Podcasts about Transurban

With consumers in the United States really starting to feel the pinch of tariffs, luxury goods retailers like Cettire could see the pain on their balance sheets sooner rather than later. MARKET WRAP: ASX200: up 0.31%, 8,565 GOLD: $3,360 US/oz BITCOIN: $166,138 AUD Monash IVF CEO Michael Knaap announced his resignation. Shares up 9.1% Cochlear downgraded its guidance, but the market sent the company 0.7% higher to $272.31. Telstra, Transurban, and Coles were all higher. Cettire fell more than 30% after its CEO warned the market of weaker demand from US customers. AGL suffered a swing against it of 0.9% after confirming it could sell its stake in Tilt Renewables. Myer lost 0.7% Sliding more than 1% was BHP, Macquarie, and Goodman. CURRENCY UPDATE: AUD/USD: 64.9 US cents AUD/GBP: 47.9 pence AUD/EUR: 56 Euro cents AUD/JPY: 93 Japanese yen AUD/NZD: 1.07 NZ dollars See omnystudio.com/listener for privacy information.

Gaming giant Aristocrat Leisure brought in a rise in profit, but the market was unimpressed by what it heard. MARKET WRAP: ASX200: up 0.13% to 8,279 GOLD: $3,254 US/oz BITCOIN: $159,417 AUD The Energy sector was the strongest with Brent crude back over $66 US a barrel. Woodside Energy were beneficiaries, up 3.4%, Life360 rose another 9.5% after its earnings yesterday. Up over 1% were Wesfarmers, REA Group and Brambles Aristocrat Leisure reported growth in revenue of 9% and a 6% lift in profit. Shares closed 8.9% lower to $62.10. Bain Capital withdrew its bid for Insignia Financial, seeing the wealth management company fall 15.8% to $3.37. CSL, Goodman Group and Transurban all down. CURRENCY UPDATE: AUD/USD: 65.0 US cents AUD/GBP: 48.7 pence AUD/EUR: 57 Euro cents AUD/JPY: 95 Japanese yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.

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. ASX flat Pro Medicus win Transurban cuts Orica jumps Toyota trouble Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

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. ASX flat Pro Medicus win Transurban cuts Orica jumps Toyota trouble Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The shockwave from Donald Trump’s tariffs continue to hit Australian companies, with Lynas Rare Earths & Flight Centre getting different outcomes. MARKET WRAP: ASX200: up 0.36%, 7,997 GOLD: $3,330 US/oz BITCOIN: $148,492 AUD US tariffs updates had differing fortunes for Lynas Rare Earths and Flight Centre An update on tariff expectations also helped technical services company ALS to lift 3.9% to $16.36. Gains in the energy sector were led by Woodside, up 1.8%, Santos up 2.2% and Karoon Energy, up 2.2%. Up by more than 1% was NAB, Wesfarmers, and Transurban. Commonwealth Bank 1.1% lower. Telix Pharmaceuticals was the worst of the ASX 200, closing 6.6% lower to $26.68 Brambles finished down more than 5% to $19.83 CURRENCY UPDATE: AUD/USD: 63.70 US cents AUD/GBP: 48.1 pence AUD/EUR: 56 Euro cents AUD/JPY: 91 Japanese yen AUD/NZD: 1.07 NZ dollars See omnystudio.com/listener for privacy information.

Friday 18 April 2025 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. Jobs pick up, but rates cuts still on agenda Gold hits another record Transurban’s toll road win James Hardie battle Easter truths Join our free daily newsletter here! And don’t miss the latest episode of How Do They Afford That? - what to do when you’re spending $500 a week more than you earn. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The fear of the unknown is causing markets to crash, and defensive assets like gold to rise. So what should investors do amidst all the action? MARKET WRAP: ASX200: down 1.74%, 7,843 GOLD: $3,155 US/oz BITCOIN: $135,052 AUD Domain Holdings fell 1.6% as the board said its close to recommending a takeover bid from US company CoStar. BHP was 3.8% lower, Fortescue fell 4%, Rio Tinto lost 4.8%, Pilbara Minerals tumbled 8.2%, and Mineral Resources dropped 5.2%. Goodman Group fell 2.9%, QBE was down 3.3% and Macquarie fell 3.4%. Wisetech Global managed to finish up 1.5% to $81.23 after it appointed two new non-executive directors, including its former chairman. Orora up 4.4% to $1.88 Bucking the trend were Commonwealth Bank, Transurban, and Reece. CURRENCY UPDATE: AUD/USD: 62.69 US cents AUD/GBP: 48.4 pence AUD/EUR: 58 Euro cents AUD/JPY: 93 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

The push is on to go clean & green, but coal miners like New Hope are still managing to pull in big profits. MARKET WRAP: ASX200: up 0.08% to 7,860 GOLD: $3,027 US/oz BITCOIN: $130,236 AUD New Hope shares up 8.9% as it reported a 35% rise in half-year profit to $340 million Woolworths rose 1.4% after Macquarie upgraded the supermarket. Westpac rose 1%, and ANZ closed 0.7% higher. Gold Road Resources saw shares down 4.9% after it said production was set to be lower than expected in the March quarter. Aristocrat down 2.8%, JB Hi-fi losing 2.2% and Guzman Y Gomez dropping three-quarters of a percent. While Fortescue, Transurban and REA Group also went backwards. CURRENCY UPDATE: AUD/USD: 63.84 US cents AUD/GBP: 49.1 pence AUD/EUR: 58 Euro cents AUD/JPY: 95 Japanese yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.

