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It's easy to forget that many of today's ASX blue chips – household names like CSL, REA Group and WiseTech – started life as small-cap stocks. While they may have flown under the radar at the time, patient investors who could spot their potential early on have been handsomely rewarded. In this episode, we're diving into the world of small caps, where volatility runs high, but the rewards can be even higher. More specifically, we're exploring how to separate the true long-term compounders from the companies fueled by hype, rather than fundamentals. Which business models are built to last? Which leaders have the vision and execution to deliver real growth? And what signs suggest a small company could one day play in the big leagues? To help us tackle these questions, Livewire's Chris Conway was joined by two seasoned investors who know the small-cap landscape inside and out: Emanuel Datt from Datt Capital and Michael Steele from Yarra Capital Management. For good measure, they each share an ASX name they are backing to become the next big thing. Please note this episode was filmed on 7 May 2025.
The trade war between the US and China has threatened to boil over again, just weeks after a truce was declared. MARKET WRAP: ASX200: down 0.24%, 8414 GOLD: $3,289 US/ounce BITCOIN: $162,704 Soul Patts rose 16.4%, and Brickworks gained 27.6% after a $14 billion merger deal was struck. Aluminium companies were scared off by the weekend lift in tariffs by the US, with Alcoa down 4.8%, and South32 dropping 3.6%. BHP lost 1.2%, Fortescue down 2.5% and Rio Tinto off by 1.7%. Mineral Resources fell another 11.8% to $19.58. Bluescope Steel gained 4.4% to $23.75 James Hardie up 1.4% to $35.94 Wisetech, Sigma Healthcare, and Origin Energy were all lower Up by more than 1% was QBE, Coles and Xero CURRENCY UPDATE: AUD/USD: 64.8 US cents AUD/GBP: 47.8 pence AUD/EUR: 56 Euro cents AUD/JPY: 92 yen AUD/NZD: 1.07 Dollars See omnystudio.com/listener for privacy information.
In this special episode of The Rules of Investing, veteran stockbroker and Marcus Today founder Marcus Padley joins Livewire's James Marlay for a wide-ranging conversation on two critical themes. First, Marcus takes aim at the industry's obsession with buy-and-hold, arguing that smart market timing isn't just possible - it's essential for managing risk and avoiding underperformance. Then, he fields Livewire reader questions on everything from gold and lithium to bond yields and WiseTech. It's bold, unfiltered, and classic Marcus. _____________________ Thanks to our Sponsor AlphaSense This latest episode is brought to you by AlphaSense. See what AlphaSense can do for your investment research—visit alpha-sense.com/livewire to get started.
Stock picker Steve Johnson reveals which little ASX-listed company helped boost his fund to become a top performer. Plus, Morningstar backs WiseTech despite governance questions and the most viewed properties going to auction.See omnystudio.com/listener for privacy information.
Wisetech, the ASX-listed logistics beast, has announced a $2.1 billion acquisitions — its biggest yet… but a long mile. Healthscope, Australia’s second-largest private hospital group has fallen into administration after it struggled to make repayments on its whopping debt. Arnotts is riding a new wave of love for its Tim Tams with its plans to expand aggressively overseas. _ Learn more about iShares by BlackRock here Download the free app (App Store): http://bit.ly/FluxAppStorel 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.
Monday 26 May 2025 Trumponomics has roiled financial markets, with the Aussie dollar surging alongside local uranium stocks. The local housing market bounces on the back of last week’s interest rate cut. Wisetech Global set to bid $4b for a software group. Nationals leader David Littleproud under pressure The boss of Rio Tinto is forced out. Join our free daily newsletter here! Book your free ticket to Fear & Greed’s first ever live show in Sydney on June 5, combined with the launch of Michael’s new novel All The Perfect Days. And don’t miss the latest episode of How Do They Afford That? - investing in volatile markets. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.
Monday 26 May 2025 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. Trumponomics roils markets Housing market bounces Wisetech’s $4b bid Nationals leader under pressure Rio Tinto boss forced out Join our free daily newsletter here! Book your free ticket to Fear & Greed’s first ever live show in Sydney on June 5, combined with the Australian launch of Michael’s new novel All The Perfect Days. And don’t miss the latest episode of How Do They Afford That? - investing in volatile markets. 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.
