This week, Chanticleer columnist James Thomson and companies editor Anne Hyland examine how the $44 billion float of Firmus went bad, they look at how the removal of those debit and credit surcharges turned into a farce and they put on their berets for a look at France’s bond market bonfire.
This podcast is sponsored by Stripe
To ask a question, email chanticleer@afr.com
Further reading:
Firmus farce is a tale of hubris and arrogance
Team Firmus seemed sure its true believers would make its IPO a walk in the park. Turns out it was the sceptics who really mattered.
France just set the bond market on fire again
Fears that the country’s debt crisis could spread across global markets are getting more real. And there are no easy solutions.
AI sudden debt wobbles arrive at wrong time for Firmus
As the data centre operator scrambles to shut the books on its IPO, investors have again been reminded of the sheer scale of debt that is fuelling the AI boom.

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

App exclusive: Chanticleer lunch panel conversation
37:18