Podcasts about Macquarie

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.

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.

"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

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth expose one of Australia's biggest superannuation scandals and explain what it means for your retirement. With $1.2 billion locked up and nearly 12,000 investors affected, the Shield Master Fund (via Macquarie) and First Guardian (via Netwealth) collapses have sent shockwaves through the industry. Drew and James break down what happened, from aggressive 10-15% return promises and faulty Statements of Advice, to conflicted investment models and "industrial-scale" misconduct. They explain how 'lead generators' and dodgy financial advice referrals drove investments into associated entities and high-risk illiquid assets, why both funds are now frozen without enough money to repay investors, and what ASIC's investigation has uncovered. Plus, they answer a critical listener question: Should you diversify your super across multiple providers to stay within the $150,000 CSLR protection limit? If you like this Australian Retirement Podcast episode on protecting your super, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today - Log cabins in Bright/Taggerty - the retirement dream? - Understanding the Shield Master Fund collapse (Macquarie platform) - The First Guardian debacle (Netwealth platform) - Similar firms caught up: Venture Egg, United Global Capital - The difference between Shield and First Guardian (but similar problems) - Consumer Scheme Levy Relief (CSLR): $150k per person protection explained Resources for this episode - ASIC's Shield Master Fund investigation page - CSLR information - Ask a question (select the Retirement podcast) Rask Resources - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question or give us feedback DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #retirement #australia Learn more about your ad choices. Visit megaphone.fm/adchoices

Thursday 23 October 2025 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. Gold prices tumble Macquarie mulls dumping options House prices soar ChatGPT takes on Google Chrome Louvre theft uninsured Join our free daily newsletter here for your chance to win Fear & Greed merch! And don’t miss the latest episode of How Do They Afford That? - this week, “I should be further ahead by now”: tackling the comparison trap. 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.

Thursday 23 October 2025 Gold prices have their biggest tumble in 12 years, potentially hurting retail investors who have piled into the precious metal in recent weeks. REX gets a new lease of life after being bought by a US based company which promises to keep flying to regional Australia. ChatGPT’s owner, Open AI, launches a new web browser to take on Google’s Chrome. House prices rise at their fastest pace in four years Macquarie mulls dumping hundreds of options off its investment platform. Join our free daily newsletter here for your chance to win Fear & Greed merch! And don’t miss the latest episode of How Do They Afford That? - this week, “I should be further ahead by now”: tackling the comparison trap. 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.

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.

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.

Friday 17 October 2025 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. Unemployment surges RBA governor’s warning Macquarie’s $60b deal Crypto ATM crackdown Chocolate prices to fall Join our free daily newsletter here! And don’t miss the latest episode of How Do They Afford That? - this week, 10 supermarket tricks to save $100 on groceries. 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.

The ASX 200 hit record highs today, closing at 9068 up 78 points (0.9%) in a very strong session. Today, it was banks and industrials doing much of the heavy lifting — along with a solid contribution from the gold sector. MQG led the charge, jumping over 5% on the back of news it had sold some of its data centre assets — good news all around. The big kicker came at 11:30 am, with jobs data showing an unemployment rate of 4.5%. That gives the RBA plenty of room to cut rates further on Melbourne Cup Day. Across the industrials, gains were broad-based: WES up 1.3%, WOW up 1.9% , GMG up 4.9% and buoyed by enthusiasm for data centre exposure following Macquarie's sales. CSL added 1.8%. TLS rose 0.4%. The banks were steady if unspectacular, while insurers and wealth managers shone. HUB soared 10.5%. AMP also rallied 8.5% on the back of a positive quarterly update.The technology sector, however, missed the memo on record highs — WTC and XRO both slipped around 1.4%, continuing their recent stumbles.The resources sector was busy once again. BHP edged slightly higher, while FMG and RIO eased. The gold miners were the standout as gold hit fresh record highs. NEM up 3.4% and EVN up 3.3%. The rare earths and lithium stocks came under pressure after Scott Bessent talked of an extension of the 100% tariffs deadline if China eased export restrictions. LYC fell 5.7%. Other rare earth names substantially also weakened in sympathy.In corporate news, MYX rose 11.3% after it received court approval for its takeover by Cosette, with no wriggle room left — though FIRB approval is still required. RIO is searching for strategic partners to develop a huge copper deposit inBougainville. TWE edged 1.8% higher after its AGM, where Chairman John Mullen discussed ongoing challenges and sales developments in China.On the economic front, the jobs report confirmed unemployment rising to 4.5%, with a steady participation rate. That combination pushed bond yields lower, the Australian dollar weaker, and equity markets higher — a triple treat for investors heading into Friday and more US results.Asian markets rise, Japan up 0.5% China up 0.1% and HK down 0.4%.10-year yields fell to 4.17% on jobs data.European markets slightly lower. UK GDP today.Want to invest with Marcus Today? The Managed Strategy 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.

