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What's Not Priced In

Greg Canavan, Fat Tail Investment Research

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If it's in the news, it's in the price. By the time an idea hits the front page, the smart money has moved on. For savvy investors, the best story is the unreported story. It’s the ideas yet to be fully discounted by the markets that matter. Join Fat Tail Investment Research's Greg Canavan and Kiryll Prakapenka as they look beyond the headlines and investigate what the market hasn't yet priced in. That's where the best opportunities lie. For more investment insights, check out Fat Tail Inves ...
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The Upper Hand

IMC Trading | Microphone Media

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A lot of games are played across the world, but only a few people can really master them. Through skill, practice and knowledge, they find the winning strategy to become the next champion. In the podcast The upper hand, we invite gamemasters to give you an insight into their strategies. Which principles should you keep in mind while playing chess? When should you wager your money on a bet? And how do you get the upper hand in a negotiation in diplomacy? With these practical tips and some vic ...
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The Defence Connect Podcast Network hosts a unique series of podcasts, featuring discussions with key enablers from across the Australian defence industry. The podcasts provide the perfect blend of business intelligence and insights from a range of guests, which include government officials, ADF personnel, industry stakeholders, and members of the academic community. By aligning ourselves with the ADF and the Commonwealth government, we are uniquely placed to deliver a dynamic 360° platform ...
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In this episode of the Defence Connect ADSTAR series, Liam Garman sits down with Brian Schimpf, co-founder and CEO of Anduril Industries, and David Goodrich OAM, executive chairman and CEO of Anduril APAC, to unpack how government can facilitate successful defence innovation. They then discuss why it’s important to let capabilities fail fast, and h…
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In this special ADSTAR series of the Defence Connect Spotlight podcast, Liam Garman sits down with Andrew Seedhouse, chief of space, intelligence, national security and cyber division at Defence Science and Technology Group (DSTG), and Andre Luiten, co-founder and managing director of QuantX Labs, to examine the world of quantum technology. Through…
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Foresight and a resourceful approach are two traits that soldiers embody, and translate seamlessly into property investment success. On this episode of the Defence Property Podcast, co-hosts Phil Tarrant and Discover Buyers Agency’s Kane Dury are joined by Major Ben Vitale, whose property investment journey started when he served alongside Kane in …
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In this episode of the Cyber Uncut podcast, Dawn Cappelli, head of OT-CERT at Dragos, joins host Liam Garman to unpack how governments and the industry are responding to current and emerging ICS/OT threats. The pair begin the podcast by examining how operational technology is becoming more interconnected with the digital world and what emerging vul…
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In this episode of the Contested Ground podcast, Liam Garman is joined by senator for Queensland Matthew Canavan to discuss resource and food security, international politics and Australian domestic policy. The pair begin the podcast discussing voting trends in Australia and the results of the recent Queensland election. They then examine the need …
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In this special ADSTAR series of the Defence Connect Spotlight podcast, Liam Garman sits down with Australia’s chief scientist, Dr Cathy Foley, to discuss quantum technology and how we can facilitate the growth of quantum in Australia. Dr Foley begins the podcast defining quantum – and how this dual-use technology will revolutionise healthcare, ene…
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In this episode of the ADSTAR podcast series, host Liam Garman is joined by Dr Sanjay Mazumdar, executive director of the Defence Trailblazer, to discuss the commercialisation of research to strengthen Australia’s sovereign defence capabilities. The pair then discuss key focus areas for the Defence Trailblazer and their achievements to date, before…
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In this episode of the Cyber Uncut podcast, Sadiq Iqbal, sales engineering lead and evangelist, office of the CTO at Check Point Software, joins host Liam Garman to discuss platformisation in cyber security and the importance of interoperability for cyber security tools. The pair begin the podcast by looking at recent developments in cyber security…
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In this special ADSTAR series of the podcast, Defence Connect partnered with Defence Science and Technology Group (DSTG) to shine a spotlight on the groundbreaking research undertaken by industry and academia in collaboration with Defence. In this episode, Defence Connect editor Liam Garman sits down with Professor Emily Hilder, Head of Advanced St…
