This week on the Chanticleer podcast, James and Ant dip into the M&A battle of the decade, see how the millionaire’s factory is performing at Macquarie, and look ahead to the biggest Tuesday of the year – Melbourne Cup day and RBA day. 

To ask a question, email chanticleer@afr.com

This podcast is brought to you by PGIM.

This week on the Chanticleer podcast, James and Ant dip into the M&amp;A battle of the decade, see how the millionaire’s factory is performing at Macquarie, and look ahead to the biggest Tuesday of the year – Melbourne Cup day and RBA day. 
To ask a question, email <a href="mailto:chanticleer@afr.com" data-stringify-link="mailto:chanticleer@afr.com" data-sk="tooltip_parent" aria-haspopup="menu" aria-expanded="false">chanticleer@afr.com</a>
This podcast is brought to you by <a href="https://www.pgim.com/" data-stringify-link="https://www.pgim.com/" data-sk="tooltip_parent">PGIM</a>.

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

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 

Macquarie millionaire’s factory misfires, Origin brawl & Cup Day tips

This week, Chanticleer columnist James Thomson and deputy editor of business Anthony Macdonald dissect what might prove to be the biggest news week of the year. They get into troubled Australian companies Canva and David Jones, they ask what’s broken with interest rates after yet another rate rise, and try to work out what Donald Trump’s shellacking means for us here in Australia.

This podcast is sponsored by Ripple

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

Further reading:

Markets are a sea of red – and one frightening pocket of green
The Democratic Party’s huge midterms win has sparked a brutal sell-off by investors. It’s not easy to see what stops the pain.
Bullock’s wrong. DJs and Canva show this may feel worse than recession
RBA governor Michele Bullock isn’t sugar-coating what’s coming. But artificial intelligence disruption may add a new element of pain to a traditional slowdown.
One scary number in NAB’s result says pain is coming
NAB, two weeks after unveiling massive job cuts, has made it clear its braced for economic pain. Welcome to the banking sector’s first real credit cycle in more than a decade.

This week, Chanticleer columnist James Thomson and deputy editor of business Anthony Macdonald dissect what might prove to be the biggest news week of the year. They get into troubled Australian companies Canva and David Jones, they ask what&rsquo;s broken with interest rates after yet another rate rise, and try to work out what Donald Trump&rsquo;s shellacking means for us here in Australia.
This podcast is sponsored by&nbsp;<a href="https://ripple.com/">Ripple</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/we-might-be-witnessing-a-bust-wall-street-hit-by-ai-bloodbath-20261106-p61bx5?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Markets are a sea of red &ndash; and one frightening pocket of green</a> The Democratic Party&rsquo;s huge midterms win has sparked a brutal sell-off by investors. It&rsquo;s not easy to see what stops the pain. <a href="https://www.afr.com/chanticleer/bullock-s-wrong-djs-and-canva-show-this-may-feel-worse-than-recession-20261104-p61bcx?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Bullock&rsquo;s wrong. DJs and Canva show this may feel worse than recession</a> RBA governor Michele Bullock isn&rsquo;t sugar-coating what&rsquo;s coming. But artificial intelligence disruption may add a new element of pain to a traditional slowdown. <a href="https://www.afr.com/chanticleer/one-scary-number-in-nab-s-result-says-pain-is-coming-20261105-p61bok?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">One scary number in NAB&rsquo;s result says pain is coming</a> NAB, two weeks after unveiling massive job cuts, has made it clear its braced for economic pain. Welcome to the banking sector&rsquo;s first real credit cycle in more than a decade.

Midterms spark AI bloodbath, Rate hike reckoning & why Canva cut hard

This week, Chanticleer columnist James Thomson and deputy editor of business Anthony Macdonald reveal why you’ve never seen anything remotely like the $3 trillion float of Anthropic, they explain what more bad news on inflation means for your mortgage, and answer a question that puts the spotlight on Musk's succession plan.

This podcast is sponsored by Stripe.

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

Further reading:

Leah Weckert’s big gamble just wiped 10pc off Coles’ value
The scale of the risk that chief executive Leah Weckert is taking was immediately reflected in the share price reaction to her plan for the supermarket giant.
Bullock’s sideways glance tells us more rate pain is coming
Woolworths’ mince sales tell us households are bleeding. The RBA has little choice but to inflict more pain next week with a rate rise - will that really be it?
If Anthropic’s IPO goes wrong, the AI bubble will pop
The firm’s float will determine where the artificial intelligence trade goes next. But CEO Dario Amodei’s pitch – “my company could kill you, please buy my shares” – matters beyond markets.

This week, Chanticleer columnist James Thomson and deputy editor of business Anthony Macdonald reveal why you&rsquo;ve never seen anything remotely like the $3 trillion float of Anthropic, they explain what more bad news on inflation means for your mortgage, and answer a question that puts the spotlight on Musk's succession plan.
This podcast is sponsored by&nbsp;<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/3-5b-gone-in-30-minutes-coles-struggles-to-fight-woolies-comeback-20261030-p619zd?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Leah Weckert&rsquo;s big gamble just wiped 10pc off Coles&rsquo; value</a> The scale of the risk that chief executive Leah Weckert is taking was immediately reflected in the share price reaction to her plan for the supermarket giant. <a href="https://www.afr.com/chanticleer/why-a-kilo-of-woolies-mince-says-this-inflation-nightmare-can-worsen-20261028-p619e4?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Bullock&rsquo;s sideways glance tells us more rate pain is coming</a> Woolworths&rsquo; mince sales tell us households are bleeding. The RBA has little choice but to inflict more pain next week with a rate rise - will that really be it? <a href="https://www.afr.com/chanticleer/anthropic-just-kicked-off-biggest-pressure-test-in-investment-history-20261027-p618w1?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">If Anthropic&rsquo;s IPO goes wrong, the AI bubble will pop</a> The firm&rsquo;s float will determine where the artificial intelligence trade goes next. But CEO Dario Amodei&rsquo;s pitch &ndash; &ldquo;my company could kill you, please buy my shares&rdquo; &ndash; matters beyond markets.

Rates pain puts mince on the menu, Coles serves up a stinker & Anthropic's big moment 

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.

Macquarie millionaire’s factory misfires, Origin brawl & Cup Day tips

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