Per Capita is the independent, progressive think tank, dedicated to fighting inequality in Australia. Join us each week as we share our research and insights into some of Australia’s most prevalent issues. Home of Re:Cap, Per Capita’s research and analysis podcast, our JCL and Webinar series, and Homes Not Houses - the series where we dive into the Australian housing crisis. To learn more about our research, events, or content, please visit https://percapita.org.au/
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Per Capita Australia Podcasts
Welcome to Burning Platforms: De-Coding the Power and Politics of Big Tech. Join Peter Lewis, Lizzie O’Shea (Digital Rights Watch), Dan Stinton (HealthEngine CEO), and guests, fortnightly for analysis of the politics of technology from some of Australia’s leading digital campaigners and industry experts. Brought to you by the Centre of the Public Square - an initiative of Per Capita.
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Insight and analysis on investment markets and issues affecting your whole financial world.
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JCL Series: A Fair Day's Work: the quest to win back time with Sean Scalmer
40:50
40:50
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40:50The length of the working day and the challenges of work–life balance are pressing issues for many Australians, as well as lively matters of public controversy. While the winning of the eight-hour day is celebrated as a past industrial achievement, contemporary discussions of working hours often overlook its rich history. Professor of History, Sean…
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“I’m concerned that AI and big tech – well, big tech with AI – has gone into a full-court press… particularly on the federal system...I’m concerned that without thinking it through clearly enough, policy makers won’t essentially subject the slogans to sufficient scrutiny.” This week on Burning Platforms, we recorded our special briefing for cultura…
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SB Talks: Rates, Revisions and Revolving Doors
15:20
15:20
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15:20In this episode of SB Talks, CEO Vincent O’Neill and CIO Nick Ryder, unpack the latest US jobs shock, where a massive downward revision of 258,000 jobs has not only rattled markets, but also led President Trump to fire the head of the Bureau of Labor Statistics - raising fresh concerns about political interference in official data. They explore wha…
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New Federal industry and science minister Tim Ayres shares his take on industry policy, AI's opportunities and risks, and how we could steer through the latest wave of tech change. With regular panellists Digital Rights Watch Chair Lizzie O’Shea, Health Engine CEO Dan Stinton, and Per Capita’s Peter Lewis To discuss the issues raised in this episod…
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Digital New Deal with Johanna Weaver
1:02:33
1:02:33
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1:02:33Can Australia play a leading role in imagining a tech future that isn’t controlled by either the US or China? Johanna Weaver from the Tech Policy Design Institute expands on her recent essay ‘System Update - An Australian-led new deal for tech’ - https://www.australianforeignaffairs.com/essay/2025/06/tech-wars Regular panellists Digital Rights Watc…
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SB Talks: Trade Deals & Earnings Insights: What's Next for Markets?
12:02
12:02
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12:02In this episode of SB Talks, CEO Vincent O’Neill and CIO Nick Ryder unpack the latest US-EU trade deal and what it could mean for international markets. They break down the highlights from US earnings season, who is outperforming and where the cracks are showing. Over in Australia, fresh employment data could shake up the Reserve Bank’s next decisi…
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SB Talks Special Edition: Rethinking Ethical Investing with Elise McKay, Pendal Group
24:01
24:01
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24:01In this special edition of SB Talks, Stanford Brown Private Wealth Adviser, Anita Vallelonga, sits down with Elise McKay, Portfolio Manager at Pendal Group's Horizon Fund, to break down the evolving world of ethical investing. Together they explore what ethical investing really means, how it differs from ESG and impact investing, and why more Austr…
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JCL Series: Looking forward and looking back: why do tax reform? with Prof. Miranda Stewart
33:13
33:13
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33:13The Federal Government recently announced a Productivity Roundtable, indicating that broad tax reform will be part of the discussion to tackle the economic pressures our country faces today, to boost national prosperity, to reduce growing inequality and to improve living standards for future generations. Following the popularity of her keynote spee…
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The Large Language Models are powered by stolen data but there are new and innovative ways to make the thieves pay. Professor Toby Walsh explains the tech-driven resistance to Big AI from data poisoning to responsible cloud computing. With panellists Digital Rights Watch Chair Lizzie O’Shea, Editor of the Sizzle Cam Wilson, and Per Capita’s Peter L…
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SB Talks: RBA Surprise, Shifting Tariff Deadlines & US$4 trillion Megacorp
13:18
13:18
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13:18In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: RBA Rate Moves - Direction or Timing? July 9th US Deadline Passes, Now What? NVIDIA Breaks Records, Again Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.ch…
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"I thought old people got scammed. And actually young people are at greater risk because they have more confidence in dealing [with things] online." This week on Burning Platforms, the team learns how the financial scam industry has become an enthusiastic early adapter of AI and how the banks are working around the clock to ensure they aren’t the o…
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SB Talks: 12-Day War, NATO Spendathon, Shadow Fed Chair and FY25 Returns