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In this episode of the Defence Connect podcast, senior journalist Robert Dougherty is joined by returning guest, former Australian prime minister Scott Morrison. Morrison, non-executive vice chairman of American Global Strategies, has recently announced a new role as chairman of Space Centre Australia, a planned spaceport in far north Queensland. H…
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In this special ADSTAR series of the podcast, Defence Connect partners with the Defence Science and Technology Group (DSTG) to shine a spotlight on the groundbreaking research undertaken by industry and academia in collaboration with Defence. In this episode, Defence Connect editor Liam Garman sits down with Professor Tanya Monro, Australia’s Chief…
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In this episode of the Cyber Uncut podcast, Seamus Lennon, vice president of operations for EMEA at ThreatLocker, joins host Liam Garman to unpack why businesses need to strengthen their endpoint security and implement a zero-trust strategy in today’s security environment. The pair begin the podcast by looking at today’s cyber security environment,…
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In this episode of the Contested Ground podcast, co-host Liam Garman is joined by Steve Kuper, senior analyst and government relations manager at Defence Connect, to unpack deepening social tensions in the United States ahead of the US election. The pair begin the podcast discussing whether modern journalism, with a focus on opinion over reporting,…
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In this episode of the Defence Connect Podcast, host Steve Kuper is joined by Sean Pereira, CEO of AI powerhouse Analytical Progression, to unpack and demystify the misconceptions surrounding AI and its future in Defence industry. The pair discuss a range of topics, including: Breaking down some of the misconceptions surrounding the AI revolution a…
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In this episode of the Cyber Uncut podcast, Michael Mestrovich, chief information security officer at data security firm Rubrik, joins host Liam Garman to examine the nature of modern cyber security threats, how much easier it is to become a cyber criminal, and keeping up with changing regulations. The pair begin the podcast with a discussion on th…
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In this episode of the Contested Ground podcast, Phil Tarrant and Major General (Ret’d) Dr Marcus Thompson are joined by Dr David Kilcullen, former diplomat and Defense Advanced Research Projects Agency senior research scientist, to discuss the moving evolution of conflict, tactics and military technology. The trio begin by discussing elements of c…
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In this episode of the Defence Connect Podcast, senior journalist Robert Dougherty is joined by former Australian Army leader and former Commander Forces Command, MAJGEN (Ret’d) Gus McLachlan. McLachlan previously attended Royal Military College - Duntroon and the University of NSW, while completing a 37-year career with the Australian Army. He ret…
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In this episode of the Cyber Uncut podcast, hosts David Hollingworth and Daniel Croft detail multiple Australian hacks, theft of frequent flyer points, LockBit striking back, and the launch of the Australian Cyber Network. Croft gets things started with a rundown of Australia’s first standalone cyber security legislation before outlining a recent i…
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In this episode of the Defence Connect Spotlight podcast, we are joined by Yehuda Lahav of Israel Aerospace Industries (IAI) to discuss the growing synergies identified in Australia’s Defence Strategic Review. We discuss the company’s ambitions and opportunities for the Australian enterprise, particularly given the nation’s increased focus on integ…
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In this episode of the Cyber Uncut podcast, hosts David Hollingworth and Daniel Croft detail multiple recent law enforcement operations that have made a considerable dent in criminal and cyber criminal activity around the world. Croft opens the podcast with the most recent developments in law enforcement’s efforts to tackle the LockBit ransomware g…
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In this episode of the Contested Ground podcast, Phil Tarrant, Major General (Ret’d) Dr Marcus Thompson and Liam Garman unpack the recent escalation of hostilities between Israel and Hezbollah and how state actors disrupt their non-state adversaries. The podcast begins with an analysis into the fragility of supply chains, examining the pager attack…
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In this episode of the Defence Connect podcast, host Steve Kuper is joined by Scott Hargreaves, executive director of the Institute of Public Affairs (IPA), to discuss two recently released reports commissioned by the IPA. The pair begin the conversation by discussing the IPA’s recent independent poll into Defending Australia’s Way of Life, which f…
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In this episode of the Cyber Uncut podcast, hosts Liam Garman and Daniel Croft unpack new “safe habour” protections unveiled by the federal government, before looking into some recent hacks and controversy surrounding artificial intelligence. The pair begin the podcast examining the new “safe harbour” protections unveiled by Minister for Cyber Secu…