A jobs surge puts the next few rate cuts into question; household spending still stagnant; Xero reports growth in both profit and revenue; and the Market Wrap. MARKET WRAP: ASX200: up 0.22%, 8,297 GOLD: $3,180 US/oz BITCOIN: $158,540 AUD Xero reported after tax profit growth of 30% to $227.8 million NZD, helping shares rise 4.7% to $182.05 The tech sector overall was stronger, with Wisetech rising 1.9% and Technology One up 1.3%. IAG rose 5.7% to $8.90 as it said it would acquire RAC Insurance in a $1.35 billion deal. The banks were all positive, with the Big Four all higher, and Macquarie recovering 1.2% after yesterday’s ASIC lawsuit. Changes at the top of Treasury Wine Estates was enough to tank its share price, falling 5.2% on the announcement of its next CEO. A deal between Lendlease with Britain’s The Crown Estate – owned by the royal family and King Chalres – for development projects didn’t wow the market. Shares slid 1.6% to $5.39. BHP, Fortescue and Rio Tinto marginally weaker. CURRENCY UPDATE: AUD/USD: 64.3 US cents AUD/GBP: 48.5 pence AUD/EUR: 57 Euro cents AUD/JPY: 95 Japanese yen AUD/NZD: 1.09 NZ dollars Host: Deb Knight Executive Producer: Tom Storey Technical Producer: Liam Achurch Publisher: Nine RadioSee omnystudio.com/listener for privacy information.
The ASX200 saw a flat trading day after Monday’s sharp 1% drop, which ended a seven-day winning streak—the longest of the year. While sectors were mixed, healthcare and financials dragged, with Westpac and CBA under pressure following weaker results. In contrast, consumer discretionary led gains, and gold miners stood out as gold prices rebounded. At Macquarie’s annual conference—also dubbed "confession season"—companies like Sigma, WiseTech, and HMC Capital disappointed investors, while ComputerShare, Tabcorp, and NextDC impressed with strong updates and guidance. 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.
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. Final campaign day ASX jumps 1pc Wisetech deal Atlassian slump Trump sacks Waltz 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. Final campaign day ASX jumps 1pc Wisetech deal Atlassian slump Trump sacks Waltz Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.
Donald Trump has gone after US Fed Chair Jerome Powell, but how likely is it that he intervenes? MARKET WRAP: ASX200: down 0.03%, 7,816 GOLD: $3,471 US/oz BITCOIN: $137,947 AUD CBA shares were up more than 4% to $168.00. Macquarie Group announced today it sold its US and European assets to Nomura for $2.8 billion. Shares up ½ a per cent to $180.83 BHP and RIO both closed marginally higher on the news of the reopening of the US based Resolution Copper West African resources hit a fresh 52 week high today to $2.58 up more than 6%. WiseTech down 2.4% to $80.03, TechnologyOne fell 1.5% to $27.68, while NextDC plummeted 6% to $10.48. Yancoal down 1% to $4.76 Woodside and Ampol both dropped more than 1.6%. 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. Unemployment rate 4.1pc Wisetech investigation Challenger rallies Dutton tax cuts? Powell warning 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. Unemployment rate 4.1pc Wisetech investigation Challenger rallies Dutton tax cuts? Powell warning Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.
China’s GDP was a surprise to the market, but will it be a false dawn amidst a trade war? MARKET WRAP: ASX200: down 0.04% to 7,758 GOLD: $3,330 US/oz BITCOIN: $131,492 AUD The big 4 banks all finished positive. ZIP was a star with record cash earning shares up more than 16% to $1.72 Lynas Rare Earths was also a standout up 4.2% to $8.36, the market is seeing them as a potential beneficiary of the trade conflicts between the US and China. BoQ shares rose 5.5% to $6.86, driven by positive profit margin forecasts Star Entertainment returned to the boards after a 6 week hiatus, steady at 11 cents. Rio Tinto flagged a $150m hit, with shares down 2.7% to $108.37 Two Mineral Resources board members have suddenly quit - shares down 9% to $16.61 Wisetech fell 1.2% to $83.38 CURRENCY UPDATE: AUD/USD: 63.4 US cents AUD/GBP: 47.8 pence AUD/EUR: 55 Euro cents AUD/JPY: 90 Japanese yen AUD/NZD: 1.07 NZ dollars See omnystudio.com/listener for privacy information.
