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.

Zip Co (ZIP) CEO, Cynthia Scott speaks with Tom Piotrowski about its Q1 results, the recent restructuring of the business and changes to the company’s strategic priorities. In addition, the pair also discuss the status of its US operations and how the company is positioned to face increased regulations for the sector.  

WAM Leaders (WLE) Lead Portfolio Manager, Matthew Haupt speaks with Tom Piotrowski about his views on interest rates including the potential for rate cuts. The pair also discuss the performance of the consumer discretionary and financial sectors, as well as the impact of the Middle East conflict on financial markets.  

Telstra Group (TLS) CFO, Michael Ackland speaks with Tom Piotrowski about the company’s structure, T25 strategy, long-term investments, FY24 guidance and its dividend. In addition, he also discusses the recent acquisition of Versent and Telstra’s role in Australia’s digital future. 

Brickworks Ltd (BKW) MD, Lindsay Partridge speaks with Tom Piotrowski about the company’s full year results including the performance of its property trust and dividend policy. In addition, he also shares his views on interest rates and the outlook for the commercial property sector.

Seven Group Holdings (SVW) CEO, Ryan Stokes speaks with Tom Piotrowski about the company’s full year results, including the performance of its Beach Energy, Boral, Coates and WesTrac businesses. The pair also discuss the company's strategic sector exposures, as well as the outlook for demand from China. 

GQG Partners Co-Portfolio Manager, Brian Kersmanc speaks with Tom Piotrowski about investing in emerging markets, including India and Brazil, his views on the energy market and his outlook for the AI industry.

WiseTech Global Ltd (WTC) Founder & CEO, Richard White speaks with Tom Piotrowski about the company’s full-year results, its key achievements during the year including the recent acquisitions.

Transurban Group (TCL) CEO, Scott Charlton speaks with Tom Piotrowski about the company’s full year results, the selection process for his successor Michelle Jablko, and why the toll road operator benefits from an inflationary environment. 

Woodside Energy Group (WDS) CEO, Meg O'Neill speaks with Tom Piotrowski about the company’s half year results, the outlook for oil and LNG prices, as well as the current status of its Scarborough and Trion projects. In addition, the pair also discuss developments in Woodside’s hydrogen business.

CommSec Market Analyst Tom Piotrowski speaks with Wilson Asset Management Lead Portfolio Manager, Oscar Oberg about how WAM identifies small cap opportunities, including the three key metrics they look at before making an investment. 

Tom Piotrowski speaks with Core Lithium (CXO) CEO, Gareth Manderson about the miner’s recently lowered FY24 production and sales guidance, the initiatives currently underway to improve productivity at its Finniss plant and how it’s managing its cash reserves. 

Tribeca Investment Partners Portfolio Manager, Jun Bei Liu speaks with Tom Piotrowski about the factors currently influencing the market and company profits ahead of Australia’s reporting season. Jun highlights the impacts of a challenging inflation environment, China’s reopening and the key things to look for this reporting season.

Light & Wonder Inc (LNW) CEO Matt Wilson speaks with Tom Piotrowski about the company’s recent dual listing on the ASX, the history of the company, and the recent progress it has made as a result of its strategic shift. The pair also discuss LNW’s three core businesses, growth in iGaming,  and the outlook of the gaming industry as a whole. 

Tom Piotrowski speaks with Core Lithium Limited (CXO) CEO, Gareth Manderson about the miner’s progress in relation to its milestones, the outlook for lithium prices and the recent decision taken by the Chilean Government to nationalise the country’s lithium producers.

Coolabah Capital Investments CIO, Christopher Joye speaks with Tom Piotrowski about the recent collapses of Silicon Valley Bank and Credit Suisse, where he sees risks in the high-yield bond market and non-bank private credit market and in the so-called “zombie companies” which don’t have enough profit to pay the interest bills on their debts. The pair also discuss the fight to tame inflation, the likelihood of a global recession as well as geopolitical risks in China and Taiwan.

Intelligent Investor Deputy Head of Research, Gaurav Sodhi speaks with Tom Piotrowski about the current volatility caused by the collapse of Credit Suisse and Silicon Valley Bank, as well as why he’s cautious about investing in lithium producers. He also speaks about his views on outlook for coal and iron ore on this three part series. 

Washington H. Soul Pattinson (SOL) Chairman, Rob Millner speaks with Tom Piotrowski about the company’s half-year results, its investment in Macquarie Group and the potential fallout from the Credit Suisse collapse.  

GQG Partners Chairman & Chief Investment Officer, Rajiv Jain speaks with Tom Piotrowski about investing in emerging markets, including Brazil, why he’s shying away from Chinese companies, and the reasons behind GQG’s recent $1.87 billion investment in embattled Indian conglomerate Adani Group. 

WiseTech Global Ltd (WTC) Founder & CEO, Richard White speaks with Tom Piotrowski about the company’s half-year results, its recently announced agreement with global freight forwarder Kuehne + Nagel, and plans for its North American operations. 

Woodside Energy Group (WDS) CEO, Meg O'Neill speaks with Tom Piotrowski about the company’s half year results, outlook for commodities as well as the pipeline of its development projects.

Adairs Ltd (ADH) CEO Mark Ronan speaks with Tom Piotrowski about the company’s half year results, the status of supply chains post Covid lockdowns and its strategy to navigate challenges including elevated costs and headwinds for consumer spending.

Tom Piotrowski speaks with Santos (STO) CEO & Managing Director, Kevin Gallagher about the company’s full year results, including the progress of its Dorado LNG project in Western Australia and how it plans to navigate the energy transition.

Zip Co (ZIP) Co-Founder and Global COO, Peter Gray speaks with Tom Piotrowski about the company’s half-year results, the outcome of its recent strategic review, and how it plans to keep losses under control.

Transurban Group (TCL) CEO, Scott Charlton speaks with Tom Piotrowski about the company’s first half results, his plans to step down as CEO at the end of the year, and how the company is positioned in this rising interest rate environment.

PM Capital Co-Portfolio Manager – Equities, Kevin Bertoli speaks with Tom Piotrowski about China’s reopening and the impact this could have on the commodities sector. In part two of the interview he speaks about opportunities in Europe, including his fund’s positions in European banks, German industrial manufacturing company Siemens and Dutch brewing company Heineken.

WAM Leaders (WLE) Lead Portfolio Manager, Matthew Haupt speaks with Tom Piotrowski about the recent performance of the consumer discretionary and resources sectors, and explains why he sees value in LendLease and Dexus Property Group. The pair also discuss the upcoming earnings season as well as the impact of China’s reopening. 

Coolabah Capital Investments Chief Investment Officer, Christopher Joye speaks with Tom Piotrowski about the outlook for interest rates and the potential impact on a range of investment classes, including bonds, property, equities and hybrids.