Chanticleer

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 [email protected].

Further reading:
Bathla and bonds just a preview of what’s coming for timid Australia
Rising 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 markets
The 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 yet
Private 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.

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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 [email protected].

 Further reading:

The $19trn reason this housing slump will run longer than you think
Households’ 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 collapse
CVS 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.

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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 [email protected].

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.

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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 [email protected]

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

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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 [email protected].

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

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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 [email protected].

See omnystudio.com/listener for privacy information.

This week Chanticleer columnists James Thomson and Anthony Macdonald say farewell to one of the leading lights of corporate Australia, ask why good news on jobs may ultimately be bad news for the economy, and explain why China just sent a shot across the bows of America’s tech giants. 

This podcast is sponsored by Elston

To ask a question, email [email protected].

See omnystudio.com/listener for privacy information.

How I Made It is back with host Lauren Sams. 

Don’t miss season six as we uncover how Australia’s top entrepreneurs built their fortunes and what they learnt along the way.

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This week senior Chanticleer columnist James Thomson and Australian Financial Review editor in chief James Chessell decode Prime Minister Anthony Albanese’s landmark speech on artificial intelligence, they examine why the next big era for Australia’s mighty superannuation sector is upon us and they ask – what’s a CEO really worth?

This podcast is sponsored by Elston

To ask a question, email [email protected].

See omnystudio.com/listener for privacy information.

This week Chanticleer columnist Anthony Macdonald and Australian Financial Review editor Cosima Marriner discuss Telstra's real problem at the end of a bad week, go over the big AI decision Australia needs to make and unpack the Prime Minister's podcast fail.

This podcast is sponsored by Elston

To ask a question, email [email protected].

See omnystudio.com/listener for privacy information.