Sweat Capital

We're just about halfway through 2026 with 26 episodes in the bag, so we wanted to look back at some of our favourite moments from the show so far this year.In Part 1, we revisit six conversations that stuck with us – from how AI is revolutionising fundamental investing, to why you should view your career as a portfolio and not a ladder, to launching satellites into space after hitting rock bottom.In this episode:00:00–15:09 Armina Rosenberg (Minotaur Capital) on how AI is rewriting the rules of stock picking [Episode #130]15:09–18:13 Alexander Currie (Baker Botts) on what happens when your boss asks you to move to Moscow "just for 3 months" and it turns into 5-and-a-half years [Episode #134]18:13–24:16 Anthony Brown (NobleOak) on why your career is a portfolio, not a ladder [Episode #125]24:16–27:48 Graham Kerr (South32) on cramming in as many experiences as you can before you turn 30 [Episode #132]27:48–38:02 Flavia Tata Nardini (Fleet Space Technologies) on going from rock bottom to launching satellites into space [Episode #128]38:02–48:09 Brian Hartzer (Quantium Health), former Westpac CEO, on the importance of backing the right horse [Episode #144]Part 2 drops next week.***Follow us on Instagram & LinkedIn.Enjoying the show? Share this episode with a friend who's playing the long game in whatever they're doing.We'll see you in the next one.

In this episode of Sweat Capital, we sit down with James Halse, founder of Senjin Capital and former portfolio manager at Platinum Asset Management, to unpack one of the most overlooked opportunity sets in global investing: Japanese small-cap activism.James shares the journey from starting his career in tax at Deloitte, to spending years inside one of Australia’s most respected global equities firms, before eventually launching Senjin Capital with a dedicated focus on undercapitalised and undermanaged Japanese companies.We explore why Japan has historically been misunderstood by global investors, what has changed in recent years, and why James believes Japanese small-cap activism is the best opportunity he has seen in nearly two decades of investing. We also discuss the difference between cheap stocks and true value, how engagement and activism work in Japan, and why the market structure creates opportunities that are difficult to find elsewhere.A conversation about global equities, deep-value investing, activism, and what it takes to leave an established platform to build a specialist investment firm from scratch.*** This episode was recorded on 4 May 2026.Follow us on Instagram & LinkedIn.We’ll see you in the next one,Keep playing the long game.

In this episode of Sweat Capital, we sit down with former Westpac CEO Brian Hartzer to unpack one of the most fascinating careers in global finance - from studying history at Princeton to leading one of Australia’s biggest and most scrutinised institutions.Brian reflects on the realities of running a Big Four bank: balancing regulators, shareholders, customers and employees while operating under constant public scrutiny.We discuss the transition from consulting into banking leadership, what people underestimate about being a bank CEO, and the lessons he carried from ANZ and ultimately Westpac.We also explore Brian’s next chapter after banking - including his roles in fintech and as CEO of Quantium Health - where he’s now focused on the intersection of AI, data science and healthcare. A wide-ranging conversation about leadership, pressure, institutions, reinvention and building a career across multiple eras of business.You can also check out Brian's book: The Leadership Star: A Practical Guide to Building Engagement***This episode was recorded on 5 May 2026.Follow us on ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ & ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠. We'll see you in the next one,Keep playing the long game.

In this episode of Sweat Capital, we sit down with Sophie Greiner and Bella Filacuridi, co-founders of Dome, to unpack what it actually takes to build a business inside one of the fastest-moving corners of media – the $130bn global podcast industry.Podcasts have quickly become one of the most powerful vehicles for community, identity, and cultural conversation in the world, and yet the commercial value of genuine fandom has still not been fully recognised.Enter: DomeFest – Australia's first-ever podcast fan festival, held earlier this year at Sydney's Hordern Pavilion. We dive into how two founders with zero event experience convinced the country's biggest podcast talent, and the team behind Lost Paradise, to back their vision, and why the turnout (with attendees flying in from across Australia & New Zealand) convinced them the IRL opportunity might be even bigger than the platform itself.We also explore the commercial thesis driving Dome, why an engaged audience of 10,000 diehard listeners is worth more to a brand than a show reaching the masses, why podcast hosts are trusted more than influencers, and why the next wave of value in the industry will flow to communities, not download counts. For founders, creators, marketers, or anyone thinking about community, media, or how to carve out a category in an industry dominated by legacy players, this episode is a rare look at how two young operators in their early twenties are turning shared obsession into commercial opportunity by building something Australia has never seen before.***This episode was recorded on 17 April 2026. Follow us on ⁠⁠Instagram⁠⁠ & ⁠⁠LinkedIn⁠⁠. We'll see you in the next one, Keep playing the long game.

