Podcasts by Category
Australia's most prestigious business column is now a podcast. Chanticleer is a weekly news breakdown of all things business, finance and markets. Every Friday, Australian Financial Review columnists James Thomson and Anthony Macdonald go behind the doors of corporate Australia to give you their unvarnished analysis.
- 108 - How Black Friday really works, investing ideas from world's biggest banks & CEO's election fears
In this week's episode, James and Anthony explain how Black Friday deals really work, reveal what the business sector is thinking ahead of next year's federal election and look at the best investment ideas from the world's biggest investment banks.
To ask a question, email chanticleer@afr.com
See omnystudio.com/listener for privacy information.
Fri, 29 Nov 2024 - 107 - Future Fund fiasco, Rio’s battle of the sexes & Deloitte’s fat finger
This week on the Chanticleer podcast, James & Anthony look at the furore over the Future Fund, examine the backlash over Rio Tinto’s attempt to enshrine workplace equality, and ask whether sharemarkets are dangerously bullish.
To ask a question, email chanticleer@afr.com
See omnystudio.com/listener for privacy information.
Fri, 22 Nov 2024 - 106 - Sohn's shock stock tips, Trump's Musk efficiency gamble & Cbus-ted super headache
This week James and Anthony take you live onto the floor of Australia's biggest shindig for stock pickers, they ask whether the superannuation sector has a system problem, and look at whether Elon Musk can really make productivity great again.
To ask a question, email chanticleer@afr.com
See omnystudio.com/listener for privacy information.
Fri, 15 Nov 2024 - 105 - Trump rocks markets, Chris Ellison's long goodbye & the problem with bank shares
This week on the Chanticleer podcast, James & Anthony try to figure out what Donald Trump’s extraordinary victory means for markets, the Australian economy and politics, examine the latest mess as Mineral Resources and answer the big questions on banks reporting season.
To ask a question, email chanticleer@afr.com
See omnystudio.com/listener for privacy information.
Fri, 08 Nov 2024 - 104 - Joe Aston on the Qantas saga, super's sleeper issues & supermarket's profit squeeze
This week on the Chanticleer podcast, James and Anthony reveal why there’s fresh bad news for the supermarkets, ask what’s bothering our biggest super funds and welcome the most talked about man in Australia, their old friend Joe Aston to talk Qantas and politics.
To ask a question, email chanticleer@afr.com
See omnystudio.com/listener for privacy information.
Fri, 01 Nov 2024 - 103 - WiseTech and MinRes founders under fire, Wall Street royalty & new office tower battle
This week on the Chanticleer podcast, James & Anthony dive into the drama surrounding two billionaire founders - Richard White and Chris Ellison, check in on the energy transition and take a question on whether all M&A is really worth all the fuss.
To ask a question, email chanticleer@afr.com
This podcast is sponsored by CBRE’s Talking PropertySee omnystudio.com/listener for privacy information.
Fri, 25 Oct 2024 - 102 - Albanese’s beach house bungle, Nine’s toxic culture revealed & should tap-and-go be free?
This week on the Chanticleer podcast, James & Anthony look at what the Prime Minister’s cliff-top house purchase really says about the housing market, ask whether banning those pesky card surcharges will mean lower prices and take a question on first home buyers and housing affordability.
To ask a question, email chanticleer@afr.com
This podcast is sponsored by CBRE’s Talking PropertySee omnystudio.com/listener for privacy information.
Fri, 18 Oct 2024 - 101 - Rockpool's rocky future, EVs hit a speed hump & China's missing stimulus
This week on the Chanticleer podcast, James & Anthony examine whether the electric vehicle market has hit a roadblock, attempt to solve the mystery of the missing Chinese stimulus, and try to figure out if Santa will be visiting investors this year
To ask a question, email chanticleer@afr.com
This podcast is sponsored by CBRE’s Talking PropertySee omnystudio.com/listener for privacy information.
Fri, 11 Oct 2024 - 100 - AFR boss on next Virgin v Qantas fight, RBA's hush-hush problem & market's war footing
This week on the Chanticleer podcast, James Thomson & AFR editor-in-chief, James Chessell ask whether the RBA should be meeting with banks and investors behind closed doors, examine Virgin Australia's big deal with Qatar Airways and examine what the Middle East conflict means for markets.
To ask a question, email chanticleer@afr.com
This podcast is sponsored by CBRE’s Talking PropertySee omnystudio.com/listener for privacy information.
Fri, 04 Oct 2024 - 99 - Coles, Woolies’ ‘down down’ disaster, negative gearing explodes & our corporate power players
This week on the Chanticleer podcast, James and Anthony look at how the supermarket giants were accused of dodgy discounting, examine the 10 most powerful people in corporate Australia, and ask who will win the brawl over negative gearing.
To ask a question, email chanticleer@afr.com
This podcast is sponsored by Aussie BroadbandSee omnystudio.com/listener for privacy information.
Fri, 27 Sep 2024 - 98 - Why the RBA can't deliver rate cuts quickly, bank stocks keep surging & RIP Tupperware
This week on the Chanticleer podcast, James & Anthony ask how quickly the RBA can follow the Federal Reserve and cut rates, examine what it might take to bring bank share prices back to earth, and look at the slow, painful death of Tupperware.
To ask a question, email chanticleer@afr.com
This podcast is sponsored by Aussie Broadband
See omnystudio.com/listener for privacy information.
