This week James Thomson and Anthony Macdonald look at the oil shock that’s spreading through the real economy and financial markets, they examine the AI job losses at the original Aussie tech icon and take you inside the sharemarket float of an Aussie company that’s helped change the retail game.

To ask a question, email chanticleer@afr.com

This podcast is sponsored by Vanta

Further reading:
4 factors that make you most susceptible to the white-collar ‘wipeout’
An education used to be seen as insulation from workforce disruption, now it might be the thing that proves your undoing.

This week James Thomson and Anthony Macdonald look at the oil shock that&rsquo;s spreading through the real economy and financial markets, they examine the AI job losses at the original Aussie tech icon and take you inside the sharemarket float of an Aussie company that&rsquo;s helped change the retail game.
To ask a question, email&nbsp;<a href="mailto:chanticleer@afr.com">chanticleer@afr.com</a>
This podcast is sponsored by <a href="https://www.vanta.com/">Vanta</a>
Further reading: <a href="https://www.afr.com/work-and-careers/careers/4-factors-that-make-you-most-susceptible-to-the-white-collar-wipeout-20260309-p5o8ng">4 factors that make you most susceptible to the white-collar &lsquo;wipeout&rsquo;</a> An education used to be seen as insulation from workforce disruption, now it might be the thing that proves your undoing.

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

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

Chanticleer

Chanticleer - App Exclusives 

All the latest episodes from all of the AFR's podcasts. 

All the latest episodes from all of the AFR's podcasts.&nbsp;

Latest episodes 

Iran oil shock begins, AI job hit snowballs & the bravest float on the ASX

This week, Chanticleer columnist James Thomson and deputy editor of business Anthony Macdonald jump into a couple of corporate story crackers on NextDC and NAB, preview the piece of data that will make or break Melbourne Cup Day, and take a question on whether the Chooks need to step up their AI game.

This podcast is sponsored by Stripe.

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

Further reading:

$3b gone in 40 minutes: Inside the NextDC bloodbath

NextDC’s savage share price sell-off is more evidence that the country’s much-hyped AI infrastructure sector is bleeding. Two more big tests loom in the coming months.

What Musk’s mega Tesla-SpaceX merger is really about

Any tie-up between the billionaire’s two companies would be a huge moment for markets. But the reason is power, not money.

The two forces behind NAB’s job cuts should scare every Australian

The bank’s dual-pronged hammer blow to jobs should resonate across Australia’s office towers, particularly with the nation’s white-collar workers.

This week, Chanticleer columnist James Thomson and deputy editor of business Anthony Macdonald jump into a couple of corporate story crackers on NextDC and NAB, preview the piece of data that will make or break Melbourne Cup Day, and take a question on whether the Chooks need to step up their AI game.
This podcast is sponsored by <a href="https://stripe.com/au?utm_campaign=APAC_AU_EN_Google_Google_Search_Brand_Stripe_EXA-22370438132&amp;utm_medium=cpc&amp;utm_source=google&amp;utm_content=741310679462&amp;utm_term=stripe&amp;utm_matchtype=e&amp;utm_adposition=&amp;utm_device=c&amp;gad_source=1&amp;gad_campaignid=22370438132&amp;gbraid=0AAAAADKNRO6rX9LRRi6oKNAQq79YAbu_Y&amp;gclid=Cj0KCQjwteTUBhD4ARIsAEYjs3rIL7iKX9g4hscOegutvNVAmHjIwwhSn8lQHWAN5C5_WeOcE9w740QaAgkBEALw_wcB">Stripe</a>.
To ask a question, email <a href="mailto:chanticleer@afr.com">chanticleer@afr.com</a>.
Further reading:
<a href="https://www.afr.com/companies/professional-services/lawyers-go-to-war-with-clients-who-force-them-to-sit-through-ai-slop-20261016-p615oo?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=the_fin&amp;utm_content=&amp;utm_term=newsroom" data-testid="headlineLink">$3b gone in 40 minutes: Inside the NextDC bloodbath</a>
NextDC&rsquo;s savage share price sell-off is more evidence that the country&rsquo;s much-hyped AI infrastructure sector is bleeding. Two more big tests loom in the coming months.
<a href="https://www.afr.com/chanticleer/spacex-tesla-5-trn-merger-could-make-power-mad-musk-a-bigger-risk-20261021-p617cw?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom" data-testid="headlineLink">What Musk&rsquo;s mega Tesla-SpaceX merger is really about</a>
Any tie-up between the billionaire&rsquo;s two companies would be a huge moment for markets. But the reason is power, not money.
<a href="https://www.afr.com/chanticleer/the-two-forces-behind-nab-s-job-cuts-should-scare-us-all-20261020-p616yp?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom" data-testid="headlineLink">The two forces behind NAB&rsquo;s job cuts should scare every Australian</a>
The bank&rsquo;s dual-pronged hammer blow to jobs should resonate across Australia&rsquo;s office towers, particularly with the nation&rsquo;s white-collar workers.

