This week James Thomson & Anthony Macdonald examine the big four’s big problem, explain why the RBA is stuck and ask what the stunning win of Zohran Mamdani in the New York Mayoral race tells investors and CEOs.
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This podcast is sponsored by PGIM

Elon Musk's SpaceX float is $3 trillion of hype, House prices correction coming & your budget questions answered
40:12

Big taxing budget has no growth story, Coles pants pulled ‘Down Down’ & CSL shocker
44:35

RBA's ugly message for households, inside Australia's biggest investment event & Macquarie's pay lessons
42:16