Friday 17 October 2025 Australia’s unemployment rate jumps to 4.5 per cent, increasing the chance of a rate cut next month. Macquarie Group’s $60 billion data centre sale. Good news for chocolate lovers – cocoa prices are tumbling. Reserve Bank Governor Michele Bullock’s stern warning for the federal government. Plans to crack down on crypto-currency ATMs. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, 10 supermarket tricks to save $100 on groceries. 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.

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

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

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.

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.

What's happening in property investing news this week in Australia?   It's time to find out!   We remove all the fluff to bring a neatly packaged news show, designed to keep you on the ball as an Australian Property Investor.     Let's see what's making property news headlines this week in Australia.      

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]

Friday 26 September 2025 Prime Minister Anthony Albanese pushes for Australia to be part of the UN Security Council and emphasises the need for climate change action in his inaugural speech to the United Nations. And more, including: An internal investigation by Premier Investments allegedly uncovers a culture of serious misconduct, ranging from absenteeism to potential bribery. Macquarie to pay $321 million to investors. The May 3 federal election finally concludes Elon Musk’s X takes a big swipe at social media bans. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, can ChatGPT save your household budget? 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.

Friday 26 September 2025 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. Albo at UN pushes climate change Claims of misconduct at Premier Investments Federal election finally concludes Macquarie to make $321m payment Musk’s X takes swipe at social media bans Join our free daily newsletter here! And don’t miss the latest episode of How Do They Afford That? - this week, can ChatGPT save your household budget? 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.

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,

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 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.

Veterans of the Peace Movement, groups like ICAN, Rotary and Quakers, and young activists gathered for a Peace Symposium in Katoomba in the 80th year since the US obliterated the Japanese cities of Nagasaki and Hiroshima with nuclear weapons.The event included internationally renowned speakers Robert Tickner AO, the Ambassador for ICAN, and Dr Siswo Pramono, Indonesian Ambassador, as well as Member for Macquarie, Susan Templeman and the Mayor of the Blue Mountains, Mark Greenhill.As the event drew to a close, MC Nick Franklin asked these speakers what they would like to see people take away from the event and what they can do as individuals.Also mentioned by Robert Tickner AO, was the Justice Reform Initiative.This episode was recorded at the Planetary Health Initiative Katoomba on Saturday 2nd August 2025.If you'd like to add to the discussion, you can ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠leave an audio comment about our show⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, which may be added to one of our podcasts.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apply to be a guest on our radio show⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Rights, Rorts and Rants on Radio Blue Mountains 89.1FM, Fridays from 4pm to 6pm or livestreamed via ⁠⁠⁠⁠⁠⁠⁠⁠rbm.org.au.⁠⁠⁠⁠⁠⁠⁠⁠Join a union - 1300 486 466 or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠join online⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.  Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BMUC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Blue Mountains Unions & Community pays its respect to and acknowledges, the Darug and Gundungurra First Peoples of the Blue Mountains area and acknowledges this is Aboriginal Land that was never ceded.Disclaimer: Rights, Rorts and Rants explores a range of issues from different perspectives. The views expressed on the show and podcast are not necessarily endorsed by Blue Mountains & Community. 

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

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

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.

Friday 5 September 2025 The federal government agrees to pay another $475 million in compensation to Robodebt victims And more, including: The PM works to distance himself from former Victorian premier Daniel Andrews. Macquarie bank challenges the big four for a larger slice of the mortgage market. Four Chinese car brands crack the top 10 for car sales in Australia. The ASX bounces back The Trump family goes big into crypto. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, how to haggle for a better deal. 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.

