In this week's HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson keep rolling on with earnings coverage, including BHP reclaiming its throne (we just covered CBA back on top last episode!) as well as Woodside, Seven West, and plenty more. Outside that, there's Zip Co, Indonesia, AI, and Trump losing his tariffs lustre.

The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.

For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this week's HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson take a look at our February earnings season Down Under, including the Commonwealth Bank reclaiming its bourse crown (sorry BHP) and CSL Ltd missing by a mile. Also on this episode's docket is that surprisingly strong U.S. jobs print, Vatican ETFs, MrBeast's financial app, how uranium and AI data centres have become so closely linked, and Electro Optic vs. Grizzly Research.

The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.

For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this week's HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson unpack the RBA's decision to "hike" for the first time since CY23 (and mull how many more raises we'll see this year), poke through Trump's $12 billion critmins stockpile he's been spruiking, and call a "crypto winter" for Bitcoin. Also on the menu: Gold and silver as the new "memecoins," the decision to scrub ASX director details from databases, and Solstice Minerals' strong start to the year.

The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.

For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Isaac McIntyre and Jonathon Davidson talk about that rough inflation print from Wednesday, what it means for the RBA call next week – almost definitely a hike now, we agree – and the Fed's "hold" decision, as well as once-hopeful Invictus Energy and the rough week it's having. Also on the recording docket: The "mother of all deals" between Europe and India that's been claiming headlines this week, as well as natgas and silver.

The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.

For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the HotCopper Wire market podcast this week, it’s Trump again with this whole Greenland play and his European tariffs, as well as why Isaac McIntyre and Jonathon Davidson are watching Commonwealth Bank in the returning “Sell America” thematic and why BHP may have buried that it’s accepting lower iron ore prices from China. And – how Unity has fared in its first days, the wider Aussie IPO landscape early in CY26, and Qoria’s quarterly goofs.

The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.

For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson take a look at the whole Trump vs. Federal Reserve chairman Jerome Powell stoush in the U.S., talk about black gold’s Iran-fuelled all-time highs, and Electro Optic. Also − JD wades into the sneaker cycle (which may be heading down, by all indicators) and we talk Codan’s metal detectors.

The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.

For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about Donald Trump’s raid on Venezuela and the BlueScope-Stokes/Steel Dynamics takeover bid. Also included in our returning HotCopper Wire recording – Copper’s booming prices, China tariffing beef exports, and the 4DMedical spike.

The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.

For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In the second half of the HotCopper Wire‘s CY25 end-of-year special, Isaac McIntyre and Jonathon Davidson look ahead over the year coming up, and what thematics we may see emerge (and keep running) through CY26. In what is basically our Wire finale for the calendar year, we talk about the AI thematic and how it’s powering on, where gold, silver, and copper will climb to, Simandou rumblings, lithium’s next revival, and Bitcoin and whether it has more to run.

The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.

For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In the first half of the HotCopper Wire‘s CY25 end-of-year special, Isaac McIntyre and Jonathon Davidson look back over the year that was through the half-dozen biggest stories covered on the podcast and HotCopper. There are a half-dozen that truly stood out, including DroneShield, Invictus Energy, Kaili Resources, Guzman Y Gomez, Mineral Resources, and WiseTech.

The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.

For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about the ASX Limited bungle that opened Week 49, the early Christmas malaise, and all the juicy GDP figures. Also included: Perseus Mining swooping on the Predictive Discovery-Robex Resources deal late.

The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.

For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.