On The Call

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On The Call is a weekly live conversation with the Capital Brief newsroom on the stories driving the agenda in Australia’s centres of power. Host Harshdeep Kaur sits down each week with our journalists to dissect what we’re watching and why it matters, and answer questions from our subscribers, live.

  1. 6 days ago

    Sam Altman centre stage at CBA's AI conference; Banks react to negative gearing.

    OpenAI CEO Sam Altman's giant pixelated head looming over CBA chief executive Matt Comyn at the bank's inaugural AI summit is a somewhat honest depiction of Australia’s place in the global AI economy at present. While CBA wants to lead Australia’s AI race, technology giants are still the ones wielding the power. Meanwhile, in the aftermath of the federal budget the big four banks and Macquarie have called time on negative gearing, folding to intense pressure and formally tightening policies around lending to investors using the tax break. We discuss: Sam Altman's appearance at CBA’s AI conference and his mixed messages The impending collision between CBA's war on extractive US tech and its deepening AI partnershipsWhether Altman's pitch for Australia as a data centre superpower is an honest vision or consolation prizeCBA and Westpac as the hardest hit banks from the negative gearing changesWhy the banks are rolling over on negative gearingShifting political sentiment on housing affordability and negative gearing On The Call is a weekly live conversation with the Capital Brief newsroom on the stories driving the agenda in Australia's centres of power. Host Harshdeep Kaur sits down with Capital Brief's best journalists to dissect what we're watching and why it matters, and answer questions from our subscribers live. Subscribe to join our weekly live discussion on Thursdays at 12pm AEST: https://www.capitalbrief.com/on-the-call/ Sign up to our free weekly newsletter, The Edition: https://www.capitalbrief.com/newsletters/the-edition/

    27 min

  2. 21 May

    The federal budget blowback continues

    The backlash to Labor's federal budget — and its capital gains tax changes — have not slowed down since last week's episode. If anything, it has heated up. The startup sector has been particularly vocal, and Labor ministers are feeling the heat. We discuss: Where the loudest opposition is coming from.Why Labor seems to have misjudged what the response was going to be.The consultation process, and why a scattershot approach from the startup community might not pay off.How the Coalition is going in for the attack under Angus Taylor.Why, in the background, biotech and life sciences firms are unhappy about changes to the  refundable R&D tax incentive.On The Call is a weekly live conversation with the Capital Brief newsroom on the stories driving the agenda in Australia's centres of power. Host Harshdeep Kaur sits down with Capital Brief's best journalists to dissect what we're watching and why it matters, and answer questions from our subscribers live. Subscribe to join our weekly live discussion on Thursdays at 12pm AEST: ⁠https://www.capitalbrief.com/on-the-call/ Sign up to our free weekday newsletter, The Edition: ⁠https://www.capitalbrief.com/newsletters/the-edition/

    26 min

  3. 15 May

    Federal budget: Labor bets on housing and overhauls CGT discount

    Labor’s federal budget is one of the most significant in years regarding tax reform. The government is betting big on housing affordability by proposing an overhaul to negative gearing and capital gains tax — a decision that’s faced heavy criticism from the startup and VC sector. We discuss: The core elements of the federal budget.The surprising attention given to startups in the budget announcement.Why founders and venture capitalists are concerned about the 50% capital gains tax discount being axed across asset classes.The threat of founders relocating to lower-tax jurisdictions.How Labor’s broken promise on tax reform is a calculated gamble on young voters.The focus of the Opposition’s budget response.  On The Call is a weekly live conversation with the Capital Brief newsroom on the stories driving the agenda in Australia's centres of power. Host Harshdeep Kaur sits down with Capital Brief's best journalists to dissect what we're watching and why it matters, and answer questions from our subscribers live. Subscribe to join our weekly live discussion on Thursdays at 12pm AEST: ⁠https://www.capitalbrief.com/on-the-call/⁠ Sign up to our free weekly newsletter, The Edition: ⁠https://www.capitalbrief.com/newsletters/the-edition/⁠

    26 min

  4. 8 May

    Banks' rosy results season; AI anecdotes at Macquarie's Australia conference

    It was a big week for banks. NAB, Westpac and ANZ posted their half-year earnings this week, projecting a rosy outlook as the RBA struck a far more sombre tone with its latest rate decision. Commonwealth Bank was also in the news after Apple’s submission to a parliamentary inquiry into digital wallets, where the tech giant singled out the bank as being ‘self-serving’. Meanwhile, at the Macquarie Australia Conference, the heads of corporate Australia’s biggest companies all had an AI anecdote. We discuss: The decade-long drama between Apple and CBAWhat the big four bank earnings actually tell us about the economyMichelle Bullock's unusually gloomy rate decision commentaryThe credit boom hiding beneath the cost-of-living conversationWhy every CEO needs a "banger AI anecdote" right nowWisetech's Richard White and his excitement over his non-human workforceQantas, Fortescue and Wesfarmers’ share how they are using AIThe disconnect between investor optimism and economic reality On The Call is a weekly live conversation with the Capital Brief newsroom on the stories driving the agenda in Australia's centres of power. Host Harshdeep Kaur sits down with Capital Brief's best journalists to dissect what we're watching and why it matters, and answer questions from our subscribers live. Subscribe to join our weekly live discussion on Thursdays at 12pm AEDT: ⁠https://www.capitalbrief.com/on-the-call/⁠ Sign up to our free weekly newsletter, The Edition: ⁠https://www.capitalbrief.com/newsletters/the-edition/

    25 min

  5. 1 May

    Migration policy, the looming budget and the NRF.