15:37
15:37
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15:37In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: Where to After the Israel-Iran Ceasefire? NATO Ramps Up Defence Spending Trump's 'One Big, Beautiful Bill' Scraps the Revenge Tax Will Trump Nominate Jerome Powell's Successor Early to Pressure the Fed? Market Wrap-up: Fina…
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Meet the Investor Series: Regina Liu, J.P. Morgan Asset Management
28:27
28:27
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28:27In this episode of Meet the Investor, host Joey Mouracadeh speaks with Regina Liu, APAC Head of Investment Specialists for International Equities at J.P. Morgan Asset Management. As one of the world’s largest and most established investment managers, J.P. Morgan Asset Management oversees more than US$1 trillion in equities globally, backed by a dee…
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JCL Series: No Power Greater: A History of Union Action in Australia With Dr Liam Byrne
34:33
34:33
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34:33Unions are making a comeback. Labour disputes around the world have hit the headlines as unions take action to challenge inequality. But while media coverage has increased, understanding of unions has not. Liam Byrne seeks to illuminate what unionism means, exploring why successive generations of working people organised unions and nurtured them fo…
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"What could things have become? You could imagine if the baton had been passed from the Obama administration to a Clinton administration... an American public much more ready... for the turns in AI that we are facing now." On this week's Burning Platforms, our panel spends some quality time with the architect of the Biden Administration’s AI execut…
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SB Talks: Middle East Conflict, US Revenge Tax and Australia's Per Capita Recession
13:42
13:42
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13:42In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: Escalating Middle East Conflict and the impact on oil prices G7 Summit in the Canadian Rockies Section 899 of Trump's 'One Big, Beautiful Bill' Australia's Q1 GDP report Music provided by: Autumn Trumpet Background Corporat…
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SB Talks: RBA Pivot, Consumer Weakness and One Big, Beautiful Bill
12:43
12:43
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12:43In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: RBA's dovish shift and weaker growth outlook Trump's 'One Big Beautiful Bill' (OB3) US Trade Court decision May's strong equity returns Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Mu…
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Welcome back to Re:CAP! On this episode, acting Executive Director, Sarah McKenzie is joined by the Executive Director of the Chifley Research Centre, Emma Dawson, to chat about how the upcoming federal parliament will be the first gender-equal parliament in Australian history. Read Sarah’s blog on this historical achievement: “A Question of Quotas…
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SB Talks Special Edition: A Conversation With Former RBA Governor Ian Macfarlane
22:38
22:38
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22:38In this special episode, Stanford Brown CEO Vincent O’Neill sits down with former Reserve Bank of Australia Governor Ian Macfarlane AC, an important member of the Stanford Brown Investment Committee. Together, they discuss: The shockwaves of Trump's April 2 "Liberation Day" tariff announcement Why the bond market has become the key check on US pres…
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Grok-ing Out with Julie Inman-Grant
1:04:19
1:04:19
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1:04:19Burning Platforms struggles to make sense of white genocide, design unicorns and the all-seeing Apple Eye. E-Safety Commissioner Julie Inman-Grant joins regular panellists Digital Rights Watch founder Lizzie O’Shea, Health Engine CEO Dan Stinton and Per Capita’s Peter Lewis for our regular dive into the world of tech and politics. Don't forget to s…
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JCL Series: Making Progress - How good policy happens
38:52
38:52
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38:52Is big policy reform still possible? Does Australia have the political will to tackle generational issues such as climate change, the housing crisis, rising inequality and Closing the Gap? Legendary Labor policymaker Jenny Macklin believes that if Australia wants to remain prosperous and fair, big policy reform is not just possible, it's essential.…
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SB Talks: The Taco Trade, Eating Tariffs, and RBA Deliberations
14:41
14:41
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14:41In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: What to expect from the RBA this week 'Geneva Prevention' averts US-China trade embargo Large retailers pressured to 'eat' higher tariffs Are markets assuming Trump Always Chickens Out ('TACO')? Music provided by: Autumn Tr…
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Meet the Investor Series: Dan Barker, APIS Capital Advisors
23:44
23:44
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23:44In this episode of Meet the Investor, host Joey Mouracadeh speaks with Dan Barker, Founder of APIS Capital Advisors, a global long/short equity firm managing over A$1 billion for institutional and private clients. Dan details their process around how APIS has been taking a benchmark-agnostic, bottom-up approach to uncovering opportunities across gl…
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Good things come in threes and this week’s Burning Platforms looks at the inspiration behind the new Pope’s decision to name himself Leo, the critical changes to the Labor Government’s front bench and Mark Zuckerberg maximum number of friends. Regular panellists Digital Rights Watch Chair Lizzie O’Shea, Health Engine CEO Dan Stinton and Per Capita’…
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SB Talks: Elections, Earnings & Economics
13:57
13:57
