This week, Chanticleer columnists James Thomson and Anthony Macdonald  look at why the collapse of a home builder might create a very big drama for the top end of town, we nominate our best and worst results from four weeks of earnings season and we take a fierce question from the West about GST proceeds. 

This podcast is sponsored by Workday.

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

 Further reading:

The $19trn reason this housing slump will run longer than you think
Households’ strong balance sheets are supporting strong spending growth. That’s bad news for the central bank, which is not coming to save the property market.

Liberman’s CVS Lane suspends fund redemption after Bathla collapse
CVS Lane, the private credit firm run by the wealthy Liberman family, has suspended redemptions across two of its funds, citing the collapse of Bathla, the failed Sydney developer to which it had lent significant sums.

What we learnt: Ozempic in a pill could change Australia (no, really)
Chemist Warehouse rides the Ozempic wave, Wesfarmers leans into a cost of living crisis and Qantas flies through the Iran war.