HotCopper Wire

Isaac McIntyre and Jonathon Davidson break down XHJ’s booming revival (and Pokémon cards), Richard White and WiseTech (ASX:WTC) , and what flagging auction clearance rates mean for the HotCopper investing community. Also this week: ETFs in FY26 and what that could mean for the Oz bourse, as well as the Genesis-Vault-Regis story, and where gold is more broadly. The material in this podcast is for i...

Isaac McIntyre and Jonathon Davidson break down what this week's inflation print means for Australia, how bad the bird flu scare that's landed in southern WA could get, and why WiseTech is in trouble. Also in the podcast: Korea's "Black Tuesday," the Nanoveu (ASX:NVU) surge, and an ode to the silver meme trade that came and went this year. The material in this podcast is for information only and s...

Isaac McIntyre and Jonathon Davidson crack into the U.S.-Iran peace pact that Donald Trump says is coming this weekend, as well as the Reserve Bank holding cash rates for the first time this calendar year, Woodside Energy (ASX:WDS) denying that Exxon Mobil Corp has made a takeover offer, SpaceX, Kyle Sandilands, and oil at a three-month low. The material in this podcast is for information only and...

Isaac McIntyre and Jonathon Davidson crack into why Australian traders are rotating into defensive stocks so heavily and the big AI story in the States, as well as Week 24 bourse debutant Boresight (ASX:BST) and its opening price boom, 1414 Degrees (ASX:14D) , and what they have in common: Making money from modern drone warfare. The material in this podcast is for information only and should not b...

Isaac McIntyre and Jonathon Davidson break down the "rising" Northern Star (ASX:NST) , Vysarn (ASX:VYS) and its hunt for water in WA, and the returned Opthea (ASX:OPT) and its big pivot. Also included: The Oz wage increase, how range-bound gold has been around that ~$4,500/ounce (USD) mark, and the SpaceX play /r/WallStreetBets tried recently. The material in this podcast is for information only a...

Isaac McIntyre and Jonathon Davidson break down the Oz Budget (and all the CGT reactions) — and especially how it effects trading in Australian equities — as well as BHP Group retaking the ASX top spot from the Commonwealth Bank, struggles from ASX Limited, and the blockbuster SpaceX Listing. On top of that, they touch on everything from aluminium's boom and Guzman Y Gomez's failure in the U.S. to...

In this week’s HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson break down (poke holes in) Albo’s national address from 7PM Wednesday, talk about Trump's big national speech and its many Trumpian victory calls, and flinch at the Aussie market's worst trading month since the COVID-19 days. Also on the docket: "Hormuz Hopes" and how coal's faring, as well as the Koala (ASX:KOA) float — a...

In this week’s HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson dissect the RBA "hike" call from Tuesday, take a look under the hood of the ANZ Consumer Confidence report, and chat Trump calling out his allies. Also in the episode: How Russia and India are faring in the chaos, and the Core Lithium (ASX:CXO) revival we've been seeing through CY26 lately. Then, the title bill – Has oil (...

In this week’s HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson run through another Iran-centric episode, including the ASX's mega dumps and big jumps on all the global news, as well as Trump, the widening conflict in the Middle East, and how we see the Reserve Bank rate call unfolding next week. Also in this, the 45th HotCopper Wire episode, are oil (and a whole lot of it), as well as...

In this week’s HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson dive into the conflict in the Middle East, talking about the U.S-Israeli attacks on Iran, how the global situation is and will impact Australian shares, and what it might mean for our ongoing struggle with inflation Down Under. Beyond that, we also squeeze in some chat about Magellan Financial (ASX:MFG) and Barrenjoey Capi...

In this week's HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson keep rolling on with earnings coverage, including BHP reclaiming its throne (we just covered CBA back on top last episode!) as well as Woodside, Seven West, and plenty more. Outside that, there's Zip Co, Indonesia, AI, and Trump losing his tariffs lustre. The material in this podcast is for information only and should not...

In this week's HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson take a look at our February earnings season Down Under, including the Commonwealth Bank reclaiming its bourse crown (sorry BHP) and CSL Ltd missing by a mile. Also on this episode's docket is that surprisingly strong U.S. jobs print, Vatican ETFs, MrBeast's financial app, how uranium and AI data centres have become so clos...