No shortage of highly successful people have been quoted as saying “I sort of just fell into it...” but what are people really saying here?In this March recap episode, Lulu, Charlie & Dimi explore the concept of intentionality and whether people ascribe enough weight to intentional decision making and its impact on career progression versus the serendipitous circumstances that people often encounter.We also dive deeper into how to find comfort in an uncertain world where on any given day…”AI is coming for your job”. ***This episode was recorded on 8 April 2026.Follow us on ⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠.We'll see you in the next one,Keep playing the long game.

In this episode of Sweat Capital, we sit down with Trent Blackett, founder of EMT Partners, to unpack how a legal career can evolve far beyond traditional advisory work – into venture building, global talent, and capital. Trent began his career as a lawyer, but early on carved out a niche in media and entertainment – a space where relationships, judgment, and commercial instinct matter just as much as black-letter law. We explore how that niche developed, the sacrifices involved in building global exposure, and the landmark moments that helped put him on the map. A major focus of the episode is Centr.com, the consumer wellness platform Trent co-founded alongside Chris Hemsworth and Chris Hadley – including the original investment thesis, scaling the business, and its eventual sale to the Bezos family. Trent shares what that experience taught him about brand, capital, and building real businesses alongside high-profile talent. We also dive into the evolution of EMT Partners from a legal advisory into a broader venture and talent platform, the rise of personal brands as scalable businesses, and why the old media model is being disrupted. For anyone interested in law, entrepreneurship, media, or how to use 'traditional' skills to carve non-traditional pathways, this episode is a practical look at turning expertise into ownership. ***This episode was recorded on 29 January 2026.Follow us on ⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠.We'll see you in the next one,Keep playing the long game.

In this final episode of our 2026 Future Minerals Forum series of interviews, we touch base with Eduardo Gama who provides us with an overview of life working in Brazil and the global mining industry.Eduardo has grown a contingent of over 20,000 Instagram followers! Giving his audience tangible BTS insights into the mining sector.A great way to round out our pods from Saudi Arabia. A massive thank you to the whole FMF team for their support.***This episode was recorded on 14 January 2026 at the Future Minerals Forum in Riyadh, Saudi Arabia. For more information, visit ⁠futuremineralsforum.com⁠Follow us on ⁠⁠⁠Instagram⁠⁠⁠ & ⁠⁠⁠LinkedIn⁠⁠⁠.We'll see you in the next one,Keep playing the long game.

In this episode of Sweat Capital, we sit down with Alex Currie, a project finance lawyer who has spent three decades advising on some of the world’s largest and most complex energy and infrastructure projects. Alex has worked across London, Moscow, Dubai, Sydney, and Riyadh, advising sponsors, lenders, and governments on projects involving billions of dollars, geopolitical risk, and long-dated capital commitments. Early in the conversation, he shares a story that captures the stakes of this work – being detained at a Russian airport during a live deal, and getting out by calling a former client: a major Russian gas company he’d previously advised. We unpack what actually makes a project bankable, where large infrastructure projects most often fail, and why trust, credibility, and judgment matter just as much as technical modelling. Alex explains how lenders and sponsors think differently about risk, what goes wrong before projects end up distressed, and how restructurings either preserve (or destroy) value. The discussion also spans geopolitics, the energy transition, and Alex’s current perspective from Saudi Arabia, where scale, speed, and ambition in project development look very different to Europe or Australia. For lawyers, financiers, or anyone interested in global infrastructure and energy, this episode is a rare look at how careers are built in high-pressure environments where mistakes are measured in billions – and decisions really matter.***This episode was recorded on 15 January 2026 at the Future Minerals Forum in Riyadh, Saudi Arabia. For more information, visit futuremineralsforum.comFollow us on ⁠Instagram⁠ & ⁠LinkedIn⁠.We'll see you in the next one,Keep playing the long game.