Fri, 20 Sep 2024 - 97 - Housing eats the economy, decoding the Trump v Harris debate & lithium rollercoaster
This week on the Chanticleer podcast, James & Anthony examine why housing is eating the economy, try to decipher what the presidential debate means for investors and reveal why it’s not all doom and gloom for the office property market.
To ask a question, email chanticleer@afr.com
This podcast is sponsored by Aussie Broadband
See omnystudio.com/listener for privacy information.
Fri, 13 Sep 2024 - 96 - AirTrunk’s $24 bill payday, inflation brawl & can a clean Star casino make money?
This week on the Chanticleer podcast, James & Anthony look at the 'deal of the year' - the sale of data centre giant AirTrunk, ask whether casino operator Star is about to run out of luck, and try to figure out who’s right: Michele Bullock or Jim Chalmers?
To ask a question, email chanticleer@afr.com
This podcast is sponsored by ANZ
Listen to 5-in-5 with ANZ on Spotify here
Listen to 5-in-5 with ANZ on Apple here
See omnystudio.com/listener for privacy information.
Fri, 06 Sep 2024 - 95 - Chook profit awards, AusSuper’s $1b shocker & CommBank’s plea to politicians
This week on the Chanticleer podcast, James & Anthony wrap up reporting season with their very own Chook awards for the best and worst results, look at how our very own AustralianSuper dusted $1.1 billion, and examine a great rivalry of Australian business, Coles versus Woolies.
To ask a question, email chanticleer@afr.com
This podcast is sponsored by ANZ
Listen to 5-in-5 with ANZ on Spotify here
Listen to 5-in-5 with ANZ on Apple here
See omnystudio.com/listener for privacy information.
Fri, 30 Aug 2024 - 94 - APRA takes on ANZ, the mega deal everyone will be talking about & profit season gems
This week on the Chanticleer podcast, James and Anthony extract five rolled gold nuggets from earnings season, preview the $20 billion mega-deal that everyone’s going to be talking about and take a question on where inflation goes next.
To ask a question, email chanticleer@afr.comSee omnystudio.com/listener for privacy information.
Fri, 23 Aug 2024 - 93 - CBA shows how boomers zoomed ahead, gems from profit season and Big Mac blues
This week on the Chanticleer podcast, James and Anthony talk through CBA’s record dividend, the data that shows Boomers are living it up while their kids and grandkids tighten belts, and why Jim Chalmers and the blue chip miners should be worried about a crisis in Chinese steel.
This podcast is sponsored byMilford Asset Management
To ask a question, email chanticleer@afr.com
See omnystudio.com/listener for privacy information.
Thu, 15 Aug 2024 - 92 - Market mayhem, RBA’s big problem and AFR farewells legendary editor Michael Stutchbury
On a very special episode of Chanticleer, James and Anthony trawl through the greatest hits of the Financial Review’s outgoing editor-in-chief, Michael Stutchbury’s incredible 13 year career and they take a look at the sell-off that had global markets in turmoil.
This podcast is sponsored by Milford Asset Management
To ask a question, email chanticleer@afr.com
See omnystudio.com/listener for privacy information.
Fri, 09 Aug 2024 - 91 - Rate hike relief, Rex suffers small airline curse & good news for car buyers
This week on the Chanticleer podcast, James & Anthony unpick a massive week on global markets, including Australia’s inflation surprise, examine the trouble with bubbles in China, and ask why regional airline Rex fell from the sky.
This podcast is sponsored by Milford Asset Management
To ask a question, email chanticleer@afr.com
See omnystudio.com/listener for privacy information.
Fri, 02 Aug 2024 - 90 - AI hype machine malfunctions, Macquarie cautious & ANZ under fire
This week on the Chanticleer podcast, James & Anthony ask why everyone’s suddenly sceptical on AI, attempt to fix Australia’s capital markets and look ahead to the biggest economic data release of the year.
This podcast is sponsored by Milford Asset Management
To ask a question, email chanticleer@afr.com
See omnystudio.com/listener for privacy information.
Fri, 26 Jul 2024 - 89 - CFMEU scandal spreads, no party for ASX at 8000 & Twiggy’s green hydrogen blow
This week on the Chanticleer podcast, James & Anthony look at the widening scandal around the CFMEU, ask whether Andrew Forrest’s green hydrogen dream is over and examine where the ASX goes next, after breaking through 8000 points for the first time.
This podcast is sponsored by Milford Asset Management
To ask a question, email chanticleer@afr.com
See omnystudio.com/listener for privacy information.
Fri, 19 Jul 2024 - 88 - Who’s making money, ANZ’s trading scandal & what makes an elite CEO
This week on The Chanticleer podcast, Anthony is joined by AFR stalwart, former banking and markets beat reporter, AFR’s Companies editor, Vesna Poljak.
Anthony and Vesna go off the beaten track to look at the CEOs that make their companies tick, conduct a corporate Australia health check, look at who is making money, and take a question on what all these elections mean for sharemarkets.
This podcast is sponsored by Milford Asset Management
To ask a question, email chanticleer@afr.com
See omnystudio.com/listener for privacy information.
Fri, 12 Jul 2024 - 87 - EOFY super fund winners & losers, and bold predictions for the new year
This week on The Chanticleer podcast - it’s end of financial year week. Anthony & special guest, former senior Chanticleer columnist, Tony Boyd look at the performance of the country’s biggest super funds - including the most talked about fund on these airwaves. They look forward, backwards and under the bed for a few stock picks, and reveal their predictions in our annual financial year in review.
