Chanticleer

Financial Review
Financial Review
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Australia's most prestigious business column is now a podcast. Chanticleer is a weekly news breakdown of all things business, finance and markets. Every Friday, Australian Financial Review columnists James Thomson and Anthony Macdonald go behind the doors of corporate Australia to give you their unvarnished analysis.

  1. 11 hr ago

    Will AI really kill us all, the $50b deal everyone's talking about & $1-a-day Ozempic

    This week, Chanticleer columnists James Thomson and Anthony Macdonald try and sort out whether AI is actually going to kill us all, they take you in what might be the biggest ASX float in Australian history, and try to figure out what a $1-a-day dose of Ozempic might mean for the economy.  This podcast is sponsored by Stripe To ask a question, email chanticleer@afr.com. Further reading:One way or another, AI’s gods have hit trouble. Firmus isn’t immuneConcerns about AI are as surreal as the numbers on the neocloud’s float. And those are the two threats to the story: either it doesn’t work, or it works too damn well.Bigger than BHP: Firmus will be Australia’s most capital-hungry beastThe party’s only just getting started for the capital arrangers, who have a new favourite client.Migration mess comes back to the economy, stupidThe government’s migration changes reflect the business-like approach that the corporate sector has been calling for. But don’t expect the heat in this debate to fade.Inside the eye-watering numbers Firmus is finally revealing to fundiesThe neocloud hopeful is talking a huge game, but it takes a dive into the prospectus to get the full picture of its long-term ambitions and profit projections.How $1-a-day Ozempic could unleash a $12b boomThe combination of GLP-1 drugs in pill form and expanded access via the Pharmaceutical Benefits Scheme could turbocharge adoption in Australia. See omnystudio.com/listener for privacy information.

  2. 11 Sept

    Housing recession’s long shadow, Apple iPhone flip out & Trump’s insane cash splash

    This week, Chanticleer columnists James Thomson and Anthony Macdonald examine the growing sense of panic inside Australia’s property industry, explain why your next iPhone is going to cost a lot more and they look ahead to the next big test for markets.  This podcast is sponsored by Stripe To ask a question, email chanticleer@afr.com. Further reading:Fore! Why the death of LIV Golf is a warning sign f or marketsSaudi Arabia has emerged as key funder of the AI boom, the US government and even global M&A deals. But the Iran war is forcing it to make tough choices.Why investors are letting JB Hi-Fi’s golden goose burnJB Hi-Fi is proving itself to be the pin-up of the “softening Australia” sell-off. It’s a lesson all blue-chips should heed.Bond vigilantes will rage at Trump’s bribe. Cracks in ASX could widenAfter markets taught US Treasury Secretary Scott Bessent a lesson about who really controls bond yields, Donald Trump unveiled the sort of electoral bribe that vigilantes will hate.Housing won’t go back to ‘normal’ in a world on fire. Maybe that’s OKBond markets keep screaming that higher borrowing costs are coming. That’s bad news for hopes of a quick turnaround in Australia’s property correction. See omnystudio.com/listener for privacy information.

  3. 4 Sept

    Ugly choice between stagflation and recession, China's EV shock spreads & Bathla mess grows

    This week, Chanticleer columnists James Thomson and Anthony Macdonald unveil the surprising purchase propping up Australia’s economic growth, they unpack a truly eventful week in financial markets and ask what is sending one of the world’s best known car makers broke. This podcast is sponsored by Stripe To ask a question, email chanticleer@afr.com. Further reading:Bathla and bonds just a preview of what’s coming for timid AustraliaRising yields, plunging house prices and the prospect of a deep economic slowdown: in the past week, the challenges for the country have become very clear.Housing’s Mr 18.6pc is pure fiction but is still scaring marketsThe phantom number refuses to go away and is haunting Australia’s economy, investors, boardrooms and government.Private credit is the reason we don’t have a Bathla rescue deal yetPrivate credit firms tell us it’s how they deal with moments of distress that sorts the wheat from the chaff. The situation at Bathla will put that to the test. See omnystudio.com/listener for privacy information.

