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"It is impossible to produce a superior return unless you do something different to the majority."-

29/05/2026

Robert Ortberg, CEO of Boeing, highlights China’s strong demand for over 500 new aircraft per year to support its GDP growth. This week's CEO Insights also touches on other key trends, including AI infrastructure, institutional capital flows, labour market adaptation, agricultural cycles, and cryptocurrency adoption. Check out the attached edition for valuable CEO perspectives on what’s shaping the economy: https://hubs.la/Q04jhplG0

“They need well over 500 [new] aircraft a year to support their GDP growth. And so, there's a great market opportunity for us.”

22/05/2026

This week's CEO Insights leads with a standout comment from Ije Nwokorie, CEO of Dr Martens, on what’s really driving today’s retail consumers amid ongoing cost-of-living pressures. He emphasised that truly understanding consumer motivations is becoming far more powerful than simply competing on price.
A timely reminder in the current macro environment where wallets remain stretched, and pure price competition is getting harder.

Also in today's CEO Insights: strong optimism across Australian agriculture, surging demand for data storage, coal benefiting from LNG supply concerns, and some contrasting perspectives on AI-related layoffs versus the dot-com era.

Read the full set here: https://hubs.la/Q04hBybq0

To receive these weekly CEO Insights + team picks on podcasts, books & highlights straight to your inbox, subscribe now at https://hubs.la/Q04hBsbh0.

“The more you know what the consumer is motivated by, the more likely you are to present to them an offer that motivates them that isn't about price. The reason you often depend on price is because you don't really know what else to motivate the consumer with.”

15/05/2026

This week's CEO Insights leads with a standout comment from Damian Keogh, CEO of The Hoyts Group, on the strong cinema rebound: expecting to break $1 billion in box office this year for the first time since 2019, with industry optimism at its highest level since before the pandemic.

Also in today’s CEO Insights: lawyers blending AI with legal judgment, packaging cost pressures, increased construction distress, families rethinking discretionary trusts, and solid long-term crop growth.

Read the full set here:https://hubs.la/Q04gHXCH0

To receive these weekly CEO Insights + team picks on podcasts, books & highlights straight to your inbox, subscribe now at https://hubs.la/Q04gJQ530.

“We will definitely go through a billion dollars in box office this year for the first time since 2019, and we may, depending on a bunch of movies, nudge $1.1 billion....I’ve just come back from CinemaCon in Vegas, and I probably haven’t seen so much optimism for the industry since [the pandem...

08/05/2026

The comment that stood out in this week’s CEO Insights came from Pinterest’s CEO on the enduring power of imagery and visual discovery. It’s a timely reminder of how visual platforms continue to play a central role in how people explore ideas, products, and inspiration.

Also plenty more worth reading:
> AWS reporting its AI revenue is scaling roughly 260x faster than the cloud did at the same stage
> Cedar Woods on Australia’s persistent structural housing shortfall
> Camplify sees forward caravan bookings drop 29% amid fuel security concerns

Read all the CEO Insights here: https://hubs.la/Q04fWHsv0

To receive these weekly CEO Insights + team picks on podcasts, books & highlights straight to your inbox, subscribe now at https://hubs.la/Q04fWHbC0

“Pinterest is a destination where our 631 million monthly active users, all of whom are logged in, come to discover what they want and go do it in the real world…they allow us to solve a problem that text-based general-purpose search was never built for. It's the classic, I'll know it when I see...

01/05/2026

This week's CEO Insights leads with a standout comment from William Hornbuckle, CEO of MGM Resorts International, on the remarkable resilience of Las Vegas.

Also in today's CEO Insights: pricing pressures in eggs and dairy, sharp drop in caravan rental forward bookings, declining luxury brand appeal, and Australia’s persistent housing shortfall supporting long-term demand.

Read all the weekly insights here: https://hubs.la/Q04f45F10

To receive these weekly CEO Insights + team picks on podcasts, books & social highlights straight to your inbox, subscribe now at https://hubs.la/Q04f45sP0.

“The city consistently advances through challenging operating environments by evolving alongside customer demand. Today's consumers are decisively gravitating towards live events and experiential travel in Las Vegas, and MGM is capturing that momentum. Las Vegas's ability to adapt its mix, its pri...