APRA's ruling on hybrids not only represents a shift towards a more resilient financial system but also opens opportunities for investors to redeploy capital into other income-focused investments.  Join us this month as Blair Hannon, Head of ETFs Australia at Macquarie Asset Management discusses APRA's decision to phase out bank hybrids, why they were popular and the impact their removal may have on income-focused portfolios. He also highlights suitable alternatives to supplement income and shares Macquarie's management approach of the fixed income strategies in their ETF portfolio.  Visit our blog: ⁠⁠https://www.asx.com.au/blog⁠⁠ Follow us on: X - ⁠⁠https://twitter.com/ASX⁠⁠ LinkedIn - ⁠⁠https://www.linkedin.com/company/asx/⁠⁠ YouTube - ⁠⁠https://www.youtube.com/user/ASXLtd⁠⁠ Instagram - ⁠⁠https://www.instagram.com/asx__official/⁠⁠ Facebook - ⁠https://www.facebook.com/OfficialASX⁠ Explore our useful investment tools and resources ⁠⁠https://www.asx.com.au/investors/investment-tools-and-resources/personal-investor⁠

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

In the first episode of season two of Two by Two, we unpack India's evolving economic story at a pivotal moment—amid global uncertainty and rising US tariff threats that some have dubbed India's "second 1991 moment."We break down the promise and illusion of India's economic outlook across two critical dimensions: macroeconomics and markets.The narrative of GDP growth powered by rising productivity is enticing. India stands alone as a large economy where labour, capital, and productivity are all expanding. We explore concerns around job creation, stagnant manufacturing, and deeper structural threats—from AI to climate change.In the markets, domestic money is driving one of the most expensive equity valuations in the world, comparable to that of the US. But beneath the surface lies a more cautious picture: foreign investors are staying neutral, while insiders are cashing out at record levels.From booming inflows into financials to valuation resets in staples and foreign scepticism around consumer discretionary.Whether you're bullish on India or wary of the froth, this episode challenges assumptions and brings a clearer picture to the contradictions shaping the country's economic future.Joining hosts Praveen Gopal Krishnan and Rohin Dharmakumar for the discussion are Aditya Suresh, head of India equity research at Macquarie, and Seetharaman G, deputy editor at The Ken and resident expert on all things retail, joining the discussion.Welcome to Two by Two.-Additional reading:‘Make in India' is a tariff-war sticker job - https://the-ken.com/newsletter/make-india-competitive-again/make-in-india-is-a-tariff-war-sticker-job/Stop hating on China. Embrace it - https://the-ken.com/newsletter/make-india-competitive-again/stop-hating-on-china-embrace-it/-This episode of Two by Two was produced by Hari Krishna. Rajiv CN, our resident sound engineer, mixed and mastered this episode.If you liked this episode of Two by Two, please share it with your friends and family who would be interested in listening to the episode. And if you have more thoughts on the discussion, we'd love to hear your arguments as well. You can write to us at twobytwo@the-ken.com.

This week on Talking Wealth, Janine discusses the significance of Macquarie's Q1 result and warns investors to pay close attention to results in 2026 and 2027. Macquarie's share price fell following the announcement, so does this signal that the golden days for investors are coming to an end?

This week on The Fin podcast: senior reporter Jemima Whyte and associate editor Joyce Moullakis on whether Macquarie has lost its edge, who might be in line to take over the top job and what happens when you threaten the pay packets of a millionaires’ factory.Further reading: Macquarie scrambled to lobby proxy firms ahead of fraught AGMThe company made the highly unusual move to understand if major investors would reject executive pay plans as it dealt with a backlash.Glenn Stevens feels the burn from Macquarie’s worried investorsThe former RBA governor has seen off a global financial crisis and angry borrowers. Can he turn around an undercurrent of anxiety at the Millionaires Factory?Macquarie investors deliver wake-up call with strike on executive payInvestors deliver an embarrassing rebuke to the Millionaires Factory over bonuses amid regulatory woes and the surprise exit of its CFO.See omnystudio.com/listener for privacy information.

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.

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

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.

