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Latest Episode
Iran war price shock, private credit pain and WFH battle reignites
James and Anthony tackle global energy volatility, credit market cockroaches and take a question on oil companies and their super profits.
Oil shock hits, RBA’s tough love and Boomers lead home loan deals
James and Anthony look at how attacks on infrastructure could prolong an energy crisis and why Michele Bullock couldn’t “wait and see” when it came to rates.
This Month
Oil shock begins, AI job cuts snowball and the bravest ASX float
James and Anthony unpack the Middle East war-driven energy crisis, the mass sackings at Atlassian and the imminent listing of mattress retailer Koala.
Iran’s rate threat, AI job tsunami, and the $200m radio split
James and Anthony discuss the Kyle and Jackie O divorce, the marriage of Barrenjoey and Magellan, and the uncertainty of war on markets.
Billionaire investor Mike Dorrell on Wall Street’s ‘unusual’ concentration
Live from The Australian Financial Review Business Summit, Chanticleer columnists James Thomson and Anthony Macdonald talk markets, data centres and artificial intelligence with Stonepeak’s CEO.
February
AI job cuts, best and worst of profit season and grilling the RBA
James and Anthony talk AI fears on Wall Street, deliver an earnings season wrap and look ahead to The Australian Financial Review Business Summit.
AI heads in the sand, CGT under fire and is this peak Australia?
James and Anthony talk productivity, share interesting observations from profit season and take a burning question on the housing market.
Bank supremacy battle, blue chip CEOs exiting and wild ASX moves
James and Anthony discuss this week’s market turmoil, how Macquarie is tearing banking apart and what’s behind a spate of chief executive departures.
Rate hikes, tech’s double meltdown and Musk’s big moment
James and Anthony discuss the two big moves in markets this week – interest rates and tech stocks – and get excited for corporate reporting season.
December 2025
Chook Awards and stocks to watch in 2026
James and Anthony wrap up the year with their annual awards and look ahead to what will be a huge year on markets with one of Australia’s top fund managers.
RBA plays Grinch, CEOs fire up and how Netflix might change
James and Anthony look at the RBA’s dilemma, take the pulse of our top business leaders and discuss how the battle for Warners Bros could change streaming.
OpenAI arrives, Business People of the Year and is Australia a Ponzi?
James and Anthony discuss the changing data centre boom, the AFR’s Business People of the Year awards and whether house prices are sustainable.
November 2025
Rates tipped to rise, risky loans targeted and the mini deal boom
James and Anthony ask whether the economy has hit its speed limit, look at the late flurry of corporate deals and preview one of the AFR’s big nights.
Nvidia bubble trouble, DroneShield craters and speed dating the ASX
James and Anthony examine the chipmaker’s monster profit result, travel to Singapore with the nation’s top CEOs and take a question on big profits.
Opera House stock tips, CBA plunges and is there a housing bubble?
James and Anthony discuss the picks from the Sohn Hearts & Minds conference, sum up bank profit season and take a question on property prices.
Elon’s pay bump, Iren, Macquarie and the RBA
James and Anthony on Elon Musk’s big package, neoclouds, banking’s big problem and why the RBA is stuck.
October 2025
Battle for your super | James Hardie fury | Bad news on rate cuts
James and Anthony explain the new superannuation wars, make sense of the investors’ brutal slap down and, yep - Richard White is in trouble again at WiseTech.
A White House win | Santos’ public bust-up | Rooftop solar spree snag
James and Anthony discuss Anthony Albanese’s visit to Trump land, go inside the energy summit, and look ahead to a big moment for global markets.
Boomer wealth boom | Aussie ‘AI factories’ | Credit cockroaches
James and Anthony look at how boomers are changing the economy, discuss Firmus’ $73 billion AI plan, and answer a question on private credit.
Deloitte’s AI disaster | Gold gets political | GYG’s burrito blues
James and James discuss Deloitte’s error-riddled report, what the surging gold price says about global politics, and look ahead to ANZ’s date with destiny.
Tax dodgers | Feeling BHP’s pain | The problem with 5pc deposits
Anthony and Cosima discuss the plan to help first home buyers, reflect on the end of an era in Australian media and take a question on company tax.
September 2025
Myer’s parcel mystery | ASIC vs La Trobe | AI money-go-round
James and Anthony discuss the corporate regulator’s attack on private credit, a department store’s distribution woes and some circular big tech transactions.
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