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

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

Nov 03, 202337 minSeason 2Ep. 40

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

Oct 20, 202339 minSeason 2Ep. 38

Introducing: 15 Minutes with the Boss (episode preview)

Follow The Australian Financial Review’s newest podcast offering called 15 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...

Oct 17, 202312 min

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

Oct 13, 202336 minSeason 2Ep. 37

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

Oct 06, 202332 minSeason 2Ep. 36

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

Sep 29, 202337 minSeason 2Ep. 35

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

Sep 22, 202338 minSeason 2Ep. 34

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

Sep 08, 202334 minSeason 2Ep. 32

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

Sep 01, 202333 minSeason 2Ep. 31

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. See omnystudio.com/listener for privacy information.

Aug 25, 202334 minSeason 2Ep. 30

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. See omnystudio.com/listener for privacy information.

Aug 18, 202335 minSeason 2Ep. 29

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

Aug 04, 202341 minSeason 2Ep. 27

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

Jul 28, 202336 minSeason 2Ep. 26

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

Jul 21, 202334 minSeason 2Ep. 25

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

Jul 14, 202342 minSeason 2Ep. 24

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

Jun 30, 202338 minSeason 2Ep. 22

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

Jun 23, 202335 minSeason 2Ep. 21

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 [email protected] This podcast is brought to you by PGIM. Listen to Jon Gray's speech here See omnystudio.com/listener for privacy information....

Jun 16, 202331 minSeason 2Ep. 20

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.

Jun 09, 202333 minSeason 2Ep. 19

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.

Jun 02, 202331 minSeason 2Ep. 18

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.

May 26, 202333 minSeason 2Ep. 17

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.

May 12, 202334 minSeason 2Ep. 15

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. See omnystudio.com/listener for privacy information.

May 05, 202335 minSeason 2Ep. 14

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. See omnystudio.com/listener for privacy information.

Apr 28, 202335 minSeason 2Ep. 13

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.

Apr 21, 202331 minSeason 2Ep. 12