Exchanges with Michael Masterson: Intrinsic property the better IP
This week, Michael Masterson Co-founder of Intrinsika joins us to explore the concept of intrinsic value and why understanding a company’s intrinsic assets is critical for long-term growth and sustainability.Michael unpacks his 90-9-1 rule for evaluating value, the role of boards in driving innovation, and the challenges of preserving founder energy as businesses mature.Get your pens and notebooks out for this one it’s an amazing episodeTo follow Michael click hereLinkedIn: https://www.linkedin.com/in/michaeldmasterson/Website: https://www.intrinsika.com/To follow Evan click here:LinkedIn: https://www.linkedin.com/in/evan-lucas-44a25316/Instagram: https://www.instagram.com/evanlucas_/Website: https://evanlucas.com.au/Chapters00:00 Understanding Intrinsic Value04:55 The Concept of Intrinsic Assets08:53 Evaluating Company Value: The 90-9-1 Rule14:57 The Role of Boards in Business Growth20:21 Innovation and Risk in Business30:06 Maintaining Founder Value in Established Companies32:13 Transforming Education for Future Entrepreneurs Hosted on Acast. See acast.com/privacy for more information.
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Exchanges with Tim Loh: The Introverted Commissioner
This week on Exchanges, the brilliant Tim Loh, Assistant Commissioner of the Australian Taxation Office. But this isn’t an Exchange on tax, Tim has joined me to share his personal journey from introverted public speaker to media spokesperson and senior leader. Tim opens up about overcoming the challenges of public speaking, managing imposter syndrome, and the importance of authenticity in leadership. We discuss workplace culture, the need for work-life balance to avoid burnout, and how small, consistent actions can build lasting confidence. Tim also reflects on resilience in the face of criticism and how he leads teams with clarity, empathy, and purpose.To Follow Tim Click Here:LinkedIn: https://www.linkedin.com/in/tim-loh-632a7919/Website: https://www.timloh.com.au/Instagram: https://www.instagram.com/tloh/To Follow Evan Click Here:LinkedIn: linkedin.com/in/evan-lucas-44a25316Website: evanlucas.com.au Instagram: https://www.instagram.com/evanlucas_/Chapters00:00 Navigating the Media Landscape02:52 Leadership Insights and Authenticity05:56 The Power of Three: Communication Tools08:57 Confronting Imposter Syndrome11:43 Burnout and Work-Life Balance14:58 The Impact of COVID on Work Culture17:50 Managing Hybrid Work Environments20:45 Building Confidence Through Action23:47 Resilience in the Face of Criticism27:00 A Day in Charge: Spreading Kindness Hosted on Acast. See acast.com/privacy for more information.
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31:28
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31:28
Exchanges with Cameron Kusher: To big to fail
This week, Cameron Kusher joins me on Exchanges to unpack the complex forces shaping the Australian housing market. From the economics of supply and demand to the impact of government policy, negative gearing lending and everything in between.We explore affordability challenges, the future of stamp duty, and the growing appeal of rentvesting among younger Australians. Cameron also makes the case for a stronger non-market housing sector and the need for public-private partnerships to deliver sustainable, affordable housing solutions and tackle the rising risk of homelessness. This episode is not to be missedFollow Cameron Here:Substack: https://cameronkusher.substack.com/LinkedIn: https://www.linkedin.com/in/cameron-kusher-bbb71b46/X: https://x.com/cmkusherFollow Evan Here:LinkedIn: https://www.linkedin.com/in/evan-lucas-44a25316/Instagram: https://www.instagram.com/evanlucas_/Website: https://evanlucas.com.au/Chapters00:00 Current State of the Housing Market04:26 Demand Dynamics in Housing07:06 The Greater Fool Theory in Real Estate10:40 Housing as an Asset vs. Home12:37 Government Policies and Housing Affordability16:00 Challenges in Housing Supply19:11 Productivity in Construction20:01 The Role of Stamp Duty24:43 Negative Gearing and Its Implications31:03 The Rise of Rentvesting34:41 Vision for Affordable Housing Hosted on Acast. See acast.com/privacy for more information.
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39:06
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Exchanges with Stephen Koukoulas: Insights of a reformer
This week, Stephen Koukoulas, Managing Director at Market Economics joins Exchanges on what’s keeping him up at night, Trump-era tariffs on global trade, the impact on the Australia–China relationship, business confidence, and consumer sentiment.Stephen also unloads his insights into the structural challenges facing the Australian economy particularly inflation, energy prices, and the pressing need for tax and superannuation reform to support more equitable wealth distribution.Follow Stephen here:LinkedIn: https://www.linkedin.com/in/stephen-koukoulas-39177142/Website: https://thekouk.com/X:@TheKoukFollow Evan here:LinkedIn: linkedin.com/in/evan-lucas-44a25316Instagram: https://www.instagram.com/evanlucas_/Website: evanlucas.com.au Chapters00:00 Global Trade and Tariffs Impact02:52 Consumer Confidence and Economic Growth05:44 Energy Prices and Inflation Concerns08:54 Taxation and Structural Changes12:53 Superannuation and Wealth Distribution19:30 Capital Growth and Tax Implications20:52 Superannuation and Retirement Funding23:56 Fiscal Policy vs. Monetary Policy24:41 Interest Rate Projections27:50 RBA's Conservative Approach30:41 Global Comparisons in Monetary Policy32:53 A Day in Charge: Economic Reforms Hosted on Acast. See acast.com/privacy for more information.
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38:33
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Exchanges with Danni Hunter: Insight of a Social Futurist
This week, Danni Hunter, social futurist and infrastructure expert, joins us to explore the links infrastructure, community, and societal progress bring. The big exchange for Danni is how do we get government, industry, and communities to address key challenges like the housing crisis, energy transition, and urban development.We look at the cultural shift of the “home” and unpacks the policy, tax and investment frameworks needed to support and create long term social growth.Follow Danni Here:LinkedIn: https://www.linkedin.com/in/danni-hunter/Instagram: https://www.instagram.com/huntercollective_/Website: https://www.huntercollective.org/ Follow Evan Here:LinkedIn: https://www.linkedin.com/in/evan-lucas-44a25316/Instagram: https://www.instagram.com/evanlucas_/Website: https://evanlucas.com.au/Chapters00:00 The Role of a Social Futurist02:56 Infrastructure and Society: A Complex Relationship05:52 The Chicken and Egg of Infrastructure Investment09:05 Private Investment in Public Infrastructure12:07 Housing Crisis and Infrastructure Needs15:03 NIMBY vs. YIMBY: Changing Community Perspectives17:55 The Home as an Asset: Cultural Implications21:03 Taxation and Housing Supply Challenges24:09 Energy Transition and Its Economic Impact27:06 The Future of Energy: Balancing Ideology and Reality30:06 Unlocking Wage Potential in a Digital Age Hosted on Acast. See acast.com/privacy for more information.
Australia