With Donald Trump’s new tariff program hitting China hard, will Australia’s iron ore miners suffer in the process? MARKET WRAP: ASX200: down 0.58% to 8,198 GOLD: $2,903 US/oz BITCOIN: $134,474 AUD An oil price resulted in a 3.2% fall across Energy stocks, with Woodside falling over 3%, Santos was down 4.7%, and Ampol shed almost 2%. The threat of Cyclone Alfred saw insurers Suncorp and QBE both down 2%, while IAG was off by 1.7%. Origin dropped 4.2% and Nick Scali fell 3.9% as both traded ex-dividend. Qantas made it over $10 for the first time, rising 2.1% to $10.20. Health Care’s good day was led by CSL rising 1% and Resmed lifting 0.9%. Gains of more than 1% for Transurban, Evolution Mining, and Mirvac. CURRENCY UPDATE: AUD/USD: 62.06 US cents AUD/GBP: 48.9 pence AUD/EUR: 59 Euro cents AUD/JPY: 92 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

This is the Fear and Greed Afternoon Report - the top five things you need to know today, in just five minutes. Telstra goes mobile Banks tumble Bunnings boom Miners disappoint Transurban outperforms Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

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. Telstra goes mobile Banks tumble Bunnings boom Miners disappoint Transurban outperforms Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

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. ASX up $1.7b for hospitals Transurban target Alphabet tumbles Swedish mass shooting Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

This is the Fear and Greed Afternoon Report - the top five things you need to know today, in just five minutes. ASX up $1.7b for hospitals Transurban target Alphabet tumbles Swedish mass shooting Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Zip were the talk of the ASX last year, gaining over 400%, but its quarterly update sent the financial services crashing today. MARKET WRAP: ASX200: up 0.55%, 8,493 GOLD: $2,780 US/oz BITCOIN: $168,667 AUD Karoon Energy shares jumped by 7.7% to $1.53 after the company announced an extra 75 million US dollar share buyback. Consumer gains were led by Aristocrat Leisure, up 3.7%, Harvey Norman 0.4% higher and JB Hi-Fi gaining 0.6% QBE, NAB and Brambles all gained more than 1%. Mineral Resources fell 0.9% to $35.93 after its quarterly update showed the company net debt had risen to $5.1 billion. Zip shares finished down more than 25% to $2.44 despite an increase in earnings in its quarterly update. Falls for Telstra, Transurban and Xero. CURRENCY UPDATE: AUD/USD: 62.17 US cents AUD/GBP: 50.0 pence AUD/EUR: 69 Euro cents AUD/JPY: 96 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Star Entertainment are looking for a cash injection, but with state governments unlikely to help, is this the end for the casino operator? MARKET WRAP: ASX200: up 0.45%, 8,347 GOLD: $2,748 US/oz BITCOIN: $172,773 AUD Dropping over 5% to $1.41 was Karoon Energy on disappointing news about its US exploration well. Woodside down 0.6% and Viva Energy, down 1.8%. Down by more than 1% were Transurban, Evolution Mining, and Ramsay Health Care. Commbank & NAB up 0.8%, and Macquarie gaining 1.9% Software company Iress lifted by 6.2% after saying it would sell its superannuation business for $40 million. And a loan from the US Department of Energy worth $1.6 billion helped lithium miner Ioneer to shoot up more than 20% to 20 cents a share. CURRENCY UPDATE: AUD/USD: 62.18 US cents AUD/GBP: 50.9 pence AUD/EUR: 60 Euro cents AUD/JPY: 97 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Global markets tanked following the US rate cut decision, but can things be salvaged into 2025? ASX200: down 1.70%, 8,168 GOLD: $2,626 US/oz BITCOIN: $162,865 AUD Tech stock falls were led by data centre operator Megaport, which dropped more than 10%, with Life360 down 3.8% and Xero dropping 2.6% Financials were lower - Commbank down 2.3%, Westpac sinking 2.4% and NAB falling 2.1%. Zip’s up-and-down run saw it losing 9% to $2.84. BHP, CSL, Wesfarmers, Fortescue, and Goodman Group were large cap stocks all down by more than 1%. Transurban managed to rise by 0.1% despite being made to pay $40 million to the operator of Melbourne toll road EastLink over ‘unjust fees’. And others escaping the carnage included QBE, Brambles, Coles and APA Group. See omnystudio.com/listener for privacy information.

Chinese stimulus has been talked about through the whole of 2024, so will this new raft of promises actually be delivered? MARKET WRAP: ASX200: down 0.36% to 8,393 GOLD: $2,691 US/oz BITCOIN: $152,231 AUD Mineral Resources gained 8.7% to $37.16, Pilbara Minerals closed 6.5% higher to $2.29 and Fortescue rose 6.2% to $20.45. Energy stocks were led higher by Woodside, up 1.5%, Yancoal rising 2%, and Whitehaven up 3.5%. CSL, Telstra and Transurban all finished in the green. A class action brought against NRMA in the Victorian Supreme Court hurt the share price of parent company IAG, which fell 1.7% to $8.50. Perpetual dropped by 8.4% to $20.07 after saying it could be hit with a tax bill of half a billion dollars over asset sales to KKR. Wisetech & Xero down 4.4%, with Life360 falling another 5.2% today. CURRENCY UPDATE: AUD/USD: 63.96 US cents AUD/GBP: 50.2 pence AUD/EUR: 60 Euro cents AUD/JPY: 96 Japanese yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.

Big changes are coming to financial reporting, and it's essential to stay informed. In this episode, unpack the transition from IAS 1 to IFRS 18, a shift that will significantly impact financial reporting over the coming years. Join two expert guests as they explore what this new standard means for organisations of all sizes. They'll break down the key differences between IFRS 18, which replaces IAS 1, discuss how this change will affect financial transparency, weigh the associated costs and benefits and more. Don't miss out on this crucial information ahead of this change. Tune in now to learn more about the future of financial reporting ahead of IFRS 18's rollout. Host: Tiffany Tan, External Reporting and Assurance Lead, CPA Australia Guests: David Hardidge FCPA, a financial reporting expert and a former Chair of the External Reporting Centre of Excellence at CPA Australia.  Shaun Steenkamp CPA, a member of the External Reporting Centre of Excellence at CPA Australia. He works for Transurban and was previously with KPMG and NAB. Discover more insights on IFRS 18 with CPA Australia's External Reporting Centre of Excellence report Redefining the Bottom Line IFRS 18 And you can find a CPA at our custom portal on the CPA Australia website. Would you like to listen to more With Interest episodes? Head to CPA Australia's YouTube channel. CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK INTHEBLACK Out Loud Excel Tips Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au

சிட்னி, மெல்பன் மற்றும் பிரிஸ்பேன் ஆகிய நகரங்களில் உள்ள Transurbanனின் வீதிச்சாவடிக் கட்டணங்கள் மேலும் உயரும் எனத் தெரிவிக்கப்படுகிறது. இதுபற்றிய செய்தியின் பின்னணியினை வழங்குகிறார் மகேஸ்வரன் பிரபாகரன். Australians are paying more than $3 billion per year to use toll roads in the three major capitals, and costs are set to keep rising and threatening to change how we use private transport.

