This week Anthony Macdonald and James Thomson examine Nvidia’s monster profit result and what it says about the AI bubble, they travel to Singapore to explain how the nation’s top CEOs are selling Australia, and they take a question on big profits and your super returns. 

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This podcast is sponsored by PGIM

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This week James Thomson chats to Anthony Macdonald as he reports live from the Sydney Opera House for the biggest markets conference of the year. They share the stock tips from the Sohn Hearts & Minds conference, round out bank profit season and take a great question on investors in the housing market. 

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This podcast is sponsored by PGIM

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This week James Thomson & Anthony Macdonald examine the big four’s big problem, explain why the RBA is stuck and ask what the stunning win of Zohran Mamdani in the New York Mayoral race tells investors and CEOs.

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This podcast is sponsored by PGIM

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This week James Thomson & Anthony Macdonald explain how the battle lines are being drawn up in the new superannuation wars, they try to make sense of the brutal slap down investors handed out to two of our biggest companies, and, he’s back – yep, Richard White is in trouble again at WiseTech.

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This podcast is sponsored by PGIM

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This week James Thomson & Anthony Macdonald look at Anthony Albanese's big visit to Trump land, take you inside the AFR’s energy conference, and look ahead to a big moment for global markets.

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This podcast is sponsored by PGIM

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This week James Thomson & Anthony Macdonald look at how the extraordinary boom in boomer wealth is changing the economy, they discuss the next Australian AI heavyweight, and they answer your question about private credit cockroaches.

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This podcast is sponsored by PGIM

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This week James Thomson & AFR Editor-in-Chief, James Chessell, ask what Deloitte’s AI disaster says about the sharemarket bubble everyone’s watching, try to explain what the surging gold price says about global politics, and look ahead to ANZ Bank's date with destiny.

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This podcast is sponsored by PGIM

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This week on the Chanticleer podcast, Anthony Macdonald is joined by Financial Review editor Cosima Marriner to consider whether 5% deposit home loans are good for first home buyers, they prepare to say goodbye to another Australian media legend and take a question on Australia’s big corporate tax-dodgers.

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This podcast is sponsored by PGIM

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This week on the Chanticleer podcast, James & Anthony discuss why one of the biggest players in private credit found itself in the corporate cop’s sights, we explain why one listener’s order from department store giant Myer came in six different parcels and jump on Nvidia’s AI money-go-round.

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This podcast is sponsored by PGIM

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This week on the Chanticleer podcast, James & Anthony look at how the RBA could be coming for our Qantas points, we ask why one of Australia’s biggest listed retailers sacked its CEO and take a question on the Federal Reserve’s latest rate cut and what it means for the Magnificent 7.

To ask a question, email [email protected]

This podcast is sponsored by PGIM

See omnystudio.com/listener for privacy information.