NextDC's electric shock, NAB says 2500 jobs must go & Musk’s $5trn move

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.

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.&nbsp;
This podcast is sponsored by <a href="https://stripe.com/au?utm_campaign=APAC_AU_EN_Google_Google_Search_Brand_Stripe_EXA-22370438132&amp;utm_medium=cpc&amp;utm_source=google&amp;utm_content=741310679462&amp;utm_term=stripe&amp;utm_matchtype=e&amp;utm_adposition=&amp;utm_device=c&amp;gad_source=1&amp;gad_campaignid=22370438132&amp;gbraid=0AAAAADKNRO6rX9LRRi6oKNAQq79YAbu_Y&amp;gclid=Cj0KCQjwteTUBhD4ARIsAEYjs3rIL7iKX9g4hscOegutvNVAmHjIwwhSn8lQHWAN5C5_WeOcE9w740QaAgkBEALw_wcB">Stripe</a>
To ask a question, email <a href="mailto:chanticleer@afr.com">chanticleer@afr.com</a>
Further reading:
<a href="https://www.afr.com/chanticleer/this-record-low-for-sydney-housing-shows-there-s-no-bottom-in-sight-20261015-p615uf?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Housing just can&rsquo;t find a bottom. And one market is crashing</a> 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. <a href="https://www.afr.com/chanticleer/first-came-firmus-now-airtrunk-hits-pause-on-ipo-as-ai-boom-wobbles-20261014-p615dw?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">The pain that killed Firmus&rsquo; float is spreading. Here&rsquo;s a new victim</a> AirTrunk&rsquo;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. <a href="https://www.afr.com/chanticleer/australia-is-in-an-energy-cold-war-like-it-or-not-20261013-p61585?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Australia is in an energy cold war, like it or not</a> Forget the climate wars. Energy security has become national security, and Australia&rsquo;s policy paralysis is leaving us behind.

Firmus fallout goes global, the big energy lie & housing can’t find a bottom

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.

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&rsquo;s bond market bonfire.
This podcast is sponsored by <a href="https://stripe.com/au?utm_campaign=APAC_AU_EN_Google_Google_Search_Brand_Stripe_EXA-22370438132&amp;utm_medium=cpc&amp;utm_source=google&amp;utm_content=741310679462&amp;utm_term=stripe&amp;utm_matchtype=e&amp;utm_adposition=&amp;utm_device=c&amp;gad_source=1&amp;gad_campaignid=22370438132&amp;gbraid=0AAAAADKNRO6rX9LRRi6oKNAQq79YAbu_Y&amp;gclid=Cj0KCQjwteTUBhD4ARIsAEYjs3rIL7iKX9g4hscOegutvNVAmHjIwwhSn8lQHWAN5C5_WeOcE9w740QaAgkBEALw_wcB">Stripe</a>
To ask a question, email <a href="mailto:chanticleer@afr.com">chanticleer@afr.com&nbsp;</a>
Further reading: <a href="https://www.afr.com/chanticleer/firmus-farce-is-a-tale-of-hubris-and-arrogance-20261009-p613tc?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Firmus farce is a tale of hubris and arrogance</a> 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. <a href="https://www.afr.com/chanticleer/france-just-set-the-bond-market-on-fire-again-20261008-p613sy?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">France just set the bond market on fire again</a> Fears that the country&rsquo;s debt crisis could spread across global markets are getting more real. And there are no easy solutions. <a href="https://www.afr.com/chanticleer/firmus-growth-dream-may-rest-on-645b-debt-quest-20261008-p613n3?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">AI sudden debt wobbles arrive at wrong time for Firmus</a> 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.

Iran oil shock begins, AI job hit snowballs & the bravest float on the ASX

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