Over in the US on Tuesday, rising bond yields are pressured equities for a second session this week. The US 10-Year Treasury note yield briefly topped 4.2% for the first time in months before pulling back. The Dow Jones fell 0.02%, the S&P 500 lost 0.05% lower but the tech heavy Nasdaq ended the day up 0.18%.In Europe overnight, markets closed lower as investors assessed key corporate earnings results. The STOXX 600 fell 0.2%, Germany's DAX also lost 0.2%, the French CAC fell 0.01% and, in the UK, the FTSE100 ended the day down 0.14%.Across the Asia region on Tuesday, markets closed mostly lower in the region tracking global market sell-offs early in the week. China's CSI index bucked the sea of red to rise 0.57% on Tuesday while South Korea's Kospi Index fell 1.31%, and Japan's Nikkei lost 1.39%. Hyundai Motor shares debuted on India's stock exchange on Tuesday with a record IPO but shares ended the day down 7%.The local market started the week higher before closing 1.66% lower on Tuesday in line with the Wall Street's pullback on Monday. With markets now factoring the need for a less aggressive rate cut strategy out of the US as inflation eases and the economy remains resilient, investors are now questioning how much steam the local and global market rally has left.Mineral Resources and WiseTech Global have been under pressure this week amid news and respective investigations into those at the helm of the mining and logistics technology company alike.Audinate Group fell over 6% on Tuesday after the media software provider released a quarterly update outlining weak performance in a challenging operating environment was the key reason for full-year gross profit missing the target.Toll roads operator Transurban also fell almost 2% yesterday despite reaffirming FY25 distribution guidance of 65cps and reported growth in traffic across its key markets aside from Melbourne.One element of positivity in the Aussie market yesterday was Australian consumer confidence jumping to its highest level since January last year last week with a rise to 87.5 points, or a 4.1 point rise as the outlook for inflation eases and consumer sentiment was boosted by strong Australian jobs data also released last week.Wine exports from Australia also climbed 34% to $2.39bn in the 12-months to the end of September which is a welcomed boost for listed companies like Treasury Wine Estates which has faced tougher operating conditions prior to China lifting its tariffs on Aussie wine exports recently.What to watch today:Ahead of the midweek trading session here in Australia the SPI futures are expecting the ASX to open the day up 0.28% despite the pullback on Wall St on Tuesday.On the commodities front this morning oil is trading 2.26% higher at US$71.63/barrel, gold is up 0.92% at US$2746/ounce, and iron ore is down 0.13% at US$105.23/tonne.The Aussie dollar has weakened against the greenback overnight to buy US$0.66, 101.03 Japanese Yen, 51.39 British Pence and NZ$1.11.Trading Ideas:Bell Potter has decreased the 12-month price target on Select Harvests (ASX:SHV) from $4.95 to $4.60 and maintain a buy rating on the almond producer following a disappointing FY24 update including a capital raising and the guidance for FY24 underlying EBIT of $17-19m which is lower than Bell Potter was expecting. Bell Potter maintains the buy rating due to recent strengthening in almond prices driving upside potential.And Trading Central has identified a bearish signal on The Star Entertainment Group (ASX:SGR) following the formation of a pattern over a period of 17-days which is roughly the same amount of time the share price may fall from the close of 27cps to the range of 15 cps to 17 cps according to standard principles of technical analysis.

Australian drivers are spending billions on toll roads, with one company, Transurban, operating 18 of the country's 22 toll roads. As toll prices are pegged to inflation, costs are increasing, leaving drivers paying more each year, especially in cities like Sydney, Melbourne, and Brisbane where daily commutes can cost drivers up to 150 dollars a week. Stephen Mayne, an Australian journalist and shareholder of Transurban, is attending the company's general meeting, armed with lots of questions about why the tolls are so high. He spoke with Ingrid Hipkiss.

Wall Street retreats from record highs as investors await additional earnings reports due later in the week. U.S. 10-year Treasury yields reached a 12-week high, reflecting confidence in a strong U.S. economy. Biotechnology company CSL is holding an investor day today, while toll road operator Transurban is set to release its quarterly update. Oil prices rose 2% amid Middle East tensions, and gold reached a new record high. Meanwhile, China cut interest rates by 25 basis points, and Aussie shares are expected to decline as the U.S. dollar pressures industrial metals prices. 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 retailers have weathered the storm mostly, but with Nick Scali pointing to tough times on shipping costs, has the worm turned? MARKET WRAP: ASX200: up 0.74%, 8,344 GOLD: $2,741 US/oz BITCOIN: $102,532 AUD MinRes down 13.8% to $39.55 Wisetech down 14.6% to $104.65 With the gold price soaring to US$2,745 an ounce, our local miners benefited A lift in the iron price to US$103 a tonne on futures markets helped BHP up 1.4%, Fortescue lifted 1.5% & Rio Tinto both up 1.9%. Up over 1% was Goodman Group, REA Group and Xero. A Nick Scali warning over higher freight rates hitting margins sent shares down 4.1% Lovisa down 6.4% and Harvey Norman off by 2.3% Falling by more than 1% was Telstra, Bapcor and Transurban. CURRENCY UPDATE: AUD/USD: 66.93 US cents AUD/GBP: 51.4 pence AUD/EUR: 61 Euro cents AUD/JPY: 100 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