In this week's episode of Energy Transition Today we start with a breakdown of major European nuclear news: the sale of equity stake and financing strategy for Sizewell C in the UK along with Bulgaria's plans for expansion of its nuclear output.In the next part we discuss the debt package for Rezolv's onshore wind farm in Romania, the sale of bp's 1.7GW US onshore wind portfolio, Equinor's offshore wind impairment and OVO Energy's onshore wind repowering plans in the UK.On to funds news, we breakdown the structure of Macquarie's first Europe infra debt strategy and end on shareholder troubles brought on by declining share price of Gore Street Storage fund.Send us a textReach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

Macquarie Asset Management executives Aaron Rubin and Will Demas join Chuck Stanley on Crossroads, the infrastructure podcast, to discuss how changing market and policy trends in the US are guiding their investment strategy.#energy #renewables #naturalgas #datacenters #policy

The Aussie market snapped its winning streak despite a strong US lead, with the ASX200 turning lower after RBA Governor Michele Bullock warned inflation may not fall as quickly as hoped. That cast doubt over an August rate cut, even as markets still expect it. Fortescue jumped on record iron ore shipments, while Bapcor plunged 29% on a profit warning. CSL helped lift healthcare, the only sector in the green, and Macquarie fell on leadership changes. We also cover moves from PEXA, Boss Energy, and Lynas Rare Earths, plus results from Alphabet and Tesla. 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.

SBS Finance Editor Ricardo Gonçalves speaks with Professor Daswin De Silva from La Trobe University to find out more about a cyber attack which hit Qantas and Martin Lakos from Macquarie goes through the day's market action including another record for the ASX200.

Headlines: Supreme Court Challenge: Legal challenge against the WA Government's approval of the Woodside Gas Project.NT Government: Abandonment of climate emissions targets.Iran Conflict:Human Rights Activists in Iran report at least 639 Iranians killed and 1,329 injured since June 13 due to Israeli attacks.Iran's retaliatory strikes result in 24 Israeli deaths.NSW Anti-Protest Law:New laws grant police arbitrary powers and restrict protests near religious buildings, linked to antisemitic incidents and criminal conspiracies, not peaceful demonstrations.NSW police powers report || hereVivien Langford from the Climate Action (Monday 5pm on 3cr) show brings us to the streets of Sydney  with 8 mins from out side the supreme court in Macquarie street yesterday about how NSW Minns Government rushed through laws giving police powers they did not need or want at the time of the Dynamite Caravan story was being built up as part of a wave of antisemitism.Voices 4 Palestine || hereAPAN's Nasser Mashni (Palestine Remembered on 3cr Saturday mornings 9:30am) speech at Melbourne Free Palestine rally on Sunday the 15th of June.Song - Qlowksy - SurrenderNICA Proteus || hereWe have a chat with Katherine Cawthorn about the remarkable new show that NICA is presenting Proteus and learn what goes on behind the scenes. National Institute of Circus Arts Proteus 18-28 June at their Green street theatre Prahran.This is the Week || hereComrade Kevin recaps a huge week in news with his trademark razor sharp satire. MCMC CEO Bernadette Thomas interview || hereMerri Creek Management Committee (MCMC) CEO Bernadette Thomas joins us to talk about all things Merri Creek and why this very special committee is something that everyone should know about and support, doing vital work all up and down the Merri and getting the community involved as much as they can. They are currently also fundraising so if you have a few spare dollars be sure to send them that way!Song - Maysa Daw - Live Free

Onderzoeker John Thomas Bigge en gouverneur Lachlan Macquarie waren twee belangrijke figuren in de begintijd van NSW. Historica Ingeborg vertelt hoe verslagen van Bigge ertoe leidde tot het aftreden van Macquarie.

In this episode of the Matthews Mentality podcast, host Kyle Matthews sits down with Luke Petherbridge, CEO of Link Logistics, to discuss leadership, resilience, and personal growth. Luke shares insights from his early career experiences, particularly his time at Macquarie and Rubicon, where he learned the importance of character forged in crisis and the value of relentless curiosity and accountability. The conversation also delves into his leadership journey at ShopCore, LivCor, and now Link Logistics. Luke emphasizes the significance of surrounding oneself with great people. He also discusses his philanthropic efforts with CoreGiving, a nonprofit fighting childhood hunger. Tune in to hear about Luke's personal and professional insights on achieving success and building meaningful impact at scale.00:00 Forging Character in Crisis01:21 Introduction 01:47 Luke's Career Journey and Achievements02:59 The Competitive Spirit and Real Estate Insights03:39 Navigating Industrial Real Estate05:03 Lessons from a Diverse Real Estate Career07:11 The Importance of Great People13:28 Early Career and Rubicon Experience26:16 Balancing Work and Personal Life32:00 Facing Adversity and Embracing Resilience35:37 The Importance of Positivity and Avoiding Negativity36:21 The Role of Education and Early Career Experiences37:48 The Value of Being Present and Learning from Mentors43:38 Balancing Personal Life and Career Ambitions46:33 Overcoming Personal Loss and Moving Forward50:11 Taking Risks and Embracing New Opportunities53:50 Building a Business and Learning from Experience59:42 Joining Live Core: Opportunities and Challenges01:00:39 The Commodity Nature of Apartments01:01:56 Transition to Link and Building Customer-Centric Organizations01:02:51 Harnessing Data for Competitive Advantage01:04:31 Defining Success at Link01:08:05 Core Giving: A Corporate Responsibility01:14:18 Reflections on Career and Personal Growth01:21:12 Key Traits for Success and Final Thoughts

