Sheldon Macdonald and Nathan Sweeney talk about the topics driving the markets in their weekly Monday update.
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The Marlborough Book Festival is an annual readers and writers festival held in July in Marlborough, New Zealand. Listen to our podcasts to hear discussions with our featured writers, as they explain the challenges and the highlights of creating their various works and their lives as writers. For more information, head to: https://www.marlboroughbookfest.co.nz/
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Join us for a peek into Marlborough's community through panel discussions with students, faculty and alumnae!
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How are students, teachers, parents and alums dealing with the Coronavirus pandemic? And how does COVID-19 connect to other social, economic and political issues? Dr. Catherine Atwell, Dean of Student Research, talks with members of the Marlborough community to learn about how they've been coping - and sometimes not coping - with the pandemic. And in the process, we learn about the creative ways teachers and students are learning together, at a distance.
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Welcome to the Marlborough Wine Podcast, where we explore the fascinating world of grape growing and winemaking in New Zealand’s biggest wine-growing region. Every month hosts Sophie Preece and Kat Pickford will be talking to local grape growers, winemakers, and scientists to learn more about what makes Marlborough such a special place for wine. We’ll explore everything from organics and regenerative viticulture growth to the latest winemaking techniques and trends. Whether you are curious a ...
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25/11/24: NVIDIA's earnings, inflation trends & interest rate outlook
5:59
5:59
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5:59
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Edward Kennedy discuss NVIDIA's earnings, inflation trends & interest rate outlook. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s vie…
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1
W J Moloney - Invincible
1:06:27
1:06:27
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1:06:27
W J Moloney discusses Invincible, a novel based on the incredible story of one man’s journey through a world war and onto worldwide sporting glory. The novel follows Son White, a Southland man who went to WWI with his horse Ben and returned a mentally scarred man who found redemption on the rugby field. After joining a local club in 1919 he managed…
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18/11/24: US inflation, Trump staff nominations & UK GDP slowdown
5:44
5:44
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5:44
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss US inflation, Trump staff nominations & UK GDP slowdown. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at …
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11/11/24: US election, interest rate cuts & China’s growth challenges
7:34
7:34
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7:34
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter discuss the US election, interest rate cuts and China’s growth challenges. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s…
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04/11/24: UK budget, US election and China committee meetings
7:41
7:41
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7:41
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss UK budget, US election and China committee meetings. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at…
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28/10/24: US political shifts, UK debt concerns & infrastructure outlook
6:05
6:05
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6:05
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Alex King discuss US political shifts, UK debt concerns & infrastructure outlook. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s vi…
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21/10/24: Falling inflation, central bank moves & China's economic outlook
6:51
6:51
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6:51
In this week's episode of the Monday Espresso podcast, Scott Truter and Sarah Todino discuss falling inflation, central bank moves & China's economic outlook. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s vi…
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1
Luke Elworthy - The Last Letter of Godfrey Cheathem
1:00:52
1:00:52
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1:00:52
Luke Elworthy discusses The Last Letter of Godfrey Cheathem, a satire that explores being the average sibling in a family of creative geniuses and pokes fun at Kiwi life. Luke reflects on his teen years at a conservative boarding school and a commune, his publishing work, and life in Marlborough. Luke Elworthy was in conversation with Jason Henry a…
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14/10/24: China's outlook, UK GDP growth and inflation trends
4:43
4:43
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4:43
In this week's episode of the Monday Espresso podcast, Scott Truter and Alex King discuss China's outlook, UK GDP growth and inflation trends. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at the time …
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07/10/24: Middle East conflict, Eurozone inflation & employment rates
6:14
6:14
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6:14
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss Middle East conflict, Eurozone inflation & employment rates. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views…
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1
Dr Peter Meihana - Exploding a Pākehā Myth (Wairau launch)
1:05:30
1:05:30
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Growing up, Dr Peter Meihana often heard that Māori received special treatment and had advantages that other New Zealanders did not. However, this idea didn’t match with his life experience as Māori nor did it match with what he learned when he became hooked on studying history. He blew the myth apart in his doctorate thesis and has kindly encapsul…
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30/09/24: China's stimulus package, European outlook & US inflation
5:07
5:07
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5:07
In this week's episode of the Monday Espresso podcast, Raj Manon and Alex King discuss China's stimulus package, European outlook & US inflation. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at the ti…
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23/09/24: Rate cuts, inflation & market reactions
4:49
4:49
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4:49
In this week's episode of the Monday Espresso podcast, Scott Truter and Sarah Todino discuss rate cuts, inflation and market reactions. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at the time of reco…
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16/09/24: Market volatility, global rate cuts & Japan's economic outlook
5:16
5:16
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5:16