To ask a question, email chanticleer@afr.com
See omnystudio.com/listener for privacy information.
Fri, 05 Jul 2024 - 86 - Joe Aston joins the chook pen, Qantas nosedives & RBA’s inflation quagmire
This week on the Chanticleer podcast, Anthony & Joe look at Qantas’ latest fall from grace, go shopping with Solomon Lew at Myer and take a question on the spectacular flaming out at out-of-gas rocket stock Cettire.
To ask a question, email chanticleer@afr.com
This podcast is sponsored by Colonial First State
See omnystudio.com/listener for privacy information.
Fri, 28 Jun 2024 - 85 - GyG's spicy float, how to avoid investor FOMO & nuclear, again?
This week on The Chanticleer podcast, James & Anthony chew on the juiciest float they've seen in a long time - Guzman y Gomez, try to work out whether Peter Dutton is really serious about nuclear power and take a question on investor FOMO.
To ask a question, email chanticleer@afr.com
This podcast is sponsored by Colonial First State
See omnystudio.com/listener for privacy information.
Fri, 21 Jun 2024 - 84 - High flyers, shonks & murder: Celebrating 50 years of Chanticleer
On Thursday June 13th, more than 400 guests packed into the Fullerton Hotel ballroom in Sydney for a special lunch to mark the 50th anniversary of the Chanticleer column, which brought together all seven of Chooks that have ruled the hen house since 1974.
This week, the Chanticleer podcast takes you inside the event and shares some of the great stories, insights and moments from what was a magical day.
To ask a question, email chanticleer@afr.com
This podcast is sponsored by Colonial First State
See omnystudio.com/listener for privacy information.
Fri, 14 Jun 2024 - 83 - RBA’s $5b headache, why private credit is booming & GYG float sparks great burrito debate
This week on the Chanticleer podcast, James & Anthony explain why apparently sluggish economic growth doesn’t mean rate cuts are coming, take a question on our favourite burrito company and deep dive into the hottest asset class in the world.
To ask a question, email chanticleer@afr.com
This podcast is sponsored by Colonial First State
See omnystudio.com/listener for privacy information.
Fri, 07 Jun 2024 - 82 - Invest like a Rich Lister, GYG heads for the ASX & could AI really hit exec jobs?
This week on the Chanticleer podcast, James & Anthony ask whether AI really will claim the jobs of 30% of executives in two years, look at what Lendlease’s big break-up says about corporate Australia, and examine how to give your investment portfolio a touch of Rich List magic.
To ask a question, email chanticleer@afr.com
This podcast is sponsored by Team Global Express
See omnystudio.com/listener for privacy information.
Fri, 31 May 2024 - 81 - Can the ASX keep climbing, BHP’s Anglo gamble and why Nvidia is splitting itself in 10
This week on the Chanticleer podcast, James and Anthony debate whether the sharemarket can keep racing to record highs, check the Australian mining sector's pulse and discuss why NVIDIA is splitting itself up.
To ask a question, email chanticleer@afr.com
This podcast is sponsored by Team Global Express
See omnystudio.com/listener for privacy information.
Fri, 24 May 2024 - 80 - Labor's big budget gamble, BHP’s defining week & where your payrise really went
This week on the Chanticleer podcast James & Anthony dissect the federal budget with a special guest, look at BHP’s titanic takeover battle and hash out the new battle over housing.
To ask a question, email chanticleer@afr.com
This podcast is sponsored by Team Global Express
See omnystudio.com/listener for privacy information.
Fri, 17 May 2024 - 79 - Perpetual’s fall from grace, AI’s big energy problem & why banks juice up dividends
This week on the Chanticleer podcast, James & Anthony extract the lessons from the demise of funds management giant Perpetual, reveal why everyone's talking about data centres and energy, and answer your questions on bank share buybacks.
To ask a question, email chanticleer@afr.com
This podcast is sponsored by Team Global Express
See omnystudio.com/listener for privacy information.
Fri, 10 May 2024 - 78 - Is Bonza a goner?, Woolies $8b crisis & Government's bizarre quantum theory
This week on the Chanticleer podcast, James & Anthony delve into airline Bonza’s crash landing, reveal the real cost of Woolworths’ PR crisis and answer a listener’s question about Australia’s whopper venture capital investment.
To ask a question, email chanticleer@afr.com
This podcast is sponsored by ANZ
Listen to 5-in-5 with ANZ on Spotify here
Listen to 5-in-5 with ANZ on Apple hereSee omnystudio.com/listener for privacy information.
Fri, 03 May 2024 - 77 - Imploding Star Entertainment, Woodside’s energy battle & inflation runs hot, again
This week on the Chanticleer podcast, James & Anthony look at casino operator Star Entertainment’s second brush with disaster, go inside the battle over energy giant Woodside's climate plan, and ask where rates go next after hot inflation numbers.
To ask a question, email chanticleer@afr.com
This podcast is sponsored by ANZ
Listen to 5-in-5 with ANZ on Spotify here
Listen to 5-in-5 with ANZ on Apple hereSee omnystudio.com/listener for privacy information.
Fri, 26 Apr 2024 - 76 - Supermarket stoush turns silly, Albo’s misguided made in Australia push & Stutch joins the pod
This week on the Chanticleer podcast, James and AFR Editor-in-Chief Michael Stutchbury, examine how the supermarket inquiry turned nasty, ask whether Albo’s 'Made in Australia' push is doomed, and look ahead to a crucial piece of economic data.
