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Chanticleer

Chanticleer

Australian Financial Review

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.

205 - Jensen Huang scandal rocks AI, Qantas shows job threat & banks’ wealth comeback
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  • 205 - Jensen Huang scandal rocks AI, Qantas shows job threat & banks’ wealth comeback

    This week Chanticleer columnist James Thomson and business editor Anthony Macdonald examine the incredible spy and sex scandal that’s engulfed Nvidia chief executive Jensen Huang, they look at how Qantas ripped the lid off the AI-two step coming for white collar jobs, and they take a question about who might benefit from the collapse of David Jones.

    This podcast is sponsored by Ripple

    To ask a question, email chanticleer@afr.com

    Further Reading:

    Could Jensen Huang take down Donald Trump too?
    The Nvidia chief’s exit was inevitable. But questions remain over what the US president knew about the chip executive’s links to an alleged Chinese spy – and when.
    Qantas just showed you how AI will kill white-collar jobs
    The two-step – cut jobs via offshoring first, then use artificial intelligence to automate – is becoming a common sight in corporate Australia. It’s brutal news for white-collar workers..
    Anywhere but Victoria: Investors demand end to debt cycle
    Big investors say Victoria’s debt problem has cast a pall over the state’s reputation in capital markets, and the next government must take real action.

    See omnystudio.com/listener for privacy information.

    Fri, 13 Nov 2026
  • 204 - Midterms spark AI bloodbath, Rate hike reckoning & why Canva cut hard

    This week, Chanticleer columnist James Thomson and deputy editor of business Anthony Macdonald dissect what might prove to be the biggest news week of the year. They get into troubled Australian companies Canva and David Jones, they ask what’s broken with interest rates after yet another rate rise, and try to work out what Donald Trump’s shellacking means for us here in Australia.

    This podcast is sponsored by Ripple

    To ask a question, email chanticleer@afr.com.

    Further reading:

    Markets are a sea of red – and one frightening pocket of green
    The Democratic Party’s huge midterms win has sparked a brutal sell-off by investors. It’s not easy to see what stops the pain.
    Bullock’s wrong. DJs and Canva show this may feel worse than recession
    RBA governor Michele Bullock isn’t sugar-coating what’s coming. But artificial intelligence disruption may add a new element of pain to a traditional slowdown.
    One scary number in NAB’s result says pain is coming
    NAB, two weeks after unveiling massive job cuts, has made it clear its braced for economic pain. Welcome to the banking sector’s first real credit cycle in more than a decade.

    See omnystudio.com/listener for privacy information.

    Fri, 06 Nov 2026
  • 203 - Rates pain puts mince on the menu, Coles serves up a stinker & Anthropic's big moment

    This week, Chanticleer columnist James Thomson and deputy editor of business Anthony Macdonald reveal why you’ve never seen anything remotely like the $3 trillion float of Anthropic, they explain what more bad news on inflation means for your mortgage, and answer a question that puts the spotlight on Musk's succession plan.

    This podcast is sponsored by Stripe.

    To ask a question, email chanticleer@afr.com.

    Further reading:

    Leah Weckert’s big gamble just wiped 10pc off Coles’ value
    The scale of the risk that chief executive Leah Weckert is taking was immediately reflected in the share price reaction to her plan for the supermarket giant.
    Bullock’s sideways glance tells us more rate pain is coming
    Woolworths’ mince sales tell us households are bleeding. The RBA has little choice but to inflict more pain next week with a rate rise - will that really be it?
    If Anthropic’s IPO goes wrong, the AI bubble will pop
    The firm’s float will determine where the artificial intelligence trade goes next. But CEO Dario Amodei’s pitch – “my company could kill you, please buy my shares” – matters beyond markets.

    See omnystudio.com/listener for privacy information.

    Fri, 30 Oct 2026
  • 202 - NextDC's electric shock, NAB says 2500 jobs must go & Musk’s $5trn move

    This week, Chanticleer columnist James Thomson and deputy editor of business Anthony Macdonald jump into a couple of corporate story crackers on NextDC and NAB, preview the piece of data that will make or break Melbourne Cup Day, and take a question on whether the Chooks need to step up their AI game.

    This podcast is sponsored by Stripe.

    To ask a question, email chanticleer@afr.com.

    Further reading:

    $3b gone in 40 minutes: Inside the NextDC bloodbath

    NextDC’s savage share price sell-off is more evidence that the country’s much-hyped AI infrastructure sector is bleeding. Two more big tests loom in the coming months.

    What Musk’s mega Tesla-SpaceX merger is really about

    Any tie-up between the billionaire’s two companies would be a huge moment for markets. But the reason is power, not money.

    The two forces behind NAB’s job cuts should scare every Australian

    The bank’s dual-pronged hammer blow to jobs should resonate across Australia’s office towers, particularly with the nation’s white-collar workers.

    See omnystudio.com/listener for privacy information.

    Fri, 23 Oct 2026
  • 201 - Firmus fallout goes global, the big energy lie & housing can’t find a bottom

    This week, Chanticleer columnists James Thomson and Anthony Macdonald look at how the Firmus fallout has spread around the globe and given the AI trade the wobbles, they ask why Australia is telling itself a big lie about the energy transition, and examine whether the property market can find a bottom. 

    This podcast is sponsored by Stripe

    To ask a question, email chanticleer@afr.com

    Further reading:

    Housing just can’t find a bottom. And one market is crashing
    Property veteran Louis Christopher is looking for two signs that the property market is bottoming. Neither is emerging, and on the Gold Coast, things are really getting ugly.
    The pain that killed Firmus’ float is spreading. Here’s a new victim
    AirTrunk’s decision to delay its Singaporean property IPO is another sign that the rising cost of capital is starting to foster doubts in the global artificial intelligence trade.
    Australia is in an energy cold war, like it or not
    Forget the climate wars. Energy security has become national security, and Australia’s policy paralysis is leaving us behind.

    See omnystudio.com/listener for privacy information.

    Fri, 16 Oct 2026
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