  4. 28 Aug

    $3b builder collapse sparks drama, Profit season's best and worst & Ooshies grocery battle

    This week, Chanticleer columnists James Thomson and Anthony Macdonald  look at why the collapse of a home builder might create a very big drama for the top end of town, they nominate their best and worst results from four weeks of earnings season and take a fierce question from the West about GST proceeds.  This podcast is sponsored by Workday. To ask a question, email chanticleer@afr.com.  Further reading: The $19trn reason this housing slump will run longer than you thinkHouseholds’ strong balance sheets are supporting strong spending growth. That’s bad news for the central bank, which is not coming to save the property market. Liberman’s CVS Lane suspends fund redemption after Bathla collapseCVS Lane, the private credit firm run by the wealthy Liberman family, has suspended redemptions across two of its funds, citing the collapse of Bathla, the failed Sydney developer to which it had lent significant sums. What we learnt: Ozempic in a pill could change Australia (no, really)Chemist Warehouse rides the Ozempic wave, Wesfarmers leans into a cost of living crisis and Qantas flies through the Iran war. See omnystudio.com/listener for privacy information.

  5. 21 Aug

    Why your pay's going backwards, dividends surprise & bond market blues explained

    This week, Chanticleer columnists James Thomson and Anthony Macdonald take you inside the mysterious world of bond markets, and explain what’s got the world’s most important investors rather grumpy. They ask why many of the country's biggest companies don’t seem that keen on investing in Australia and whether there’s something a bit sick about your health insurance.  This podcast is sponsored by Workday. To ask a question, email chanticleer@afr.com. Further reading: Scott Bessent just panicked. Your savings may be at risk The White House’s stunning intervention in bond markets on Wednesday night will have big ramifications for investors around the world, including in Australia. Economists say wage growth is fine. CEOs see a margin squeeze Economists may be celebrating wage growth as “in line with expectations”, but corporate Australia is quietly pressing the panic button. See omnystudio.com/listener for privacy information.

  6. 14 Aug

    The real housing problem, what profit seasons tell us & KPMG cooked again

    This week Chanticleer columnists James Thomson and Anthony Macdonald unpick an eventful afternoon at the Reserve Bank of Australia and pull out our most surprising tidbits from reporting season’s first big week.  This podcast is sponsored by Workday To ask a question, email chanticleer@afr.com Further reading: KPMG is radioactive. But probe also exposes clubby corporate Australia Matt Comyn just turned the housing crash story on its head Think house price falls are bad? The next shock could be far worse Cleanaway board throws out the $9.4b baby with the bin water See omnystudio.com/listener for privacy information.

  7. 7 Aug

    Prices up, jobs down in great Aussie squeeze, ASX’s strange high & coal comeback

    This week Chanticleer columnists James Thomson and Anthony Macdonald explain what job cuts and Jetstar cabin baggage fees tell us about the great Australian squeeze, they look at how the ASX hit a record high – and ask why no one seems to be celebrating, and they unpick America’s strange mission to save the land of the rising sun. This podcast is sponsored by Workday To ask a question, email chanticleer@afr.com. Further reading: Why boards are playing it safe and buying high instead of investing Glencore bets that Australia’s woke anti-coal era is over, for now House prices will decide where the ASX goes next This hasn’t happened in markets in 28 years. It could mark a new era See omnystudio.com/listener for privacy information.

  8. 31 Jul

    Why the Victorian premier’s fall matters to business, Inflation vs house prices & AI hedge fund implosion

    This week senior Chanticleer columnist James Thomson and Australian Financial Review editor in chief James Chessell unpack the national implications from the coup that brought down the Victorian premier, they examine the RBA’s big interest rate dilemma between sticky inflation and falling house prices and try and unpick a week where it all got a bit strange in the AI boom.  This podcast is sponsored by Workday To ask a question, email chanticleer@afr.com. See omnystudio.com/listener for privacy information.

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Australia's most prestigious business column is now a podcast. Chanticleer is a weekly news breakdown of all things business, finance and markets. Every Friday, Australian Financial Review columnists James Thomson and Anthony Macdonald go behind the doors of corporate Australia to give you their unvarnished analysis.

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