The cost of toll roads for drivers and even rideshare passengers are hard to avoid and the price attached to each beep of the reader increases every year. Transurban is the firm that dominates the industry on the east coast and in some states they can even use the criminal justice system to chase toll debts and fines. The cost of toll roads is prohibitive for many drivers, forcing people to quit jobs across town and pushing truck drivers to use suburban roads instead. Today, Four Corners reporter Pat McGrath on his investigation into the contracts that governments sign to get nice new toll roads.He reveals how many contracts allow toll price increases pegged to the consumer price index or at least four per cent, leading to significant revenue for companies like Transurban. He explores potential reforms and the need for government intervention to address these issues.Featured: Pat McGrath, Four Corners reporterKey Topics:Toll roadsTransurbanConsumer price indexToll debt enforcementGovernment contracts with toll companiesToll road reformsCost of living crisisTraffic congestion

The cost of toll roads for drivers and even rideshare passengers are hard to avoid and the price attached to each beep of the reader increases every year. Transurban is the firm that dominates the industry on the east coast and in some states they can even use the criminal justice system to chase toll debts and fines. The cost of toll roads is prohibitive for many drivers, forcing people to quit jobs across town and pushing truck drivers to use suburban roads instead. Today, Four Corners reporter Pat McGrath on his investigation into the contracts that governments sign to get nice new toll roads.He reveals how many contracts allow toll price increases pegged to the consumer price index or at least four per cent, leading to significant revenue for companies like Transurban. He explores potential reforms and the need for government intervention to address these issues.Featured: Pat McGrath, Four Corners reporterKey Topics:Toll roadsTransurbanConsumer price indexToll debt enforcementGovernment contracts with toll companiesToll road reformsCost of living crisisTraffic congestion

On this week program Chris talks to Charlotte George, Greens candidate for MacKillop Ward in Yarra Council. We discuss the last week of local council elections in Victoria and the importance posting your ballot by 6pm Friday October 2024. Topics include Streets People Love candidate scorecards, public accessibility, footpaths, public transport, connectivity, living in a car-obsessed society and the importance of providing alternatives from local councils.Charlotte talks about being a filmmaker, activist and local parent, her new black comedy Buried, about a terrible day of parenting with a unfortunate cyclist as a plot point, of which in a better world, wouldn't exist with more modal filters, slower speeds and protected infrastructure. She discusses safer streets, creative thinking needed in all levels of government, being involved in local community, Harrison Watts and Katie Patrick collab for a vision of Johnston Street, Hobart City Council Collins Street bike lane trial, public debates going to the outlier and finding more equable ways of transport alongside rising living costs and environmental issues.Local news includes ABC Four Corners: Australian drivers are paying billions on major Transurban-operated roads, and the costs will keep rising, Transport Integration Act 2010, Yarra Council 30km/h trial, Melbourne City Council elections, Critical Mass North this Friday 25 October riding to Northcote with a pickup point at Nicholson and Gertrude in Fitzroy, Jay's GoFundMe: Help my disabled sister Christa have an accessible cargobike.Program musicCamp dog, King StingrayThe Bike Song,  Anecdata

The US rate cut decision sent Wall Street down, but Australia's market still continues to hit new records. MARKET WRAP: ASX200: up 0.61%, 8,191 AUD: 68.24 US cents GOLD: $2,607 US/oz BITCOIN: $90,898 AUD The miners were doing most of the heavy lifting up 2.3%, with BHP rising 2.6%, and Rio Tinto lifting 3.5% James Hardie was up 5.4% to $56.41 Sims shares up 12% to $12.40 after it released first quarter guidance. And the major banks rose – ANZ the standout, up 1.1%. ALS flagged a hit to its profit with shares down 8.6% to $13.67 Industrial stocks were down by 1.3%, with Transurban, down 1.9%, and Computershare falling 3.5%. While also shedding more than 1% was QBE, Resmed and Treasury Wines. CURRENCY UPDATE: AUD/USD: 68.23 US cents AUD/GBP: 51.5 pence AUD/EUR: 61 Euro cents AUD/JPY: 97 Japanese yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.

Reporting season if off to a rock start. While only a handful of ASX-listed companies have unveiled their FY24 results, a clear trend of rising costs and a gloomy outlook for the coming year is already emerging. Discover which companies are weathering the storm and which are facing headwinds. In this week's wrap, Grady covers: (0:37): what happened to Transurban this week(1:39): why retailers are facing headwinds (2:52): what to expect from Mirvac Group(5:24): the most traded stocks & ETFs by Bell Direct clients (5:50): economic data to watch out for. 

Former Qantas boss Alan Joyce makes headlines as his final pay gets slashed… plus reporting season hits full swing – with Transurban, AMP and Mirvac group among the major names to report. Rhayna Bosch talks to Elizabeth Tian, Equity Derivatives Director at Citi.

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. AMP shares surge Childcare pay rise NSW orders workers back to office Transurban profit Mirvac tumbles Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Former Qantas boss Alan Joyce makes headlines as his final pay gets slashed… plus reporting season hits full swing – with Transurban, AMP and Mirvac group among the major names to report. Rhayna Bosch talks to Elizabeth Tian, Equity Derivatives Director at Citi.

Former Qantas CEO Alan Joyce is set to lose over $9 million in bonuses, Small Business Ombudsman Bruce Billson on why reforms are needed to energise the sector. Plus, Transurban boosts dividend after profit rises.See omnystudio.com/listener for privacy information.

Architectural photographer John Gollings on his Heritage Address talk as part of this year's Open House Melbourne; Dr Jen explains the science of “inner voices” and how they impact our memories; the team discuss slides and playground equipment; Brad Collis, Operations Support Manager at Transurban describes what the inside of a traffic control room is like; historian Geraldine Fela talks about her book Critical Care: Nurses on the frontline of Australia's AIDS crisis; and Nat starts a debate on biscuits. With presenters Monique Sebire, Daniel Burt & Nat Harris.Website: https://www.rrr.org.au/explore/programs/breakfasters/Facebook: https://www.facebook.com/Breakfasters3RRRFM/Twitter: https://twitter.com/breakfasters.

