What Matters MA Financial Group

This episode features a rare and in-depth conversation with Wall Street icon Ken Moelis who discusses his predictions for the US election and the state of the economy. 

Ken is the Founder, Chairman and CEO of Moelis & Company and has built a global firm valued at almost $US4.0 billion in just 15 years.

During his earlier banking career, he advised some of the most famous figures in US business, including Donald Trump, Las Vegas pioneer Steve Wynn and CNN founder Ted Turner.

In a discussion with Andrew Pridham AO, Ken shares his insights and experience on: secrets to long term success, negotiations, winning business in competitive markets, and how he prioritises tasks. 

Ken also talks about tech disruption, explaining how influencers are challenging the status quo of global brands and rapidly grabbing their own market share. Additionally, he explores the impact of new weight loss drugs on consumer behaviour, comparing it to the significance of the development of the iPhone.

This information in this podcast series is being made available by MA Financial Group Limited (ACN 142 008 428) and its related bodies corporate (“MA Financial”) for informational purposes only and reflects the views of its participants as at the date indicated. Information may include general advice only and does not take into account your individual objectives, financial situation, needs or tax circumstances. The information contained does not constitute and should not be construed as an offering of advisory services, personal investment advice, or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction.

Where applicable, you should refer to the relevant Product Disclosure Statement (PDS), Target Market Determination (TMD), Information Memorandum and/or Financial Services Guide (FSG) or MA Redcape Hotel Fund RE Ltd (ACN 610 990 004) (AFSL 505 932) (refer to the MA Financial website for further information: www.mafinancial.com) and consider consulting with a financial adviser before making any investment decision.

MA Financial cannot guarantee the accuracy of the information in this podcast and has not independently verified the accuracy or completeness of such information or the assumptions on which such information is based. The information in the podcast may contain forward-looking statements, forecasts, estimates and projections (“Forward Statements”). Neither any member of MA Financial nor any independent third party has reviewed the reasonableness of any Forward Statements or the assumptions that underlie them. No member of MA Financial represents or warrants that any Forward Statements will be achieved or will prove to be correct or that the assumptions on which the Forward Statements are based are reasonable.

This podcast, including the information contained herein, is the sole property of MA Financial and may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior written consent of MA Financial.

© All rights reserved 2024
See omnystudio.com/listener for privacy information.

The 2024 US Presidential Election will have major implications for the economy and global markets.

MA Financial Group Vice Chairman and Sydney Swans Chairman Andrew Pridham AO discusses US politics and Trump v Biden with special guest Eric Cantor, Vice Chairman and Managing Director at Moelis & Company and former US Representative for Virginia.

The What Matters Podcast offers listeners unique access to MA Financial Group’s experts and their insights, to help keep you informed.

 

Looking for something? Skip ahead.


2.10 The re-match: ‘It will be Joe Biden versus Donald Trump again, in my opinion.’
3.00 Joe Biden’s cognitive ability: Is it a factor?
5.05 Why aren’t we seeing younger Presidential candidates?
7.05 Australia’s relationship with the United States: Will it be impacted by the election outcome?
8.25 Trade: How Donald Trump could impose new tariffs.
9.30 Donald Trump’s campaign machine: How engaged is Trump?
10.35 November election: ‘This is going to be incredibly close.’
11.00 Swing states: The four US States that could decide the entire election.
13.20 What’s got Joe Biden’s advisers ‘really worried’?
15.15 Vice President: Two surprise packets could win the Republican Vice President nomination.
16.05 Michelle Obama: Did the former First Lady consider running for President?
20.20 Impact on the economy and corporate activity: To major policies to look out for from a business perspective.
22.20 Interest rates: The size of the United States interest bill.
23.10 Green subsidies: The Republican’s may prioritise tax cuts.
24.25 US equities and Corporate Advisory: ‘Some sense of certainty is giving investors more hope.’

 

This information in this podcast series is being made available by MA Financial Group Limited (ACN 142 008 428) and its related bodies corporate (“MA Financial”) for informational purposes only and reflects the views of its participants as at the date indicated. Information may include general advice only and does not take into account your individual objectives, financial situation, needs or tax circumstances. The information contained does not constitute and should not be construed as an offering of advisory services, personal investment advice, or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction.

Where applicable, you should refer to the relevant Product Disclosure Statement (PDS), Target Market Determination (TMD), Information Memorandum and/or Financial Services Guide (FSG) (refer to the MA Financial website for further information: www.mafinancial.com) and consider consulting with a financial adviser before making any investment decision.

