Podcast Episodes

Speed dating with ASX giants, Nvidia bubble trouble & DroneShield falls to earth

Season 4 Episode 39

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 Au…

Published on 7 hours ago

Stock tips from the Opera House, Why CBA plunged & investment property bubble?

Season 4 Episode 38

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 & Mind…

Published on 1 week ago

Musk mega pay rise, Aussie brothers are AI billionaires & why the RBA's stuck

Season 4 Episode 37

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 investo…

Published on 2 weeks ago

The new battle for your super, James Hardie fury & bad news on rate cuts

Season 4 Episode 36

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 …

Published on 3 weeks ago

Albo’s White House win, Santos’ public bust-up & the problem with our rooftop solar spree

Season 4 Episode 35

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 …

Published on 4 weeks ago

Wealth boom upends the economy, Australia’s AI up-and-comer & private credit cockroaches

Season 4 Episode 34

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…

Published on 1 month ago

Deloitte’s AI disaster, gold gets political & GYG’s burrito blues

Season 4 Episode 33

This week James Thomson & AFR Editor-in-Chief, James Chessell, ask what Deloitte’s AI disaster says about the sharemarket bubble everyone’s watching, try to explain what the surging gold price says a…

Published on 1 month, 1 week ago

Tax dodgers, feeling BHP’s pain & the problem with 5% home deposits

Season 4 Episode 32

This week on the Chanticleer podcast, Anthony Macdonald is joined by Financial Review editor Cosima Marriner to consider whether 5% deposit home loans are good for first home buyers, they prepare to …

Published on 1 month, 2 weeks ago

Myer's parcel mystery solved, ASIC vs La Trobe Financial & AI's money-go-round

Season 4 Episode 31

This week on the Chanticleer podcast, James & Anthony discuss why one of the biggest players in private credit found itself in the corporate cop’s sights, we explain why one listener’s order from dep…

Published on 1 month, 3 weeks ago

The threat to Qantas Points, epic saga gets CEO sacked & death of a mega deal

Season 4 Episode 30

This week on the Chanticleer podcast, James & Anthony look at how the RBA could be coming for our Qantas points, we ask why one of Australia’s biggest listed retailers sacked its CEO and take a quest…

Published on 2 months ago