Chanticleer

This week on the Chanticleer podcast, James and AFR Editor-in-Chief Michael Stutchbury, examine how the supermarket inquiry turned nasty, ask whether Albo’s 'Made in Australia' push is doomed, and look ahead to a crucial piece of economic data. 

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 with ANZ on Apple here

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This week on Chanticleer, James and Anthony look at the biggest shake-up to the Qantas Frequent Flyer business in decades, examine what the government’s new merger reforms will mean for the economy and take a question about what could become the hottest issue in Australia in the coming year: nuclear energy.

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 with ANZ on Apple here

See omnystudio.com/listener for privacy information.

This week on the Chanticleer podcast, James & Anthony look at the companies feeling the heat from activists, ask what’s behind the battle for Armourguard and reveal how Phil Lowe has changed in retirement.

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 with ANZ on Apple here

See omnystudio.com/listener for privacy information.

This week on the Chanticleer podcast, James & Anthony reveal why our big bank CEOs want to take more risks, ask whether big executive salaries incentivise business leaders and take the pulse of the market with our special guest, fund manager Eleanor Swanson.

To ask a question, email chanticleer@afr.com

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This week on the Chanticleer podcast, James & 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.

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This week on the podcast, James and Anthony see how the all-important relationship between Australian business and government is going, we consider a bubble in big bank shares and consider how Australia’s ageing population could hit shares prices on the ASX. 

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This week on the Chanticleer podcast, James & Anthony ask if Australia’s weak economic growth even matters, reveal top hacks for dodging burnout and improving your personal productivity, and ask why the private health system seems sick. 

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This week on the Chanticleer podcast, James & Anthony examine the bombshell report into Australia’s gender pay gap, name their winners and losers from reporting season, and ask whether there’s a better way to deal with bracket creep.

To ask a question, email chanticleer@afr.com

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This week on the Chanticleer podcast, James & Anthony review 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.

To ask a question, email chanticleer@afr.com

This podcast is sponsored by SAP

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This week on the Chanticleer podcast, James & Anthony look at why CBA’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. 

To ask a question, email chanticleer@afr.com

This podcast is sponsored by SAP

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This week on the Chanticleer podcast, 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 this nation: Why is beer so expensive?

To ask a question, email chanticleer@afr.com

This podcast is sponsored by SAP

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This week on the Chanticleer podcast, James & Anthony try to answer the big question on the minds of markets: when are interest rates coming down, examine the cruel summer in critical minerals, and look ahead to the RBA’s big day out. 

To ask a question, email chanticleer@afr.com

This podcast is sponsored by SAP

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This week on the final podcast for the year, James & Ant wrap up 2023 by presenting our special Chanticleer Podcast awards, examine what’s ahead for markets in 2024 with our special guest, fund manager Catherine Alfrey, and help readers out with the last minute Christmas shopping.

To ask a question, email chanticleer@afr.com

This podcast is brought to you by PGIM.

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This week on the podcast James & Anthony take a deep dive into what CEOs want to see from prime minister Anthony Albanese in the coming year, pull together all the story lines from the astounding Chemist Warehouse deal and look forward to the last week of the year on the corporate calendar. 

To ask a question, email chanticleer@afr.com

This podcast is brought to you by PGIM.

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This week on the podcast, James & Anthony dive into a staggering burst of deal making with Woodside, Santos and Chemist Warehouse, see what the economic data is saying about Australia’s economy, and take a question about Origin Energy’s failed $20 billion takeover.

To ask a question, email chanticleer@afr.com

This podcast is brought to you by PGIM.

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This week on the podcast, James & Anthony farwell Charlie Munger, one of the investment world’s greatest showmen, look at why big deals are falling apart, and we ask whether the RBA might be winning the war on inflation.

To ask a question, email chanticleer@afr.com

This podcast is brought to you by PGIM.

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This week on the podcast, James and Anthony take us onto the floor of the Origin Energy takeover meeting and into the back rooms where this incredible battle is playing out, look at the mess at OpenAI and ask what Michelle Bullock is trying to tell us about interest rates.

To ask a question, email chanticleer@afr.com

This podcast is brought to you by PGIM.

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This week on the Chanticleer podcast, James and Ant bring you some of the inside stock tips from the Sohn Hearts & Minds conference, ask why the war’s broken out among the big banks, and look ahead to the Origin Energy showdown. 

To ask a question, email chanticleer@afr.com

This podcast is brought to you by PGIM.

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This week on Chanticleer, James and Anthony examine the RBA’s big call and what it means for the banking sector, dial up some tough questions for Optus, and ask whether Santa is coming for sharemarket investors.

To ask a question, email chanticleer@afr.com

This podcast is brought to you by PGIM.

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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 chanticleer@afr.com

This podcast is brought to you by PGIM.

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This week, James and Anthony look at how hot inflation numbers have changed the game for the RBA, ask whether the blue chips of the ASX are past their prime and look ahead to one of the great corporate boxing matches. 

