show episodes
 
We live in a world that never stops moving, where society depends on the constant flow of goods and people. This is all made possible by the marvels of our modern infrastructure, but who are the pioneers that bring order, processes and systems to keep us moving, and what can we learn from their insights? In Infrastructure Momentum Makers, host and strategy advisor Ratna Amin speaks with the movers and shakers at the intersection of the public, private, and civic sectors about the latest brea ...
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The Pathfinders series is dedicated to dealmakers and trailblazers. We uncover and tap into stories of modern dealmakers carving paths forward. A Pathfinder is a person who is a leader, a transformer, an innovator, a rainmaker – an M&A legend. A person illustrating the journey to success. They have accomplished the path from grit to greatness. We discover the career stories and business path. Unveiling the challenges, the mess-ups and lessons learned, the big movers, big deals and celebratio ...
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Join us as we chat about the wild, weird, and whacky of small cap investing, all while searching for those precious few fast-growing businesses that have a shot of becoming industry giants. (Intro music by Skilsel)
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show series
 
Andrew, Matt, and Claude chat Polynovo and Inoviq, which investors are worth following on the ASX. Plus, yhey delve into the latest updates from Cettire and contemplate the question of investment strategies amidst global turmoil. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g …
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On this episode of Infrastructure Momentum Makers, presented by Ansarada, host Ratna Amin sits down with Clare Newman, President and CEO of the Trust for Governors Island. Ratna and Clare delve into the multifaceted world of island management, as Clare provides a behind-the-scenes look at her role, the island's funding model, and creative initiativ…
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Andrew, Matt, and Claude discuss the latest developments from Smartpay, Weebit Nano, Cogstate, and Dicker Data. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:00 - Good News 7:35 - Smartpay Holdings (ASX: SMP) 16:36 - Weebit Nano (ASX: WBT) 26:12 - Cogstate (ASX: CGS) …
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Andrew, Matt and Claude discuss Adrad Holdings, Vaclav Smil's latest paper and the implications for net zero, Dubber's CEO being issued a travel ban by ASIC, as well as some news from Xref and Cettire. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:13 - Good News 10:09…
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Andrew and Matt chat ImExHs, companies accommodating to market demands, RPMGlobal, DCFs, the importance of being non-consensus and right and being generalist investors. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:08 - Good News 7:32 - Macro - inflation & deficits 10…
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Andrew, Matt, and Claude chat the potential US TikTok ban, Claude AI and potential ways to play AI, as well as Bailador Technology Investments and TASK Group takeover for a 103% premium. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:02 - Good News 4:20 - Possible TikT…
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Andrew, Matt, and Claude discuss your question on if quality companies are leaving the ASX, plus the latest from Dubber, Eroad's (ASX: ERD) dual CEO strategy, and Cleanspace Holdings. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:10 - Good News 4:46 - Your question: q…
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On this episode of Infrastructure Momentum Makers, presented by Ansarada, host Ratna Amin sits down with former U.S. Deputy Chief Technology Officer and the visionary author behind "Recoding America,” Jennifer Pahlka. Ratna and Jennifer discuss the crucial intertwine of technology, policy implementation, and government capability; and Jennifer shed…
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Andrew, Matt, and Claude chat through the latest inflation print as well as the latest from Mcgrath, Objective Corporation, JB Hi-Fi and Close The Loop. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:06 - Good News 7:04 - Inflation 18:09 - Mcgrath (ASX: MEA) 22:33 - Ob…
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Andrew, Matt, and Claude in a busy earnings season chat Stealth Group Holdings, Austco Healthcare, and XRF Scientific. As well as the Woolworths CEO retiring after his ABC interview walkout. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:10 - Good News 6:06 - Stealth G…
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Andrew, Matt, and Claude answer your questions on uranium and Boss Energy, Ava Risk Group's recent announcement, plus Volpara and Ansarada being acquired. As well as a macro discussion covering inflation, interest rates and a potential Trump presidency. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/U…
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Andrew, Matt, and Claude chat Nick Scali's latest results, Pureprofile, Adacel Technologies, Playside Studios. Plus Janison's latest contract win and dealing with the government as a customer. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:02 - Good News 2:20 - Nick Sc…
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On this episode of Infrastructure Momentum Makers, presented by Ansarada, host Ratna Amin sits down with Co-Founder and Principal of Partners in Public Innovation, Ryan Hunter. Ryan shares how PPI helps public organizations solve their trickiest problems, how he encourages leaders to take risks, and why he enjoys working with public servants who ar…
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On this episode of Infrastructure Momentum Makers, presented by Ansarada, host Ratna Amin is speaking with Transportation Consultant and MTA Board Member, Midori Valdivia. Midori’s previous roles include serving as Chief of Staff to Chairman & CEO at the MTA, Deputy Commissioner of Finance and Administration at the NYC Taxi and Limousine Commission…
