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Fear & Greed, Fear and Greed

It’s the first Tuesday of November. For many in the business world, it’s about interest rates. For others, it’s about the Melbourne Cup, which today is being run for the 163rd time, from Archer’s win in 1861 to Gold Trip’s success last year. 

Sean Aylmer checks in with Tom Reilly, CEO at Thoroughbred Breeders Association, to see how the racing industry is performing.

Find out more: https://fearandgreed.com.au

See omnystudio.com/listener for privacy information.

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Sean Aylmer: Welcome to the Fear and Greed Daily Business Interview. It’s

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Sean Aylmer: the first Tuesday of November, for many in the business

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Sean Aylmer: world, it’s about interest rates. For others it’s about the

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Sean Aylmer: Melbourne Cup, which of course is being run today for

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Sean Aylmer: the 163rd time from Archer’s win back in 1861 to

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Sean Aylmer: Gold Trip’s success last year. I thought it was a

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Sean Aylmer: good opportunity to check in on how the thoroughbred racing

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Sean Aylmer: industry is going. So I’d like to welcome back the

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Sean Aylmer: boss of the Thoroughbred Breeders Association, the chief executive Tom

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Sean Aylmer: Riley. Tom, welcome back to Fear and Greed.

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Tom Riley: Great to be on Sean. Thank you very much.

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Sean Aylmer: Tom, it must be an exciting time of year for

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Sean Aylmer: your industry, the spring racing carnival, this four to six

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Sean Aylmer: week period, and particularly in Sydney and Melbourne.

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Tom Riley: Yeah, this is certainly the time when racing is really

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Tom Riley: in the shop window, on main stage. So we’ve had

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Tom Riley: the Everest and of course today we’ve got the Melbourne

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Tom Riley: Cup. So yes, I’m sure there’ll be millions of people

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Tom Riley: around Australia watching the action at Flemington today.

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Sean Aylmer: So can you give me some idea of how big

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Sean Aylmer: the racing industry is in Australia? I mean, I’ve done

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Sean Aylmer: some work on it previously. It’s huge.

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Tom Riley: You’re right. It is huge. If we’re looking at it

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Tom Riley: from a jobs perspective, there are over 80,000 full- time

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Tom Riley: jobs within the thoroughbred industry. If you’re looking at prize

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Tom Riley: money, there’s getting towards $ 900 million in prize money across the almost 19,

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Tom Riley: 000 races in Australia each year. But for people who

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Tom Riley: aren’t really that familiar or who are maybe just watching

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Tom Riley: the Melbourne Cup today, Australia’s got an enormous industry for

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Tom Riley: the size of population. So we’re the second- biggest thoroughbred industry

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Tom Riley: in the world after America, and obviously America’s got a

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Tom Riley: much bigger population to sustain that. So people around the

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Tom Riley: world look at Australia as a leader in the thoroughbred

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Tom Riley: industry. So the action on the track is really highly

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Tom Riley: regarded. Australia hosts more of the best races than any

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Tom Riley: other country in the world. So both in terms of

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Tom Riley: the quality of the action on the track, as well

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Tom Riley: as the economics of it, Australia really is a powerhouse

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Tom Riley: around the world.

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Sean Aylmer: Where are we up to? Is it growing still? I

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Sean Aylmer: mean, there was a golden period a couple of decades

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Sean Aylmer: ago, but where’s it up to now, particularly given the

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Sean Aylmer: competition from other sports?

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Tom Riley: So wagering has, which is obviously one way to look

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Tom Riley: at it, wagering is plateauing out post- COVID, but still,

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Tom Riley: Australians love to bet and enjoy betting on horses. In

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Tom Riley: terms of number of horses, those numbers are dropping. So

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Tom Riley: the foal crop, what we talk about the number of

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Tom Riley: thoroughbreds born each year, is around 12,500. It’s been steady

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Tom Riley: there for the last couple of years. But if you

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Tom Riley: went back 30 years ago, that would’ve been closer to 20,

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Tom Riley: 000 horses born each year. So it’s definitely contracting. I

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Tom Riley: would argue that the quality is improving. But one real

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Tom Riley: big area where the industry is growing, is around ownership

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Tom Riley: and people participating by having a share in a horse.

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Tom Riley: And so now in Australia, there are around 105, 000 registered

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Tom Riley: owners. To give you some kind of context for that,

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Tom Riley: the UK has 14, 000. America, which has the biggest

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Tom Riley: number of race horses, they’ve only got about 30,000 registered

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Tom Riley: owners. So here we’ve got a lot of people, they

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Tom Riley: might not own the whole horse, they might own 5%

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Tom Riley: of the horse or 10% of a horse. A lot of

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Tom Riley: people who are really engaged with it.