    With the federal budget less than two weeks away, surging inflation and a war-driven energy shock are forcing the government to rewrite its budget narrative in real time. Meanwhile, Senator Tim Ayres backs ‘balanced’ immigration, defends the National Reconstruction Fund and targets hyperscalers for more AI deals We discuss: CPI at 4.6% and what it means for the budgetWhy "resilience" is Labor's new budget buzzwordThe blame the government may be subjected to if high fuel prices continueCapital gains tax reform and the housing affordability debateWhy no one in Canberra wants to talk about the skills shortageThe migration debate and One Nation's anti-growth agendaThe National Reconstruction FundTim Ayres’ comments to Capital Brief on hyperscalers and AI infrastructure  On The Call is a weekly live conversation with the Capital Brief newsroom on the stories driving the agenda in Australia's centres of power. Host Harshdeep Kaur sits down with Capital Brief's best journalists to dissect what we're watching and why it matters, and answer questions from our subscribers live. Subscribe to join our weekly live discussion on Thursdays at 12pm AEDT: https://www.capitalbrief.com/on-the-call/ Sign up to our free weekly newsletter, The Edition: https://www.capitalbrief.com/newsletters/the-edition/

    25 min

  6. 24 Apr

    Canva's revamp; Cochlear's stock implosion.

    Canva has launched Canva AI 2.0 in the design giant's biggest transformation yet. Meanwhile, healthcare company Cochlear saw its share price crash 40% on an earnings downgrade. We discuss: Capital Brief's scoop on Canva's IPO timingCanva's AI 2.0 and the end-to-end design pivotThe death of seat-based SaaS pricingIs Canva building AI or just wrapping it?Cochlear's 40% single day share price collapseMiddle East disruption and weakening consumer sentimentWhy healthcare stocks aren't always defensive On The Call is a weekly live conversation with the Capital Brief newsroom on the stories driving the agenda in Australia's centre of power. Host Harshdeep Kaur sits down with Capital Brief's best journalists to dissect what we're watching and why it matters, and answer questions from our subscribers live. Subscribe to join our weekly live discussion on Thursdays at 12pm AEDT: https://www.capitalbrief.com/on-the-call/ Sign up to our free weekly newsletter, The Edition: https://www.capitalbrief.com/on-the-call/

    24 min

  7. 17 Apr

    Aussie Trump support craters; Anthropic's cyber risk.

    The latest Capital Brief/DemosAU poll shows Australians want the government to keep its distance from US President Donald Trump as the Middle East conflict deepens. The poll shows that 47% of Australians disagree with the statement that the US was a "reliable military ally", compared with 28% who agreed and 25% who did not know. Meanwhile, corporate regulators APRA and ASIC have urged corporate Australia to get its house in order as Anthropic's latest model Mythos raises cyber risk. We discuss: The news of the day: Allbird's pivot from shoes to AIWhat the latest Capital Brief/DemosAU poll shows about Australians souring on TrumpHow One Nation navigates rising support with fading Trump approvalGlobal right-wing parties vs America FirstAnthropic's Claude Mythos model explainedWhy regulators are urging corporate Australia to prepareWhy super funds are seeking ACCC approval to share cyber intelOn The Call is a weekly live conversation with the Capital Brief newsroom on the stories driving the agenda in Australia's centres of power. Host Harshdeep Kaur sits down with Capital Brief's best journalists to dissect what we're watching and why it matters, and answer questions from our subscribers live. Subscribe to join our weekly live discussion on Thursdays at 12pm AEDT: https://www.capitalbrief.com/on-the-call/ Sign up to our free weekly newsletter, The Edition: https://www.capitalbrief.com/newsletters/the-edition/

    26 min

  8. 10 Apr

    Iran war chaos; Firmus’ fresh raise

    The US-Iran war entered a chaotic new chapter following the unravelling of a short-lived ceasefire, with Israel striking Lebanon and Iran closing the Strait of Hormuz once again. Meanwhile, AI infrastructure company Firmus raises $750 million at an $8 billion valuation as it barrels towards its highly anticipated IPO. We discuss: The collapse of the US-Iran ceasefire.Market reaction and oil prices.How Australian political leaders have responded to Trump's inflammatory war rhetoric.Iran's meme war and the new frontier of digital propaganda.Firmus's $750 million raise and Nvidia's circular investment strategy.Firmus' IPO roadshow and the Tasmanian bet. On The Call is a weekly live conversation with the Capital Brief newsroom on the stories driving the agenda in Australia's centres of power. Host Harshdeep Kaur sits down with Capital Brief's best journalists to dissect what we're watching and why it matters, and answer questions from our subscribers live. Subscribe to join our weekly live discussion on Thursdays at 12pm AEDT: https://www.capitalbrief.com/on-the-call/ Sign up to our free weekly newsletter, The Edition: https://www.capitalbrief.com/on-the-call/

    22 min
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On The Call is a weekly live conversation with the Capital Brief newsroom on the stories driving the agenda in Australia’s centres of power. Host Harshdeep Kaur sits down each week with our journalists to dissect what we’re watching and why it matters, and answer questions from our subscribers, live.

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  • Creator
    Capital Brief
  • Years Active
    2k
  • Episodes
    15
  • Rating
    Clean
  • Copyright
    © Capital Brief
  • Show Website
    On The Call

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