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In this episode of the Contested Ground podcast, hosts Major General (Ret’d) Dr Marcus Thompson and Liam Garman invite Major General (Ret’d) Gus McLachlan back for a follow-up podcast, unpacking irregular warfare, information operations and military modernisation. They begin the podcast discussing Russia’s “little green men” during the invasion of …
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In this episode of the Defence Connect podcast, recorded live from Land Forces 2024, host Steve Kuper is joined by the chief executive of Land for Babcock International, Tom Newman, to discuss the evolution of land warfare. The pair discuss: The pair discuss the latest announcements and key focus points for Babcock at the 2024 Land Forces exhibitio…
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In this episode of the Defence Connect Spotlight podcast, Downer Professional Services’ Rachel Hatton, General Manager - Mission Engineering, and Connie Heaney, General Manager - Advisory & Technical Services, join Liam Garman to discuss what Defence’s Digital Engineering Strategy means for Australia, offer insights on digital and mission engineeri…
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In this episode of the Contested Ground podcast, Joe Hockey, former Australian ambassador to the United States, joins hosts Phil Tarrant, Major General (Ret’d) Marcus Thompson and Steve Kuper to discuss the continued importance of the Australia–US relationship. The trio begin by discussing the fallout of the latest presidential debate between conte…
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In this episode of Cyber Uncut, host David Hollingworth is joined by Daniel Croft to unpack the week in cyber security. From hacks abroad and closer to home, the changing tactics of the once prolific LockBit ransomware gang, to new Australian laws introduced to protect our privacy and stop the spread of misinformation, the pair cover a lot of groun…
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In this episode of the Contested Ground podcast, Andrew Hastie MP, shadow minister for defence and shadow minister for defence industry, joins hosts Phil Tarrant and Liam Garman to discuss how Australia must develop sovereign capability amid growing geopolitical uncertainty. The trio begin the podcast discussing how Australia needs to support Defen…
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In this episode of the Contested Ground podcast, Major General (Ret’d) Gus McLachlan, former Commander Forces Command, joins hosts Major General (Ret’d) Dr Marcus Thompson and Liam Garman to unpack modern asymmetrical warfare: from the Taliban in Afghanistan to Chinese Coast Guard vessels in the Philippine Sea, and even how social media is spurring…
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In this episode of the Defence Connect Podcast, host Steve Kuper is joined by Andrew Henderson, principal of AgSecure. The pair discuss: The role and importance of Australia’s multibillion-dollar agriculture industry in the nation’s security. The importance of maintaining the nation’s access to sea lines of communication that provides the nation’s …
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In this episode of the Defence Connect Spotlight podcast, Ventia’s John Rogers, executive general manager - defence, and Belinda Grealy, executive general manager - telco fixed networks, join host Liam Garman to unpack how industry can help support Defence’s strategic objectives, including delivering advanced ICT capabilities, providing emergency r…
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In this episode of Cyber Uncut, Shaq Johnson – ANZ bank’s head of customer protection – joins hosts David Hollingworth and Liam Garman to break down the current scam landscape in Australia, from what the scammers are doing to the real, personal impacts of falling victim to a scam. As Hollingworth says in the podcast, 164,111 scams have been reporte…
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In this episode of the Defence Connect Podcast, host Steve Kuper is joined by Natalie Treloar, Dr Carl Rhodes and Christine Leah, PhD, of the National Institute for Deterrence Studies. The group discuss a range of topics, including: The evolution of deterrence theory throughout the Cold War and in the post-Cold War world as we face an era of great …
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In this episode of the Defence Connect Spotlight podcast, Noel Derwort, Executive General Manager – Advisory for Atturra, joins host Liam Garman to discuss how Atturra is embracing diversity of thought to deliver efficiencies for Defence, and how the company offers a truly sovereign capability for the ADF. The pair begin the podcast examining how A…
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In this episode of the Defence Connect Spotlight podcast, Ventia’s Melanie Evans, group executive/CIO - digital services, and John Parisella, general manager transformation - defence, join host Liam Garman to unpack how Ventia’s new and emerging data-driven capabilities are supporting decision making in Defence. Evans and Parisella begin the podcas…