To ask a question, email chanticleer@afr.com
This podcast is sponsored by ANZ
Listen to 5-in-5 with ANZ on Spotify here
Listen to 5-in-5 with ANZ on Apple hereSee omnystudio.com/listener for privacy information.
Fri, 19 Apr 2024 - 75 - Qantas points shakeup, GYG’s ‘delicious’ growth and the nuclear option
This week on Chanticleer, James and Anthony look at the biggest shake-up to the Qantas Frequent Flyer business in decades, examine what the government’s new merger reforms will mean for the economy and take a question about what could become the hottest issue in Australia in the coming year: nuclear energy.
To ask a question, email chanticleer@afr.com
This podcast is sponsored by ANZ
Listen to 5-in-5 with ANZ on Spotify here
Listen to 5-in-5 with ANZ on Apple hereSee omnystudio.com/listener for privacy information.
Fri, 12 Apr 2024 - 74 - The companies in activists' sights, the future of cash & a G-G for business
This week on the Chanticleer podcast, James & Anthony look at the companies feeling the heat from activists, ask what’s behind the battle for Armourguard and reveal how Phil Lowe has changed in retirement.
To ask a question, email chanticleer@afr.comThis podcast is sponsored by ANZ
Listen to 5-in-5 with ANZ on Spotify here
Listen to 5-in-5 with ANZ on Apple hereSee omnystudio.com/listener for privacy information.
Fri, 05 Apr 2024 - 73 - Two stocks to watch, why banks are worried & do execs deserve mega pay?
This week on the Chanticleer podcast, James & Anthony reveal why our big bank CEOs want to take more risks, ask whether big executive salaries incentivise business leaders and take the pulse of the market with our special guest, fund manager Eleanor Swanson.
To ask a question, email chanticleer@afr.comSee omnystudio.com/listener for privacy information.
Fri, 29 Mar 2024 - 72 - Where to invest next in AI, central bank bingo and what has PWC done now?
This week on the Chanticleer podcast, James & Anthony play central bank bingo and try to predict where rates are going next, decode the very exciting, slightly terrifying leap forward for artificial intelligence, and ask why PwC are in trouble again.
See omnystudio.com/listener for privacy information.
Fri, 22 Mar 2024 - 71 - Jamie Dimon's recession call, banking bubble pops & Myer's big data play
This week on the podcast, James and Anthony see how the all-important relationship between Australian business and government is going, we consider a bubble in big bank shares and consider how Australia’s ageing population could hit shares prices on the ASX.
See omnystudio.com/listener for privacy information.
Fri, 15 Mar 2024 - 70 - Cettire's (re)call of duties, GDP slumps & how to avoid burnout
This week on the Chanticleer podcast, James & Anthony ask if Australia’s weak economic growth even matters, reveal top hacks for dodging burnout and improving your personal productivity, and ask why the private health system seems sick.
See omnystudio.com/listener for privacy information.
Fri, 08 Mar 2024 - 69 - Fixing the gender pay gap, reporting season awards & the solution to tax bracket creep
This week on the Chanticleer podcast, James & Anthony examine the bombshell report into Australia’s gender pay gap, name their winners and losers from reporting season, and ask whether there’s a better way to deal with bracket creep.
To ask a question, email chanticleer@afr.com
See omnystudio.com/listener for privacy information.
Fri, 01 Mar 2024 - 68 - Woolies’ week from hell, Nvidia fever and Qantas’ ‘helpful’ profit drop
This week on the Chanticleer podcast, James & Anthony review Woolworths' week from hell, navigate the latest turbulence at Qantas and Virgin, and try to answer why builders are going bust amid crazy demand for housing.
To ask a question, email chanticleer@afr.com
This podcast is sponsored by SAP
See omnystudio.com/listener for privacy information.
Fri, 23 Feb 2024 - 67 - The WFH puzzle, CBA talks down profit & Mr $58m quits Macquarie
This week on the Chanticleer podcast, James & Anthony look at why CBA’s $5 billion half-year profit contained some good news for customers, try to work out where the work-from-home debate is going next and farewell Australia’s best-paid boss.
To ask a question, email chanticleer@afr.com
This podcast is sponsored by SAP
See omnystudio.com/listener for privacy information.
Fri, 16 Feb 2024 - 66 - Rate cuts on ice, stocks fly after big profits & $18 for a beer!?
This week on the Chanticleer podcast, James and Anthony dissect the RBA’s historic moment, tell you what to expect from reporting season and try to answer a crucial question for this nation: Why is beer so expensive?
To ask a question, email chanticleer@afr.com
This podcast is sponsored by SAP
See omnystudio.com/listener for privacy information.
Fri, 09 Feb 2024 - 65 - Critical minerals bust, when will rates fall & Elon Musk's very bad day
This week on the Chanticleer podcast, James & Anthony try to answer the big question on the minds of markets: when are interest rates coming down, examine the cruel summer in critical minerals, and look ahead to the RBA’s big day out.
To ask a question, email chanticleer@afr.com
This podcast is sponsored by SAP
See omnystudio.com/listener for privacy information.
Fri, 02 Feb 2024 - 64 - Chook awards for 2023 & stock picks for 2024
This week on the final podcast for the year, James & Ant wrap up 2023 by presenting our special Chanticleer Podcast awards, examine what’s ahead for markets in 2024 with our special guest, fund manager Catherine Alfrey, and help readers out with the last minute Christmas shopping.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.
See omnystudio.com/listener for privacy information.
