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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24/02/25: China tech rally, UK inflation & Alibaba’s resurgence
6:32
6:32
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6:32In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie discuss recent events and look to the week ahead. 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 recor…
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Anna Smaill - Bird Life, A Novel
53:36
53:36
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53:36Anna Smaill in conversation with Jane Forrest Waghorn Anna’s latest novel moves between reality and magical realism, as two women navigate intense personal loss in a wonderfully hyperrealist, slightly eerie, Tokyo. Dinah is a New Zealander, teaching English in Japan, grieving her twin brother who was a gifted, but troubled, musician. Yasuko, who ha…
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17/02/25: Tariff uncertainty, UK growth & Russia-Ukraine talks
8:45
8:45
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8:45In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead. 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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10/02/25: Trump’s tariffs, China’s response & UK rate cuts
6:37
6:37
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6:37In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Andrew Shaw discuss recent events and look to the week ahead. 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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03/02/25: DeepSeek's impact, Jevons Paradox & central bank moves
5:06
5:06
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5:06In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Edward Kennedy discuss recent events and look to the week ahead. 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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27/01/25: Trump’s executive orders, Japan rate hike & UK trade policy
6:21
6:21
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6:21In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss recent events and look to the week ahead. 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 rec…
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Ron Crosby - Te Kooti’s Last Foray
1:01:58
1:01:58
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1:01:58Marlborough-based historian Ron Crosby has tramped the Urewera forests to retrace the steps of Te Kooti and his pursuers. That legwork deeply informs his latest book Te Kooti’s Last Foray. He discusses his findings and the adventures he had along the way. Ron was in conversation with Pete Anderson at the 2023 Marlborough Book Festival.…
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20/01/25: UK inflation relief, China's stimulus & Trump’s inauguration
6:54
6:54
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6:54In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead. 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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13/01/25: Rising bond yields, inflation trends & US economic resilience
8:07
8:07
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8:07In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead. 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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Tessa Nicholson - Writing Marlborough's Wine Stories
50:36
50:36
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50:36Marlborough-based Wine journalist Tessa Nicholson has interviewed industry players and been witness to challenges overcome and enterprise rewarded. Speaking to journalist Mike White at the 2023 Marlborough Book Festival, Tessa discusses her book Fifty Years, Fifty Stories, Marlborough the Region That Turned The Wine World Upside Down.…
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06/01/24: Trump's return, China's outlook & review of 2024
5:15
5:15
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5:15In this week's episode of the Monday Espresso podcast, Sarah Todino and Alex King discuss recent events and look to the week ahead. 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 recordin…
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23/12/24: US Fed signals, UK inflation & global market trends
5:59
5:59
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5:59In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss recent events and look to the week ahead. 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 rec…
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Joanne Drayton - The Lives of Others
1:05:16
1:05:16
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1:05:16Joanne Drayton is an art historian, biographer and nonfiction writer. Her personal memoir The Queen’s Wife was published in January this year. Her book Hudson & Halls: The Food of Love won the non-fiction award at the Ockham New Zealand Book Awards in 2019. The Search for Anne Perry was a top-10 non-fiction on the New York Times bestseller list. Jo…
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16/12/24: China stimulus, NATO spending & Eurozone forecasts
7:11
7:11
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7:11In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Andrew Shaw discuss recent events and look to the week ahead. 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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09/12/24: US employment data, political uncertainty & Asia
5:22
5:22
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5:22In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Alex King discuss US employment data, political uncertainty & Asia. 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 o…
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02/12/24: US tariffs, Eurozone inflation & consumer spending
6:20
6:20
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6:20In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss US tariffs, Eurozone inflation & 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 t…
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25/11/24: NVIDIA's earnings, inflation trends & interest rate outlook
5:59
5:59
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5:59In 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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18/11/24: US inflation, Trump staff nominations & UK GDP slowdown
5:44
5:44
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5:44In 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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W J Moloney - Invincible
1:06:27
1:06:27
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1:06:27W 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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11/11/24: US election, interest rate cuts & China’s growth challenges
7:34
7:34
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7:34In 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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7:41In 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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6:05In 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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6:51In 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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Luke Elworthy - The Last Letter of Godfrey Cheathem
1:00:52
1:00:52
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1:00:52Luke 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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4:43In 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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6:14In 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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Dr Peter Meihana - Exploding a Pākehā Myth (Wairau launch)
1:05:30
1:05:30
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1:05:30Growing 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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5:07In 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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4:49In 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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5:16In 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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Soraya Lane - Following the Heart
1:01:39
1:01:39
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1:01:39Soraya 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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6:21In 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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02/09/24: Nvidia's earnings, market volatility & inflation data
6:28
6:28
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6:28In 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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5:28In 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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1:04:02Robbie 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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6:58In 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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4:49In 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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5:40In 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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29/07/24: US election, company earnings & consumer spending
7:54
7:54
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7:54In 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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8:16In 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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Joanne Drayton - The Queen’s Wife
1:01:23
1:01:23
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1:01:23Joanne 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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6:22In 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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5:18In 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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6:31In 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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5:25In 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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5:42In 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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6:28In 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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5:36In 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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Cristina Sanders - Mrs Jewell and the Wreck of the General Grant
1:00:00
1:00:00
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1:00:00Mrs 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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5:26In 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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