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Sean Aylmer: The Melbourne Cup stops the nation. We know that. In

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Sean Aylmer: Sydney, the Everest has fast become a major race, even

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Sean Aylmer: though it isn’t a Group One race. How important are

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Sean Aylmer: these marquee events?

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Tom Riley: So in racing, essentially there are races going on all

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Tom Riley: across Australia, 364 days of the year. So it’s an

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Tom Riley: industry that’s going nonstop, but it’s not like the AFL

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Tom Riley: or the NRL, that we have a grand final with

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Tom Riley: all that attention focused on one event. So having these

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Tom Riley: marquee events is really important in terms of speaking to

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Tom Riley: those people maybe who don’t follow racing week in, week

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Tom Riley: out, to say, ” Hey, look, here’s our industry. Here’s a

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Tom Riley: great day, a great event. With really, what drives it

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Tom Riley: all, is these amazing horses. And I’m sure even if

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Tom Riley: you’ve got no interest in having a punt, having a

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Tom Riley: bet, if you go to the races and spend a

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Tom Riley: bit of time in the mounting yard beforehand and have

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Tom Riley: a look at the horses, these are stunning animals and

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Tom Riley: that’s what really pushes it all.”

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Sean Aylmer: Stay with me, Tom. We’ll be back in a minute.

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Sean Aylmer: My guest today is Tom Riley, CEO of the Thoroughbred Breeders

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Sean Aylmer: Association. Okay, now racing isn’t without its challenges, not least

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Sean Aylmer: being the reliance on gaming, you talked about $ 900 million

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Sean Aylmer: in prize money. I presume the bulk of that comes

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Sean Aylmer: from revenue from gaming. Am I right in that? Similarly

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Sean Aylmer: with tax take? Is that right?

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Tom Riley: Yeah, so over 90% of the funding of the racing,

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Tom Riley: of prize money, is derived from wagering or from taxes

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Tom Riley: from wagering.

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Sean Aylmer: Okay. So there’s a lot of pressure at the moment

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Sean Aylmer: to reduce the amount of advertising being allowed in gaming.

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Sean Aylmer: Where do you stand on that one?

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Tom Riley: Yeah, so there was a report, as I’m sure lots

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Tom Riley: of your listeners will be aware, there was a report

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Tom Riley: earlier in the year, which had 31 recommendations looking to

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Tom Riley: reform online gambling. Thoroughbred Breeders Australia, very supportive of the

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Tom Riley: vast majority of those recommendations. I suppose there are two

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Tom Riley: real areas of concern from a thoroughbred industry point of

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Tom Riley: view. One, the report basically said, look, racing is an

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Tom Riley: exception. It’s different to AFL, it’s different to NRL in terms of its relationship

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Tom Riley: with wagering. Those sports have really embraced wagering recently, as

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Tom Riley: a source of revenue and sponsorship, whereas racing, you can

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Tom Riley: go back to the histories of horse racing and wagerings been

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Tom Riley: a component of it. So the report acknowledged this and

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Tom Riley: said there should be an exemption for racing. So from

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Tom Riley: a racing perspective, it’s important that that exemption, that carve

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Tom Riley: out, is significant enough so that we don’t see issues

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Tom Riley: there being, let’s say, a form guide in the newspaper

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Tom Riley: in Sydney or Melbourne. So that’s one area that we’re

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Tom Riley: speaking to government about.
And the other one, which has a

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Tom Riley: real direct financial potential impact is around what the report

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Tom Riley: called inducements, or what bookmakers might call generosity. So if

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Tom Riley: you’ve got a Sportsbet or a Ladbrokes account and you’re having

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Tom Riley: a bet in the Melbourne Cup today, there’s a chance

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Tom Riley: that whichever bookmaker you are with might have an offer

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Tom Riley: where if your horse runs second, you might get a

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Tom Riley: bonus bet back. So the report called for all of

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Tom Riley: those generosities to be canceled. Now, one immediate issue for

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Tom Riley: the racing industry is that all of those, let’s say

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Tom Riley: if you looked at free bets or bonus bets, all

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Tom Riley: of those bets get taxed by the racing industry. So

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Tom Riley: a levy is paid to the racing industry on those,

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Tom Riley: and they also get taxed by state governments. And with

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Tom Riley: all state governments across the country, a proportion of that

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Tom Riley: tax take from racing, goes back to the industry. So

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Tom Riley: if those were removed, it would be a financial hit

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Tom Riley: to racing.