24/04/2026

This week's CEO Insights leads with a timely quote from DroneShield on the rapid mainstream adoption of drones in modern conflict.

Also in today's CEO Insights: cautious rollout of autonomous vehicles, calls for greater contract flexibility for builders, resilient residential sales in key states, and the shift toward hybrid AI infrastructure across public, private and sovereign clouds. Read all the weekly insights here: https://hubs.la/Q04dj3zL0

To receive these weekly CEO Insights + team picks on podcasts, books & social highlights straight to your inbox, subscribe now at https://hubs.la/Q04dj1vX0

“Ukraine and Iran show drones and counter-drone solutions are mainstream and a core feature in conflicts…Governments, law enforcement, public authorities, airports, infrastructure and public venue operators are acting on regulatory and deployment catch-up to meet critical needs.”

17/04/2026

This week's CEO Insights leads with a strong highlight from Joe Bradley, Director of eastAUSmilk, on the rising cost pressures facing dairy farmers.

Also in today's CEO Insights: Qantas redeploying capacity to Europe, fuel cost recovery challenges, Atlassian’s view on the fast-moving AI opportunity, growing confidence in the second-hand EV market, and early signs of improvement in building materials. Read all the weekly insights here: https://hubs.la/Q04csX7q0

To receive these weekly CEO Insights + team picks on podcasts, books & social highlights straight to your inbox, subscribe now at https://hubs.la/Q04csZQG0

“Milk, butter, cheese – all dairy products – have to go up in cost; there is no way to sugar-coat this…Every farmer would be losing money, and if farmers can’t recoup some of their costs, there’s only one solution – they exit the industry.”

10/04/2026

This week's CEO Insights leads with a timely highlight from Peter Bourke, General Manager of Bicycle Industry Australia, on the growing shift from cars to bikes amid current fuel supply pressures, noting strong increases in both e-bike purchases and repairs to older non-e-bikes as consumers seek more affordable, practical mobility options.

Also in today's CEO Insights: ongoing diesel supply risks for the mining sector, AI as a major productivity driver for Australia, and a mix shift in alcohol and packaging toward lower-margin products.

Read all the weekly insights here: https://hubs.la/Q04bjSLv0

To receive these weekly CEO Insights + team picks on podcasts, books & social highlights straight to your inbox, subscribe now at https://hubs.la/Q04bk43V0.

"What we've seen is two specific sorts of increases: one is for the purchase of e-bikes and the second is for workshop, service, and repair of old non-e-bikes."

02/04/2026

This week's CEO Insights leads with a strong highlight from Josh Weinstein, CEO of Carnival Corp., on the cruise industry: despite global uncertainty, cancellation trends remain minimal, and onboard spending continues to be strong.

Also in today's CEO Insights: resilient demand for short-haul travel, benefits of RBA card surcharge reforms, why humanoid robots won’t replace human labour anytime soon, and the rise of “vibe coding”.
Read all the weekly insights here: https://hubs.la/Q049p0-60

To receive these weekly CEO Insights + team picks on podcasts, books & social highlights straight to your inbox, subscribe now at https://hubs.la/Q049nZSR0.

“We're really not seeing anything significant to talk about with respect to cancellation trends. Our onboard spend has been consistently strong.”

26/03/2026

This week's CEO Insights leads with a strong highlight from Stefan Fuchs, CEO of Fuchs SE, reflecting on raw material cost pressures amid the current global uncertainty: noting that nobody knows the full impact today.

Also in today's CEO Insights: ongoing headwinds in infant formula, rising cattle weights and costs, fuel restriction frustrations and more.

Read all the weekly insights here: https://hubs.la/Q048rgrj0

To receive these weekly CEO Insights + team picks on podcasts, books & social highlights straight to your inbox, subscribe now at https://hubs.la/Q048rgWd0

“Talking about [supply to us of] 100-plus different base oils around the world and a few thousand chemicals, it's very hard to say this will be the impact. Nobody knows the impact today. If you look back, I'm now 22 years as CEO. We had the Lehman crisis. We had the corona part in the year 2022; w...

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