cut through the noise and show you what actually changed… and what smart investors can do next. What we’re diving into: Why Macquarie Bank paused trust/company lending (and why it’s more “recalibration” than meltdown) How this fits into today’s lending climate (rates, buffers, and real borrowing capacity) Practical moves if you invest via entities, or you’re deciding whether you should The playbook to keep progressing responsibly in 2025/26 Featuring: Callum Rhodes (Head of Dashdot Finance) If you value freedom, choice, and abundance, this session will help you stay a step ahead. See you on the inside.IMPORTANT: The Investor Lab is for educational purposes only and does not constitute financial advice. Always do your own research and seek independent professional advice before making any investment or financial decisions. --WATCH ON YOUTUBE: Did Macquarie Just Break Property Investing? (The Truth About Their Lending Freeze)-- -- RESOURCES TO HELP: Join the conversation: The Investor Lab Community Looking for a team to partner with you in your portfolio building journey? Join Dashdot: https://bit.ly/3E0wKGa Need finance guidance?Chat with the team: http://hey.dashdotfinance.com.au/discoverycall Build Your FREE Portfolio Growth Plan on Property Pathfinder:https://propertypathfinder.io Got a question or some feedback? We're all ears!https://bit.ly/tilqs – Catch Up On Recent Episodes: How to Build a Portfolio That Works When the System Doesn’t Australia's Property Market Is About To Explode (Here's Why) Managing a Market Meltdown: What Smart Investors Do When Chaos Strikes Why You Feel Poorer Even as the World Gets Richer AI, Housing & Money Printing: 3 Big Questions Shaping Your Financial Future Turning Property Wealth Into Retirement Income The Great Melt-Up: When Trust in Money Dies The Illusion of Prosperity: Why Getting Ahead Feels Impossible First Home Guarantee Scheme, Property Scarcity, and Why It Matters for Everyone Else NZ Property Market Crash: What Does It Mean For Australia? Bitcoin vs Australian Real Estate We Answer Everything: When You Have "Enough" Money, Why Cash Flow Is Dead & The Future of Money Why You Need To Retire Earlier Than You Think Beyond 2030: The Prosperity Wave Most Investors Will Miss (Biggest Opportunity Ever) Why Your Buyers Agent Might Be Leading You Into a Property Trap How To Build A Property Portfolio That Pays For Itself The Coming US Debt Collapse (And What It Means For Australia) How to Help Everyone You Care About Win in the New Economy How to Design a Life You Won't Regret in the Next 5 Years How AI Will Change Your Economic Future AI Is Here: And Most People Aren't Ready Is A Supercycle Coming? (Housing Market Outlook) The Inner Game of Investing Trusts & SMSFs: How Advanced Investors Are Rethinking Their Structures in 2025 Tariffs, Trade Wars, and What It Means For Your Portfolio Portfolio Acceleration Masterclass Financial Jiu-Jitsu: How to Break Through Your Portfolio's Cashflow Constraints Winning the Investment Game: How to Set & Beat Your Hurdle Rate Fake Gold? Markets Down? Liquidity Up? – What’s REALLY Going On? The RBA Just Changed the Game — Here’s What It Means for You Hold vs Sell: How to Know When to Take Profits Bitcoin: Why Every Property Investor Needs to Consider Owning It Everything You Need To Know About Property Investing Finance Property Investing In Australia In 2025: What You Need To Know Investment Strategies for 2025 Follow the Money: How Liquidity Drives Asset Prices (and How You Can Benefit) What You Don’t Know About Money Could Cost You Everything -- Connect:dashdot.com.au youtube.com/@theinvestorlab instagram.com/dashdotpropertyinstagram.com/goosemcgrathinstagram.com/gabi.billingSee omnystudio.com/listener for privacy information.

CommSec
Market Close 07 Nov 25: ASX sinks to near 2-month low

CommSec

Play Episode Listen Later Nov 7, 2025 8:54


The Aussie market ended the week lower, down about three-quarters of a percent, marking a second straight weekly loss. Tech and bank stocks dragged, with Macquarie falling nearly 6% after missing earnings expectations. Qantas dropped 6.5% on softer revenue guidance, while AUB Group rose after a renewed takeover bid. Block, Inc. slumped 15%, and weaker Chinese trade data weighed on miners. The ASX 200 now sits more than 3% below record highs, with US jobs and local bank results in focus next week. 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.