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Sean Aylmer: Okay. The other issue, which we often hear a fair

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Sean Aylmer: bit about on a day like today, is the welfare

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Sean Aylmer: of horses. And we’ve had some unfortunate incidents in recent

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Sean Aylmer: years in the Melbourne Cup. It’s a perennial. Is the

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Sean Aylmer: industry getting better at looking after horses once they’re no

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Sean Aylmer: longer racing?

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Tom Riley: Yeah, definitely. So the welfare of horses is certainly an

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Tom Riley: area that I think everyone in racing is really committed

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Tom Riley: to. And across the country, each racing authority is putting

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Tom Riley: aside a percentage of all the money that comes into

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Tom Riley: the industry for welfare. And this amounts to tens and

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Tom Riley: tens of millions of dollars across the country each year. And

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Tom Riley: there’s some great programs. Just the other day, Racing Queensland

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Tom Riley: announced a safety net. So any thoroughbred that essentially gets

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Tom Riley: into trouble in retirement, they will come on and take

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Tom Riley: over responsibility for that horse, and there’s been some great

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Tom Riley: work done. And I think that ideas like that, the

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Tom Riley: safety net, I think will become national ideas very soon,

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Tom Riley: and that will really help the industry and give confidence

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Tom Riley: to everyone that we’re not just committed to looking after

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Tom Riley: our horses while they’re in the industry, while they’re racing,

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Tom Riley: but afterwards too.

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Sean Aylmer: Okay. So where are the big opportunities for racing in the

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Sean Aylmer: next five, 10 years then?

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Tom Riley: Yeah, so two key things really. I think international investment

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Tom Riley: is huge and is getting bigger. So the biggest investor,

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Tom Riley: the biggest recent investor in the thoroughbred industry, is a

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Tom Riley: Chinese billionaire called Yuesheng Zhang. And Mr. Zhang has more

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Tom Riley: than 150 horses running around Australia, which he owns himself.

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Tom Riley: He’s got 600 broodmares, mostly based in Victoria on his farms

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Tom Riley: there. We’re seeing a wave of international investment. I mentioned

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Tom Riley: earlier on that Australia’s seen as a leader. There’s good

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Tom Riley: prize money here, there’s a good funding model here, and

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Tom Riley: we’re seeing increasing numbers of owners from overseas come and want to

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Tom Riley: race horses here and be involved here.
So international investment

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Tom Riley: is one area, and the second is the growth in

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Tom Riley: ownership. So the availability of people to come and take

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Tom Riley: a share in a horse and really be part of

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Tom Riley: something, which, if you’re a footie fan, you can go

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Tom Riley: and watch your team. But if you are involved in

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Tom Riley: ownership, you can actually go and own a part of

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Tom Riley: a horse and actually be involved in the conversations, know

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Tom Riley: where it’s going to race, have those conversations with trainers,

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Tom Riley: be there when the jockey’s getting legged up and getting

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Tom Riley: the instructions. And more and more people are wanting to

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Tom Riley: get involved that way. And I think that’s something that’s

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Tom Riley: really special in Australia.
If you looked, you mentioned the

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Tom Riley: Everest earlier on, the horse that won the Everest was

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Tom Riley: bought for $70, 000 and he has now won an excess

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Tom Riley: of 10 million. So for those people who bought their 5% in

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Tom Riley: that horse they’re well in front and having the time

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Tom Riley: of their lives, I’m sure.

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Sean Aylmer: So who’s going to win the Melbourne Cup today Tom?

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Tom Riley: Okay, simple one. So the favorite Vauban, everyone who I

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Tom Riley: speak to who is a serious student of form tells

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Tom Riley: me he will just win, but he’s very short odds.

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Tom Riley: So if I was giving a tip to the listeners,

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Tom Riley: I would suggest a little each way bet on a

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Tom Riley: horse called Ashrun. And he’s trained by Ciaron Maher who’s

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Tom Riley: an expert at this, he trained the winner last year.

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Tom Riley: Yeah. So he’ll be about $ 40 or thereabouts.

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Sean Aylmer: Fantastic. Tom, thank you for talking to Fear and Greed.

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Tom Riley: Thank you for having me on.

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Sean Aylmer: That was Tom Riley, CEO of the Thoroughbred Breeders Association.

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Sean Aylmer: Join us every morning for the full episode of Fear

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Sean Aylmer: and Greed, Australia’s best business podcast. I’m Sean Aylmer. Enjoy

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Sean Aylmer: your day.