In this week's HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson unpack the RBA's decision to "hike" for the first time since CY23 (and mull how many more raises we'll see this year), poke through Trump's $12 billion critmins stockpile he's been spruiking, and call a "crypto winter" for Bitcoin. Also on the menu: Gold and silver as the new "memecoins," the decision to scrub ASX director...

Isaac McIntyre and Jonathon Davidson talk about that rough inflation print from Wednesday, what it means for the RBA call next week – almost definitely a hike now, we agree – and the Fed's "hold" decision, as well as once-hopeful Invictus Energy and the rough week it's having. Also on the recording docket: The "mother of all deals" between Europe and India that's been claiming headlines this week,...

On the HotCopper Wire market podcast this week, it’s Trump again with this whole Greenland play and his European tariffs, as well as why Isaac McIntyre and Jonathon Davidson are watching Commonwealth Bank in the returning “Sell America” thematic and why BHP may have buried that it’s accepting lower iron ore prices from China. And – how Unity has fared in its first days, the wider Aussie IPO landsc...

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson take a look at the whole Trump vs. Federal Reserve chairman Jerome Powell stoush in the U.S., talk about black gold’s Iran-fuelled all-time highs, and Electro Optic. Also − JD wades into the sneaker cycle (which may be heading down, by all indicators) and we talk Codan’s metal detectors. The material in this podca...

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about Donald Trump’s raid on Venezuela and the BlueScope-Stokes/Steel Dynamics takeover bid. Also included in our returning HotCopper Wire recording – Copper’s booming prices, China tariffing beef exports, and the 4DMedical spike. The material in this podcast is for information only and should not be treated...

In the second half of the HotCopper Wire‘s CY25 end-of-year special, Isaac McIntyre and Jonathon Davidson look ahead over the year coming up, and what thematics we may see emerge (and keep running) through CY26. In what is basically our Wire finale for the calendar year, we talk about the AI thematic and how it’s powering on, where gold, silver, and copper will climb to, Simandou rumblings, lithiu...

In the first half of the HotCopper Wire‘s CY25 end-of-year special, Isaac McIntyre and Jonathon Davidson look back over the year that was through the half-dozen biggest stories covered on the podcast and HotCopper. There are a half-dozen that truly stood out, including DroneShield, Invictus Energy, Kaili Resources, Guzman Y Gomez, Mineral Resources, and WiseTech. The material in this podcast is fo...

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about the ASX Limited bungle that opened Week 49, the early Christmas malaise, and all the juicy GDP figures. Also included: Perseus Mining swooping on the Predictive Discovery-Robex Resources deal late. The material in this podcast is for information only and should not be treated as investment advice. Liste...

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk the European Union sniffing around our critmins, the U.S. Fed Reserve rate cut chances, and why BHP just had another stab at Anglo-American (hint: Simandou). Also included: Monash IVF knocking back a T/O bid this week, and how kids are beating the Snapchat bans. The material in this podcast is for information...

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk the Nvidia results the whole world had been waiting for, what Simandou finally starting means for Australia, and the DroneShield story that's had HotCopper users furious. And: How lithium is faring a week after we posed the question about it finally being back, as well as the big Japan-China trade story that'...

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about lithium's supposed revival and how Mineral Resources (ASX:MIN has been moving in recent weeks. Before that: The U.S. Government shutdown and when it may end, an update on China's trade, and Commonwealth Bank's (ASX:CBA) surprise quarterly dump. The material in this podcast is for information only and sh...

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about the rollercoaster last fortnight the ASX's been on with the RBA's least surprising "hold" call ever, the global U.S.-China trade war potentially ending, and the XJO still trying to break 9,000. Also on the runsheet: Jensen Huang ate some fried chicken in South Korea and moved markets, and G8 Education (...

You may best recognise AFT Pharmaceuticals given that in its portfolio is one of Australia’s most recognisable OTC brands – that of Maxigesic, a general purpose painkiller including paracetamol and ibuprofen available on the shelves of pharmacies, and even AFT’s own e-channels on Amazon and elsewhere. But the story of AFT Pharmaceuticals’ founder and CEO Hartley Atkinson is just as noteworthy.  In...