The Australian market added $100 billion in value, rising 4.5% as traders cheered on the paused US tariffs. MARKET WRAP: ASX200: up 4.54%, 7,709 GOLD: $3,142 US/oz BITCOIN: $132,279 AUD BHP rallied 5.4%, Fortescue gained 6.2%, Rio Tinto was up 6.4%, while Mineral Resources had its best day in a while, rising 18.1%. Wisetech rose 8%, Xero up another 6.2% and Life360 up almost 11%. Westpac climbed almost 5%, NAB lifted 4.9%, Commbank rose 3.6% and ANZ was up 3.5%. Telstra lifted 1.4%, Sigma Healthcare rose 2.4% and Wesfarmers gained 2.6% Contact Energy, the only company of the top 200 to finish down, lost 1.6% in trading to $8.08 a piece. Serko, down 8.8%, and Sylait Milk, losing 3.7%. CURRENCY UPDATE: AUD/USD: 61.4 US cents AUD/GBP: 47.7 pence AUD/EUR: 55 Euro cents AUD/JPY: 89 Japanese yen AUD/NZD: 1.08 NZ dollars See omnystudio.com/listener for privacy information.
China will not back down from US threats of further tariffs, with the trade war threatening to escalate further. MARKET WRAP: ASX200: up 2.27%, 7,510 GOLD: $3,022 US/oz BITCOIN: $130,534 AUD Cochlear told the market it would continue to maintain its duty-free status despite US tariffs, helping it to rise 1.2% to $256.36. Guzman y Gomez showed a gain in sales growth and across its US network, with shares up a tasty 3.7% to $31.10 Wisetech up over 5%, Xero 4.3% higher and Life360 up almost 8%. Fortescue up 3.5%, Wesfarmers rising 3% and CSL gaining 1.6%. Domain Holdings the worst of the Top 200 sliding 5.1% to $3.91. While Transurban was down 0.3% and James Hardie dropped 2.5%. CURRENCY UPDATE: AUD/USD: 60.6 US cents AUD/GBP: 47.5 pence AUD/EUR: 55 Euro cents AUD/JPY: 89 Japanese yen AUD/NZD: 1.08 NZ dollars See omnystudio.com/listener for privacy information.
US tariffs were always going to send markets down, with the ASX suffering, but the real pain could be felt when Wall Street next opens. MARKET WRAP: ASX200: down 0.94%, 7,859 GOLD: $3,142 US/oz BITCOIN: $132,279 AUD Luxury clothing company Cettire fell 14.5% to 68 cents. Ansell shed 14.3% to $29.34, while Treasury Wines fell 1.7% to $8.95 Wisetech down 2.7%, and Xero off by 3.4% ANZ was 1.4% lower after APRA ordered the bank to hold $1 billion in capital after governance issues. Woolworths rose 1.9%, Coles was 2.1% higher, and beef giant Australian Agricultural Company gained 2.1%. CURRENCY UPDATE: AUD/USD: 62.99 US cents AUD/GBP: 48.1 pence AUD/EUR: 57 Euro cents AUD/JPY: 92 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 jumps Dutton promise for Melbourne rail link Virgin to list Wisetech pressure French fracas 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 jumps Dutton promise for Melbourne rail link Virgin to list Wisetech pressure French fracas Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.
The guys discuss the managerial magic at Reject Shop, MisRes struggles, Warby Park v Luxxotica v Specsavers, South West Airlines Fee Bonanza, will Koala float or sink, Adir's Hotel Issues and the Rise and Fall of Dan Andrews.00:00 - Intro and Hotels22:44 - Daniel Andrews Shunned?27:40 - The Business of Hair33:25 - What are Chinese graduate students studying?37:42 - The Reject Shop's Win53:35 - Koala + The Mattress Industry1:09:08 - MinRes1:29:45 - Warby Parker1:45:52 - SpecsaversThanks to this week's sponsors:NetWealth: netwealth.com.auVanta: vanta.com/contrariansDMG: digitalmindsgroup.com.auThanks for listening!Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcastSubscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcastFollow us on Instagram: https://www.instagram.com/contrarianspodFollow us on TikTok: https://www.tiktok.com/@contrarianspod
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 tumbles Sub worries Wisetech directors Sampson resigns Putin v Trump 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 tumbles Sub worries Wisetech directors Sampson resigns Putin v Trump Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.