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Welcome back to another episode of The Pathfinders, brought to you by Ansarada. On this episode, host Dhani Jones is speaking with the Managing Director of the Next Level Fund at Morgan Stanley. This impact-focused private equity business focuses on early-stage investments in women-led enterprises and enterprises with underrepresented founders. Wit…
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Andrew, Matt, and Claude discuss the product market fit for AI, foreign investment turning negative in China, their end of year predictions, plus Genex Power and ESG fund flows and ethical investing. As well as Dusk Group and retail investing more broadly. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channe…
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Andrew, Matt, and Claude discuss their favourite Munger quotes, how to track capital raises, Vmoto and Rectifier Technologies, as well as small cap news from: Mesoblast, Supply Network, Atlas Pearls and HighCom (formerly XTEK). Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g --…
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On this episode of Infrastructure Momentum Makers, presented by Ansarada, host Ratna Amin sits down with Northern California Regional Director at California High-Speed Rail Authority, Boris Lipkin. Boris shares the story of high speed rail in California, what he has learned from high-speed rail systems abroad, and what it takes to overcome challeng…
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Andrew, Matt, and Claude chat economic indicators, retail and the lipstick effect (Lovisa, Step One, Baby Bunting), Altium's AGM, Vysarn, takeover activity (Namoi Cotton, Adore Beauty, & Ensurance). As well as Diverger, and the latest results from Playside and Smartpay. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.yout…
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Andrew, Matt, and Claude go over Queensland's "solution" to the housing affordability crisis, the OpenAI and Sam Altman drama, as well as discussing Volpara's latest results, and touching briefly on Pro Medicus and Maxiparts. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----…
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Andrew, Matt, and Claude discuss artificial intelligence and the latest enhancements in ChatGPT. As well as chatting Catapult Group, RPMGlobal, OFX Group (formerly OzForex) and the potential ramifications of Bitcoin, and finally DGL Group. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r…
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Andrew, Matt, and Claude discuss Alcidion's cap raise, Whispir's bid and ASX takeovers, as well as answering your questions on Bapcor and HiTech Group, plus some macro views. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:50 - Good News 1:36 - Alcidion Group (ASX: ALC)…
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On this episode of Infrastructure Momentum Makers, presented by Ansarada, host Ratna Amin is joined by historian, author, and professor, Dr. Peter Norton. Peter specializes in the history of technology, especially in the world of transportation, and he is the author of Autonorama: The Illusory Promise of High-Tech Driving. Peter joins Ratna to disc…
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If the market isn't scary enough, Andrew, Matt, and Claude in this Halloween special chat some spooky stock situations. As well as discussing 8Common, director loans, founder-led companies, Alcidion, Integrated Research and Iress, and retail businesses including Adore Beauty, Adairs, JB Hi-Fi, Nick Scali and Kogan. Follow us on Twitter: @BabyGiants…
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Andrew, Matt, and Claude discuss the latest CPI figures, small-cap takeovers including Damstra, as well as news and thoughts on Whispir, Credit Clear, Credit Corp, Cettire and Ava Risk Group. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:38 - Good News 1:31 - CPI Figu…
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Welcome back to another episode of The Pathfinders, brought to you by Ansarada. On this episode, host Dhani Jones is speaking with the Founder and CEO of Lafayette Square, Damien Dwin! Lafayette Square is a model investment platform that deploys services-backed capital to local communities, independent businesses, and diverse investors. Before Lafa…
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Andrew, Matt, and Claude engage in a conversation covering a range of topics, including Howard Marks' latest memo, Livetiles, Jumbo Interactive, Xtek and the ongoing geopolitical turmoil, and Dropsuite's latest results. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:47…
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Andrew, Matt and Claude engage in a lively conversation about AI developments and use cases. They also discuss Prophecy International and Chrysos, as well as some small cap news from RPMGlobal, Electro Optic Systems and Advance Zinctek. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4…
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Andrew and Matt discuss progress with the metaverse, Michael Lewis defending SBF, Beforepay Group, your question about Enero Group, as well as Emvision Medical Devices, plus bond yields and the USD. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:40 - Good News - metave…
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On this episode of Infrastructure Momentum Makers, presented by Ansarada, host Ratna Amin sits down with Paul Supawanich, Director of Programs at Global Designing Cities Initiative, a company with a mission to inspire a shift toward safe, sustainable, and healthy cities through transforming our streets. Paul is here today to discuss his role as dir…
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Andrew, Matt, and Claude discuss Australia's property market and how to fix it, plus Pro Medicus winning its largest contract to date, as well as Supply Network and Siteminder. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:36 - Good News 2:35 - Property 13:16 - Pro Me…