John is joined by Jesse Bernstein, Partner in Quinn Emanuel's New York Office and Co-Chair of the Securities Litigation Practice.  Jesse explains that the term “securities” applies not only to stocks and bonds, but arguably to any situation where a group of investors place their resources into a common entity where they expect to make profits from the efforts of others.  He describes the sources of securities law, including state blue sky laws, the Securities Act of 1933 (which focuses on initial issuances), the Securities Exchange Act of 1934 (which focuses on intentional misrepresentations in securities transactions and the Private Securities Litigation Reform Act of 1995 (which sought to curb perceived abuses in securities litigation by raising the pleading standards required to establish scienter and creating a safe harbor for forward looking statements).  They discuss the Supreme Court's recent ruling in Moab Partners v. Macquarie Infrastructure that pure omissions of material fact are not actionable under Rule 10(b)(5) because the rule only covers affirmative misstatements.  Jesse then explains how a Quinn Emanuel team obtained a jury verdict last year in Elon Musk's favor in a rare securities class action trial on a $12 billion claim based on Mr. Musk's tweet about taking Tesla private.  He describes the arguments made concerning materiality and loss causation that ultimately led to the victory.  Finally, they discuss upcoming issues in securities law including how the Macquarie decision will impact cases. Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi

Prepare to see banking in a new light! Cindi Howson and Macquarie Bank's data trailblazer, Ashwin Sinha (Chief Data Officer), go deep into the AI revolution transforming financial services. Discover how one of Australia's most dynamic financial institutions, Macquarie Bank, is wielding the disruptive force of generative AI, not just for efficiency, but to combat high-stakes threats like fraud. Plus, discover the remarkable evolution of the data analyst from report-generator to AI-powered strategic powerhouse!Key Moments: Drivers of Digital Transformation (04:36): Ashwin outlines the key factors driving a digital transformation and early cloud adoption, emphasizing customer obsession, improving turnaround times, and ensuring technology reliability.  Leveraging Dual Cloud Providers (12:25): Ashwin discusses Macquarie Bank's use of AWS for infrastructure and core applications and Google Cloud (GCP) for its digital and data stack, including AI capabilities.  The Power of Gen AI in Analytics (14:16): Ashwin explores the role of generative AI in enhancing productivity for data analysts, particularly through prompt engineering and tools like ThoughtSpot.  Empowering Analysts Through Evolution (16:56): Ashwin details Macquarie Bank's successful strategy for evolving the data analyst role by proactively introducing self-service analytics, emphasizing upskilling, and enabling analysts to concentrate on higher-impact activitiesCombating Data Risk and Fraud Prevention (26:04): Ashwin discusses the increasing threat of scams and fraud and details Macquarie's two-pronged approach: educating customers and employing AI and machine learning to detect and prevent fraudulent activities.  Importance of Prompt Engineering (32:57): Ashwin stresses the significance of prompt engineering as a general-purpose technology that can drive productivity across various business functions, not just within technical roles.  Key Quotes:"There is always a big backlog in most organizations, which you cannot get done just because you do not have enough capacity. You cannot prioritize them. You cannot execute fast enough. And so, what prompt engineering and GenAI broadly does is take away the low-value tasks that you could just use AI and machine learning to do for you." - Ashwin Sinha"Prompt engineering—even though it has 'engineering' in it— I see that as a general-purpose technology. It's a bit like we've just got access to a super powerful search with a lot more analytical and reasoning capability. That's how I think of the usage of any of the foundational or large language models for, you know, the general population who are not in engineering or technical roles. Whether they're in business roles, sales and distribution, finance, marketing, or any of those functions, the use of prompt engineering just enables the next level of productivity for them. - Ashwin SinhaMentionsPrompt Engineering in the Age of AIAI Agent GovernanceThoughtSpot Spotter: Your AI AnalystScuba Diving and the History of the Liberty Shipwreck in BaliThe Importance of Child Education in IndiaGuest Bio Ashwin Sinha is the Chief Data Officer and Executive Director at Macquarie Bank, where he oversees the strategy and execution of Data and AI. Before joining Macquarie in 2019, Ashwin was a Partner at KPMG, leading the Data business. He has also held various global software engineering, start-up, and consulting roles over the past 22 years, focusing on data and digital transformations. Outside work, Ashwin is passionate about child education and macroeconomics Hear more from Cindi Howson here. Sponsored by ThoughtSpot.