The ASX had a comeback today, recovering losses from the previous day despite energy sector drags. Woodside Energy's shares plummeted by 3.7%, hitting a one-month low after a disappointing quarterly update and recent acquisition concerns. The overall market sentiment was boosted by positive cues from Wall Street, with tech and health care stocks seeing significant gains. Notable movements included Transurban's rise following a partnership announcement for motorway upgrades, PolyNovo's surge driven by growing demand for its burn treatment products, and a substantial increase in gold miner Spartan Resources' share price.   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 Nasdaq has rallied yet again, so what can we expect when we hear from a few of the Magnificent Seven this week? ASX200: up 0.50% to 7,971 AUD: 66.22 US cents GOLD: $2,399 US/oz BITCOIN: $100,774 AUD The Nasdaq gaining 1.6% helped local tech companies today, with Wisetech Global up 2.2%, and Xero up 1.8%. Toll road operator Transurban up 1.3% after gaining a new deal with the Queensland government on the state's Logan Motorway. The big four banks all finished higher, but Macquarie Group lost half a percent. Woodside slid again, down 3.7% after its quarterly update, which flagged a cost hike for its Scarborough LNG project. BHP, Rio Tinto and Fortescue all finished down with iron ore futures sinking. Goodman Group, Woolworths and Coles all went backwards. See omnystudio.com/listener for privacy information.

Transurban has revealed more and more delivery cyclists are ending up in dangerous situations.See omnystudio.com/listener for privacy information.

Drivers who frequently use toll roads,  could see their fuel bill slashed following a new offer by Transurban for those with a consumer Linkt account.See omnystudio.com/listener for privacy information.

