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Stock Takes

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Stock Takes

A weekly Business, Investing and News podcast
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Stock Takes

NZME

Stock Takes

Episodes
Stock Takes

NZME

Stock Takes

A weekly Business, Investing and News podcast
Good podcast? Give it some love!
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Episodes of Stock Takes

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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
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 bi
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
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 s
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
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 econ
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
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 frustr
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
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 exp
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 re
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
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
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 h
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 poli
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
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
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
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
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 mark
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 Adv
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 cou
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 predicti
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 interes
After the sudden collapse of Silicon Valley and Signature Banks sent shockwaves around the globe, economic observers were shocked further by the surprise buyout of Credit Suisse. It's prompted questions about the state of the global economy and
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