Duxton Asset Management, Co-Founder & Chairman, Ed Peter speaks with Tom Piotrowski about why Australia is a prime investment destination for water entitlements and how Agri investments play a part in tackling climate change as well as a hedge against inflation.

Vulcan Energy (VUL) Executive Chair, Dr Francis Wedin speaks with Tom Piotrowski about the outlook for the lithium industry, potential impact from the Trump presidency on the sector and the current funding arrangements in place. The pair also discuss the offtake partnership arrangements in place with tier-one companies and more.

Perseus Mining (PRU) CEO & Managing Director, Jeff Quartermaine, speaks with Tom Piotrowski about the factors driving the gold price higher and the company’s operational highlights. The pair also discuss Perseus’ growth strategy and managing sovereign risk in Africa.  

Eurasia Group Managing Director, Jon Lieber speaks with Tom Piotrowski about the upcoming US Presidential Election. The pair discuss the current status of the race, policy considerations, and implications for the global economy. Additionally, Jon provides insights into proposed taxation reforms, and things to look out for from the perspective of an Australian share market investor. 

John Lockton, head of Investment Strategy at Sandstone Insights speaks with Tom Piotrowski about his high-conviction stocks. The pair discuss buybacks in the Australian market, along with companies such as ResMed (RMD), Seven Group (SVW), Block (SQ2) and Coles (COL).

Munro Partners, Partner & Portfolio Manager, Qiao Ma speaks with Tom Piotrowski about the outlook for leading US tech companies including NVIDIA, Microsoft and Meta, together with opportunities for AI investing beyond big tech.

Zip Co (ZIP) CEO, Cynthia Scott speaks with Tom Piotrowski about the company’s full year results, the progress of its strategic priorities and the status of its US business. Additionally the pair also discuss the capital management outlook for the company and the impact to the business from macro environmental factors. 

Woodside Energy (WDS) CEO, Meg O’Neill speaks with Tom Piotrowski about the company’s half year results and the reasoning behind the recent acquisitions of Tellurian and Driftwood LNG. The pair also discuss the progress of the Scarborough project in WA, and the Sangomar development in Senegal.

Seven Group Holdings (SVW) CEO, Ryan Stokes speaks with Tom Piotrowski about the company’s full year results, including the performance of its WesTrac and Boral businesses. The pair also discuss the outlook for the industries under the company umbrella and its dividend & capital management policy.  

MST Financial, Senior Research Analyst, Brian Johnson speaks with Tom Piotrowski, sharing insights on the financial sector, including major banks. They discuss the key reasons behind the dispersion in bank valuations and their primary drivers. Additionally, Brian offers his perspectives on inflation, cost cutting, technology and business lending.

WAM Leaders (WLE), Senior Investment Analyst, Anna Milne speaks with Tom Piotrowski about the upcoming reporting season, the market’s recent performance and the impact of potential interest rate moves. She provides insights into multiple sectors including mining, healthcare, REITs (real estate) and consumer facing stocks. The discussion also covered companies like BHP, Rio Tinto, Fortescue, CSL, Goodman Group, Dexus, Endeavour and more. 

Antipodes Global Shares (ASX: AGX1) Portfolio Manager, Vihari Ross shares her views on the ‘Magnificent 7’, which includes NVIDIA, Apple, Tesla, Meta and Microsoft. She also discusses potential opportunities for thematic investments beyond these larger tech stocks, highlighting alternative avenues for growth.

Coolabah Capital Investments CIO, Christopher Joye speaks with Tom Piotrowski about the outlook on inflation, interest rates and his views on central bank policy. The pair also discuss the impact that interest rate movements are having on multiple asset classes including equities, corporate bonds, and hybrid securities.

DroneShield (DRO) CEO, Oleg Vornik speaks with Tom Piotrowski about the significance of its counter drone technology, together with growth opportunities including via the framework agreement signed with NATO and the plans in place for production scalability. 

Patriot Battery Metals (PMT) CEO, Ken Brinsden speaks with Tom Piotrowski about the lithium industry’s outlook, its Corvette asset in Canada, the significance of its partnership with the world’s largest lithium miner, Albermale and more. 

Head of Investment Strategy, John Lockton from Sandstone Insights, speaks with Tom Piotrowski about the key factors influencing the resource sector. The pair also discuss the outlook for commodity prices and views on local producers, BHP and Woodside Energy.  

Richard Hemming, Head of Investing at research newsletter Under the Radar, speaks with Tom Piotrowski about the disparity between small caps and the broader market, as well as where he sees opportunity in the small caps space.

Zip Co (ZIP) CEO, Cynthia Scott speaks with Tom Piotrowski about the company’s half year results and the progress of its strategic priorities, together with the latest on its key markets in both ANZ and the US.

Woodside Energy Group (WDS) CEO, Meg O'Neill speaks with Tom Piotrowski about the company’s full year results, its dividend policy, how the company is managing the energy transition, its strategic relationships with its Japanese partners and more. 

WiseTech Global Ltd (WTC) Founder & CEO, Richard White speaks with Tom Piotrowski about the company’s half-year results, the performance of its recent acquisitions as well as the opportunities for the company with artificial intelligence (AI). 

Richard Hemming, Head of Investing at research newsletter Under the Radar, speaks with Tom Piotrowski about the themes influencing ASX small caps at present, including the outlook for interest rates, perceptions of risk in addition to mergers & acquisitions.

Pilbara Minerals CEO, Dale Henderson speaks with Tom Piotrowski about the strategic priorities of the company, current status of its joint ventures, the outlook for lithium prices and more. 

Lake Resources (LKE) CEO & MD, David Dickson speaks with Tom Piotrowski about its flagship Kachi project in Argentina and the significance of new technology in the lithium industry. The pair also discuss the demand outlook for lithium and how politics in South America might impact the business.