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13:57In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: Aftermath of ALP's big election win US earnings season amid rising uncertainty Recent 'hard' and 'soft' economic data Market moves since Liberation Day Music provided by: Autumn Trumpet Background Corporate by LesFM | https…
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2025 Federal Election Special (or Much Ado About Nothing)
1:01:32
1:01:32
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1:01:32With a federal election within days, Burning Platforms looks at the lack of discussion about tech and whether that is a good or bad thing. With Digital Rights Watch Chair Lizzie O’Shea, Per Capita’s Peter Lewis and special guests, Editor of The Sizzle, Cam Wilson and Dr Rys Farthing from Reset Australia. Don't forget to subscribe to The Town Crier,…
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JCL Series: Gippsland's Community-led New Energy Transformation, with Senator Jess Walsh
32:50
32:50
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32:50Gippsland has proudly powered Victoria for generations. Now it’s forging a new energy future, powered by abundant resources of offshore wind and community spirit. Senator Jess Walsh details her experience with Gippsland’s community driven energy shift, the critical role of government in making it happen, and how to cut through the nuclear noise to …
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SB Talks: Fed under fire as US seeks 90 trade deals in 90 days
11:50
11:50
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11:50In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: US President attacks Fed Chair What ‘hard’ versus ‘soft’ economic data is telling us Will countries have to pick sides in an escalating US-China trade war? Upcoming US earnings season Music provided by: Autumn Trumpet Backg…
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As the world teeters on the brink of whatever comes after globalisation we dive deep into the way AI is transforming film-making with the director of the iconic Australian film Kenny, Clay Jacobson. Our regular panel of Digital Rights Watch chair Lizzie O’Shea, Health engine CEO Dan Stinton and Per Capita’s Peter Lewis also discuss: The theory that…
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SB Talks: Trump's Liberation Day Fallout: The Trump Dump & Market Chaos
21:40
21:40
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21:40In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder. They discuss: Whether countries negotiate or reciprocate Rising recession risks Chances of tax and rate cuts Navigating markets through uncertainty The value of diversification Music provided by: Autumn Trumpet Background Corp…
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Meet the Investor Series: Kelli Marti, Churchill Asset Management, Nuveen
23:08
23:08
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23:08In this episode of Meet the Investor, we sit down with Kelli Marti, Senior Managing Director and Portfolio Manager at Churchill Asset Management, a leading US private credit firm with over $50 billion in committed capital. Kelli shares her insights in the traditional US middle market - businesses with $50 million EBITDA on average - and why this se…
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SB Talks: Liberation Day, Lifting Germany's Debt Brake and Private Credit Pitfalls
17:33
17:33
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17:33In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder. They discuss: US economic and immigration data European growth outlook Reciprocal tariffs expected on 'US Liberation Day' (April 2nd) Australian Federal budget and April RBA meeting expectations What to look out for in private…
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On this week's episode of Burning Platforms, the gang looks at global efforts to force Big Tech to pay their share of tax with special guest Dr Mark Zirnsak from the Tax Justice Network. With our regular panelists Digital Rights Watch chair Lizzie O’Shea, Health Engine Dan Stinton and Per Capita’s Peter Lewis. Don't forget to subscribe to The Town …
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JCL Series: A Better Australia: Politics, Public Policy and How to Achieve Lasting Reform
35:17
35:17
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35:17An inside look at effective policy making, realised through hard-won public policy battles. What does successful public policy look like, and how has it been achieved in Australia? John Brumby and Stuart Kells, co-authors of "In A Better Australia" joined Per Capita for their March John Cain Lunch. Visit www.percapita.org.au for more on our researc…
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This week on Burning Platforms, we dive deep into a new initiative to understand the role of Trust in the relationship between society and technology with special guest, Professor Terry Flew. With regular panelists Per Capita’s Peter Lewis, Digital Rights Watch chair Lizzie O’Shea and Health Engine Dan Stinton, we'll also look at: Data Centre Diplo…
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In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder. They discuss: Recent volatility in equity markets Evolving US trade policies Looking beyond weak sentiment, at the fundamental health of the US & global economy Benefits of a diversified portfolio Music provided by: Autumn Tru…
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Re:CAP - Post Community Tax Summit Chats with Miranda Stewart
32:13
32:13
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32:13In the latest episode of Re:CAP, Emma Dawson is joined by professor Miranda Stewart to unpack her keynote address from the Community Tax Summit, as well as discuss some of the other takeaways from the summit. Join our new early career policy network for policy professionals, students and anyone interested in learning more about how they can influen…
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Burning Platforms is back for 2025. With the tech overlords in the ascendant, particularly following the US election, we take stock of the impending inferno with our regular panel Per Capita’s Peter Lewis, Digital Rights Watch chair Lizzie O’Shea, Health Engine Dan Stinton, and special guest, fresh from the Paris AI Summit, Professor Nick Davis fro…
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SB Talks: Navigating Europe, RBA Cuts, and Global Equity Markets: What's on the Horizon?
