Chanticleer - podcast cover

Chanticleer

Australian Financial Reviewafr.com

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.

Episodes

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 [email protected] See omnystudio.com/listener for privacy informati...

Jul 05, 202440 minSeason 3Ep. 23

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 [email protected] This podcast is sponsored by Colonial First State See omnystudio.com/listener for privacy information....

Jun 28, 202434 minSeason 3Ep. 22

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 [email protected] This podcast is sponsored by Colonial First State See omnystudio.com/listener for privacy information....

Jun 21, 202436 minSeason 3Ep. 21

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 [email protected] This podcast is sponsored by Colonial First State...

Jun 14, 202435 minSeason 3Ep. 20

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 [email protected] This podcast is sponsored by Colonial First State See omnystudio.com/listener for privacy information....

Jun 07, 202435 minSeason 3Ep. 19

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 [email protected] This podcast is sponsored by Team Global Express See omnystudio.com/listener for privacy information....

May 31, 202434 minSeason 3Ep. 18

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 [email protected] This podcast is sponsored by Team Global Express See omnystudio.com/listener for privacy information....

May 10, 202436 minSeason 3Ep. 15

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 [email protected] 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....

May 03, 202437 minSeason 3Ep. 14

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 [email protected] 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....

Apr 26, 202438 minSeason 3Ep. 13

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 [email protected] 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....

Apr 19, 202429 minSeason 3Ep. 12

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 [email protected] 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...

Apr 12, 202435 minSeason 3Ep. 11

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 [email protected] 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....

Apr 05, 202436 minSeason 3Ep. 10

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 [email protected] See omnystudio.com/listener for privacy information....

Mar 29, 202429 minSeason 3Ep. 9

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.

Mar 22, 202433 minSeason 3Ep. 8

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.

Mar 15, 202436 minSeason 3Ep. 7

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.

Mar 08, 202437 minSeason 3Ep. 6

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 [email protected] This podcast is sponsored by SAP See omnystudio.com/listener for privacy information....

Feb 16, 202432 minSeason 3Ep. 3

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 [email protected] This podcast is sponsored by SAP See omnystudio.com/listener for privacy information....

Feb 09, 202435 minSeason 3Ep. 2

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 [email protected] This podcast is sponsored by SAP See omnystudio.com/listener for privacy information....

Feb 02, 202436 minSeason 3Ep. 1

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 [email protected] This podcast is brought to you by PGIM . See omnystudio.com/listener for privacy information....

Dec 22, 202343 minSeason 2Ep. 47

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 [email protected] This podcast is brought to you by PGIM . See omnystudio.com/listener for privacy information....

Dec 15, 202335 minSeason 2Ep. 46

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 [email protected] This podcast is brought to you by PGIM . See omnystudio.com/listener for privacy information....

Dec 08, 202338 minSeason 2Ep. 45

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 [email protected] This podcast is brought to you by PGIM . See omnystudio.com/listener for privacy information....

Dec 01, 202337 minSeason 2Ep. 44

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 [email protected] This podcast is brought to you by PGIM . See omnystudio.com/listener for privacy information....

Nov 24, 202334 minSeason 2Ep. 43

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 [email protected] This podcast is brought to you by PGIM . See omnystudio.com/listener for privacy information....

Nov 17, 202333 minSeason 2Ep. 42

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 [email protected] This podcast is brought to you by PGIM . See omnystudio.com/listener for privacy information....

Nov 10, 202331 minSeason 2Ep. 41