After a prophetic call on Mike Cannon-Brookes bidding for AGL on the Money Café two weeks ago, Stephen Mayne and Alan Kohler talk through what happens next – is the bid dead? Is it posturing? What can Macquarie do – or maybe Telstra? Also: what will the seven sons of one of the shareholders of Aristocrat Leisure do; why you should never buy off private equity; who has nationalising Transurban on their wishlist; is a 10% correction a buying opportunity and that perennial favourite: house prices.

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