Fear and Greed Business Headlines
Fear and Greed Afternoon Report | 7 Nov 2025

Fear and Greed Business Headlines

Play Episode Listen Later Nov 7, 2025 5:55 Transcription Available


This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. Markets fall via tech and financials Mixed results in corporate earnings Macquarie misses market expectations Media looks soft Elon Musk wins super-record pay Join our free daily newsletter here.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Fear and Greed
Afternoon Report | Markets fall, Mixed earnings

Fear and Greed

Play Episode Listen Later Nov 7, 2025 5:53 Transcription Available


This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. Markets fall via tech and financials Mixed results in corporate earnings Macquarie misses market expectations Media looks soft Elon Musk wins super-record pay Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Smart Property Investment Podcast Network
Macquarie Bank freezes trust lending: What investors must know

Smart Property Investment Podcast Network

Play Episode Listen Later Nov 6, 2025 25:48


In this episode of The Smart Property Investment Show, host Emilie Lauer is joined by Eva Loisance from Finni Mortgages to discuss Macquarie Bank's recent freeze on lending to trusts and companies and its impact on property investors. They explore how trusts and company structures have become increasingly popular, even among first-time investors, due to perceived benefits such as asset protection, tax advantages, and the ability to bypass traditional lending limits. Loisance explains that while these strategies can enable portfolio growth, they carry significant risks, especially in a high-interest, low-yield environment where properties may not be positively geared. The discussion highlights concerns about aggressive lending strategies promoted on social media and the potential for overextension, which partly motivated Macquarie's decision. Lauer and Loisance emphasise that while the freeze affects investors relying on trusts, it may also lead other banks to tighten lending scrutiny and standards. They stress the importance of reassessing investment strategies, seeking professional advice, and focusing on sustainable, positively geared properties. Despite the challenges, trusts remain as viable options for well-informed investors who engage accountants, financial planners, and brokers to guide decisions. If you like this episode, show your support by rating us or leaving a review on Apple Podcasts and by following Smart Property Investment on social media: Facebook, X (formerly Twitter) and LinkedIn. If you would like to get in touch with our team, email editor@smartpropertyinvestment.com.au for more insights, or hear your voice on the show by recording a question below.

trust investors lending must know freezes lauer macquarie macquarie bank smart property investment smart property investment show
CommSec
Market Close 05 Nov 25: Six losses in seven sessions for ASX

CommSec

Play Episode Listen Later Nov 5, 2025 8:09


The ASX200 fell about 0.25% to a two month low after the RBA kept rates steady and signalled only one cut in 2026. Material and tech stocks led losses, while financials rose on Westpac earnings. US government shutdown and a 2% tech slide added pressure. Look out for US earnings from McDonald’s, Snap and Novo-Nordisk, plus NAB and Macquarie results this week. 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.

CommSec
Market Close 3 Nov 25: Aussie investors cautious ahead of RBA meeting

CommSec

Play Episode Listen Later Nov 3, 2025 9:42


The ASX200 nudged up about 0.1 % after a soft start to the month, helped by a lift in financials, energy and tech stocks. Caution remains ahead of tomorrow’s RBA decision, with a roughly 3 % chance of a further rate cut after hotter‑than‑expected inflation data. US inflation figures were delayed by the ongoing government shutdown, and upcoming events include bank earnings (NAB, Macquarie) and several ex‑dividend dates. 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.

Mortgage Business Uncut
Trust lending shake-up: How Macquarie's move affects the market

Mortgage Business Uncut

Play Episode Listen Later Nov 3, 2025 21:33


In this episode of the Broker Daily Uncut, host Alex Whitlock is joined by mortgage expert Eva Loisance from Finni Mortgages to unpack Macquarie Bank's abrupt withdrawal from trust lending, and what it means for investors. Loisance explains that while trusts have long been used for asset protection and tax benefits, they also come with complexity and compliance risks that have made lenders increasingly cautious. Macquarie's decision to exit the trust lending space entirely shocked brokers and investors, arriving without warning and signalling potential concerns over ethical and administrative issues. Other banks, including Westpac and St.George, have already made trust lending more difficult, but Macquarie's full retreat marks a turning point in the market. In contrast, the Commonwealth Bank of Australia quickly moved to position itself as an alternative, offering to apply negative gearing to trust structures to boost borrowing capacity. Loisance notes that the changes will prompt investors to reassess whether a trust structure truly aligns with their goals, as many are now advised that simpler ownership models may be more effective. She also cautions that unqualified professionals, such as some buyer's agents, are influencing structural decisions they aren't licensed to advise on, heightening investor risk.

Catching Up With CUB
#274 Patrick WIlliam - Fund Your Growth Without the Banks

Catching Up With CUB

Play Episode Listen Later Nov 2, 2025 51:10


Daniel catches up with Patrick Williams, Managing Director of Rixon Capital, a private credit and lending firm helping Australian SMEs access capital without giving away equity. From his early career in M&A at Macquarie to raising over $160 million in funds, Patrick shares how he built a business bridging the gap between investors and high-quality companies that banks overlook. Daniel and Patrick explore smarter ways to fund growth, the rise of private credit, and why strong negotiation skills, confidence, and clarity are key when borrowing to scale your business.   Exclusive Offer for our Listeners CUB member Gael Donnay, Founder of StepInsight, is offering an exclusive deal to our listeners: Receive a complimentary 1-hour AI Consultation with one of StepInsight's experts and uncover real AI opportunities, review your biggest operational challenges, and discuss practical solutions you can implement straight away. Email gael@stepinsight.com.au with the subject line "CUB Community" to claim your free consultation today.

