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.

Inside the Firmus fiasco, surcharge ban goes bad & French bond bin fire
37:09

Rate hike underlines our scary problems, $44b moment for Firmus & private credit’s house of cards
43:24

Australia ageing (dis)gracefully, a diesel disaster looming & AI at the Chook lunch
42:19