In this episode of Sweat Capital, we sit down with Graham Kerr, CEO of South32, for a rare, career-focused look at leadership, capital allocation, and what it actually takes to succeed in mining. Graham’s path defies the stereotype. He didn’t study mining engineering — instead, he began with business, finance, and information systems before joining BHP as a graduate. By going all-in on learning, pushing beyond head-office finance roles, and taking on operational responsibility early, he progressed from analyst to CFO to CEO. We unpack his time at BHP, including what working inside one of the world’s largest resource companies taught him about capital allocation, scale, and optionality. Graham shares how moving into site-based and operational roles reshaped his leadership style — and why leaving the “safe path” at key moments proved critical to long-term growth. A major focus of the conversation is the BHP–South32 demerger and what it takes to build a company from day one. Graham reflects on creating culture from scratch, leading assets others didn’t want, making hard portfolio decisions, and why discipline — not size — defined South32’s strategy over the next decade. If you’re interested in leadership, mining, or how real careers are built inside complex organisations, this episode is a masterclass in learning fast, owning responsibility, and playing the long game. ***This episode was recorded on 14 January 2026 at the Future Minerals Forum in Riyadh, Saudi Arabia. For more information, visit futuremineralsforum.comFollow us on Instagram & LinkedIn.We'll see you in the next one,Keep playing the long game.

In this episode of Sweat Capital, we sit down with Armina Rosenberg, Co-Founder and Portfolio Manager at Minotaur Capital, to unpack how she actually finds investment ideas across every major market in the world. We trace Armina’s path from equity research at J.P. Morgan, through the family office world, to running global equities portfolios — and why covering the entire universe of listed companies forces you to think very differently about process, diversification, and speed. A major focus of the conversation is Taurient, the proprietary software Minotaur built in-house to screen, analyse, and compare companies globally. Powered by Python and AI, Taurient allows the team to translate overseas annual reports and transcripts, scan thousands of companies across markets, and surface opportunities most investors will never see. We also discuss: The trade-offs between institutional investing, family offices, and running your own fund How technology changes portfolio construction and risk management Why global diversification matters more than ever What Armina looks for when hiring analysts in a tech-enabled investment team If you’re interested in global equities, active management, or how modern fund managers actually build an edge, this episode is a masterclass in process over prediction. ***This episode was recorded on 3 February 2026.Follow Sweat Capital on Instagram & LinkedIn.

Flavia Tata Nardini always wanted to be an astronaut. Instead, she built one of the most advanced space-tech companies in the world.In this episode, we sit down with the Co-Founder and CEO of Fleet Space Technologies to unpack how she built an $800 million space company from almost nothing – surviving near-bankruptcy, delayed launches, and raising capital under extreme pressure.We explore the early days of building satellites by hand, convincing Rocket Lab’s Peter Beck to launch Fleet’s first hardware for $100, and turning deep scientific ambition into real customers like Rio Tinto and Ma’aden.We also discuss a major milestone ahead – in August, Fleet will launch the first ever Australian-built hardware into space, marking a defining moment for Australia’s space industry and for the company’s next phase of growth.We hope you enjoy!We'll see you in the next one,Keep playing the long game.***This episode was recorded at the 2026 Future Minerals Forum in Riyadh, Saudi Arabia. For more information, visit futuremineralsforum.comFollow Sweat Capital on Instagram & LinkedIn.

This episode was recorded OnAir @ IMARC. For more information on the world's biggest mining conference and how to get involved, visit ⁠⁠⁠imarcglobal.com⁠⁠⁠.In this episode of Sweat Capital, we’re joined by Rob Adamson, Executive Chairman at RFC Ambrian, for a wide-ranging conversation across mining, deep tech, and career-building.Rob takes us back to his first job as a 16-year-old on a diamond drill rig in Central Western Australia – and how brutal summers in the mines became the motivation to study engineering, fund uni through holiday shifts, and eventually take a leap overseas to deep-level underground gold mining in South Africa at the back end of apartheid.From there, we unpack how Rob found his way into advisory, why RFC’s model is different to “spray and pray” venture capital, and how a disciplined venture-building approach helped bring game-changing technologies to market –including Chrysos (a modern alternative to fire assay), NextOre (MRI-style sensing for real-time ore grade detection), and MRead, where detection technology can identify landmines by sensing explosive compounds.We finish with Rob’s practical advice for young professionals: build your skillset, build your network, and most importantly – build your own brand.Follow Sweat Capital on Instagram & LinkedIn.We’ll see you in the next one,Keep playing the long game.