CommSec
Market Close 31 Oct 25: Investors spooked in last week of October

CommSec

Play Episode Listen Later Oct 31, 2025 9:48


The Aussie market ended October on a flat and uninspired note, slipping by around four points on Friday to mark a fourth straight day of losses. That left the ASX 200 down roughly 1.4% for the week — its worst since April — as investors digested hotter-than-expected inflation data and reassessed expectations for future rate cuts. Despite the late-month pullback, the index still managed a 0.4% gain for October overall. Energy and materials helped limit losses, while consumer discretionary and utilities weighed most heavily, with Wesfarmers and Origin Energy both under pressure. Resmed was among the day’s bright spots, lifting after a solid quarterly update. Looking ahead, attention turns to the RBA’s rate decision on Melbourne Cup Day, US inflation data tonight, and next week’s bank earnings from Westpac, NAB, and Macquarie. 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.

Podcasty HN
Jak poznat dobrý private equity fond a schopné manažery? Odpovídá Kollár, jenž pracoval pro Macquarie

Podcasty HN

Play Episode Listen Later Oct 31, 2025 36:30


Už když ho otec vzal ve 12 letech do banky, tak věděl, že finance jsou směr, kterým se chce vydat. Po studiu v Americe a následných 17 letech v investiční bance Macquarie přijel Michael Kollár zpět domů a založil private equity fond Gate Vest, který má být alternativou k velkým globálním hráčům, sám do něj vložil tři miliony eur. V dnešním díle MoneyPenny popisuje svou cestu na Wall Street, spolupráci s J&T Bankou, fungování samotného fondu a zda private equity patří do portfolia retailového investora. Celý podcast a další díly najdete na https://herohero.co/moneypenny nebo https://moneypenny.opinio.cz/

Wealth Coffee Chats
Macquarie Bank Pulls Out of Trust & Company Loans - What It Means for Investors

Wealth Coffee Chats

Play Episode Listen Later Oct 31, 2025 10:37


In this Friday edition of Wealth Coffee Chats, we dives into two major updates shaking up the lending world. First, the ongoing speculation around interest rates — with inflation stuck above target and unemployment ticking up, the RBA faces a tough call ahead of its Melbourne Cup Day meeting. But the bigger story this week is Macquarie Bank's surprise move to stop accepting loans under trusts or companies. Once known for handling complex lending structures efficiently, Macquarie has now paused these applications, citing rising volumes, new anti–money laundering regulations, and social media–driven lending strategies. Cherie explains what this means for investors who rely on trusts or companies for asset protection, tax benefits, or borrowing flexibility, and why this could signal a shift across the broader lending industry. Despite the changes, she reassures investors that solutions always exist — and that smart structuring with expert advice remains key to building a strong, protected property portfolio.   Episode Highlights: “Mortgage brokers are like bartenders” — a fun analogy to start the chat. Quick market update: inflation, employment, and RBA's looming rate decision. The big news — Macquarie Bank exits trust and company lending. Why Macquarie made the move: rising loan volumes and tighter AML rules. The pros and cons of borrowing under a trust or company structure. How asset protection and servicing flexibility benefit certain investors. What this could mean for the broader banking sector and lending policies. Why investors shouldn't panic — alternative lenders and strategies still exist. Final thoughts: staying adaptable and proactive through every market shift.

Investiční podcast MoneyPenny
Jak poznat dobrý private equity fond a schopné manažery? Odpovídá Kollár, jenž pracoval pro Macquarie

Investiční podcast MoneyPenny

Play Episode Listen Later Oct 31, 2025 36:30


Už když ho otec vzal ve 12 letech do banky, tak věděl, že finance jsou směr, kterým se chce vydat. Po studiu v Americe a následných 17 letech v investiční bance Macquarie přijel Michael Kollár zpět domů a založil private equity fond Gate Vest, který má být alternativou k velkým globálním hráčům, sám do něj vložil tři miliony eur. V dnešním díle MoneyPenny popisuje svou cestu na Wall Street, spolupráci s J&T Bankou, fungování samotného fondu a zda private equity patří do portfolia retailového investora.Celý podcast a další díly najdete na https://herohero.co/moneypenny nebo https://moneypenny.opinio.cz/

Everything Property
135: BREAKING NEWS: Macquarie Bank PAUSES all NEW Loan Applications for Trusts and Companies.

Everything Property

Play Episode Listen Later Oct 30, 2025 13:39


BREAKING NEWS, YES YOU READ THAT RIGHT !Macquarie bank has paused all new home application where the applicant is a trust or company. Last month, PICA (Property Investors Council of Australia) sent a letter expressing huge concern over the 'speculative marketing' and tactics new buyers agents have been using to over promise returns, and give financial advice they are not license too.They also have expressed concern for the kickbacks buyers agents have been taking from other members of the property team (mortgage brokers, accountants etc) without disclosing these to the client - THIS IS WHAT WE'VE BEEN TELLING YOU GUYS!All along we have been so vocal about this, and at often times felt like the only person expressing this concern, mainly because most have tried to rinse as much money out of unsuspecting victims as possible.It's about time this was called out, especially from PICA! More on this to come, let us know your thoughts in the comments!Looking to invest in property yourself? From a team of experts who aren't incentivize to push you into buying structures you may not need?Why not join a team of 9 experts who have experience across 35,000 property transactions over a combined 135 years in the field. We've put together the Property Investment Course for people who want to learn how to buy and build a portfolio, without paying $25k for buyers agents. To learn more, checkout:www.everythingproperty.auFacebook: http://facebook.com/everythingproperty.auInstagram: http://www.instagram.com/everythingpropertyLinkedIn: http://linkedin.com/everythingpropertyDisclaimer: The topics, conversation, opinions and discussion provided in this episode  are general in nature. As a listener you should not take or use the information discussed as financial advice. Everything Property and its associates recommend that you always engage in independent financial advice before making any investment or purchasing decision.