Top Global Renewable Energy Stocks. Plus great Australian ESG stocks, and the best global ethical banks ‘leading the ESG revolution' Transcript & Links, Episode 116, October 20, 2023 Hello, Ron Robins here. So, welcome to this podcast episode 116 titled “Top Global Renewable Energy Stocks.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. And look at my newly revised website at investingforthesoul.com! Tell me what you think. Now, remember that you can find a full transcript, and links to content – including stock symbols and bonus material – on this episode's podcast page located at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 2 article links below that time didn't allow me to review them here. ------------------------------------------------------------- Top Global Renewable Energy Stocks I'm beginning this podcast with an article on likely your favorite industry. The article is titled Top 20 Renewable Energy Companies in the World. It's by Sobiya Fahad and found on finance.yahoo.com. Here's some of what Mr. Fahad says about these stocks. “To determine the top renewable energy companies we have included information regarding market capitalization, generating capacity, and number of employees for each company… We have ranked the companies based on their market capitalization. 20. Canadian Solar (NASDAQ:CSIQ) Market Capitalization (Billion USD): $1.50 Generating Capacity (GW): 19 GW No. of Employees: 13,487 Specializing in the design and manufacturing of solar photovoltaic modules… Canadian Solar serves customers in over 160 countries. 19. Jinko Solar Holding Co. Ltd. (NYSE:JKS) Market Capitalization (Billion USD): $1.51 Generating Capacity (GW): 32.5 GW No. of Employees: 31,030 Jinko Solar boasts customers throughout the US, Europe, Asia, Africa, and Latin America. The Chinese solar energy company manufactures and sells solar products such as silicon ingots, wafers, cells, and modules and provides solar system integration services.  18. Plug Power Inc (NASDAQ:PLUG) Market Capitalization (Billion USD): $3.93 Generating Capacity (GW): 2.5 GW No. of Employees: 3,353 Plug Power, a crucial player in the hydrogen fuel cell sector, is one of the best renewable energy companies in the world… the company has partnered with major corporations such as Amazon, Walmart, and Home Depot to deploy its fuel cell technology in over 40,000 vehicles worldwide. 17. Suzlon Energy (NSE:SUZLON) Market Capitalization (Billion USD): $4.29 Generating Capacity (GW): 20 GW No. of Employees: 5,800 One of India's top renewable energy companies, Suzlon Energy, develops, manufactures, sells, and installs wind turbines and solar panels… with operations in over 30 countries. 16. Siemens Gamesa Renewable Energy SA (NASDAQ:GCTAF) Market Capitalization (Billion USD): $12.93 Generating Capacity (GW): 12 GW No. of Employees: 27,604 Siemens Gamesa is a global leader in renewable energy and offers a diverse range of equipment and services for onshore and offshore wind turbines, turbine gearboxes, and off-grid systems. 15. Brookfield Renewable Partners (NYSE:BEP) Market Capitalization (Billion USD): $13.47 Generating Capacity (GW): 31 GW No. of Employees: 3,400 Based in Canada but operating global projects, Brookfield Renewable owns and operates… hydroelectric, wind, solar, distributed generation, and storage facilities. 14. Enphase Energy (NASDAQ:ENPH) Market Capitalization (Billion USD): $15.57 Generating Capacity (GW): 7.8 GW No. of Employees: 2,821 With expertise in designing and manufacturing solar micro-inverters, battery energy storage, and EV charging stations for residential customers, Enphase Energy, Inc. has made a name for itself in the American renewable energy sector. 13. First Solar (NASDAQ:FSLR) Market Capitalization (Billion USD): $16.15 Generating Capacity (GW): 6.5 GW No. of Employees: 5,500 First Solar is an American solar technology company and global provider of responsibly produced, eco-efficient solar modules advancing the fight against climate change. 12. Adani Green (NSE:ADANIGREEN) Market Capitalization (Billion USD): $18.51 Generating Capacity (GW): 8.3 GW No. of Employees: 500 Adani Green Energy Limited is an Indian renewable energy company, which develops, builds, owns, operates, and maintains utility-scale grid-connected solar and wind farm projects, with a current project portfolio of 20,434 MW. 11. Orsted A/S (CPH:ORSTED) Market Capitalization (Billion USD): $20.51 Generating Capacity (GW): 15.1 GW No. of Employees: 6,836 Orsted A/S, a global leader in offshore wind, has established wind farms in… the UK, the US, Germany, and Taiwan… The company aims to achieve carbon neutrality by 2025 and demonstrates its unwavering commitment to environmental stewardship. 10. Vestas (CPH:VWS) Market Capitalization (Billion USD): $21.25 Generating Capacity (GW): 13.1 GW No. of Employees: 29,427 The Danish wind energy company… is one of the top renewable energy companies globally. 9. Constellation Energy Corporation (NASDAQ: CEG) Market Capitalization (Billion USD): $33.73 Generating Capacity (GW): 33 GW No. of Employees: 13,370 Constellation Energy is an energy company based in Baltimore… The company strives to provide a diverse range of energy services, including electricity, nuclear, and natural gas, to businesses, residents, and public sector customers. 8. Exelon Corp (NASDAQ:EXC) Market Capitalization (Billion USD): $36.87 Generating Capacity (GW): 31 GW No. of Employees: 19,063 Exelon Corporation is a leading American energy company. The company has a portfolio of renewable energy assets that includes wind, solar, and nuclear power. 7. ELECTRICITE DE FRANCE (NYSE:EDF) Market Capitalization (Billion USD): $56.09 Generating Capacity (GW): 3.6 GW No. of Employees: 171,490 Known for its generation, transmission, distribution, supply, trading and provision of energy services, Electricite de France SA (EDF) is a comprehensive energy company. It produces electricity from various sources, including nuclear, hydroelectric, gas, fuel oil, coal, and renewable energy.  6. Enbridge (NYSE:ENB) Market Capitalization (Billion USD): $67.26 Generating Capacity (GW): 5.18 GW No. of Employees: 11,100 Enbridge Inc., headquartered in Calgary, Alberta, Canada, owns and operates a vast network of pipelines across North America, transporting crude oil, natural gas, and natural gas liquids. The company also generates renewable energy. 5. Iberdrola SA (BME:IBE) Market Capitalization (Billion USD): $68.12 Generating Capacity (GW): 41.25 GW No. of Employees: 38,702 Iberdrola is a Spanish multinational electric utility company… It specializes in clean energy, such as onshore and offshore wind, pumped hydro, solar photovoltaic, and battery storage. 4. Equinor (NYSE:EQNR) Market Capitalization (Billion USD): $93.84 Generating Capacity (GW): 18.5 GW No. of Employees: 22,000 A Norwegian multinational energy company, Equinor, has a growing presence in renewable energy. The company has set a goal of becoming net-zero by 2050. 3. NextEra Energy (NYSE:NEE) Market Capitalization (Billion USD): $106.81 Generating Capacity (GW): 58 GW No. of Employees: 15,300 NextEra's diversified energy company generates and sells electricity wholesale to retail and municipal electricity providers, industrial corporations, and power cooperatives. It invests heavily in renewable energy. 2. General Electric (NYSE:GE) Market Capitalization (Billion USD): $117.28 Generating Capacity (GW): 60 GW No. of Employees: 172,000 GE is one of the largest American multinational corporations and a Fortune 500 company. GE operates in multiple industries, including healthcare and aviation, but is best known for its power and renewable energy innovations. 1. Tesla (NASDAQ:TSLA) Market Capitalization (Billion USD): $782.48 Generating Capacity (GW): 6.9 GW No. of Employees: 127,855 Tesla Energy Operations, Inc. is the renewable energy division of Tesla, Inc. that develops, manufactures, sells, and installs photovoltaic solar energy generation systems, battery energy storage products, and other related products and services to residential, commercial, and industrial customers.” End quotes. ------------------------------------------------------------- Three Australian ESG stocks worth watching This next article is from Australia, but features stocks that non-Australians might also like to consider for their portfolios. It's titled Three ESG stocks worth watching and is by Grady Wulff. It's seen on moneymag.com.au. Here's some of what Mr. Wulff says about his picks. “1. Woolworths (ASX:WOW) The supermarket giant has taken significant ESG actions from both environmental and social perspectives such as replacing its petrol-fuelled delivery fleet with electric vehicles to reduce carbon emissions and the launch of Mini Woolies, a program supporting the education and skills of young Australians with disabilities… The dilution of Woolworths' association with gambling, alcohol and tobacco was a major step in achieving the company's ESG goals. Morgans recently upgraded Woolworths to a buy rating while Citi and UBS also have respective buy ratings on the supermarket giant on the back of strong FY23 results, particularly earnings growth in Australian Food. 2. Perpetual (ASX:PPT) The Perpetual Private Investment research team is accountable for the Responsible Investment related reporting and reviewing of all Perpetual Private portfolios which includes ensuring that all ESG factors are appropriately considered throughout the entire investment process… Furthermore, Perpetual offers thematic investing options that enable clients to align their portfolios with ESG elements that resonate most with their objectives. The global financial services firm is also a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI) to incorporate ESG issues into all investment analysis and decision making. 3. Transurban Group (ASX:TCL) Operates a diversified suite of Australian toll road assets and toll roads in Northern Virginia in the United States, has also been a popular investment choice among investors and brokers for its ESG commitments. Transurban boasts ESG-related awards and recognition from the Workplace Gender Equality Agency of Australia, Equileap and the Ethibel socially responsible investment register. It's also had an MSCI ESG Rating of AAA for the past five years and it became the first ASX20 company to be validated by the Science Based Targets initiative… UBS and Macquarie both have buy ratings on Transurban and the company's shares are up 16% over the last five years. In the recent high inflationary environment companies like Transurban have been the beneficiaries of rising inflation as it has an inflation-linked revenue stream with annual escalators through toll road concessions being inflation-linked.” End quotes. ------------------------------------------------------------- 2023's Top 10 Ethical Banks Leading the ESG Revolution Next, I have this article on ethical banks around the world, titled 2023's Top 10 Ethical Banks Leading the ESG Revolution. It's by Louis Thompsett and found on fintechmagazine.com. Here are some of Mr. Thompsett's comments. “10. Lloyd's Bank Lloyd's Bank is enabling its different divisions to build an inclusive society and support the transition to a low-carbon economy. 9. Deutsche Bank Leading German financial institution Deutsche Bank places its commitment to the environment in supporting its financing and advising clients on a path to meet the Paris Agreement on Climate Change. 8. DBS Bank Singapore's DBS Bank is the first in the country to sign up for the Net-Zero Banking Alliance, a dedicated alliance to realise a net-zero future by 2050 or sooner. 7. Bank of America One of the largest national banks in the US, Bank of America has a series of ESG initiatives that make it one of the most important banks when it comes to ESG. 6. Barclays Another leading UK bank, Barclays has its own ESG Resource Hub – a central website page of information and disclosures to ensure transparency for analysts, ESG investors, rating agencies, suppliers and other stakeholders. 5. JPMorgan One of the oldest and most successful investment banks, JPMorgan aims to promote sound governance, and serve its customers and communities, all while investing in its employees' growth and advancing sustainable development. 4. HSBC Global banking organisation HSBC manages a robust ESG programme, focusing on sustainability risk, climate strategies, and people and communities – all overseen by its leadership and governance structure. 3. Citi Citi Bank differentiates itself in the ESG space, centralisng ESG as a core part of its business – not issues managed by separate company entities. 2. Standard Chartered Leading bank Standard Chartered offers a robust sustainable investment programme for its clients, which it can tailor to match a company's personal values. 1. BNP Paribas Top of our list is BNP Paribas, which adopts an ESG-first approach across its investment strategies.” End quotes. ------------------------------------------------------------- Articles from the UK 1. Title: Which? reveals Britain's greenest banks on which.co.uk. By Chiara Cavaglieri. 2. Title: Sustainable funds to invest in on moneyweek.com. By Holly Thomas. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast titled: “Top Global Renewable Energy Stocks.” Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these very troubled times! Contact me if you have any questions. Thank you for listening. And, again, please look at my new totally revised website at investingforthesoul.com. Tell me what you think! Talk to you next on November 3rd! Bye for now.   © 2023 Ron Robins, Investing for the Soul

