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

Iran sets off price shock, private credit pain spreads & WFH battle reignites
41:03

Oil shock hits Australia, RBA's tough love & boomers lead home loan deals
44:30

Iran oil shock begins, AI job hit snowballs & the bravest float on the ASX
35:46