Inside the Rope with David Clark
Ep 208: Tara Davies - Inside the Global Infrastructure Playbook for Serious Private Capital

Inside the Rope with David Clark

Play Episode Listen Later Oct 28, 2025 40:52


David chats with Tara Davies, Co-Head of European Infrastructure and Co-Head of EMEA at KKR, one of the world's most influential alternative investment firms. Tara's career spans two decades at the top of global infrastructure investing, from Macquarie in the formative years of privatisations to now helping lead KKR through one of the largest capital deployment cycles in history. For investors watching the rapid rise of private markets, particularly those curious about how KKR thinks about risk, returns, leverage, vintages, AI-driven infrastructure, and liquidity in evergreen structures, this is a rare opportunity to hear it directly from someone charged with allocating tens of billions globally. Tara brings depth of cycle-tested judgment and unpacks how KKR underwrites downside, protects capital, and finds differentiated returns across energy transition, digital infrastructure, and private credit–linked opportunities. Listen to hear about: * How KKR defines “true infrastructure” — and where the market is mispricing risk * Why AI is turbo-charging transmission, renewables, and data-center build-out globally * The move from closed-end drawdown funds to evergreen vehicles designed for private clients * The role of vintage-year diversification as the stealth driver of long-term returns * How to think about debt discipline in an era where leverage is the thing that kills good assets This is a masterclass in private markets from one of the most senior women in global investing, and a rare transparent look “inside the room” at KKR's worldview on infrastructure as an asset class for wealth preservation and compounding.

Inside the Rope with David Clark
Ep 208: Tara Davies - Inside the Global Infrastructure Playbook for Serious Private Capital

Inside the Rope with David Clark

Play Episode Listen Later Oct 27, 2025 41:05


David chats with Tara Davies, Co-Head of European Infrastructure and Co-Head of EMEA at KKR, one of the world's most influential alternative investment firms. Tara's career spans two decades at the top of global infrastructure investing, from Macquarie in the formative years of privatisations to now helping lead KKR through one of the largest capital deployment cycles in history. For investors watching the rapid rise of private markets, particularly those curious about how KKR thinks about risk, returns, leverage, vintages, AI-driven infrastructure, and liquidity in evergreen structures, this is a rare opportunity to hear it directly from someone charged with allocating tens of billions globally. Tara brings depth of cycle-tested judgment and unpacks how KKR underwrites downside, protects capital, and finds differentiated returns across energy transition, digital infrastructure, and private credit–linked opportunities. Listen to hear about: * How KKR defines “true infrastructure” — and where the market is mispricing risk * Why AI is turbo-charging transmission, renewables, and data-center build-out globally * The move from closed-end drawdown funds to evergreen vehicles designed for private clients * The role of vintage-year diversification as the stealth driver of long-term returns * How to think about debt discipline in an era where leverage is the thing that kills good assets This is a masterclass in private markets from one of the most senior women in global investing, and a rare transparent look “inside the room” at KKR's worldview on infrastructure as an asset class for wealth preservation and compounding.

Minutes by boardcycle: Directors | Executives | Governance
A Director's Guide to Major Technology Investments with Peter James, Chair, MYOB; Macquarie Technology Group & DroneShield

Minutes by boardcycle: Directors | Executives | Governance

Play Episode Listen Later Oct 25, 2025 14:53


"Technology and the business are almost one and the same." - Peter JamesPeter James, Chair of MYOB, Macquarie Technology Group and DroneShield, and former Chair of Nearmap and Ansarada, explains why boards must stop treating technology as separate from business strategy, how to establish frameworks for evaluating major technology investments, and the critical importance of post-implementation reviews to drive continuous improvement.________________Follow Podcast Host ⁠⁠⁠Richard Conway⁠⁠⁠ on LinkedInFollow ⁠⁠⁠boardcycle⁠⁠⁠ on LinkedInVisit the ⁠⁠⁠boardcycle website

What The Flux
YouTube and Instagram's big changes in Aus | Macquarie's sells data centre for record amount | Musk introduces raunchy chatbots

What The Flux

Play Episode Listen Later Oct 16, 2025 7:12 Transcription Available


YouTube and Instagram have announced new safety features for kids and teens ahead of Australia’s social media ban. Macquarie Group has sold one of its data centre businesses for $61 billion in the largest global data centre buyout ever. Elon Musk’s AI company xAI has launched two raunchy chatbots Ani and Valentine to drive more engagement on its AI chatbot. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

