Chanticleer

This week, Chanticleer columnists James Thomson and Anthony Macdonald examine the growing sense of panic inside Australia’s property industry, explain why your next iPhone is going to cost a lot more and they look ahead to the next big test for markets. This podcast is sponsored by Stripe To ask a question, email chanticleer@afr.com . Further reading: Fore! Why the death of LIV Golf is a warning sign f or markets Saudi Arabia has emerged as key funder of the AI boom, the US government and even global M&A deals. But the Iran war is forcing it to make tough choices. Why investors are letting JB Hi-Fi’s golden goose burn JB Hi-Fi is proving itself to be the pin-up of the “softening Australia” sell-off. It’s a lesson all blue-chips should heed. Bond vigilantes will rage at Trump’s bribe. Cracks in ASX could widen After markets taught US Treasury Secretary Scott Bessent a lesson about who really controls bond yields, Donald Trump unveiled the sort of electoral bribe that vigilantes will hate. Housing won’t go back to ‘normal’ in a world on fire. Maybe that’s OK Bond markets keep screaming that higher borrowing costs are coming. That’s bad news for hopes of a quick turnaround in Australia’s property correction. See omnystudio.com/listener for privacy information.

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 chanticleer@afr.com . 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. See omnystudio.com/listener for privacy information.

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 chanticleer@afr.com . 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. See omnystudio.com/listener for privacy information.

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 chanticleer@afr.com . 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. See omnystudio.com/listener for privacy information.

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 chanticleer@afr.com 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 See omnystudio.com/listener for privacy information.

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 chanticleer@afr.com . 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 See omnystudio.com/listener for privacy information.

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 chanticleer@afr.com . 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 chanticleer@afr.com . 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. See omnystudio.com/listener for privacy information.

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 chanticleer@afr.com . 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 chanticleer@afr.com . See omnystudio.com/listener for privacy information.

This week Chanticleer columnists James Thomson and Anthony Macdonald look at how your super fund fared through the drama of the 2026 financial year, they explain why the end of what’s been dubbed 'Australia’s housing ponzi scheme' matters to more than just house prices, and get excited about the celebrity wedding of the year. This podcast is sponsored by Elston To ask a question, email chanticleer@afr.com . See omnystudio.com/listener for privacy information.

This week, James and Anthony discuss what all the bad economic news means for the second half of the year, ask whether KPMG can stem the bleeding by changing its board and delve into Nine’s ousting of the Today show host. To ask a question, email chanticleer@afr.com . This podcast is sponsored by ANZ . See omnystudio.com/listener for privacy information.

This week, James and Anthony examine the government’s budget backdown, explain why Australia and the US’ Central Banks are talking about more rate rises and take a question on whether AI could change the way your super fund has to invest. To ask a question, email chanticleer@afr.com . This podcast is sponsored by ANZ . See omnystudio.com/listener for privacy information.

This week, Chanticleer columnists James Thomson and Anthony Macdonald examine judgment day for Elon Musk as his AI hot air balloon, SpaceX, takes flight on the sharemarket. They also kick around the business of the World Cup and look at the household name eyeing off a big deal in Britain. To ask a question, email chanticleer@afr.com . This podcast is sponsored by ANZ . See omnystudio.com/listener for privacy information.

This week Chanticleer columnists James Thomson and Anthony Macdonald go deep into the world of AI and debate whether there’s enough trust to make the AI flywheel really spin. They look at how accounting firm KPMG has recently blown up a lot of trust, they take a question on the budget's impact on small business and commit to, one day, make the podcast on Mars. To ask a question, email chanticleer@afr.com This podcast is sponsored by ANZ See omnystudio.com/listener for privacy information.

This week Chanticleer columnists James Thomson and Anthony Macdonald ask whether the next big mining boom might pass Australia by, they examine what the global wine glut means for Dan Murphys and look at whether there’s any good news on inflation. Oh, and James sits in a giant truck. To ask a question, email chanticleer@afr.com This podcast is sponsored by ANZ See omnystudio.com/listener for privacy information.

This week Chanticleer columnists James Thomson and Anthony Macdonald ask whether Elon Musk can pull off the biggest sharemarket float in the history of the planet with his SpaceX venture, they examine how the budget aftershocks are hitting the housing market, and they answer your questions on the government’s controversial budget tax changes. To ask a question, email chanticleer@afr.com . This podcast is sponsored by ANZ . See omnystudio.com/listener for privacy information.

This week, Chanticleer columnists James Thomson and Anthony Macdonald are all about the federal budget – the big messages, the big numbers, the big risks and the hidden stories. In this bumper episode, they'll discuss whether this budget really was aspirational or just a cheap attempt to win votes. To ask a question, email chanticleer@afr.com . This podcast is sponsored by ANZ . See omnystudio.com/listener for privacy information.

This week Chanticleer columnists James Thomson and Anthony Macdonald unpack another rate rise including what Michele Bullock said about the next six months, theye take you inside the room at the biggest meeting of Australian companies and investors, and they preview the federal budget out next week To ask a question, email chanticleer@afr.com This podcast is sponsored by ANZ See omnystudio.com/listener for privacy information.