The Reject Shop has seen its share price skyrocket 110% after an acquisition offer from Canadian retail giant Dollarama. Jeanswest, the Australian clothing retailer, has entered administration with 90 stores to close and hundreds of jobs lost. AustralianSuper has sold its entire stake in tech giant WiseTech Global after serious concerns over the founder and Board’s conduct. _ Download the free app (App Store): http://bit.ly/FluxAppStorel 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.
The US has brought in tariffs on automotives, which will affect some Australian parts makers, but is it a sign to come? MARKET WRAP: ASX200: down 0.38%, 7,969 GOLD: $3,069 US/oz BITCOIN: $138,608 AUD REITs and Tech stocks were hurt the most, with both sectors down more than 2%. Healius shares rose 10.7% to $1.45 after saying it intends to pay a special dividend worth $300 million to shareholders. Brent now approaching $74 US a barrel – that helped local energy companies. Woodside lifted 1.5%, Ampol 1.7% and Santos 0.6%. Climbing more than 1% were James Hardie, Evolution Mining and Amcor. A final offer of $2.8 billion for Domain Holdings didn’t have the same effect, with shares down 4.9% to $4.25. Bapcor lost 2.5%, ARB fell 2% and Eagers was down 2.7% Wisetech down 2%, NextDC falling 6.5% and Life360 down 3.1%. CURRENCY UPDATE: AUD/USD: 63.08 US cents AUD/GBP: 48.9 pence AUD/EUR: 58 Euro cents AUD/JPY: 94 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.
Thursday 27 March 2025 Inflation falls sparking hopes of an interest rate cut in coming months. And more, including: Australia’s biggest super fund dumps WiseTech Global on governance concerns. Tuesday night’s budget gets political. Plus another local retailer falls into administration and US Vice President JD Vance heads to Greenland, even though Greenlanders don’t want him. Join our free newsletter here! And don’t miss the latest episode of How Do They Afford That? - how to help someone in financial distress. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.
More tariff battles, the soaring price of gold, unemployment numbers, WiseTech's slap on the wrist for Richard White, and so much more. Sean Aylmer and Michael Thompson go head to head on the top business stories of the week, with Adam Lang picking a winner in a fierce debate.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.
It now takes more than $600m to even feature on the Australian’s Rich 250: But what does it take to build a fortune of that size in 2025? Today we get an inside view on the people behind Australia’s greatest fortunes. John Stensholt, Rich 250 editor joins James Kirby Associate Editor - Wealth in this week’s episode In this episode, we cover Rich 250 - The Chemist Warehouse family arrives Rich 250 - Offshore gambling empires: A new way to make money Billionaires might be impressive, but are they happy? Should you listen to ‘wealth coaches’? See omnystudio.com/listener for privacy information.
On The Money Café this week, Alan Kohler and James Thomson discuss bank sentiment, share their thoughts on WiseTech, look abroad to the Fed and what's happening in the US, and much, much more!See omnystudio.com/listener for privacy information.
The market responded well to comments from US Fed Chair Jerome Powell, who doesn’t seem worried about tariff inflation. MARKET WRAP: ASX200: up 1.16%, 7,918 GOLD: $3,051 US/oz BITCOIN: $135,930 AUD Cleanaway Waste Management turned trash into treasure with a $377 million deal to acquire toxic chemical handler Contract Resources. Shares rose 2% to $2.60 on the news. TPG Telecom gained approval to sell its fibre networks for $5.25 billion from the regulator, helping its shares 5.9% higher to $4.82. Brickworks gained 1.1% despite a 6% decline in total revenue in its half-year results. Wisetech up 2.5%, Technology One up 3%, and Xero gaining 2%. Myer dropping another 5.3% after its half-year reports yesterday. Iron ore futures prices dipped below $100 US a tonne, sending BHP down 1.1%, Fortescue down 3.3% and Rio Tinto down 1%. James Hardie fell 4.8% and Seek lost 0.9%. CURRENCY UPDATE: AUD/USD: 63.17 US cents AUD/GBP: 48.7 pence AUD/EUR: 58 Euro cents AUD/JPY: 93 Japanese yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.