A recent report forecasted that this financial year, toll operators will rake in $3.7 billion in toll revenue. What's scary is that over 80% of toll roads in Australia (all of which are located in Brisbane, Melbourne and Sydney) are operated by the same company - Transurban. And what about those rebates that some drivers are able to get back from toll payments? Well, the government foots that bill... Which means those payments end up coming out of your pocket through taxes anyway. Today on this extra episode of The Briefing, Amelia Oberhardt speaks with LiSTNR Investigations Editor, Clair Weaver, about the issue with Australia's toll road system.See omnystudio.com/listener for privacy information.

Partners Elizabeth Avery and Louisa Klamka return from the International Antitrust Forum in the home counties with all the latest on competition practice and enforcement around the world. Regulators are embracing novel theories of harm, but what do the courts think? All will be revealed – to the extent permitted by the Chatham House Rule. Plus the Matildas make the anti-siphoning list, the ACCC tells Transurban to take the rat run, Microsoft nears the end credits in its quest for Activision, and the FTC takes another stab at its white whale, or lake monster.  All this and economic dynamism with co-hosts Moya Dodd and Matt Rubinstein. Harry and Sally on the singing machine Matildas on the anti-siphoning list release and notice G+T on the ACCC's decision to oppose Transurban/EastLink A timeline of the Microsoft/Activision merger from The Verge FTC v Amazon release and complaint Productivity Commission and Grattan Institute reports on concentration New Productivity Commission Chair Danielle Wood on MLex and Economics Explored Meet the Gilbert + Tobin Competition + Regulation team Email us at edge@gtlaw.com.au See omnystudio.com/listener for privacy information.

AustralianSuper, the largest shareholder of Origin Energy, reckons the current takeover bid of $18.7 billion isn't enough. Klaviyo, the email marketing software, is the latest tech company to list on the Nasdaq… and pop haaaard on debut. The ACCC has blocked Transurban from acquiring a toll road in Australia for the first time everrrr. — Build the financial wellbeing of your team with Flux at Work: https://bit.ly/fluxatwork 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 an ugly day for the market today, declining almost 1.4%. All sectors were down today, with tech performing the best. The U.S. held interest rates, leading to fears around inflation and Transurban were blocked by the ACCC from buying EastLink. Looking forward, the big bank bonanza continues with England, Switzerland and Japan announcing their interest rate decisions.  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.

In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Nando Sommerfeldt und Philipp Vetter über die Bitcoin-Krise dank SpaceX, ungewohnte Zahlen des Traktoren-Champions und das nächste China-Opfer. Außerdem geht es um Ethereum, Ripple, Coinbase, Estée Lauder, Deere & Co., Verily, Waymo, Amazon, General Motors, Grenergy, Greenvolt, Terna, Elia, Iberdrola, Enel, EDP, Digital Realty, Equinix, Vinci, Transurban, American Water, Severn Trent, den L&G US Energy Infrastructure (A1XE2P), den iShares Emerging Market Infrastructue (A0NECV) und den iShares Global Infrastructure (A0LEW9). Wir freuen uns an Feedback über aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.htmlTEASER AUS TEAMS_EXCEL Wir freuen uns an Feedback über aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Kick-off Politik - Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. Mehr auf welt.de/kickoff und überall, wo es Podcasts gibt. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Larry O'Connor and Patrice Onwuka speak with Jacqueline Woodbridge, spokesperson for Transurban, about the Virginia Department of Transportation (VDOT) and Transurban North America partially opened a 10-mile extension of the 95 Express Lanes this week to reduce congestion on the Interstate 95 corridor. See omnystudio.com/listener for privacy information.