To ask a question, email chanticleer@afr.com

This podcast is brought to you by PGIM.

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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 chanticleer@afr.com

This podcast is brought to you by PGIM.

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Follow The Australian Financial Review’s newest podcast offering called15 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 from sharing the lessons he’s learned through failure, how he tackles conflict and plans to remove his phone from the bedroom.

At the end of the preview, just search 15 Minutes with the Boss to hear the rest of the show.

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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 chanticleer@afr.com

This podcast is brought to you by PGIM.

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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 chanticleer@afr.com

This podcast is brought to you by PGIM.

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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 chanticleer@afr.com

This podcast is brought to you by PGIM.

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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 chanticleer@afr.com

This podcast is brought to you by PGIM.

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This week on the podcast, James and Anthony look behind the firestorm sparked by property developer Tim Gurner, reveal where super funds want to invest and look ahead to a big competition call. 

To ask a question, email chanticleer@afr.com

This podcast is brought to you by PGIM.

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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 chanticleer@afr.com

This podcast is brought to you by PGIM.

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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 chanticleer@afr.com

This podcast is brought to you by PGIM.

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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.

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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.

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In this week’s episode, James and Anthony examine the wealth generation gap exposed by the Commonwealth Bank, drill into earnings season, and reveal the big data point to watch next week.

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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 chanticleer@afr.com

This podcast is brought to you by PGIM.

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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 chanticleer@afr.com

This podcast is brought to you by PGIM.

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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 chanticleer@afr.com

This podcast is brought to you by PGIM.

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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 chanticleer@afr.com

This podcast is brought to you by PGIM.

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In this week’s episode, James and Anthony look at what’s driving your super fund return, ask whether PwC has finally stopped the bleeding, and look ahead to Phil Lowe’s big day out.

To ask a question, email chanticleer@afr.com

This podcast is brought to you by PGIM.

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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 chanticleer@afr.com

This podcast is brought to you by PGIM.

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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 chanticleer@afr.com

This podcast is brought to you by PGIM.

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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 chanticleer@afr.com

This podcast is brought to you by PGIM.

Listen to Jon Gray's speech here

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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.

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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.

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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.

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In this week's episode, James and Anthony discuss where the scandal engulfing PwC could go next, a surprise fan of winding back negative gearing on property, and the evaporation of $50 billion from the sharemarket.

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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.

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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.

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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.

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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.

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In this week’s episode, James Thomson and Anthony Macdonald examine what the collapse of local delivery service MilkRun says about the state of the economy; examine why the competition watchdog wants more power over deals, and pick apart Bank of Queensland’s next big moment.

This podcast is brought to you by PGIM.

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In this week’s special episode, Tony Boyd and veteran stock picker John Sevior look back on more than three decades at the heart of Australian business, as they both head into retirement.

This podcast is brought to you by PGIM.

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In this week’s episode, Tony, James and Anthony discuss how Fortress Australia will resist the global banking crisis, why the bid for lithium miner Liontown is the funnest takeover fight of the year, and we bid farewell to the longest-serving Chanticleer columnist.

This podcast is brought to you by PGIM.

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This week we assess the human and financial cost of the fall of Credit Suisse, how the US Federal Reserve shook markets with yet another interest rate rise, and look ahead to a huge week of economic data that will decide whether the Reserve Bank lift rates next month.

This podcast is brought to you by PGIM.

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From Monday, March 20 on the How I Made It podcast, you’ll hear stories from women who’ve faced down enormous challenges to take a simple idea and build a business.

Some would go global.  

They’re changing the face of Australian business and paving the way for a new generation of female leaders.

We’ll uncover the daily hacks they use to get ahead and they’ll share some unique challenges that, rightly or wrongly, get thrown at them simply because they’re women.

Listen to Female Founders fortnightly on the How I Made It feed, as we reveal how these entrepreneurs got their businesses off the ground and the sacrifices made in the relentless pursuit of success.  

Brought to you by The Australian Financial Review. Follow us wherever you get your podcast.

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This week we take an in-depth look at a chaotic week on global markets, from the collapse of Silicon Valley Bank to the wave of panic set off by Credit Suisse. We look at how it happened, what comes next, and what it means to Australia. We are joined again by the newest member of the Chanticleer team, Anthony Macdonald.

This podcast is brought to you by PGIM.

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This week the Chanticleer podcast examines the five big themes that investors have to know about, the job losses at Atlassian and Xero and what to read to get your investing career up and running. We also introduce the newest member of the Chanticleer team,  Anthony Macdonald.

This podcast is brought to you by PGIM.

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This week the Chanticleer podcast looks at the war over Labor’s plans to double the tax on earnings on the biggest superannuation balances, and looks ahead to next week’s interest rate decision.

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In this week's episode, Tony Boyd and James Thomson dive into Domino Pizza's big loss, Labor's plans for your super, and Qantas' monster profit.