Another Richest 250 list – another billionaire breakup to keep things interesting, and a new name cracks into the Top 10. Find out more about The Front podcast here. You can read about this story and more on The Australian's website or on The Australian’s app. This episode of The Front is presented by Claire Harvey, produced by Kristen Amiet and edited by Tiffany Dimmack. Our team includes Lia Tsamoglou, Joshua Burton, Stephanie Coombes and Jasper Leak, who also composed our music.See omnystudio.com/listener for privacy information.
The Australian share market finished the day in the red, while overseas investors were questioning the direction of both Nvidia & Tesla.See omnystudio.com/listener for privacy information.
Australians spending more on online shopping; business insolvencies hit the hospo sector hard; how often do you check your super?; Tesla & Nvidia share prices falter; Richard White gets slap on the wrist from Wisetech; diving into the property market; and Carl Capolingua joins us for the Market Wrap. Host: Deb Knight Executive Producer: Tom Storey Technical Producer: Liam Achurch Publisher: Nine RadioSee omnystudio.com/listener for privacy information.
Donald Trump’s tariff plans have sent fear through currency markets, so how much will it affect Australia? MARKET WRAP: ASX200: down 0.91%, 7,890 GOLD: $2,904 US/oz BITCOIN: $127,794 AUD The local ASX couldn’t hold back the tide, dropping another 0.9% or 72 points to 7890 – a low not seen since mid-August last year. Only defensive areas like Utilities, Energy & Consumer Staples in positive territory. Life 360, which is also listed on Wall Street, tumbled 8.7%, Xero was down 5.1%, Technology One suffered by 5.7% and Wisetech shed 1.9%. A block trade by investors of Nickel Industries was the reason it fell almost 20% to 60 cents a piece. Ramelius Resources will spend almost $100 million on upgrades to its Mt Magnet mill, seeing shares down 17.2% to $2.31. Commonwealth Bank – another drop of 0.8% sending shares down to $146.92. Westpac, NAB and ANZ bucked the market trend to finish ahead. Utility stocks gained ground, with Origin up 1.4% and APA Group up 1.9% BHP up 1.2%, Woodside stronger by 1.2% and Resmed surging 3%. CURRENCY UPDATE: AUD/USD: 62.81 US cents AUD/GBP: 48.7 pence AUD/EUR: 57 Euro cents AUD/JPY: 92 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.
This week on The Fin podcast, senior reporter Max Mason and Chanticleer columnist James Thomson discuss WiseTech’s tumultuous five months, Richard White’s second coming and whether he should stay in charge.Further reading:‘I am WiseTech’: How Richard White regained control of his companyOn one side was a group of independent directors with their reputations on the line. On the other, a powerful founder with everything to lose.The billionaire, his lawyer wife – and the secrets of their explosive relationshipRichard White says he would “take a bullet” for his wife but many of the billionaire’s long-time friends are unhappy about the marriage and the couple’s volatile history.King Richard’s return gives WiseTech investors a stark choiceIncredibly, Richard White has more power at WiseTech than at any time since it listed in 2016. But that comes with some big consequences for investors.See omnystudio.com/listener for privacy information.
Energy stocks are at their lowest point in 3 years, with uranium prices not helping the situation. MARKET WRAP: ASX200: down 0.70% to 8,141 GOLD: $2,926 US/oz BITCOIN: $150,505 AUD Market losses were led by the Big Four banks, which all lost ground today. Consumer Staple stocks fell by 3.6% with Coles & Treasury Wines both trading ex-dividend. BHP and Rio Tinto both finishing ahead A ratings downgrade for Mineral Resources on higher risks to its balance sheet saw it go backwards by 1.9% to $21.08 IAG said its reinsurance arrangements would protect shareholders for losses, with shares back up 1.4% to $7.83. Wisetech’s search for a new director is expected to be completed within the month, with shares gaining 1.2% to $91.06 on the news. And Pro Medicus and Evolution Mining both finished higher by more than 1%. CURRENCY UPDATE: AUD/USD: 62.75 US cents AUD/GBP: 49.0 pence AUD/EUR: 58 Euro cents AUD/JPY: 93 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.