CommSec
Market Close 16 Oct 25: Jobs data fuels fresh record for ASX

CommSec

Play Episode Listen Later Oct 16, 2025 9:08


It was a record-breaking day for the Aussie market, with the ASX200 smashing through 9,100 points for the first time ever as investors cheered fresh signs of an upcoming rate cut. Thursday’s jobs report showed unemployment unexpectedly jumped to 4.5%, pushing the odds of a November cut to more than 70%. Real estate stocks soared, the big banks were mostly higher, and Macquarie was a standout – up more than 5%. Gold miners stayed hot as prices hit new highs, but rare earth producers struggled as US-China trade tensions escalated again. 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 Fighting Cock (Tottenham Hotspur Podcast)
THE LAB | Tottenham's £100m: What It Really Means

The Fighting Cock (Tottenham Hotspur Podcast)

Play Episode Listen Later Oct 10, 2025 42:09


We're joined by football finance expert Ben White to unpack Tottenham's £100 million capital injection from the Lewis family. We explain why it is being done as a share issue rather than a loan, how amortisation and PSR shape what Spurs can actually spend, the Macquarie cash-advance story, and why Chelsea's model is risky. We also talk timing, ownership intent, January vs summer windows, and what success looks like over the next three to five years. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Lab (Tottenham Hotspur Podcast)
S3E12 | Tottenham's £100m: What It Really Means

The Lab (Tottenham Hotspur Podcast)

Play Episode Listen Later Oct 9, 2025 42:09


We're joined by football finance expert Ben White to unpack Tottenham's £100 million capital injection from the Lewis family. We explain why it is being done as a share issue rather than a loan, how amortisation and PSR shape what Spurs can actually spend, the Macquarie cash-advance story, and why Chelsea's model is risky. We also talk timing, ownership intent, January vs summer windows, and what success looks like over the next three to five years. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Fin
Inside the biggest investment scandal in 15 years

The Fin

Play Episode Listen Later Oct 8, 2025 24:55


Andrew Hobbs and Tony Boyd on how investors lost $1.2 billion in Shield, First Guardian and Australian Fiduciaries, and how the gatekeepers let it happen.This podcast is sponsored by AcendaFurther reading:The ‘easy peasy’ approval: Shield exposes $850b super wrap industryThese funds told us they were toxic: how did Macquarie miss it?How Macquarie ignored its own advice on Shield (and lost $100m)See omnystudio.com/listener for privacy information.

Alt Goes Mainstream
Stonepeak's Mike Dorrell - pioneering infrastructure investing

Alt Goes Mainstream

Play Episode Listen Later Oct 7, 2025 71:21


Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into the evolution of infrastructure investing with a leading scaled specialist firm in infrastructure.We sat down in Stonepeak's Hudson Yards office with a pioneer in infrastructure investing: Mike Dorrell.Mike is the Chairman, CEO, and Co-Founder of Stonepeak, building the foundations for the firm to achieve a rapid ascent to $76B from its founding in 2011.Mike brings deep expertise to bear in the infrastructure asset class. He has over 20 years of experience investing in infrastructure, starting his career at Macquarie, where he ultimately held the title of Senior Managing Director. He then joined Blackstone, where he was a Senior Managing Director in Private Equity and Co-Head of the Infrastructure Investment group, before striking out on his own to build one of the industry's largest infrastructure investing firms in Stonepeak.Mike and I had a fascinating and thought-provoking discussion about infrastructure investing and why it's becoming an increasingly important part of the private capital ecosystem. We covered:The early days of infrastructure investing.How infrastructure investing has evolved.How Mike's experiences at Macquarie and Blackstone informed how he wanted to build Stonepeak.How institutional investors have approached infrastructure investing and why individual investors should consider exposure to infrastructure assets.Stonepeak's DNA and what makes the firm different from other infrastructure investors.Why being a scaled specialist is a competitive advantage.How Stonepeak was built from scratch to scale.How Stonepeak identified investing in data centers early on and well before the data center boom began.Why launch a wealth solutions business and how it's a reflection of the firm's DNA, culture, and values.Thanks Mike for coming on the show to share your expertise, wisdom, and passion for infrastructure investing.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Message from our Sponsor, Ultimus01:18 Welcome to the Alt Goes Mainstream Podcast02:10 Guest Introduction: Mike Dorrell03:58 Mike's Journey to Stonepeak06:46 Challenges in the US Infrastructure Market11:09 Successes and Setbacks in Infrastructure Deals12:06 Privately Held Infrastructure in the US17:05 Public vs. Private Infrastructure18:34 Impact of Infrastructure on Daily Life19:16 Stonepeak's Significant Market Presence22:10 Balancing Public Good and Investor Returns22:53 Regulation and Good Judgment in Infrastructure23:55 Challenges in Privatization25:52 Skills Needed for Infrastructure Investing26:29 Access to Infrastructure for Individual Investors27:10 Institutional Market's Experience with Infrastructure30:50 Asset Allocation and Infrastructure33:40 Private Equity vs. Infrastructure Investments34:10 Institutional Allocation Trends34:46 Patience and Peace of Mind in Investing35:14 Warren Buffet's Investment Philosophy35:38 Biggest Risks in Infrastructure35:50 Electric Utility Asset Risks36:28 Data Center Business Risks37:02 Evaluating Data Center Investments38:46 Economic Differences: Building vs. Buying Data Centers40:21 Pricing Power in Data Centers46:03 Connectivity Data Centers Explained49:16 Navigating Infrastructure as an Asset Class50:09 Finding the Right Assets at Fair Prices50:27 The Evolution of Infrastructure Investing53:31 Founding Stonepeak57:20 Raising Capital in Early Days59:46 Lessons from Blackstone01:01:22 Building a Strong Investment Culture01:03:37 Maintaining Culture While Scaling01:06:20 The Importance of the Wealth Channel01:07:41 Focus on Quality and Customer Experience01:08:33 Cycling and Business Philosophy01:09:26 The Importance of Investment Decisions01:10:27 Final Thoughts on Investment ProcessEditing and post-production work for this episode was provided by The Podcast Consultant.