Fri, 22 Dec 2023 - 63 - Inside Chemist Warehouse deal, what CEOs want & AFR Business People of the Year
This week on the podcast James & Anthony take a deep dive into what CEOs want to see from prime minister Anthony Albanese in the coming year, pull together all the story lines from the astounding Chemist Warehouse deal and look forward to the last week of the year on the corporate calendar.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.
See omnystudio.com/listener for privacy information.
Fri, 15 Dec 2023 - 62 - Chemist Warehouse's $10b moment, Woodside Santos 'love story' & the other recession
This week on the podcast, James & Anthony dive into a staggering burst of deal making with Woodside, Santos and Chemist Warehouse, see what the economic data is saying about Australia’s economy, and take a question about Origin Energy’s failed $20 billion takeover.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.
See omnystudio.com/listener for privacy information.
Fri, 08 Dec 2023 - 61 - The magic of Charlie Munger, why deals are dying, CEO pulse check
This week on the podcast, James & Anthony farwell Charlie Munger, one of the investment world’s greatest showmen, look at why big deals are falling apart, and we ask whether the RBA might be winning the war on inflation.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.
See omnystudio.com/listener for privacy information.
Fri, 01 Dec 2023 - 60 - Origin battle now legendary, OpenAI boardroom backflip & RBA’s rate signals
This week on the podcast, James and Anthony take us onto the floor of the Origin Energy takeover meeting and into the back rooms where this incredible battle is playing out, look at the mess at OpenAI and ask what Michelle Bullock is trying to tell us about interest rates.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.
See omnystudio.com/listener for privacy information.
Fri, 24 Nov 2023 - 59 - Stock tips from Sohn, big banks brawl & Origin showdown looms
This week on the Chanticleer podcast, James and Ant bring you some of the inside stock tips from the Sohn Hearts & Minds conference, ask why the war’s broken out among the big banks, and look ahead to the Origin Energy showdown.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.
See omnystudio.com/listener for privacy information.
Fri, 17 Nov 2023 - 58 - Santa rally, Optus incommunicado & bank profits slump
This week on Chanticleer, James and Anthony examine the RBA’s big call and what it means for the banking sector, dial up some tough questions for Optus, and ask whether Santa is coming for sharemarket investors.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.
See omnystudio.com/listener for privacy information.
Fri, 10 Nov 2023 - 57 - Macquarie millionaire’s factory misfires, Origin brawl & Cup Day tips
This week on the Chanticleer podcast, James and Ant dip into the M&A battle of the decade, see how the millionaire’s factory is performing at Macquarie, and look ahead to the biggest Tuesday of the year – Melbourne Cup day and RBA day.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.
See omnystudio.com/listener for privacy information.
Fri, 03 Nov 2023 - 56 - Finding future blue chips, RBA backed into a corner & the war inside Endeavour
This week, James and Anthony look at how hot inflation numbers have changed the game for the RBA, ask whether the blue chips of the ASX are past their prime and look ahead to one of the great corporate boxing matches.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.
See omnystudio.com/listener for privacy information.
Fri, 27 Oct 2023 - 55 - One year of Chook podcast with AFR editor Michael Stutchbury, Origin takeover battle
This week on Chanticleer, we get out the popcorn and look at two spicy takeover battles, look ahead to next week’s crucial inflation data, and celebrate our first birthday on the Chanticleer podcast, with a special guest Financial Review editor in chief, Michael Stutchbury.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.
See omnystudio.com/listener for privacy information.
Fri, 20 Oct 2023 - 54 - Introducing: 15 Minutes with the Boss (episode preview)
Follow The Australian Financial Review’s newest podcast offering called15 Minutes with the Boss.
It’s a weekly podcast, in which AFR’s Boss Editor Sally Patten sits down with one of the country's top CEOs and asks them to share all the valuable advice and wisdom they’ve gained during the course of their careers.
They’ll chat about their successes and failures and everything in between.
Here’s a little preview of our latest episode featuring Sydney Swans CEO Tom Harley. He chats about everything from sharing the lessons he’s learned through failure, how he tackles conflict and plans to remove his phone from the bedroom.
At the end of the preview, just search 15 Minutes with the Boss to hear the rest of the show.
See omnystudio.com/listener for privacy information.
Tue, 17 Oct 2023 - 53 - PwC’s ashes smoulder & Qantas’ Goyder joins Joe Aston in departures
This week on the podcast, James and Anthony look at the tough reality of a faltering energy transition, ask who will be the next chairman of Qantas, and look ahead to next week’s employment data.
To ask James and Anthony a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.
Fri, 13 Oct 2023 - 52 - CommBank’s shrinkage, bonds breaking things & is Canva worth 2 Opera Houses?
This week on the podcast, James and Anthony look at why surging bond yields have markets in a panic, reveal what a new valuation of the Sydney Opera House says about figuring out how much stuff is worth, and look ahead to the next data point that investors are sweating on.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.
See omnystudio.com/listener for privacy information.
Fri, 06 Oct 2023 - 51 - Ghosts of the GFC, Bullock’s big test & is PwC really fixable?
This week on the podcast, James and Anthony look at why markets are having nasty GFC flashbacks, ask whether PWC can really fix itself and look ahead to Michelle Bullock’s first big test.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.
Fri, 29 Sep 2023 - 50 - Murdoch’s big move, AusSuper v Origin Energy, Qantas prolongs its pain
This week on the podcast, James and Anthony ask what Rupert Murdoch’s retirement means for one of the biggest media empires on earth, examine the looming battle between Australia’s biggest superannuation fund and one of the world’s biggest private capital players and look ahead to another white paper out of the government.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.