For today's episode of Buy or Sell, Adam Keily is joined by Ben Richards from Seneca Financial Solutions. Tune in to hear Ben and Adam chat about the following companies:GQG Partners (GQG)Catapult (CAT)Energy One (EOL)AIC Mines (A1M)Antipa Minerals (AZY)Megaport (MP1)Seek (SEK) Wisetech (WTC)Guzman y Gomez (GYG) And if you want to hear more from Adam Keily, make sure you check our Comedian v Economist (Apple | Spotify). In Comedian v Economist, Adam is joined by his brother Thomas, a former RBA economist, to break down the macroeconomic stories of the week. In their most recent episode they spoke about changes in interest rates, new housing policies, how recent political events are shaping markets, and a lucid dreaming device that claims to enhance productivity.—------Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.—------Want more Equity Mates?Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
The guys chat about the ongoing dramas at the $30b Wisetech, Cettire's disastrous results, Seek's acquisition fiasco and who are the world's most profitable companiesThanks for listening!Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcastSubscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcastFollow us on Instagram: https://www.instagram.com/contrarianspodFollow us on TikTok: https://www.tiktok.com/@contrarianspod
WiseTech has seen its shares plunge more than 24% after four independent board members stepped down this week. Nike has announced a new collaboration with Kim Kardashian’s Skims brand after struggling with declining sales. Bybit, the world’s second-largest cryptocurrency exchange, has allegedly been hacked for $1.5 billion, marking the largest cryptocurrency heist in history. _ 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.
Bobby Strenk of SecurSpace & Ron Greene of Overhaul talk about cargo theft - the biggest challenges & trends, and best ways to keep your shipments safe. IN THIS EPISODE WE DISCUSS: [05.38] An introduction to Bobby and SecurSpace, and Ron and Overhaul. [07.54] Exactly what cargo theft is, the different types, and the trends to look out for. “There's a whole new world in cargo theft. We're three years into a significant spike in cargo theft, and the US takes the lead in how much it's increased… There's been an expansion of theft techniques and a lot of criminal organizations, that historically weren't in the cargo theft space, have jumped in with both feet.” [10.09] The current scope of the cargo theft problem, and why gathering data to measure it accurately is problematic. [13.13] The future of cargo theft, and why it's going to continue to rise. “It's going to take a collaborative industry, plus government and associations, joining forces to curb this issue.” [14.47] What shippers can do, from a people perspective, to mitigate freight theft and risk, and why organizations need to focus on security through compliance. [21.35] How technology and security can help shippers mitigate risk and prevent theft. [25.25] Why secure parking and storage is so important, and what organizations should look for in a secure yard. [30.54] How providers can better secure their yards. “What are you doing at your facility, what is your infrastructure, and how does it compare to the gold standard? Not every yard needs to be Fort Knox, so take a ‘good, better, best' approach.” [35.03] How shippers, and their 3PL partners and carriers, can better secure their freight in-transit. “Everybody, the entire organization from the top to the bottom, needs to adhere to a security culture... Building a safety culture is what the industry has to do to help mitigate this problem.” [38.44] Why freight at rest is at risk, and what companies can do to secure it. [43.03] How SecurSpace helps customers with their growing national network of secure parking and storage. [46.18] The role Overhaul play in protecting cargo for their customers. RESOURCES AND LINKS MENTIONED: Head over to CargoWise Landside's website to find out more and discover how they could help you too. You can also connect with CargoWise and keep up to date with the latest over on LinkedIn, YouTube, X (Twitter) or Facebook,or you can connect with Bobby or Ron on LinkedIn. If you enjoyed this episode, you're in luck! We have lots more content from CargoWise, SecurSpace and Overhaul: 412: Maximize Warehouse Efficiency and Profitability, with CargoWise 406: Unlock the Opportunities of Cross-Border Ecommerce, with CargoWise 346: Enable and Empower Your Supply Chain, with WiseTech 367: Going Beyond Visibility – Unveiling The Invisible 369: From Chaos To Clarity: Simplifying Global Customs Compliance 371: Going Beyond Visibility – From Risk to Resilience: How Technology Is Transforming Global Supply chains 373: Going Beyond Visibility – Culture and Digitization 363: Grab On-Demand Access To Yard Space, with SecurSpace 246: Achieve Complete Command & Control For Your Supply Chain, with Overhaul
Australian businessman Richard White founded a billion-dollar tech business before a series of personal dramas caused mayhem. Now his brainchild WiseTech seems to be falling apart. Find out more about The Front podcast here. You can read about this story and more on The Australian's website or on The Australian’s app. This episode of The Front is presented by Claire Harvey, produced by Stephanie Coombes and edited by Tiffany Dimmack. Our team includes Kristen Amiet, Lia Tsamoglou, Tiffany Dimmack, Joshua Burton and Jasper Leak, who also composed our music. See omnystudio.com/listener for privacy information.