The Rules of Investing
Viktor Shvets: How to embrace the chaos clouding markets - Livewire Live Mini-Series

The Rules of Investing

Play Episode Listen Later Sep 29, 2025 40:31


If you're still betting on bear markets or mean reversion to drag asset prices back to earth, you're living in a bygone era. That's the message from Viktor Shvets, Macquarie's Head of Global Strategy, who joined us at Livewire Live 2025. This episode is part of our special mini-series of The Rules of Investing, giving you a front-row seat to discussions from Livewire Live 2025, our flagship investor event. Whether you're after big-picture market insights or actionable investment strategies, this series offers exclusive insights to help shape your investment decisions. We hope you enjoy this special 4-part series. We'll return to our regular programming with the next episode of The Rules of Investing. ________________ This series is proudly sponsored by Bell Direct Advantage. Bell Direct Advantage is a premium trading platform designed for active and sophisticated investors. It provides access to Bell Potter research, exclusive IPOs, and advanced trading tools, all aimed at giving you a competitive edge. Whether you're a frequent trader or a high-net-worth individual looking to trade shares, options, or warrants, Bell Direct Advantage offers a tailored platform and superior service to sharpen your investing edge. [Find out more here]

The Uptime Wind Energy Podcast
ONYX Insight Acquires ELEVEN-I

The Uptime Wind Energy Podcast

Play Episode Listen Later Sep 22, 2025 2:35


ONYX Insight has acquired UK-based ELEVEN-I, a company that specializes in advanced blade monitoring technology. The acquisition shows the wind industry's move towards supporting companies that can prevent expensive turbine breakdowns. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! Twenty twenty-five has been a record-breaker for energy deals - over four hundred billion dollars in acquisitions, the highest in three years. But buried in all those massive oil and gas mergers is a quieter revolution happening in the wind fields of the world. It started in March last year when Macquarie Capital, the Australian investment giant, made a move that sent ripples through the wind industry. They acquired Onyx Insight, a British company that had been quietly revolutionizing how wind turbines are monitored. Onyx wasn't just another tech startup - they were monitoring seventeen thousand turbines across thirty countries, serving seven of the world's top ten wind operators. Macquarie knew what they were buying. This wasn't just about the technology - it was about the data. In the wind business, data is the new oil, and Onyx had been collecting it from turbines spinning from Texas to Tasmania. But Macquarie wasn't finished. A few days ago, Onyx announced they had acquired Eleven-i, a smaller British firm run by Bill Slatter. While Onyx could monitor most parts of a wind turbine, they had a critical blind spot: the blades themselves. Slatter had spent six years perfecting sensors that could detect blade problems weeks before they became catastrophes. His technology had successfully spotted a crack smaller than one meter, three weeks before the most sophisticated drones could see it. In an industry where a single blade failure can cost millions and shut down entire wind farms, that's pure gold. Here's what they don't tell you about the wind industry: it's not just about building bigger turbines anymore. As these giants grow longer than football fields and taller than skyscrapers, they're failing in ways nobody anticipated. Blade detachment, tower collapse, catastrophic gearbox failures - the list goes on. The smart money - and we're talking about some of the biggest infrastructure funds in the world - has figured out that the real value isn't in building more turbines. It's in keeping the ones already spinning from falling apart. The math is simple: artificial intelligence and data centers are driving electricity demand through the roof. The U.S. could see data centers consuming twelve percent of all electricity by twenty twenty-eight. That's staggering demand that can't wait for new power plants to be built. So investors are swarming companies that can squeeze more power out of existing infrastructure. Onyx, with its Macquarie backing, can now offer wind farm operators something they've never had: a complete picture of their turbine's health from the foundation to the blade tips. The Eleven-i acquisition fits perfectly into Macquarie's broader energy strategy. They've been on a buying spree - solar developers, waste management companies, renewable energy platforms. In Australia alone, they've completed sixty-five acquisitions across the energy sector. But here's the bigger picture: the wind industry is consolidating at breakneck speed. Just like oil and gas, where the top fifty companies have been whittled down to forty through mega-mergers, renewable energy is heading the same direction. The survivors won't be the companies that build the most turbines. They'll be the ones that can keep them spinning reliably for twenty, thirty,

Cityparents Talk
Melissa Jefferies on Macquarie's Black Employee Affinity Group

Cityparents Talk

Play Episode Listen Later Sep 22, 2025 12:20


Melissa talks to us about her career in commodities andglobal markets over the past decade at Macquarie and how the bank's Black Employee Affinity Group, BEAM has supported her. She explores the significance of mentors and female rolemodels like Managing Director and CEO Shemara Wikramanayake in her career. She tell us about BEAM, its goals and how she now champions and mentors junior bankers from ethnic minority groups. She shares her view of the future and offers her advice and support to those at the start of their careers in finance.