In this third hour; Larry O'Connor and Patrice Onwuka speak with Jacqueline Woodbridge, spokesperson for Transurban, about the Virginia Department of Transportation (VDOT) and Transurban North America partially opened a 10-mile extension of the 95 Express Lanes this week to reduce congestion on the Interstate 95 corridor. There is an environmental disaster in Maui. Larry O'Connor and Patrice Onwuka speak with Newt Gingrich, author of new book "March to the Majority," former Speaker of the U.S. House of Representatives, 2012 presidential candidate and Chairman of Gingrich 360 about the upcoming RNC debate. A new TikTok trend includes parents cracking eggs over the head of their children.  See omnystudio.com/listener for privacy information.

– Chinese deflation… now what? – Transurban bounces back – Telstra's profit soars – A(nother) new housing policy. Sort of.See omnystudio.com/listener for privacy information.

Russland attackiert das kulturelle Erbe in Odessa; TRANSURBAN vernetzt Stadtplanung und urbane Kultur; Europas Kulturhauptstadt Veszprém; Das "Odonien" in Köln als besonderer Spielort Von Claudia Dichter.

Collaboration or Collusion? Partner Elizabeth Avery and lawyer Radha Rathi run the ruler over agreements between rivals for sustainability goals, as authorities around the world weigh the competitive landscape against the actual one. Plus traffic lights for toll roads, the sound of mergers, dark patterns in the FTC's case against Amazon, a Marxist critique of artificial intelligence, and fusion cells or hit squads take down investment scams … All this and a looming World Cup with co-hosts Moya Dodd and Matt Rubinstein   ACCC on Transurban's acquisitions of WestConnex and EastLink Get your NSW toll road data at nswtollroaddata.com Cece Bell on her graphic novel El Deafo, now a series on Apple TV+ Read the FTC's dark patterns complaint against Amazon New York Magazine/The Verge, Inside the AI Factory/AI is a Lot of Work Aleks Wansbrough, What would Marx make of ChatGPT? Elizabeth Avery and Radha Rathi on Competitor Collaborations for Environmental Goals Greek and Dutch competition authorities on competition law and sustainability agreements ACCC and ASIC on the National Anti-Scam Centre's first fusion cell Meet the Gilbert + Tobin Competition + Regulation team Email us at edge@gtlaw.com.au See omnystudio.com/listener for privacy information.

This time we try out something new! Instead of interviewing experts on subjects of their expertise, this time I took world-class risk specialists for a brainstorming session. And while sitting together, we discussed something out of this world - the fire safety of Mars habitats. This podcast episode is literally a recording of the conversation between the panellists, it is very unscripted and lightly edited. I really hope you will feel like a part of this conversation, and if you would like to voice your ideas - share them on socials or mail them directly to me. If you have ideas on future brainstorming sessions and who you would like to see at the table. please let me know!In today's brainstorming session, the discussion is held between:Ruben van Coile - professor at Ghent University and renowned expert in risk and structural engineering. Listen to his previous and previous episodes on risk, and his new project to shift the paradigm of fire safety. Jaime Cadena Gomez - risk specialist, an expert at Transurban with practical experience in tunnelling,  has a background in chemical engineering. Listen to Jaimes' episode on Maximum Allowable Damage method he was developing in his PhD.Szymek Matkowski - an architect whose passion is to design Mars habitats, involved with Nexus Aurora and known for his research on evacuation in low-Gyours truly Wojciech Wegrzynski - in this case, space enthusiast and advocate for risk and performance-based approach to fire safetyBackground of the discussion: Our exciting and exploratory discussion revolves around the concept of a Mars habitat, examining the unique challenges of maintaining resources on Mars and unpacking how these factors influence the longevity of the structures. Fire can become a catastrophic disaster, especially in a volatile environment like Mars. Our conversation dives into the expense of safety solutions, and the potentially devastating implications of a fire on Mars. 

Earlier this month, the Reserve Bank of Australia was forced to cough up internal documents under Freedom of Information laws. This included an internal modelling exercise from September 2022, which revealed the risk of an Australian recession could be as high as 80% by September 2024. Meanwhile, a recent Bloomberg survey of 14 economists saw the probability of a recession in Australia climb from 35% to 38% in April.  Investors themselves, through their positioning, seem to be suggesting the same. Shares in classic defensive names such as Transurban (up 14%), Woolworths (up 15%), Wesfarmers (up 9%), Coles (up 15%), Telstra (up 10%), Origin Energy (up 9%) and AGL (up 11%) have continued to tick higher since the beginning of the year.  And yet, Tribeca Investment Partners' Jun Bei Liu is unflinchingly bullish. She doesn't believe the Australian economy will nosedive into a hard landing in the next few months or years. Instead, she argues the noise in markets has created extraordinary investment opportunities today.  In this episode, Liu shares:  Three rules for investors to live by.  Her macro outlook for the years ahead.  Why there is still fuel left in the tank when it comes to the China reopening.  Her top long and short positions right now.  Note: This episode was recorded on Wednesday, May 24, 2023 Timestamps  0:00 - Intro  1:25 - Three rules investors should live by 4:58 - Jun Bei's North Star for volatile markets  7:34 - Jun Bei's base case: Why she doesn't believe Australia will experience a recession  12:38 - The China re-opening theme isn't over yet (and the stocks' Jun Bei is backing) 19:53 - Jun Bei's earnings outlook for the ASX  21:55 - Companies facing margin pressure over the months ahead  23:11 - Why Jun Bei is shorting Super Retail Group (ASX: SUL) 26:20 - And why she's backing A2 Milk (ASX: A2M), NEXTDC (ASX: NXT), Macquarie Group (ASX: MQG), REA Group (ASX: REA), Xero (ASX: XRO), TechnologyOne (ASX: TNE), Pilbara Minerals (ASX: PLS) and Treasury Wine Estates (ASX: TWE).  28:55 - The unloved stocks Jun Bei is loving right now 32:26 - The importance of emotional intelligence when it comes to investing  36:49 - The best CEO and management teams in Australia  39:30 - The Rules of Investing's three favourite questions (what investors are getting wrong, a big win and loss, and a stock Jun Bei would back for the next 5 years)