Épisodes

  • Is Australia a Ponzi scheme, OpenAI's grand arrival & the AFR business people of the year
    Dec 5 2025

    This week Anthony Macdonald and James Thomson explain how Australia's data centre boom has changed, give you the inside scoop on the AFR's Business People of the Year awards, and ask the big question: is Australia a giant Ponzi scheme?

    To ask a question, email chanticleer@afr.com

    This podcast is sponsored by Acenda

    See omnystudio.com/listener for privacy information.

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    41 min
  • Why rate hikes may be next, risky home loans in crosshairs & mini deal boom
    Nov 28 2025

    This week Anthony Macdonald and James Thomson ask whether Australia’s economy has hit its speed limit, we look at the sneaky-big week for corporate deals and preview one of the AFR’s big nights of the year.

    To ask a question, email chanticleer@afr.com

    This podcast is sponsored by Acenda

    See omnystudio.com/listener for privacy information.

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    38 min
  • Speed dating with ASX giants, Nvidia bubble trouble & DroneShield falls to earth
    Nov 21 2025

    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.

    To ask a question, email chanticleer@afr.com

    This podcast is sponsored by PGIM

    See omnystudio.com/listener for privacy information.

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    41 min
  • Stock tips from the Opera House, Why CBA plunged & investment property bubble?
    Nov 14 2025

    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.

    To ask a question, email chanticleer@afr.com

    This podcast is sponsored by PGIM

    See omnystudio.com/listener for privacy information.

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    36 min
  • Musk mega pay rise, Aussie brothers are AI billionaires & why the RBA's stuck
    Nov 7 2025

    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.

    To ask a question, email chanticleer@afr.com

    This podcast is sponsored by PGIM

    See omnystudio.com/listener for privacy information.

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    35 min
  • The new battle for your super, James Hardie fury & bad news on rate cuts
    Oct 31 2025

    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.

    To ask a question, email chanticleer@afr.com

    This podcast is sponsored by PGIM

    See omnystudio.com/listener for privacy information.

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    35 min
  • Albo’s White House win, Santos’ public bust-up & the problem with our rooftop solar spree
    Oct 24 2025

    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.

    To ask a question, email chanticleer@afr.com

    This podcast is sponsored by PGIM

    See omnystudio.com/listener for privacy information.

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    47 min
  • Wealth boom upends the economy, Australia’s AI up-and-comer & private credit cockroaches
    Oct 17 2025

    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.

    To ask a question, email chanticleer@afr.com

    This podcast is sponsored by PGIM

    See omnystudio.com/listener for privacy information.

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    37 min