The Conversation Hour
Why youth clubs matter

The Conversation Hour

Play Episode Listen Later Sep 17, 2025 52:08


The St Kilda PCYC (Police and Citizens Youth Club) looks set to close, much to the disappointment of its members and the local community. In this edition of The Conversation Hour we explore the what role youth clubs play in keeping young people socially connected.Also, later in the hour, the future of the abandoned Moe Hospital and why some are calling for it to turned into social housing,  why a new report into the proposed Macquarie stadium recommends it should not proceed, plus why 'third spaces' are becoming a bit of a thing.

CruxCasts
Alkane Resources (ASX:ALK) - Post-Merger Gold Producer Targets 180k AuEq Ounces

CruxCasts

Play Episode Listen Later Sep 9, 2025 30:47


Interview with Nic Earner, Managing Director & CEO, Alkane ResourcesOur previous interview: https://www.cruxinvestor.com/posts/alkane-resources-asxalk-mid-tier-producer-born-from-strategic-mandalay-resources-merger-7637Recording date: 8th September 2025Alkane Resources has successfully completed its merger with Mandalay Resources, creating a debt-free gold producer targeting 160-175,000 ounces annually across three strategic mining jurisdictions. The combined entity operates mines in Australia (Tomingley & Costerfield), and Sweden (Björkdal), providing investors with geographic diversification and operational risk mitigation in an increasingly volatile global environment.The company has eliminated its Macquarie debt facility while allocating over $80 million toward growth capital and exploration programs. Managing Director Nic Earner emphasizes the integration challenges, noting the need to harmonize "distributed management structures and styles" while adapting to dual ASX and TSX reporting requirements for both Australian and North American investor bases.Alkane's three-asset portfolio offers compelling diversification benefits. Tomingley receives $50 million in growth capital for open-cut development, while Costerfield, the highest-grade operation producing 45-50,000 ounces annually, benefits from a $25 million exploration program targeting resource expansion. The Swedish Björkdal operation operates a substantial 1.4 million ton mill capacity, currently underutilized but positioned for expansion.The elevated gold price environment has fundamentally transformed mine economics, enabling access to previously uneconomical mineralization. As Earner notes, "there may be mineralization at a different price you would not have bothered with, whereas now you're getting it."Looking ahead, Alkane maintains disciplined acquisition criteria, requiring any new development to achieve production by 2027. The company targets three M&A categories: merger-of-equals transactions, developers requiring capital for near-production assets, and distressed producers facing capital constraints. With proven operational excellence—missing guidance only once in 14 years—and a clear path to exceeding 180,000 annual ounces through organic growth, Alkane positions itself as a consolidation leader in the sector's ongoing transformation.Learn more: https://www.cruxinvestor.com/companies/alkane-resourcesSign up for Crux Investor: https://cruxinvestor.com

The KE Report
Vizsla Silver - US$200M Project Financing Secured with Macquarie

The KE Report

Play Episode Listen Later Sep 8, 2025 11:21


We welcome back Mike Konnert, President & CEO of Vizsla Silver (TSX: VZLA, NYSE: VZLA), to discuss the company's latest milestone: a US$200 million project financing package with Macquarie to fund development of the Panuco Project in Mexico. This deal is a key step toward making Vizsla Silver one of the world's largest single-asset primary silver producers. Mike outlines: Details of the Macquarie financing and why it's one of the cleanest project finance deals in the silver sector. Updated capital position – nearly half a billion US dollars in liquidity. Development milestones ahead, including the feasibility study (expected later this year) and permitting. How the test mine and early development work are expediting timelines toward production. Ongoing exploration at multiple high-potential targets across the Panuco district and new properties like Santa Fe and Santa Enrique. If you have any follow up questions for Mike please email me at Fleck@kereport.com. Click here to visit the Vizsla website to learn more about the Company.    For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests may own shares in companies mentioned

What The Flux
Atlassian takes on Google & Microsoft | Macquarie dominates home loans | American Eagle's denim dreams

What The Flux

Play Episode Listen Later Sep 7, 2025 6:59 Transcription Available


Atlassian has announced plans to take on Google and Apple with a near-$1 billion acquisition of an AI-powered browse. Macquarie has smashed the Big Four banks in July this year, snapping up nearly 40% of all Australian home loans written. American Eagle’s controversial ad campaign with Sydney Sweeney has attracted criticism…but also seen a 25% share price increase. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