Fri, 22 Sep 2023 - 49 - Tim Gurner vs the workers, AusSuper’s big bet & more bad news for Qantas
This week on the podcast, James and Anthony look behind the firestorm sparked by property developer Tim Gurner, reveal where super funds want to invest and look ahead to a big competition call.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.
Fri, 15 Sep 2023 - 48 - Qantas cleanup, big oil risk & Macquarie's creative gender parity play
This week on the podcast, James and Anthony ask what new Qantas boss Vanessa Hudson needs to do to clean up the airline, explain why Australia’s per capita recession matters and look ahead to next week’s consumer health check.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.
Fri, 08 Sep 2023 - 47 - Alan Joyce's week from hell, Fortescue exodus & RBA rates prediction
This week on the podcast, James & Anthony explain how Qantas ended up in the brace position, look at Andrew Forrest’s rollercoaster of a week and read the tea leaves on the RBA’s rate decision next Tuesday.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.
Fri, 01 Sep 2023 - 46 - Profits season awards, Qantas soars & why retirees need to spend more
In this week’s episode, James and Anthony dig into the big issues raised by the intergenerational report, examine Qantas’ monster profit and look ahead to next week’s key update on inflation.
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Fri, 25 Aug 2023 - 45 - Profits season hits & misses, property crisis & Dan Murphy's drunk on data
In this week’s episode, James and Anthony pick through the hits and misses of company profits season, take a deep dive into the property sector, and look ahead to the market-moving speech from the Jackson Hole conference.
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Fri, 18 Aug 2023 - 44 - CBA’s record $10.2b profit, boomers' wealth booms & company profits to watch
In this week’s episode, James and Anthony examine the wealth generation gap exposed by the Commonwealth Bank, drill into earnings season, and reveal the big data point to watch next week.
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Fri, 11 Aug 2023 - 43 - Energy special, economy's big test & bank deal blocked!
This week on the podcast, James and Anthony take a look at the ACCC's decision to block ANZ's $5 billion takeover of Suncorp bank, ask whether the RBA is done raising rates and go deep on where Australia's energy transition is really at.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.
See omnystudio.com/listener for privacy information.
Fri, 04 Aug 2023 - 42 - AI special, WFH power struggle & is the rate pain really over?
This week James and Anthony ask which way the RBA will jump after softer inflation data, examine the new twist in the work from home debate and are joined by Andrew McMullan, Chief Data and Analytics officer at Commonwealth Bank to look at how artificial intelligence is going to change the way we live and work.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.
See omnystudio.com/listener for privacy information.
Fri, 28 Jul 2023 - 41 - Economy special, RBA's jobs battle & the earnings season watch list
In this week’s episode, James and Anthony preview a pivotal earnings season, reveal why strong employment numbers are good and bad news, and look ahead to a massive year for the Australian economy with special guest RBC’s Su-Lin Ong.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.
See omnystudio.com/listener for privacy information.
Fri, 21 Jul 2023 - 40 - Markets special, RBA governor ousted & a billionaire bust-up
In this week’s episode, James and Anthony discuss the appointment of new RBA governor Michele Bullock, look at what Andrew and Nicola Forrest’s marriage breakup means for Fortescue Metals Group, and welcome a special guest Tanya Branwhite from TCorp to look ahead to a huge year for markets.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.
See omnystudio.com/listener for privacy information.
Fri, 14 Jul 2023 - 39 - PwC $1 fire sale, IPO window slams shut & what’s driving super returns?
In this week’s episode, James and Anthony look at what’s driving your super fund return, ask whether PwC has finally stopped the bleeding, and look ahead to Phil Lowe’s big day out.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.
Fri, 07 Jul 2023 - 38 - EOFY winners and losers, and bold predictions for the new year
In this week’s episode, James, Anthony and special guest former Chanticleer columnist Tony Boyd look at the biggest stories from the 2023 financial year, name their winners and losers, and look ahead to the new financial year with their top predictions.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.
Fri, 30 Jun 2023 - 37 - The rate rise that broke retail, Telstra TPG deal flops & the investors who go with their gut
In this week's episode, James and Anthony discuss what the blocking of Telstra's plan to share TPG's regional network means for consumers, how shareholders are starting to feel the pain of interest rate rises, and hear how venture capitalists make their picks on the next big thing.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.
Fri, 23 Jun 2023 - 36 - Why AGL can raise prices by 50%, CSL downgrade & skyscrapers are worth less than you think
In this week’s episode, James and Anthony discuss companies struggling as interest rates rise and ones that are immune to the pain, why good news on jobs is bad news for homeowners, and ask if the canary in the coal mine for office property just died.
To ask a question, email chanticleer@afr.com
This podcast is brought to you by PGIM.
Listen to Jon Gray's speech hereSee omnystudio.com/listener for privacy information.
Fri, 16 Jun 2023 - 35 - Rate pain to get worse, what Larry Fink is really like and LIV PGA merger mayhem
In this week's episode, James and Anthony unpack why some people can still eat at fancy restaurants while others can't meet their loan repayments, meet two billionaire US fund managers, and talk about sports ripe for disruption.
This podcast is brought to you by PGIM.
See omnystudio.com/listener for privacy information.