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In this episode of the Contested Ground podcast, hosts Major General (Ret’d) Dr Marcus Thompson, inaugural head of the ADF’s Information Warfare Division, Phil Tarrant and Liam Garman unpack the importance of long-range strike as a deterrent and how Australia is uplifting its cyber and information warfare capabilities. MAJGEN (Ret’d) Thompson begin…
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In this episode of the Defence Connect podcast, Steve Kuper, Robert Dougherty and Liam Garman unpack Ukraine’s Kursk offensive, Australia’s exposure to global economic headwinds and Iran’s mooted response to Israel’s assassination of Ismail Haniyeh in Tehran. The podcast commences with an analysis of Ukraine’s offensive in Kursk, before examining w…
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In this episode of the Defence Connect Spotlight podcast, Graeme Bick, global test and evaluation campaign chief solution architect at QinetiQ, and Adjunct Associate Professor Dr Keith Joiner, engineering management and systems engineering at Old Dominion University, join host Liam Garman to discuss how T&E, certification, and systems assurance are…
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Welcome to the inaugural episode of the Contested Ground podcast, where hosts Major General (Ret’d) Marcus Thompson, Phil Tarrant and Liam Garman unpack how nations vie for influence below the threshold of armed conflict. In this episode, the hosts unpack how foreign actors sought to stoke tensions during the recent English riots and how social med…
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In this episode of Cyber Uncut, James Blake, head of global cyber resiliency strategy at Cohesity, joins host Liam Garman to discuss how businesses can respond to destructive ransomware and wiper attacks – and why chief information security officers (CISOs) should perceive backups as a secret weapon in the fight against malicious actors. The pair b…
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In this episode of the Defence Connect Podcast, host Steve Kuper is joined by Dr Ross Babbage, CEO of Strategic Forum and senior non-resident fellow at the Center for Strategic and Budgetary Assessments. The pair begin their conversation discussing the origins of Dr Babbage’s report for the Lowy Institute, Deterrence and alliance power: Why the AUK…
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In this episode of the Defence Connect Podcast, the 2024 Western Australian AgriFutures Rural Women’s Award winner, Mandy Walker, joins senior journalist Robert Dougherty to discuss new ways to integrate regional businesses into the defence supply chain to resist seasonal challenges in Australia. The pair discuss the 2024 WA AgriFutures Rural Women…
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In this episode of the Cyber Uncut podcast, Peter Maloney, CEO and managing director of AUCloud, joins host Liam Garman to examine the 71 per cent year-on-year increase in cyber attacks against healthcare systems and the risks that this will pose for regular Australians. The pair begin the podcast by unpacking key findings from the 2024 Cyber Secur…
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In this episode of the Defence Connect Podcast, Australian Army veteran Adrian Bucci joins senior journalist Robert Dougherty to discuss life in the Australian Defence Force, his deployment to Afghanistan, and becoming the first Australian forward observer to fire artillery on operations since the Vietnam War. The pair discuss Major (Ret’d) Bucci’s…
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In this episode of the Defence Connect Spotlight podcast, Ed Zoiss, President, Space and Airborne Systems at L3Harris, joins host Liam Garman to unpack how integrated all-domain electronic warfare is a fundamental capability in today’s defence landscape, and how the Australian Defence Force must establish freedom of manoeuvre in the electromagnetic…
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In this episode of the Defence Connect Spotlight podcast, Christopher Groves, former Royal Navy submariner and underwater business development lead at QinetiQ, and Graeme Bick, QinetiQ’s global test and evaluation campaign chief solution architect, join host Liam Garman to unpack how test and evaluation will be critical for the success of Australia…
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In this episode of the Cyber Daily podcast, Phil Tarrant, Major General (Ret’d) Dr Marcus Thompson, and Liam Garman unpack how society must come to terms with the growing magnitude of IT mishaps and recent changes to Australia’s cyber security leadership. The podcast begins by analysing the CrowdStrike IT outage and how IT mishaps will increasingly…
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In this special episode of the Defence Connect Podcast, host Steve Kuper speaks to Taiwan’s most senior representative, Douglas Hsu, to discuss the bilateral relationship and opportunities, and the China question. The pair discuss a range of topics affecting the future of both Australia and Taiwan and the future of security in the Indo-Pacific regi…
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In this episode of the Defence Connect Spotlight podcast, Nova Systems CEO Dean Rosenfield and chief people officer Shelley Willsmore join host Liam Garman to unpack key lessons from the war in Ukraine for Australia’s industrial base and how Australia can better collaborate with its AUKUS partners. Rosenfield and Willsmore begin the podcast examini…
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