Onsemi (ON) sold off this morning despite posting an earnings beat and guidance raise. Diane King Hall says an uncertain auto industry outlook may play a role in the selling action. On Tyson Foods (TSN), she notes a slight revenue miss which came primarily from its beef and pork sales. Macquarie downgraded Block (XYZ) to neutral from outperform as the company continues to see fallout from its weaker-than-expected earnings.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this podcast episode, Anthony and Stephen unpack the return of mega mergers, from Capital One's $35.5bn takeover of Discover Financial to Nomura's strategic $2bn acquisition.Plus, they dive into why private equity is reshaping the accountancy world through massive consolidation plays like Baker Tilly and Grant Thornton.Whether you're aiming for banking, asset management, accounting, private equity, or advisory, this is essential insight to stay ahead of the curve.(00:00) Introduction to M&A Deals(02:05) Capital One's $35.5 Billion Acquisition(09:02) Nomura's Strategic Acquisition of Macquarie(16:00) Baker Tilly's Acquisition of Moss Adams(25:50) Grant Thornton's Fragmented Structure and PE Involvement***Take a free M&A Finance Accelerator simulation in partnership with UBS www.amplifyme.com/mafa Hosted on Acast. See acast.com/privacy for more information.

– Tariffs might come down – Trump may (or not) fire Powell – Macquarie bails out of international funds management – Coalition promises to let international airlines fly domestically from DarwinSee omnystudio.com/listener for privacy information.

Andrew, Ben, and Tom discuss yesterday's market activity, Nomura buying Macquarie's US and European public asset management, and the Novo Nordisk pill underperforming Eli Lilly. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