Fri, 09 Jun 2023 - 34 - EOFY stock tips, house prices false flag & the secret to AI investing
In this week’s episode, James is joined by special guests, stockpicker Katie Hudson and senior AFR writer Jemima Whyte, to pull apart possibly the worst week yet in the PwC scandal, discuss why rising house prices are a warning sign, and get some sharemarket tips.
This podcast is brought to you by PGIM.
See omnystudio.com/listener for privacy information.
Fri, 02 Jun 2023 - 33 - Australia's 200 richest people revealed, the new gold rush & PwC told to name names
In this week's episode, James and Anthony go west to discover Australia's next mining boom, spot an uncomfortable circuit breaker for PwC in the tax leak scandal and discuss who's who on The Australian Financial Review Rich List for 2023.
This podcast is brought to you by PGIM.
See omnystudio.com/listener for privacy information.
Fri, 26 May 2023 - 32 - The fire inside PwC, why house prices worry the RBA & the incredible shrinking ASX
In this week's episode, James and Anthony discuss where the scandal engulfing PwC could go next, a surprise fan of winding back negative gearing on property, and the evaporation of $50 billion from the sharemarket.
See omnystudio.com/listener for privacy information.
Fri, 19 May 2023 - 31 - Budget winners & losers, hydrogen boom & UBS’ strict carpet policy
In this week’s episode, James and Anthony pick out who did best – and worst – from the federal budget, find a time bomb hidden in the budget papers, and Anthony gets rare access to one of Australia’s big trading rooms.
This podcast is brought to you by PGIM.
See omnystudio.com/listener for privacy information.
Fri, 12 May 2023 - 30 - Macquarie's monster salaries & why record bank profits left investors angry
In this week’s episode, James Thomson and Anthony Macdonald dive into Macquarie Group’s $5.2 billion profit, dissect a big week for bank earnings, and give their tips for budget surprises.
This podcast is brought to you by PGIM.
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Fri, 05 May 2023 - 29 - AI stocks, panic buying & why short-sellers obsess over the number four
In this week’s episode, James Thomson and Anthony Macdonald discuss the best bits of The Financial Review Alpha Live investment summit, including why some of the biggest fund managers think inflation will stick around and what clues short sellers look for that a company is in trouble.
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Fri, 28 Apr 2023 - 28 - RBA shake-up; Fox's Dominion settlement & last drinks at The Star
In this week’s episode, James Thomson and Anthony Macdonald examine who really won and lost in Rupert Murdoch’s giant legal battle, analyse the RBA review, and take a look at the disaster at The Star.
See omnystudio.com/listener for privacy information.
Fri, 21 Apr 2023 - 27 - MilkRun sours, ACCC’s power play & the end of venture capital mania
In this week’s episode, James Thomson and Anthony Macdonald examine what the collapse of local delivery service MilkRun says about the state of the economy; examine why the competition watchdog wants more power over deals, and pick apart Bank of Queensland’s next big moment.
This podcast is brought to you by PGIM.
See omnystudio.com/listener for privacy information.
Fri, 14 Apr 2023 - 26 - Tony Boyd & John Sevior reflect on 30 years of investing
In this week’s special episode, Tony Boyd and veteran stock picker John Sevior look back on more than three decades at the heart of Australian business, as they both head into retirement.
This podcast is brought to you by PGIM.
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Fri, 07 Apr 2023 - 25 - Banking's brave new world, a lithium moonshot & Tony Boyd's last call
In this week’s episode, Tony, James and Anthony discuss how Fortress Australia will resist the global banking crisis, why the bid for lithium miner Liontown is the funnest takeover fight of the year, and we bid farewell to the longest-serving Chanticleer columnist.
This podcast is brought to you by PGIM.
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Fri, 31 Mar 2023 - 24 - Fall of Credit Suisse, rate fears & how to be a deal detective
This week we assess the human and financial cost of the fall of Credit Suisse, how the US Federal Reserve shook markets with yet another interest rate rise, and look ahead to a huge week of economic data that will decide whether the Reserve Bank lift rates next month.
This podcast is brought to you by PGIM.
See omnystudio.com/listener for privacy information.
Fri, 24 Mar 2023 - 23 - Introducing a How I Made It special series: Female Founders
From Monday, March 20 on the How I Made It podcast, you’ll hear stories from women who’ve faced down enormous challenges to take a simple idea and build a business.
Some would go global.
They’re changing the face of Australian business and paving the way for a new generation of female leaders.
We’ll uncover the daily hacks they use to get ahead and they’ll share some unique challenges that, rightly or wrongly, get thrown at them simply because they’re women.
Listen to Female Founders fortnightly on the How I Made It feed, as we reveal how these entrepreneurs got their businesses off the ground and the sacrifices made in the relentless pursuit of success.
Brought to you by The Australian Financial Review. Follow us wherever you get your podcast.
See omnystudio.com/listener for privacy information.
Sun, 19 Mar 2023 - 22 - SVB madness, Credit Suisse shocker & what should investors be doing?
This week we take an in-depth look at a chaotic week on global markets, from the collapse of Silicon Valley Bank to the wave of panic set off by Credit Suisse. We look at how it happened, what comes next, and what it means to Australia. We are joined again by the newest member of the Chanticleer team, Anthony Macdonald.
This podcast is brought to you by PGIM.
See omnystudio.com/listener for privacy information.
Fri, 17 Mar 2023 - 21 - Five megatrends, TPG raid, Atlassian job losses
This week the Chanticleer podcast examines the five big themes that investors have to know about, the job losses at Atlassian and Xero and what to read to get your investing career up and running. We also introduce the newest member of the Chanticleer team, Anthony Macdonald.