The Aussie market started the week with little movement, as declines in tech and resource stocks were balanced by gains in the big banks. Despite slipping earlier, the market recovered from its worst levels, continuing a rough streak of losses over the past six weeks. Globally, the US market saw its worst session of the year, with tech giants dragging the S&P 500 lower. Locally, earnings season is in full swing, with major results shaking up stocks—Wisetech plunged 20% after boardroom turmoil, while EVT jumped 12.5% on strong earnings. Looking ahead, key earnings from companies like Woolworths, Qantas, and Nvidia, along with inflation data from Australia and the US, will be in sharp focus. 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.
Australia's largest tech company lost 20% in a single day, with four directors resigning from the board.See omnystudio.com/listener for privacy information.
The Aussie market started the week with a slight dip, narrowing early losses but still weighed down by ongoing uncertainty around tariffs. Reporting season is now in full swing, with major companies revealing their latest earnings. Market volatility remains high, particularly for sectors like tech and telecom, with WiseTech dropping on fresh controversies and lithium miner Pilbara sliding on weak commodity prices. Looking ahead, key earnings reports from heavyweights like CSL, Macquarie, and CBA will dominate the week, alongside economic updates on consumer and business confidence.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 US President is making moves that are changing markets, but will it keep up the pace for the next four years? MARKET WRAP: ASX200: up 0.33% to 8,429 GOLD: $2,764 US/oz BITCOIN: $168,036 AUD Tech stocks gained on the news of Trump’s AI joint venture. Wisetech up 2.9%, Xero up 2.4% and Life 360 jumped 3.4% Boss Energy up 14.2% to $3.22, Paladin 10.1% stronger and Deep Yellow gaining 7.3% in a good day for uranium miners Gold prices reached 3-month highs helping Evolution up 4.1% to $5.89, while Bellevue was up 3.5% to $1.18. Industrial stocks were 1.2% higher, as Qantas gained 3.7% and Seven Group lifted 2.9%. Woodside dropped 1.9% to $25.25 after it said production in the last quarter had dropped by 3%. Iluka dropped 7% to $4.95 despite its quarterly review showing a rise of 23% in output. And BHP, CSL and Aristocrat all tumbled by more than 1% CURRENCY UPDATE: AUD/USD: 62.62 US cents AUD/GBP: 50.81 pence AUD/EUR: 60 Euro cents AUD/JPY: 97 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.
