Australian Financial Review
Chanticleer
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.
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Episodes
Meet our business people of the year, GDP grumpiness & CBA’s rare slip 06.12.2024 35:14
This week on the Chanticleer podcast, James and AFR Editor-in-Chief, James Chessell take you inside the excitement, the drama and, yes - the glamour of the Financial Review’s Business Person of the Year awards. They also examine the business angst over an economy that’s in reverse and examine the Commonwealth Bank’s uncharacteristic political blunder. To ask a question, email chanticleer@afr.com...
How Black Friday really works, investing ideas from world's biggest banks & CEO's election fears 29.11.2024 37:00
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.
Future Fund fiasco, Rio’s battle of the sexes & Deloitte’s fat finger 22.11.2024 37:36
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.
Sohn's shock stock tips, Trump's Musk efficiency gamble & Cbus-ted super headache 15.11.2024 35:51
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.
Trump rocks markets, Chris Ellison's long goodbye & the problem with bank shares 08.11.2024 36:15
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.
Joe Aston on the Qantas saga, super's sleeper issues & supermarket's profit squeeze 01.11.2024 40:00
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.
WiseTech and MinRes founders under fire, Wall Street royalty & new office tower battle 25.10.2024 39:22
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 Property See omnystudio.com/listener for privacy inf...
Albanese’s beach house bungle, Nine’s toxic culture revealed & should tap-and-go be free? 18.10.2024 35:02
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 Property See om...
Rockpool's rocky future, EVs hit a speed hump & China's missing stimulus 11.10.2024 32:28
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 Property See omnystudio.com/listener for privacy informat...
AFR boss on next Virgin v Qantas fight, RBA's hush-hush problem & market's war footing 04.10.2024 34:15
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 Property See omn...
Coles, Woolies’ ‘down down’ disaster, negative gearing explodes & our corporate power players 27.09.2024 33:36
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 Broadband See omnystudio.com/listener for privacy information.
Why the RBA can't deliver rate cuts quickly, bank stocks keep surging & RIP Tupperware 20.09.2024 39:10
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.
Housing eats the economy, decoding the Trump v Harris debate & lithium rollercoaster 13.09.2024 36:54
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.
AirTrunk’s $24 bill payday, inflation brawl & can a clean Star casino make money? 06.09.2024 36:52
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 wi...
Chook profit awards, AusSuper’s $1b shocker & CommBank’s plea to politicians 30.08.2024 36:27
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...
APRA takes on ANZ, the mega deal everyone will be talking about & profit season gems 23.08.2024 36:44
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.com See omnystudio.com/listener for privacy information.
CBA shows how boomers zoomed ahead, gems from profit season and Big Mac blues 15.08.2024 39:00
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 by Milford Asset Management To ask a question, email chanticleer@afr.com See omnystudio.com/li...
Market mayhem, RBA’s big problem and AFR farewells legendary editor Michael Stutchbury 09.08.2024 40:32
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 priv...
Rate hike relief, Rex suffers small airline curse & good news for car buyers 02.08.2024 35:39
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.
AI hype machine malfunctions, Macquarie cautious & ANZ under fire 26.07.2024 29:34
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.
CFMEU scandal spreads, no party for ASX at 8000 & Twiggy’s green hydrogen blow 19.07.2024 37:14
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 inform...
Who’s making money, ANZ’s trading scandal & what makes an elite CEO 12.07.2024 33:08
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 pod...
EOFY super fund winners & losers, and bold predictions for the new year 05.07.2024 39:38
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 re...
Joe Aston joins the chook pen, Qantas nosedives & RBA’s inflation quagmire 28.06.2024 34:09
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.
GyG's spicy float, how to avoid investor FOMO & nuclear, again? 21.06.2024 36:02
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.
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