South Dakota lands a knockout punch against a $9 billion CO2 pipeline scam backed by Trump's Mar-a-Lago croniesBig Pharma's Senate puppets torch CDC hopeful for daring to question injection of MERCURYGold rockets to $3,000 in Trump's tariff chaosGENIUS Act threatens to have banks go the way of the video storeTrump demonstrates the fraud of “anti-semitism” charges by changing Schumer from Jew to PalestinianTennessee's rogue Republicans stab homeschoolers in the back2:30 Climate Lies Stretch From Arctic to Amazon: Ice Caps GROWING, Amazon Deforested for Globalist PartyResearchers at the University of Copenhagen have unearthed forgotten aerial photos from 1937, proving that ice caps aren't melting—they're GROWING Meanwhile, the so-called eco-warriors gear up for COP30 in the Amazon, slashing through the rainforest with a shameless four-lane highway for their private jets and VIPs—all while preaching sacrifice to the masses. 15:22 South Dakota Slams Brakes on $9 Billion CO2 Land GrabLandowners cheer as the little guy scores a knockout against corporate overreach, exposing the scam for what it is: a dangerous, impossible cash grab with a history of deadly ruptures. Summit Carbon Solutions' $9 billion, 2,500-mile CO2 pipeline scheme, just hit a brick wall in South Dakota.  It was backed by Trump, Kristi Noem and Doug Burgum who all met with the CEO in Mar-a-Lago before the 2 governors joined the Trump administration. 23:23 Amazon, Google, and Meta Plot to Triple Power in a Way That is Truly UnsustainableGo Nuclear? USA doesn't have the uranium to power their PRIVATE grid. Meanwhile, cobalt for their electric vehicle fantasy comes from child slave labor in Congo. Their real goal: deindustrialize the West and let the rest of us rot on a crumbling grid. 31:14 LIVE comments from audience 35:53 Silenced by the Syringe Senators: Dave Weldon's CDC Dream Destroyed by Big Pharma's Paid PuppetsBecause Weldon dared to challenge the mercury-laden vaccine dogma, pushing to ban thimerosal and demanding the CDC release hidden safety data, no amount of groveling to BigPharma would be sufficient — though he tried.    With Cassidy and Murray playing gatekeepers for their pharma paymasters, Weldon's nomination was torched, and the White House caved without a fight! 1:01:26 Canada Prepares to Fight Next Freedom Convoy as London Vax Victims Cry OutProtests demand justice for those crippled and killed by the COVID vaccine in UK And, Canada's pumping $50 million into Parliament's muscle to crush the next Freedom Convoy, with Mark Carney branding peaceful protesters “seditious” traitors. They're gearing up for round two 1:12:21 LIVE comments from audience, Burgum admits the land plan, comparing Russian decentralized agriculture to US, new AI threat to jobs 1:39:51 Banks Are About to Go the Way of the VIDEO STORE as Congress Pushes GENIUS Act Stablecoins      Crypto traders pile into Tether as stablecoin schemes like the GENIUS Act prop up a crumbling dollar. The stable coins aren't just a crony capitalist grift, they're going to be used to prop up the dollar.      Fueled by Trump's tariff tantrums, looming inflation, and a U.S. debt crisis spiraling out of control, gold smashes $3,000 as Trump tariff chaos ignites economic firestorm.  The precious metal surged 2.5% in a single day—unheard of for a commodity this solid. Analysts at Macquarie predict a climb to $3,500 by next fall, while 2,000 tons of gold flood from London to New York, dodging Trump's grenade-like taxes. 2:03:23 LIVE comments from audience 2:11:05 Is Trump Censoring Anti-Semitic or Anti-Netanyahu Speech?      Although 70% of Israelis demand Netanyahu's resignation, Trump and his GOP cronies are waging war on free speech, branding any critique of Israel's political thug as “anti-Semitism.” — just as radical leftists scream “racist” at anyone they disagree with     Poll shows 87% blame Netanyahu for October 7th—yet his small, extremist clique dictates U.S. policy. States like Oklahoma poised to outlaw even New Testament verses under vague “hate speech” laws. This isn't about religion or ethnicity—it's a power grab, and your right to speak is the first casualty! 2:41:18 EU Rolls Out Red Carpet to Syria's Jihadist Leader as Syrian Streets are Red with Blood      As Syria drowns in blood—with up to 7,000 massacred door-to-door by sectarian death squads—the EU rolls out the red carpet for the Al-Qaeda-linked butcher behind the Christian and Alawite genocide.     And, Volkswagen pivots from diesel to death machines while Poland's Duda begs for nukes.2:49:30 Tennessee's Homeschool Betrayal: Republicans Stab Parents in the Back      Five rogue Republicans torpedo the Free Act, a homeschooling lifeline that would've freed parents from government meddling. In a state proud of its conservative roots, they echo MSNBC's “your kids belong to the state” lunacy.      The bill, a beacon of parental sovereignty, was crushed despite prayers and promises, leaving families devastated and furious.If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Money should have intrinsic value AND transactional privacy: Go to DavidKnight.gold for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to TrendsJournal.com and enter the code KNIGHTFor 10% off supplements and books, go to RNCstore.com and enter the code KNIGHTBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