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Scott Truter discuss market volatility, global rate cuts & Japan's economic outlook. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s…
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1
Soraya Lane - Following the Heart
1:01:39
1:01:39
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1:01:39
Soraya Lane has followed her heart creating historical fiction and romance novels. Her series, The Lost Daughters, has been an international success, and her WWII novels are enormously popular with lovers of the historical genre. At the 2023 Marlborough Book Festival she explains to Courtney Clark Michaels about her writing life and how she weaves …
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09/09/24: Market cyclicality, US job data & Europe's outlook
6:21
6:21
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6:21
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss market cyclicality, US job data & Europe's outlook. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at the t…
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1
02/09/24: Nvidia's earnings, market volatility & inflation data
6:28
6:28
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6:28
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter discuss Nvidia's earnings, market volatility and inflation data. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at …
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26/08/24: US economic signals, Jackson Hole Symposium & rate cut speculation
5:28
5:28
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5:28
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Raj Manon discuss US economic signals, Jackson Hole Symposium and rate cut speculation. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manage…
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Robbie Burton - Bushline
1:04:02
1:04:02
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1:04:02
Robbie Burton discusses his memoir, Bushline, which tells of life, love and adventures in the outdoors, as well as his long career in publishing. The natural world played a central part in developing his youthful obsession with tramping, skiing and mountaineering, first in Nelson Lakes National Park, then throughout the Southern Alps. Robbie was in…
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19/08/24: Market resilience, moderating inflation & profit margins
6:58
6:58
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6:58
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter discuss market resilience, moderating inflation & profit margins. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at…
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12/08/24: Japan's market turbulence, US economic data & upcoming data points
4:49
4:49
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4:49
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Andrew Shaw discuss Japan's market turbulence, US economic data & upcoming data points. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s…
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05/08/24: UK interest rate cut, US volatility & Japan's yen rally
5:40
5:40
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5:40
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald & Sarah Todino discuss UK interest rate cut, US volatility & Japan's yen rally. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at…
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1
29/07/24: US election, company earnings & consumer spending
7:54
7:54
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7:54
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss the US election, company earnings & consumer spending. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at the …
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22/07/24: Technology outages, retail data & the Taylor Swift effect
8:16
8:16
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8:16
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Sarah Todino discuss technology outages, retail data & the Taylor Swift effect. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at …
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1
Joanne Drayton - The Queen’s Wife
1:01:23
1:01:23
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1:01:23
Joanne Drayton discusses her memoir, The Queen’s Wife, a modern love story featuring whakapapa, archaeology, art and heartbreak, with Jane Forrest Waghorn at the 2023 Marlborough Book Festival. Joanne’s story is one of two married women who met in 1989 in Christchurch. Their love threatens to cost them their children, families and friends and force…
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15/07/24: UK growth, French elections & US inflation
6:22
6:22
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6:22
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss UK growth, French elections and US inflation. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at the time of r…
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08/07/24: Mid-year review, UK election & US update
5:18
5:18
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5:18
In this week's episode of the Monday Espresso podcast, Sheldon Macdonald & Sarah Todino discuss the first half of the year, UK election and US update. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at t…
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01/07/24: Promising inflation trends, US outlook & GDP data
6:31
6:31
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6:31
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss promising inflation trends, US outlook and GDP data. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at the ti…
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24/06/24: Easing inflation, rate cuts begin & tech sector strength
5:25
5:25
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5:25
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Sarah Todino discuss easing inflation, the rate cutting cycle & tech sector strength. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s vie…
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17/06/24: US inflation, rate cut expectations & outlook for Japan
5:42
5:42
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5:42
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss US inflation, rate cut expectations & the outlook for Japan. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views a…
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10/06/24: ECB's interest rate cut, market movements & NVIDIA's rise
6:28
6:28
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6:28
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Sarah Todino discuss ECB's interest rate cut, market movements & NVIDIA's rise. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at …
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03/06/24: Stabilising inflation, moderating growth & potential rate cuts
5:36
5:36
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5:36
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss stabilising inflation, moderating growth & potential rate cuts Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views…
