It's time for another wrap of the markets - August saw many New Zealand companies report their earnings, with interesting insights into the state of the economy, while overseas, there is one thing that has investors and analysts interested and that is Ozempic! For this last episode of the season, Madison is joined by Fisher Funds Senior Portfolio Manager Sam Dickie to analyse the global markets.      See omnystudio.com/listener for privacy information.

The election campaign is well and truly underway now, and the economy is set to be the talking point thanks to the cost of living crisis and ongoing inflation.  Things heated up this week after Finance Minister Grant Robertson announced four billion dollars in savings for the next four year forecast period. That’s doubling the savings found ahead of this years Budget, and shows just what a tight squeeze we’re in at the moment - and it sets some tricky landmines for other parties, with...

She may be working out of San Francisco, but Xero's new CEO Sukhinder Singh Cassidy is looking forward to the challenges and opportunities presented by the company she's been leading since November. She joined Madison on this month's spotlight to discuss what the future holds for the company, the role AI will play, and reducing the company's workforce.  See omnystudio.com/listener for privacy information.

Reporting season is underway for a number of New Zealand's biggest businesses. After years of profits impacted by Covid, will we start to see some big profits and dividends? And as people struggle with the cost of living though, will there be some hesitancy from the big companies in celebrating their gains? This week, Damien is joined by NZ Herald business editor Tamsyn Parker to discuss the latest reporting season.  See omnystudio.com/listener for privacy information.

On this week's episode, Madison is talking to the founder of EasyCrypto, Janine Grainer, after a spike in demand for crypto assets, and how this is coming at a time when talks of regulation is ramping up across the industry - and followers have their eyes set on the next Bitcoin halving.  See omnystudio.com/listener for privacy information.

A number of reports released over the last week have cast a light on the state of our economy as the country continues to battle inflation and cost of living. To discuss the various data and what it means for Kiwis, Damien is joined by ANZ economist Henry Russell.   See omnystudio.com/listener for privacy information.

On this month's market wrap, Madison is joined by Fisher Funds senior portfolio manager Sam Dickie to discuss the US reporting season and if the country is avoiding a recession based on the current financial reports. They also look at the state of the tech and media sector after an eventful month in those spaces.  See omnystudio.com/listener for privacy information.

The aviation sector is taking off again as tourists continue to catch up on revenge travel after years of being stuck at home.    With that uptick in demand, we have however seen a sharp rise in pricing – which is great for airlines, but frustrating for consumers desperate to tick a few things off the bucket list.   This week, Damien talks to NZ Herald aviation editor Grant Bradley about his exclusive interview with industry legend and president of Emirates Sir Tim Clark about where the...

Blackpearl Group is one of the most recent companies to have listed on the NZX. For this month's Business Spotlight, Madison is talking to their CEO, Nick Lisette, on what their company does, how they are performing so far, and if they are the next Xero.  See omnystudio.com/listener for privacy information.

This month the Reserve Bank will make another decision on the Official Cash Rate and this one could look very different.  The wholesale rate is currently sitting at 5.5 per cent after a small increase in may. But the Governor has told us to expect no increase next time.   New Zealand is officially in a recession so does that mean the Reserve Bank’s work is done?   To discuss this, Madison is joined by ASB chief economist Nick Tuffley.  See omnystudio.com/listener for privacy information.

We’re at the halfway mark for 2023 and it seems last year’s market losers are this year’s big winners.   The NASDAQ is up 30%, the DAX 12% - but the ASX200 is only up 2% and the NZX50 is flat. So is our part of the world struggling while the rest of the world is riding a tech and AI high? For this month's monthly markets wrap, Damien is joined by Ashley Gardyne, Chief Investment Officer at Fisher Funds, to discuss the winners and losers for the first half of the year.  See...

It’s official - New Zealand was in a period of technical recession at the beginning of this year, according to GDP figures out this month.   Investment firms have been telling us for months that we should put our money in defensive investments that are somewhat protected from economic downturns - but major US markets are now in bull territory.   So is this recession actually going to impact earnings, or fuel more optimism that rate increases will end?   To help explain what to do in this...

There have not been any new companies listed on the NZX since December last year - so why is there such a dearth of companies publicly listing, and is there anything we can do to change that case? For today's episode, Damien talks to consultant and former NZX head of insights Julia Jones to discuss the process of listing and the pros and cons that come into the decision making.  See omnystudio.com/listener for privacy information.