South Dakota lands a knockout punch against a $9 billion CO2 pipeline scam backed by Trump's Mar-a-Lago croniesBig Pharma's Senate puppets torch CDC hopeful for daring to question injection of MERCURYGold rockets to $3,000 in Trump's tariff chaosGENIUS Act threatens to have banks go the way of the video storeTrump demonstrates the fraud of “anti-semitism” charges by changing Schumer from Jew to PalestinianTennessee's rogue Republicans stab homeschoolers in the back2:30 Climate Lies Stretch From Arctic to Amazon: Ice Caps GROWING, Amazon Deforested for Globalist PartyResearchers at the University of Copenhagen have unearthed forgotten aerial photos from 1937, proving that ice caps aren't melting—they're GROWING Meanwhile, the so-called eco-warriors gear up for COP30 in the Amazon, slashing through the rainforest with a shameless four-lane highway for their private jets and VIPs—all while preaching sacrifice to the masses. 15:22 South Dakota Slams Brakes on $9 Billion CO2 Land GrabLandowners cheer as the little guy scores a knockout against corporate overreach, exposing the scam for what it is: a dangerous, impossible cash grab with a history of deadly ruptures. Summit Carbon Solutions' $9 billion, 2,500-mile CO2 pipeline scheme, just hit a brick wall in South Dakota.  It was backed by Trump, Kristi Noem and Doug Burgum who all met with the CEO in Mar-a-Lago before the 2 governors joined the Trump administration. 23:23 Amazon, Google, and Meta Plot to Triple Power in a Way That is Truly UnsustainableGo Nuclear? USA doesn't have the uranium to power their PRIVATE grid. Meanwhile, cobalt for their electric vehicle fantasy comes from child slave labor in Congo. Their real goal: deindustrialize the West and let the rest of us rot on a crumbling grid. 31:14 LIVE comments from audience 35:53 Silenced by the Syringe Senators: Dave Weldon's CDC Dream Destroyed by Big Pharma's Paid PuppetsBecause Weldon dared to challenge the mercury-laden vaccine dogma, pushing to ban thimerosal and demanding the CDC release hidden safety data, no amount of groveling to BigPharma would be sufficient — though he tried.    With Cassidy and Murray playing gatekeepers for their pharma paymasters, Weldon's nomination was torched, and the White House caved without a fight! 1:01:26 Canada Prepares to Fight Next Freedom Convoy as London Vax Victims Cry OutProtests demand justice for those crippled and killed by the COVID vaccine in UK And, Canada's pumping $50 million into Parliament's muscle to crush the next Freedom Convoy, with Mark Carney branding peaceful protesters “seditious” traitors. They're gearing up for round two 1:12:21 LIVE comments from audience, Burgum admits the land plan, comparing Russian decentralized agriculture to US, new AI threat to jobs 1:39:51 Banks Are About to Go the Way of the VIDEO STORE as Congress Pushes GENIUS Act Stablecoins      Crypto traders pile into Tether as stablecoin schemes like the GENIUS Act prop up a crumbling dollar. The stable coins aren't just a crony capitalist grift, they're going to be used to prop up the dollar.      Fueled by Trump's tariff tantrums, looming inflation, and a U.S. debt crisis spiraling out of control, gold smashes $3,000 as Trump tariff chaos ignites economic firestorm.  The precious metal surged 2.5% in a single day—unheard of for a commodity this solid. Analysts at Macquarie predict a climb to $3,500 by next fall, while 2,000 tons of gold flood from London to New York, dodging Trump's grenade-like taxes. 2:03:23 LIVE comments from audience 2:11:05 Is Trump Censoring Anti-Semitic or Anti-Netanyahu Speech?      Although 70% of Israelis demand Netanyahu's resignation, Trump and his GOP cronies are waging war on free speech, branding any critique of Israel's political thug as “anti-Semitism.” — just as radical leftists scream “racist” at anyone they disagree with     Poll shows 87% blame Netanyahu for October 7th—yet his small, extremist clique dictates U.S. policy. States like Oklahoma poised to outlaw even New Testament verses under vague “hate speech” laws. This isn't about religion or ethnicity—it's a power grab, and your right to speak is the first casualty! 2:41:18 EU Rolls Out Red Carpet to Syria's Jihadist Leader as Syrian Streets are Red with Blood      As Syria drowns in blood—with up to 7,000 massacred door-to-door by sectarian death squads—the EU rolls out the red carpet for the Al-Qaeda-linked butcher behind the Christian and Alawite genocide.     And, Volkswagen pivots from diesel to death machines while Poland's Duda begs for nukes.2:49:30 Tennessee's Homeschool Betrayal: Republicans Stab Parents in the Back      Five rogue Republicans torpedo the Free Act, a homeschooling lifeline that would've freed parents from government meddling. In a state proud of its conservative roots, they echo MSNBC's “your kids belong to the state” lunacy.      The bill, a beacon of parental sovereignty, was crushed despite prayers and promises, leaving families devastated and furious.If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Money should have intrinsic value AND transactional privacy: Go to DavidKnight.gold for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to TrendsJournal.com and enter the code KNIGHTFor 10% off supplements and books, go to RNCstore.com and enter the code KNIGHTBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.