This podcast is brought to you by PGIM.
See omnystudio.com/listener for privacy information.
Fri, 10 Mar 2023 - 20 - Super wars, Albanese's CEO entourage and Downer's very (very) bad week
This week the Chanticleer podcast looks at the war over Labor’s plans to double the tax on earnings on the biggest superannuation balances, and looks ahead to next week’s interest rate decision.
See omnystudio.com/listener for privacy information.
Fri, 03 Mar 2023 - 19 - Labor's plans for your super and what we learnt from 17 CEOs
In this week's episode, Tony Boyd and James Thomson dive into Domino Pizza's big loss, Labor's plans for your super, and Qantas' monster profit.
See omnystudio.com/listener for privacy information.
Fri, 24 Feb 2023 - 18 - CBA's monster profit, Philip Lowe under fire and luxury wine booms
In this week's episode, Tony Boyd and James Thomson dig into Commonwealth Bank's $5.1 billion profit and find the mortgage cliff may not be as bad as some people think, put the kybosh on Philip Lowe's chances of another term as RBA governor and give their tips for profit season next week.
See omnystudio.com/listener for privacy information.
Fri, 17 Feb 2023 - 17 - Chook chats chat GPT, $gold & asks: how high will Lowe go?
This week the Chanticleer podcast looks at how Google and Microsoft are squaring up for the next global arms race in technology, takes a punt on how many more times the Reserve Bank will raise interest rates and why $24 billion is not enough to get the mega-bid for gold miner Newcrest over the line.
See omnystudio.com/listener for privacy information.
Fri, 10 Feb 2023 - 16 - Facebook sackings, Virgin IPO and an elephant-sized chook
This week, Tony and James discuss Salesforce and Facebook’s brutal sacking of some workers by email, if the idea of interest rates coming down this year is too good to be true, why there is almost no chance that booming airline profits will translate into cheaper airfares any time soon and Tony's retirement as the longest-serving Chanticleer columnist.
See omnystudio.com/listener for privacy information.
Fri, 03 Feb 2023 - 15 - Best of 2022 & stock picks for 2023
This week the Chanticleer podcast digs into the latest messes at The Star Entertainment Group and ASX and looks back at the two defining stories of the year.
Tony Boyd and James Thomson also offer summer reading tips and look forward to markets in 2023 with their first guest on the show, Katie Hudson from Yarra Capital Management.
See omnystudio.com/listener for privacy information.
Fri, 16 Dec 2022 - 14 - Billionaire energy plays, ASX debacle and more mortgage pain
This week, Tony Boyd and James Thomson look at two big energy plays energy plays by two of the countries richest miners, discuss the fiasco at the ASX and ask how high will interest rates go.
This week's question comes from James Rawlings who asks, will we ever see nuclear power kick off in Australia.
See omnystudio.com/listener for privacy information.
Fri, 09 Dec 2022 - 13 - Santa rally, China's COVID-19 dilemma and the fall of George Frazis
This week, Tony Boyd and James Thomson investigate what's behind the Christmas rally, examine the fall of Bank of Queensland's controversial CEO, dig into China’s COVID-19 crisis and look forward to the Reserve Bank's final interest rate call of the year – will they, or won’t they?
This week’s listener question is from Derek Lee in NSW’s Blue Mountains. He is currently in an industry fund which invests in unlisted assets and private equity, and wants to know if there’s any data to suggest these investments help outperform an index strategy.
See omnystudio.com/listener for privacy information.
Fri, 02 Dec 2022 - 12 - Qantas profits, FTX crypto contagion and when the housing slump will end
This week, James Thomson and Tony Boyd explore Qantas’ remarkable financial turnaround, examine the fallout from the collapse of crypto exchange FTX and discusses where they think Australian house prices are headed.
This week’s listener question is from Anastasia Hardman from Lewisham in Sydney, who asks how she can boost her financial acumen in a business sense to get ahead at work.
See omnystudio.com/listener for privacy information.
Fri, 25 Nov 2022 - 11 - ASX’s tech disaster, BHP’s bargain & tips from Sohn
This week the Chanticleer podcast looks at the ASX’s tech disaster; did BHP pay too much for OZ Minerals and fresh stock tips from the Sohn conference.
See omnystudio.com/listener for privacy information.
Fri, 18 Nov 2022 - 10 - ASX rally, Origin knockout, AGL showdown
This week the Chanticleer podcast looks at what the massive takeover offer for Origin Energy means for Australia’s decarbonisation push, examines when interest rates are going to catch up with consumer spending and looks ahead to the showdown at the AGL annual general meeting.
See omnystudio.com/listener for privacy information.
Fri, 11 Nov 2022 - 9 - Inside the mind of Howard Marks, Pendal-Perpetual deal & RBA vs The Fed
This week the Chanticleer podcast takes you inside the mind of one of the world’s most famous investors, asks what’s next for interest rates and looks ahead to the COP 27 climate meeting in Egypt.
Background reading:How bargain hunter Howard Marks is preparing to pounce
In an exclusive interview, the Wall Street icon tells the Financial Review that he is preparing to go bargain hunting, as interest rates turn the market’s fear of missing out into a fear of losing money.
Why Pendal’s stock has great upside – and downside – potential
Pendal boss Nick Good is confident a binding contract will stop Regal Funds Management from scuttling its merger with Perpetual. His investors hope he’s right.
See omnystudio.com/listener for privacy information.
Fri, 04 Nov 2022
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