The cost of medicine is always controversial, particularly in an election year. We’ve already seen the Government scrap prescription fees to make them more accessible – but what sort of costs really go in to making and licensing medicine, and how does being publicly listed impact a drugs company?   For this month's Business Spotlight, Madison is joined by AFT Pharmaceuticals founder and CEO Hartley Atkinson to discuss his business and how these changes could impact the industry - plus, the...

Over the last few weeks, Auckland Mayor Wayne Brown has attempted to get councillors on side with his desire to sell the council’s shares in Auckland Airport.     Selling publicly owned assets always sparks controversy on both sides of the political divide, but is selling them in the favour of the entities themselves? This week, Damien is joined by Fisher Finds portfolio manager Matt Peek to discuss the business case for selling publicly owned assets, why markets want to see more of them...

It's time for another look at how the markets have performed over the last month both here and overseas - and Budget 2023 has been the big story here in New Zealand. Plus, reporting season and a growing bull market from the NASDAQ have put the spotlight back on tech stocks.  To discuss what it all means, Tamsyn is joined by Matt Peak, Portfolio Manager ‑ New Zealand Equities for Fisher Funds. See omny.fm/listener for privacy information.

Tomorrow is one of the biggest days of the year for the Government, as Finance Minister Grant Robertson unveils his sixth budget.   With October’s election looking incredibly tight, this budget could sway the decision of swing voters – but with inflation and cost of living pressures, will there be any sweetners?  For today's episode, Damien is joined by ANZ senior economist Miles Workman to discuss what we can expect, if it will have an impact on the markets, and if the savings are all just...

Tourism is one of our country’s key industries, and as we know, has taken a massive hit over the past few years. Borders have been open for a little over a year now, and as we head into winter and the ski season, it seems fitting to check in on how this major sector is performing.  For this month's Business Spotlight, Madison is joined by Tourism Holdings chief executive Grant Webster.to discuss how the industry is coping post-pandemic and mid-recession.  See omnystudio.com/listener for...

New Zealand's major banks are set to reveal their profits this month.  It's a crucial time for banks as their customers start to roll of fixed interest rates on loans like mortgages to much higher rates.   So are banks benefitting from charging borrowers more, or are they having to give that extra money to savers through better deposit rates.  This week, our co-hosts combine as Madison and Tamsyn discuss how bank finances work - and if the latest US bank collapse is of concern to us. See...

The discussion around inflation has dominated economic chat in New Zealand this month, from the soaring price of food to a lower than expected inflation rise. But what’s the story overseas, and how is that discussion being reflected in the markets?  For April's market wrap, Tamsyn is joined by Ashely Gardyne, Chief Investment Officer for Fisher Funds, to discuss the month in markets and what it means for everyone. See omnystudio.com/listener for privacy information.

The Ports of Auckland have been a contentious part of Auckland life for years, with many wanting the site moved away from the CBD, while concerns in recent years around safety have added to their woes.  On top of that, a new report from TBD Advisory has highlighted just how poorly the port has performed financially – and suggests a mixed ownership model is the best move forward.  Guest host Damien Venuto (The Front Page) is joined by Phil Barry, director of TBD Advisory, to discuss the...

For this week’s episode, we’re putting the spotlight on another business that has been making headlines recently.   The supply chain issue has been one we’ve heard a lot about since Covid hit, and globally we are still seeing issues in some countries struggling to clear the backlog. But now that things are open again, what’s the story?  Madison is joined by Mark Troughear from Freightways to discuss the situation in New Zealand - and learn why our postage should cost twice what it does. See...

The Reserve Bank is set to make its latest Official Cash Rate announcement today as signs have already begun to emerge that the economy is shrinking.   This week, Tamsyn is joined by Kiwibank chief economist Jarrod Kerr to dig into his predictions and an overview of the state of the economy, including if we are in a recession and how long inflation will continue to bite.  See omnystudio.com/listener for privacy information.

The use of buy now pay later has exploded in popularity in recent years. On paper, it’s a temptation many of us can’t ignore to get what we want and worry about paying it off later.   However, now the sector is facing regulation, rising interest rates and an economic slowdown. Today, Tamsyn is joined by Gemma Rasmussen, Head of Research and Advocacy at Consumer New Zealand, to talk about the challenges for the industry.  See omnystudio.com/listener for privacy information.