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1
Cristina Sanders - Mrs Jewell and the Wreck of the General Grant
1:00:00
1:00:00
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1:00:00
Mrs Jewell and the Wreck of the General Grant is a vivid imagining of the story behind the southern hemisphere's most famous shipwreck. The gold-laden General Grant struck the Auckland Islands in 1866, with just 14 men and a single woman making it to shore. The mystery of what happened to the ship has attracted treasure hunters and adventurers ever…
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27/05/24: Election surprises, easing inflation & NVIDIA's AI surge
5:26
5:26
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5:26
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Sarah Todino discuss election surprises, easing inflation & NVIDIA's AI surge. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at t…
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20/05/24: Inflation eases, rate cuts loom & China stimulus
6:25
6:25
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6:25
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss easing inflation, looming rate cuts and China's latest stimulus measures. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment mana…
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13/05/24: UK growth, interest rate speculation & Asia's outlook
5:15
5:15
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5:15
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Raj Manon discuss UK growth, interest rate speculation & Asia's outlook. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at the tim…
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06/05/24: Earnings reports, inflation trends & economic optimism
5:00
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5:00
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Sarah Todino discuss earnings reports, inflation trends & economic optimism Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at the …
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29/04/24: Tech giants report earnings, US inflation & GDP data
5:10
5:10
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5:10
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Andrew Shaw discuss tech giants earnings reports, US inflation & GDP data. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at the t…
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22/04/24: Inflation divergence, geopolitical tensions & reporting season
6:35
6:35
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6:35
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Raj Manon discuss inflation divergence, geopolitical tensions & reporting season. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views a…
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Gavin Lang - Seeking the Light
58:24
58:24
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58:24
Gavin Lang's book Seeking the Light is about climbing the country’s highest mountains that rise above 3000m, but it's about the importance of getting outdoors to improve health and wellbeing. Inspiring and exhilarating, each story captures the tension and drama of mountaineering in Aotearoa, and is vividly brought to life with Gavin’s outstanding p…
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15/04/24: US inflation, rate cut expectations & Middle East tensions
7:53
7:53
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7:53
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Scott Truter discuss US inflation, rate cut expectations & Middle East tensions. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at…
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Two consistencies throughout Eileen Merriman’s childhood were her fascination with the human body and a desire to be a doctor. She worked hard at science but excelled at English. From doctor to fiction writer, the award-winning author delves into the science of blood and bone and the intricate depths of heart and soul during a conversation with Tes…
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08/04/24: US jobs report, economic divergence & rate cut expectations
5:40
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5:40
In this week's episode of the Monday Espresso podcast, Nathan Sweeney & Raj Manon discuss the US jobs report, economic divergence & rate cut expectations. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views …
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02/04/24: M&A activity, inflation crossroads & solid economic backdrop
5:05
5:05
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5:05
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Scott Truter discuss M&A activity, inflation crossroads & solid economic backdrop. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s v…
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25/03/24: Japan's rate hike, central bank moves & inflation trends
5:28
5:28
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5:28
In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Raj Manon discuss Japan's rate hike, central bank moves & inflation trends. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at th…
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1
Catherine Chidgey - The Axeman’s Carnival
1:01:07
1:01:07
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An utterly believable mimicking magpie narrates this extraordinary story set in the beautiful yet harsh landscape of Central Otago. Catherine Chidgey discusses her inspiration for the novel, with its exploration of themes encompassing domestic violence, the challenges of farming, the weird world of internet fame, and the vagaries of human relations…
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18/03/24: US inflation data, Bank of Japan & green shoots in China
5:23
5:23
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5:23
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss US inflation data, the Bank of Japan & green shoots in China. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s…
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11/03/24: US inflation, Trump Tariffs & Middle East tensions
7:07
7:07
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7:07
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss US inflation, Trump Tariffs & Middle East tensions. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views at …
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04/03/24: Tech and growth confidence, earnings strength & UK budget
5:50
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5:50
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Raj Manon discuss tech and growth confidence, earnings strength & UK budget. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s views a…
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26/02/24: Central bank insights, housing trends and earnings finale
5:59
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5:59
In this week's episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss central bank insights, housing trends and earnings finale. Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds. These are the investment manager’s vi…
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