16:05
16:05
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16:05In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder. They discuss: The key trends shaping the European political landscape and economy What the RBA rate cut means for the future The economic impact of geopolitical uncertainty Are we seeing a rotation away from US tech stocks? Mu…
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JCL Series: The Elephant in the Room with Thomas Walker and Emma Dawson
33:01
33:01
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33:01All our lives, we’ve been told that hard work leads to economic security and a good life. For many younger Australians, particularly those without family wealth, this now feels like a lie. Instead of being able to set up their lives, young people are loaded up with increased education and housing debt, or stuck paying unaffordable rents to grow the…
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Re:CAP - 2024 Tax Survey and the Community Tax Summit 2025
26:05
26:05
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26:05Re:CAP is back for 2025 with a new episode covering Per Capita's annual Tax Survey and the upcoming Community Tax Summit. Essential's Peter Lewis joined Emma Dawson for a chat about how the Tax Survey unveils Australian's growing belief that the current tax and transfer system makes income and wealth inequality worse and how this sentiment inspired…
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Meet the Investor Series: Ben Leung, Macquarie Asset Management
16:46
16:46
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16:46Welcome to the first episode of Meet the Investor for 2025. In this episode we sit down with Ben Leung, Head of Systematic Investing at Macquarie Asset Management, to explore how data and technology are reshaping investment decision-making. Ben shares how his team applies a structured, research-driven approach to identifying opportunities in the eq…
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In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill is again speaking with Chief Investment Officer Nick Ryder. We discuss: What is Trump trying to achieve with his tariff threats? What does DeepSeek mean for AI and tech spending? What have we learnt from US Reporting Season? IS an RBA rate cut next week a done deal? Music provided by: …
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SB Talks Special Edition: Navigating Financial Wellbeing - Tailoring Workplace Benefits to Employee Needs
13:48
13:48
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13:48In this Special Edition of SB Talks, Stanford Brown CEO Vincent O'Neill is speaking with Director of Insurance and Benefits Advisory James McFarland. Together they discuss the latest whitepaper 'Rising Costs, Rising Concerns' which uncovers the financial challenges employees are currently facing and how employers can provide programs and benefits t…
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SB Talks: Inauguration Day, Curve Steepening and King Dollar
12:35
12:35
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12:35For the first episode of 2025, Stanford Brown CEO Vincent O’Neill is again speaking with Chief Investment Officer Nick Ryder. We discuss: President Trump sworn in The shifting interest rate outlook Currency moves around tariff fears US reporting season kicks off Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Mu…
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SB Talks: Annual Investment Wrap-Up, Key Themes, and What to Expect in 2025
24:53
24:53
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24:53In this episode, Stanford Brown CEO Vincent O’Neill is again speaking with Chief Investment Officer Nick Ryder. We discuss: What happened in major economies and investment markets in 2024? How did our predictions for this year pan out? What are the key themes investors should be focussed on for the year ahead? What are the main risks we are focusse…
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In our final episode of 2024 we unpack the recent Senate Report into the Adoption of AI in Australia with Committee Chair Senator Tony Sheldon. We also look at: Woolworth's industrial dispute over workplace surveillance Why Meta is building a deep sea cable to India How TikTok was gamed to deliver an election boil over in Romania With regular panel…
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Meet the Investor Series: Kyle McCarthy, PIMCO
24:10
24:10
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24:10In this episode of Meet the Investor, we’re joined by Kyle McCarthy, Executive Vice President and Private Credit Strategist at PIMCO, the world’s largest fixed-income manager with over $2 trillion in assets under management. Kyle takes us into the world of asset-based lending, a growing segment within private credit, where PIMCO has deployed over $…
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JCL Series: Iola Mathews, on her book "Race Mathews - A Life in Politics"
42:12
42:12
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42:12An idealist as well as a pragmatist, and someone who believes passionately in equality, democracy and empowerment, Race Mathews has inspired and mentored many. Drawing on a memoir Race began, but did not finish, and interviews, articles, speeches, books and her own diaries, Iola Mathews, journalist, author and Race’s partner for over fifty years, p…
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Burning Platforms dives deep into the common ground between national security and individual privacy with cybersecurity expert Miah Hammond-Errey, host of the Technology and Security podcast. Also this week: * Bunnings wrapped over facial recognition * Trump’s crypto bonanza * and could the Social Media Ban have a silver lining? Panelists: * Digita…
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