MA Financial cannot guarantee the accuracy of the information in this podcast and has not independently verified the accuracy or completeness of such information or the assumptions on which such information is based. The information in the podcast may contain forward-looking statements, forecasts, estimates and projections (“Forward Statements”). Neither any member of MA Financial nor any independent third party has reviewed the reasonableness of any Forward Statements or the assumptions that underlie them. No member of MA Financial represents or warrants that any Forward Statements will be achieved or will prove to be correct or that the assumptions on which the Forward Statements are based are reasonable.

This podcast, including the information contained herein, is the sole property of MA Financial and may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior written consent of MA Financial.

© All rights reserved 2024
See omnystudio.com/listener for privacy information.

In this special holiday edition, media personality Adam Spencer and MA Financial co-founder Andrew Pridham talk the business of sport. Listen to their insightful chat with former CEO of the AFL Gillon McLachlan and MA Financial Chairman and Collingwood President Jeffrey Browne.

Andrew also hosts an expert panel discussion with MA Financial’s Head of Real Estate Credit Drew Bowie and Finsure Managing Director John Kolenda on what to expect in residential property in 2024 and beyond.


Looking for something? Skip ahead 

Business in sport

1:02Collingwood’s Grand Final win: What’s it like to be part of winning a premiership?

2:09The Grand Final: Does Swan’s Chairman Andrew Pridham support another team in the Grand Final?

2:48The premiership narrative: Does Gillon McLachlan get caught up in the ‘emotional’ storyline?

4:21North Melbourne special assistance: Collingwood support the ‘very generous’ package

5:20The AFL football department soft cap: Collingwood’s message to the AFL

5:15 AFL intervention: The challenge of implementing equalisation

6:03Equalisation: Andrew Pridham says equalisation ‘doesn’t exist’

6:45Equalisation: Gillon McLachlan on the ingredients to win a premiership

8:25 The AFL Draft: Does it just suit the bottom teams?

9:05 Taylor Adams’ move from Collingwood to Sydney: Jeffrey Browne says, ‘Adam’s was concerned he wasn’t getting enough midfield time’

11:30Swans Academy: Why it’s a ‘one sided’ debate and what’s the AFL doing to develop talent in the traditional markets?

13:00Northern markets: ‘It's where the AFL growth will come from’

13:22Father son rule

14:45AFL: A business or a sport?

19:35Subsidisation: Is the AFL running a ‘welfare state’?

20:15Economic outlook: View on the economy

27:30 Negotiating: Secrets to striking a deal at the highest level

30:18Revealed - Collingwood’s theme post premiership

30:44Swans 2024: Andrew Pridham says he’s ‘optimistic’

31:00Premiership prediction: Gillon McLachlan’s predicament!

31:55Gillon McLachlan: Life post footy

Residential property segment

35:50Rising interest rates: Following dramatic increases, what is the chance of another rate rise?

37:55Supply: Why supply impediments will support prices and the hidden costs developers face

40:00Housing affordability: Would standardised design and more ‘homogenous housing’ help?

42:10Housing affordability:  Why government incentives could help ‘build to rent’, and the ‘double whammy’ facing first house buyers

49:45Residential prices: Where are they going?

51:30 Off the plan apartments: How a reduction in pre-sales is a concern for supply

55:50Mortgage stress: What is happening to arrears?

57:10Rising interest rates: Andrew Pridham says ‘business is not coping as well as consumers are with rising interest rates’

58:40Builders going broke: The hidden factor contributing to builder’s cash flow pressure


This information in this podcast series is being made available for MA Financial Group Limited (ACN 142 008 428) and its related bodies corporate (“MA Financial”) for informational purposes only and reflects the views of its participants as at the date indicated. Information may include advice that does not take into account your individual objectives, financial situation, needs or tax circumstances. The information contained does not constitute and should not be construed as an offering of advisory services, personal investment advice, or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction.

Where applicable, you should refer to the relevant Product Disclosure Statement (PDS) Target Market Determination (TMD) and Financial Services Guide (FSG) issued by MAAM RE Ltd (ACN 135 855 186) (AFSL 335783) available at https://mafinancial.com/asset-management/retail-funds/ma-priority-income-fund/product-disclosure-statement to carefully, assess whether the information i

Navigating a Lifetime in Business and Investing

Navigating a Lifetime in Business and Investing

Navigating a Lifetime in Business and Investing