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In this week's episode, Tony Boyd and James Thomson dig into Commonwealth Bank's $5.1 billion profit and find the mortgage cliff may not be as bad as some people think, put the kybosh on Philip Lowe's chances of another term as RBA governor and give their tips for profit season next week.

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This week the Chanticleer podcast looks at how Google and Microsoft are squaring up for the next global arms race in technology, takes a punt on how many more times the Reserve Bank will raise interest rates and why $24 billion is not enough to get the mega-bid for gold miner Newcrest over the line.

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This week, Tony and James discuss Salesforce and Facebook’s brutal sacking of some workers by email, if the idea of interest rates coming down this year is too good to be true, why there is almost no chance that booming airline profits will translate into cheaper airfares any time soon and Tony's retirement as the longest-serving Chanticleer columnist. 

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This week the Chanticleer podcast digs into the latest messes at The Star Entertainment Group and ASX and looks back at the two defining stories of the year.

Tony Boyd and James Thomson also offer summer reading tips and look forward to markets in 2023 with their first guest on the show, Katie Hudson from Yarra Capital Management.

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This week, Tony Boyd and James Thomson look at two big energy plays energy plays by two of the countries richest miners, discuss the fiasco at the ASX and ask how high will interest rates go.

This week's question comes from James Rawlings who asks, will we ever see nuclear power kick off in Australia.

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This week, Tony Boyd and James Thomson investigate what's behind the Christmas rally, examine the fall of Bank of Queensland's controversial CEO, dig into China’s COVID-19 crisis and look forward to the Reserve Bank's final interest rate call of the year – will they, or won’t they?

This week’s listener question is from Derek Lee in NSW’s Blue Mountains. He is currently in an industry fund which invests in unlisted assets and private equity, and wants to know if there’s any data to suggest these investments help outperform an index strategy.

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This week, James Thomson and Tony Boyd explore Qantas’ remarkable financial turnaround, examine the fallout from the collapse of crypto exchange FTX and discusses where they think Australian house prices are headed.

This week’s listener question is from Anastasia Hardman from Lewisham in Sydney, who asks how she can boost her financial acumen in a business sense to get ahead at work.

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This week the Chanticleer podcast looks at the ASX’s tech disaster; did BHP pay too much for OZ Minerals and fresh stock tips from the Sohn conference.

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This week the Chanticleer podcast looks at what the massive takeover offer for Origin Energy means for Australia’s decarbonisation push, examines when interest rates are going to catch up with consumer spending and looks ahead to the showdown at the AGL annual general meeting.

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This week the Chanticleer podcast takes you inside the mind of one of the world’s most famous investors, asks what’s next for interest rates and looks ahead to the COP 27 climate meeting in Egypt.

Background reading:

How bargain hunter Howard Marks is preparing to pounce

In an exclusive interview, the Wall Street icon tells the Financial Review that he is preparing to go bargain hunting, as interest rates turn the market’s fear of missing out into a fear of losing money.

Why Pendal’s stock has great upside – and downside – potential 

Pendal boss Nick Good is confident a binding contract will stop Regal Funds Management from scuttling its merger with Perpetual. His investors hope he’s right.

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This week the Chanticleer podcast takes you inside the corridors of power to examine the federal budget, break down the big news in the Macquarie, ANZ profits and offer tips for Tuesday’s two big events – the RBA rate decision and the Melbourne Cup.

They explain how the data breach at Medibank went from bad to worse to absolutely chaotic this week; analyse Credit Suisse’s big rescue; and pick out a surprising result from the Financial Review’s Young Rich list.

This week’s question is from listener Delia French of Rozelle, Sydney, who asks what’s worse – inflation or recession? Ask Tony and James a question by email to chanticleer@afr.com

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This week the Chanticleer podcast dissects what the fall of UK prime minister Liz Truss means for investors, and compares this week’s Medibank hack with the recent Optus breach.They examine the coronation of China’s president and the implications for the world; explain why dirty coal has turned into gold for some investors; and preview Tuesday’s federal budget.

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This week Tony Boyd and James Thomson discuss an extraordinary moment in the energy debate; the elusive benefits of bank mergers; what to look for as the annual general meeting season kicks off; and what next week’s Australian jobs data means for interest rates.

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In this episode, Tony and James discuss the crazy week in global markets, the Credit Suisse pile on, and the one number to watch next week.

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In this week's episode, Tony Boyd and James Thomson wade through the maze of pain Optus finds itself in, try to make sense of fear and loathing on global markets and look ahead to the RBA's big call.

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In this week's episode, Tony Boyd and James Thomson explain the "total chaos" at AGL energy; how markets misread the Fed; the dynamic duo in Australian retail; and why September 30 is a big day for the banks.

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Tony Boyd and James Thomson discuss if a casino can ever lose its licence; why US inflation spooked markets right around the world this week; the effect of rising inflation on corporate deals; and what is going to happen to property prices in Australia.

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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 Tony Boyd and James Thomson go behind the doors of corporate Australia to give you their unvarnished analysis. 

The first episode drops 5pm, Friday September 16.

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