SpaceTime with Stuart Gary | Astronomy, Space & Science News
Planetary Demise - Tracking the Death Spiral of TOI 2109b

SpaceTime with Stuart Gary | Astronomy, Space & Science News

Play Episode Listen Later Aug 13, 2025 31:57


In this episode of SpaceTime, we delve into the cosmic drama unfolding in our universe, featuring a doomed exoplanet, new revelations about Mars, and the latest crew aboard the International Space Station.The Death Spiral of TOI 2109bAstronomers are closely monitoring the death spiral of TOI 2109b, an exoplanet located over 870 light-years away. This gas giant, nearly five times the mass of Jupiter, completes an orbit around its host star in just 16 hours, making it the closest hot Jupiter discovered to date. Researchers from Macquarie University have found that the planet's orbit is decaying, leading to three potential end scenarios: being torn apart by tidal forces, plunging into its host star, or losing its gaseous envelope to intense radiation. These findings provide valuable insights into planetary evolution and the fate of gas giants in close orbits.New Insights into Mars's Ancient SurfaceA recent study has identified a new type of iron sulfate on Mars, suggesting significant geothermal and chemical activity on the planet's surface. Researchers have characterized this uncommon mineral, which may represent a new type due to its unique crystalline structure. The discovery sheds light on how heat, water, and chemical reactions have shaped Mars, and indicates that the planet may have been more geologically active than previously thought. This research enhances our understanding of Mars's potential to have supported life in its past.New Crew Arrives at the International Space StationNASA has successfully delivered a new crew to the International Space Station aboard a SpaceX Dragon capsule. The crew, consisting of two Americans, a Russian, and a Japanese astronaut, will replace colleagues who have been aboard since March. As NASA considers extending crew stays from six to eight months to reduce costs, the new team is set to contribute to ongoing research and operations in low Earth orbit.www.spacetimewithstuartgary.com✍️ Episode ReferencesAstrophysical Journalhttps://iopscience.iop.org/journal/1538-4357Nature Journalhttps://www.nature.com/nature/NASA's International Space Stationhttps://www.nasa.gov/mission_pages/station/main/index.htmlBecome a supporter of this podcast: https://www.spreaker.com/podcast/spacetime-space-astronomy--2458531/support.00:00 This is space Time Series 28, Episode 97 for broadcast on 13 August 202500:42 Astronomers are tracking the death spiral of a doomed planet more than 870 light years away12:06 ToI 2109 is one of the most interesting systems that we've got17:06 Scientists have identified a new type of iron sulfate on the Red Planet23:47 NASA has delivered four new crew members to the International Space Station aboard SpaceX Dragon25:10 New study claims consuming three fries a week increases risk of developing type 2 diabetes26:13 Google about to offer AI study tools to college students for free29:53 You've got to check for updates on all your Apple devices

Energizing Bitcoin
#073 - Rachel Silverstein & Alex Brammer - Bitfarms' Dream Team Pivots from Bitcoin to AI

Energizing Bitcoin

Play Episode Listen Later Aug 4, 2025 55:15


Justin Ballard (@JLB_Oso) and Jake Corley (@jacobcorley) sit down with Bitfarms power duo Rachel Silverstein (GC & firm-builder) and Alex Brammer (ex-Ranger turned HPC czar) to map out Bitfarms' high-voltage pivot from pure Bitcoin mining to hyperscale AI infrastructure. They unpack how a 460 MW fleet, a gigawatt development pipeline, and a fresh $300 million Macquarie project-finance deal are transforming legacy mining sites into liquid-cooled, 600 kW-per-rack AI engines. Discover why a “dream-team” exec roster, project-level debt, and a land-plus-power land-grab strategy could vault Bitfarms from blocks to bots—and what it all means for energy markets, AI's compute arms race, and the future of work.

Aussie Firebug
94. Andy Darroch - Independent financial advice

Aussie Firebug

Play Episode Listen Later Aug 3, 2025 98:18


Today on the podcast, we have Andy Darroch, an Independent Financial Adviser and Director of Independent Wealth Advice.Andy is one of the very few truly independent advisers in Australia—less than 1% fall into that category. After time at Macquarie, Wilson HTM, and Deloitte, he started his own firm to offer advice free from commissions, kickbacks, and product pushing. He charges a flat fee, publishes his prices online, and believes advice should work like any other profession—you pay for it when you need it.In this episode, we discuss:Why independent advisers are so rare (00:04:30)Myths around financial advice (00:05:05)What good advice looks like when it's actually designed to help you (00:27:51)Whether the current model is working, and how to fix it (00:45:55)The biggest mistakes the FIRE community makes (01:21:30)LinksWebsite - Independent Wealth AdviceWebsite - The Honest Advisorwww.aussiefirebug.com/podcast

Roy and HG - Bludging on the Blindside
The ethical obligation of Macquarie Point

Roy and HG - Bludging on the Blindside

Play Episode Listen Later Aug 2, 2025 101:37


This week, we're excited to bring you more great moments from the past 12 years, straight from the SCG vaults! Get ready for some fantastic "Bludgers" and also some previously unheard content as part of this "Best of Bludging on the Blindside" collection.