Tom Burke of CargoWise Landside talks about how drayage rating & quoting best practices can improve supply chain management, visibility, & logistics execution. IN THIS EPISODE WE DISCUSS: [06.59] An introduction to Tom and his career journey, how he founded DrayMaster, and its current place in the extensive CargoWise Landise portfolio. “You could say that I've had my hand in every cookie jar when it comes to this industry, and I've gained valuable insights from each experience.” [09.49] Trend one: The importance of collaboration in supply chain management, the improving integration and interoperability between stakeholders, and how a shared access to pricing is helping to drive improvement. “A supply chain without collaboration would be fragmented, inefficient, and unable to meet the demands of modern commerce… It's the glue that holds the entire industry together.” [13.23] Trend two: What visibility and transparency mean to CargoWise Landside, the areas of supply chain where they're most impactful, and how they support drayage rating and quoting best practices. “Forwarders are working across multiple time zones, they need instant access to accurate rates… Waiting for hours or days just doesn't cut it any more. And for trucking companies, if you're not providing rates electronically, your likely missing out on opportunities to quote and move freight.” “Together, they're the foundation of today's drayage and quoting practices.” [18.05] Trend three: The role of automation in shipping logistics and supply chain management – how it's reducing manual effort, breaking down data siloes, and ensuring accuracy across data, from quote to invoice. “Ultimately, it's all about efficiency and transformation. Automation is changing the way businesses operate, enabling them to run leaner and more efficiently with the precision that's now needed.” [21.05] From rising customer expectations to issues with change management, the biggest challenges these three core trends present to drayage operators. [26.26] How drayage operators are managing through these trends and challenges, and why digitalization is no longer a nice-to-have. [28.47] ‘Good, better, best' – the three step approach to best practices, why best practices are needed across the industry, and how they pull together the key trends of collaboration, transparency, and automation. [32.52] How DrayMaster can help truckers to reduce quote turnaround times by up to a huge 95%. [34.59] A case study detailing how DrayMaster helped a 3PL to achieve 44% lower rates, resulting in annual savings of over $1.5 million, and drastically reducing invoice discrepancies by over 50% and counting. [39.30] How DrayMaster helps truckers and 3PLs to work together, deliver collaboration, visibility and data, and how drayage rating and quoting best practices can improve supply chain management and logistics execution. “When truckers and 3PLs work together seamlessly, the ripple effect benefits everybody involved.” RESOURCES AND LINKS MENTIONED: Head over to CargoWise Landside's website now to find out more and discover how they could help you too. You can also connect with CargoWise and keep up to date with the latest over on LinkedIn, YouTube, X (Twitter) or Facebook, you can connect with Tom on LinkedIn. If you want to hear more from CargoWise, we have plenty more for you! Check out 412: Maximize Warehouse Efficiency and Profitability, with CargoWise, 406: Unlock the Opportunities of Cross-Border Ecommerce, with CargoWise, 346: Enable and Empower Your Supply Chain, with WiseTech, 367: Going Beyond Visibility – Unveiling The Invisible, 369: From Chaos To Clarity: Simplifying Global Customs Compliance, 371: Going Beyond Visibility – From Risk to Resilience: How Technology Is Transforming Global Supply chains, or 373: Going Beyond Visibility – Culture and Digitization.
CEO scandals are flooding the share market: Qantas, Wisetech, MinRes...the list keeps growing. The thing is, each of those companies has a board that is paid handsomely for supposedly keeping the CEO under control.What could be done to change this risk? Fund manager Roger Montgomery joins wealth editor James Kirby in this episode. In today's show, we cover: Coralling the larger-than-life CEO: A proposal The problem with independent company directors Is AI any smarter than a cat? Why can't we get after-tax returns from big funds? See omnystudio.com/listener for privacy information.
Adam and Adir chat to Ben Gilbert from Acquired about his incredible journey to become one of the world's best podcasters, the rise and fall of Wisetech's Richard White and problems at the Tech Council of Australia, are universities broken and Adir's secrets to getting amazing customer service Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspod
Recently, Betashares have brought a number of new leveraged ETFs to the Australian market. We've been seeing plenty of questions about them in our Facebook Discussion Group, so we asked Cameron Gleeson from Betashares to jump on the pod and help answer them. That's just one topic we cover in another big episode of Equity Mates:Why its been a tough week for founder-led businessesWhether the fall in Mineral Resources or WiseTech creates a buying opportunity? The Netflix come back is complete - down 75% and then up more than 300%We review some of the worst financial content we've come across on social media —------Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.—------Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.—------Want more Equity Mates?Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Aussie tech giant Wisetech has seen its shares drop more more than 22% over the past few days after its founder and CEO has been hit with major scandals. Amazon, Google and Microsoft have all invested in nuclear power plants as part of their goals to reduce its carbon emissions. Qantas could be forced to shell out hundreds of millions of dollars to 1700 illegally sacked workers. _ Check out the Flux x Raiz Flux Academy this month Download the Raiz App - Investing made easy Read the PDS and TMD on the Raiz Invest website or App to understand the risks and decide if Raiz is suitable for you. AFSL 434776 Visit raizinvest.com.au to learn more and read the PDS and TMD to decide if its right for you. AFSL 434776. Download the free app (App Store): http://bit.ly/FluxAppStoreDownload 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.