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Andrew, Matt, and Claude discuss the latest developments in Beam Communications, and Resmed which has declined following weight loss drugs such as Ozempic. They also delve into the realm of small-cap takeovers, focusing on companies like Cirrus Networks, Eroad, IntelliHr, Infomedia, and Cogstate. Follow us on Twitter: @BabyGiantsPod Subscribe to ou…
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On this episode of Infrastructure Momentum Makers, presented by Ansarada, host Ratna Amin is speaking with Rebecca Long, the Director of Legislation & Public Affairs for the Metropolitan Transportation Commission. Rebecca has been with the MTC for over 20 years and has been a key part of cultivating the San Francisco Bay Area’s public transportatio…
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Matt and Claude cover renewable player Genex Power, Jeremy Grantham's view on the market, super dominating the market and the opportunities that presents and whether there is a bubble in passive investing, a long with Medadvisor. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g …
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Andrew, Matt and Claude chat Alan Joyce's departure from Qantas, and answer your question about investing resources, and finishing off by covering Step One Clothing, Dropsuite and LaserBond. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:06 - Good News 3:56 - Alan Joyc…
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On this episode of Infrastructure Momentum Makers, presented by Ansarada, host Ratna Amin is joined by Sharmila Mukherjee, the Executive Vice President, Chief Planning and Development Officer, with the Capital Metropolitan Transportation Authority, known as CapMetro, the public transportation provider in Austin, Texas. Among her many roles and resp…
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Andrew and Matt continue to tackle a busy earnings season with results and thoughts regarding Appen, Jumbo Interactive, Qantas Airways, DroneShield, Vitura Health, and AVA Risk Group. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:47 - Good News 5:22 - Appen (ASX: APX)…
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Andrew and Matt chat companies results and thoughts from a busy earnings season including: Envirosuite, Objective Corporation, Audinate, Data#3, and ARB Corporation. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:53 - Good News 4:06 - Envirosuite (ASX: EVS) 12:08 - Obj…
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On this episode of Infrastructure Momentum Makers, presented by Ansarada, host Ratna Amin is joined by the Global Head of Cities and Transportation Policy at Uber, Shin-pei Tsay! Not only is she a key figure at Uber, but she is also a Board Member of the San Francisco Bay Area Planning and Urban Research Association. Throughout her career, Shin-pei…
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Andrew and Matt discuss macro news from China, results from JB Hi-Fi, Nick Scali, Temple & Webster, Stealth Global and Pro Medicus. As well as Qoria reaching $100m in ARR, Kelly Partners undertaking a strategic review and Pointerra raising capital. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgH…
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Andrew, Matt, and Claude discuss some interesting macro points from Commonwealth Bank's results and Charter Hall Long WALE REIT. Plus good news from Redbubble, Australian Ethical Investment & Ansarada. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:45 - Good News 5:15 …
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On this episode of Infrastructure Momentum Makers, presented by Ansarada, host Ratna Amin sits down with Sarah Shanley Hope, the Vice President of Narrative Strategies at The Solutions Project. Founded in 2013, The Solutions Project was created with the belief that clean energy benefits the social good and increases racial equity. Together, Sarah a…
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Andrew, Matt, and Claude cover room-temperature superconductors and the potential implications, as well as news from Pointerra, Helloworld Travel, and DroneShield and aspirational targets. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:59 - Room-temperature superconduc…
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Andrew, Matt, and Claude cover Archtis, Twitter changing to X, the dystopian Worldcoin and AI agents, latest results from Ava Risk Group, Catapult, and Volpara's changing metrics, as well as vacant office space. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:48 - Good …
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On this episode of Infrastructure Momentum Makers, presented by Ansarada, host Ratna Amin is joined by Tamika Butler, the Principal and Founder of Tamika L. Butler Consulting. A national expert and speaker on issues related to the built environment, justice, anti-racism, and change management, Tamika sits down with Ratna to discuss the need to brin…
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Andrew, Matt, and Claude cover doomsday prepping and hedging, the age-old quandary of when to sell stocks, working from home, and small-cap good news featuring: Plenti Group, Vysarn, and Australian Ethical Investment. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:41 -…
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Andrew, Matt, and Claude discuss your requests including: Qoria, Damstra Holdings, and Alcidion. Plus the lads chat Twitter vs Threads, and small-cap good news including: Volpara Health Technologies and Kip McGrath Education Centres. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0p…
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On this episode of Infrastructure Momentum Makers, presented by Ansarada, host Ratna Amin sits down with Adam Van de Water, Executive Director of the Transbay Joint Powers Authority, a visionary transportation and housing project that has transformed downtown San Francisco and the San Francisco Bay Area’s regional transportation system by creating …
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