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Latest Episode
G-G for business | Activist targets Lendlease | The future of cash
This week, James and Anthony look at what Albanese’s choice for governor-general means for business, why Lendlease is feeling the heat from John Wylie, and go inside the battle for Armaguard.
Banks want to take more risk; Exciting stocks to watch; Do execs deserve mega pay?
This week, James and Anthony reveal why our big bank CEOs want to take more risks, ask whether big executive salaries really incentivise business leaders, and take the pulse of the market with a special guest fund manager.
March
Where to invest next in AI; central bank bingo; what has PWC done now?
This week, James and 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.
Why Brookfield wants Optus | Myer boss’ big test | Could AI be deflationary?
This week, James and Anthony examine what SingTel could gain from selling Optus, look at whether an ex-Qantas exec could grow Myer, and discuss two tectonic shifts in markets that will decide the next decade.
The industry still struggling post-COVID; How to avoid burnout; A GDP slump we had to have?
This week, James and Anthony ask if Australia’s weak economic growth even matters, reveal top hacks for dodging burnout, and ask why the private health system seems sick.
Why CEOs should care about the gender pay gap; Reporting season winners and losers
This week, James and Anthony examine the bombshell report into Australia’s gender pay gap and dish out the Chook awards for reporting season winners and losers.
February
Woolies’ week from hell; Qantas’ ‘helpful’ profit drop; Nvidia fever
This week, James and Anthony look at 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.
Mr $58m quits Macquarie | CBA talks down profit | The WFH puzzle
This week, James and Anthony look at why Commonwealth Bank’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.
Rate cuts on ice | Stocks fly after big profits | Why beer is so expensive
This week 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 the nation: why beer is so expensive.
Critical minerals bust | When will rates fall? | Elon Musk’s very bad day
This week we try to answer the big question on the minds of markets: when are interest rates coming down; examine the critical minerals bust; and look at Elon Musk’s ‘excessive’ pay package and the Australian connection.
December 2023
From stinky deals to companies to watch in 2024: Chanticleer awards
In this week’s episode, James and Anthony wrap up 2023 with the Chanticleer Podcast awards, examine what’s ahead for markets in 2024 and help readers out with last-minute Christmas shopping.
AFR Business People of the Year | What CEOs want | Inside Chemist Warehouse
In this week’s episode, James and Anthony take a deep dive into what CEOs want to see from Anthony Albanese in 2024 and discuss the astounding Chemist Warehouse deal.
Chemist Warehouse’s $10b moment, Woodside Santos ‘love story’, the other recession
In this week’s episode, James and Anthony dive into a staggering burst of deal-making with Chemist Warehouse, Woodside and Santos.
Munger’s magic | Why deals are dying | CEO pulse check
In this week’s episode, James and Anthony farewell one of the investment world’s greatest showmen, look at why deals are falling apart, and check the pulse of the economy.
November 2023
Origin battle now legendary | OpenAI backflip | RBA’s rate signals
In this week’s episode, James and Anthony go into the backrooms where the incredible Origin takeover battle is playing out, look at the mess at OpenAI, and ask what Michele Bullock is trying to tell us about interest rates.
Stock tips from Sohn | Optus’ big problem | Banks brawl
In this week’s episode, James and Anthony bring you some of the inside stock tips from the Sohn Hearts & Minds conference, discuss the Optus CEO’s Senate hearing showdown, and ask why war has broken out among the big banks.
Markets’ Santa rally | RBA’s big call | Optus incommunicado
In this week’s episode, James and Anthony ask whether Santa is coming for investors, examine the RBA’s decision and dial up some tough questions for Optus.
Macquarie’s millionaire factory misfires | Origin brawl | Cup Day tips
In this week’s episode, James and Anthony see how the millionaire factory is performing at Macquarie, dip into the M&A battle of the decade, and look ahead to the biggest Tuesday of the year – Melbourne Cup Day and RBA day.
October 2023
RBA backed into a corner over inflation | Finding future blue chips
In this week’s episode, James and Anthony look at how hot inflation numbers have changed the game for the RBA and ask whether the blue chips of the ASX are past their prime.
Rinehart changes Liontown’s game | Is Origin worth more? | Bullock’s oil price headache
In this week’s episode, James and Anthony look at two spicy takeover battles and celebrate the podcast’s first birthday with special guest Financial Review editor-in-chief, Michael Stutchbury.
PwC’s ashes smoulder | Energy transition stalls | Who will be Qantas’ chairman?
In this week’s episode, James and Anthony look at the future of the big four consulting firms after the PwC tax leaks scandal, the tough reality of a faltering energy transition, and ask who should be the next chairman of Qantas.
Surging bond yields and market panic | Will the RBA raise rates?
In this week’s episode, James and Anthony look at why surging bond yields have markets in a panic and what it means for the Reserve Bank and the local economy.
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