This week on the Chanticleer podcast, James & Anthony discuss why one of the biggest players in private credit found itself in the corporate cop’s sights, we explain why one listener’s order from department store giant Myer came in six different parcels and jump on Nvidia’s AI money-go-round.

To ask a question, email chanticleer@afr.com

This podcast is sponsored by PGIM

This week on the Chanticleer podcast, James &amp; Anthony&nbsp;discuss why one of the biggest players in private credit found itself in the corporate cop&rsquo;s sights, we explain why one listener&rsquo;s order from department store giant Myer came in six different parcels and jump on Nvidia&rsquo;s AI money-go-round.
To ask a question, email <a href="mailto:chanticleer@afr.com">chanticleer@afr.com</a>
This podcast is sponsored by <a href="https://www.pgim.com/au/en/institutional">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 

Myer's parcel mystery solved, ASIC vs La Trobe Financial & AI's money-go-round

This week, Chanticleer columnists James Thomson and Anthony Macdonald unveil the surprising purchase propping up Australia’s economic growth, they unpack a truly eventful week in financial markets and ask what is sending one of the world’s best known car makers broke.

This podcast is sponsored by Stripe

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

Further reading:
Bathla and bonds just a preview of what’s coming for timid Australia
Rising yields, plunging house prices and the prospect of a deep economic slowdown: in the past week, the challenges for the country have become very clear.
Housing’s Mr 18.6pc is pure fiction but is still scaring markets
The phantom number refuses to go away and is haunting Australia’s economy, investors, boardrooms and government.
Private credit is the reason we don’t have a Bathla rescue deal yet
Private credit firms tell us it’s how they deal with moments of distress that sorts the wheat from the chaff. The situation at Bathla will put that to the test.

This week, Chanticleer columnists James Thomson and Anthony Macdonald unveil the surprising purchase propping up Australia&rsquo;s economic growth, they unpack a truly eventful week in financial markets and ask what is sending one of the world&rsquo;s best known car makers broke.
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/things-will-crack-generational-tests-loom-for-economy-investors-20260904-p60udo?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Bathla and bonds just a preview of what&rsquo;s coming for timid Australia</a> Rising yields, plunging house prices and the prospect of a deep economic slowdown: in the past week, the challenges for the country have become very clear. <a href="https://www.afr.com/chanticleer/housing-s-mr-18-6pc-is-pure-fiction-but-is-still-scaring-markets-20260903-p60u44?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Housing&rsquo;s Mr 18.6pc is pure fiction but is still scaring markets</a> The phantom number refuses to go away and is haunting Australia&rsquo;s economy, investors, boardrooms and government. <a href="https://www.afr.com/chanticleer/for-bathla-to-survive-private-credit-must-save-private-credit-20260903-p60u88?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Private credit is the reason we don&rsquo;t have a Bathla rescue deal yet</a> Private credit firms tell us it&rsquo;s how they deal with moments of distress that sorts the wheat from the chaff. The situation at Bathla will put that to the test.

Ugly choice between stagflation and recession, China's EV shock spreads & Bathla mess grows

This week, Chanticleer columnists James Thomson and Anthony Macdonald  look at why the collapse of a home builder might create a very big drama for the top end of town, they nominate their best and worst results from four weeks of earnings season and take a fierce question from the West about GST proceeds. 

This podcast is sponsored by Workday.

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

 Further reading:

The $19trn reason this housing slump will run longer than you think
Households’ strong balance sheets are supporting strong spending growth. That’s bad news for the central bank, which is not coming to save the property market.

Liberman’s CVS Lane suspends fund redemption after Bathla collapse
CVS Lane, the private credit firm run by the wealthy Liberman family, has suspended redemptions across two of its funds, citing the collapse of Bathla, the failed Sydney developer to which it had lent significant sums.

What we learnt: Ozempic in a pill could change Australia (no, really)
Chemist Warehouse rides the Ozempic wave, Wesfarmers leans into a cost of living crisis and Qantas flies through the Iran war.

This week, Chanticleer columnists James Thomson and Anthony Macdonald&nbsp; look at why the collapse of a home builder might create a very big drama for the top end of town, they nominate their best and worst results from four weeks of earnings season and take a fierce question from the West about GST proceeds.&nbsp;
This podcast is sponsored by <a href="https://www.workday.com/en-au/why-workday.html?locale=enau&amp;aud=br&amp;stage=at&amp;size=all&amp;pblr=ninepub&amp;pnpnt=pp0&amp;assettype=web&amp;productfocus=alp&amp;utm_medium=dpub&amp;utm_source=dpdi">Workday</a>.
To ask a question, email <a href="mailto:chanticleer@afr.com">chanticleer@afr.com</a>.
&nbsp;Further reading:
<a href="https://www.afr.com/chanticleer/the-models-don-t-work-the-rba-is-now-in-a-house-of-pain-20260827-p60s9e?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">The $19trn reason this housing slump will run longer than you think</a> Households&rsquo; strong balance sheets are supporting strong spending growth. That&rsquo;s bad news for the central bank, which is not coming to save the property market.
<a href="https://www.afr.com/companies/financial-services/liberman-s-cvs-lane-suspends-fund-redemption-after-bathla-collapse-20260828-p60sbg?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Liberman&rsquo;s CVS Lane suspends fund redemption after Bathla collapse</a> CVS Lane, the private credit firm run by the wealthy Liberman family, has suspended redemptions across two of its funds, citing the collapse of Bathla, the failed Sydney developer to which it had lent significant sums.
<a href="https://www.afr.com/chanticleer/what-we-learnt-ozempic-in-a-pill-could-change-australia-no-really-20260824-p60qvy?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">What we learnt: Ozempic in a pill could change Australia (no, really)</a> Chemist Warehouse rides the Ozempic wave, Wesfarmers leans into a cost of living crisis and Qantas flies through the Iran war.

$3b builder collapse sparks drama, Profit season's best and worst & Ooshies grocery battle

This week, Chanticleer columnists James Thomson and Anthony Macdonald take you inside the mysterious world of bond markets, and explain what’s got the world’s most important investors rather grumpy. They ask why many of the country's biggest companies don’t seem that keen on investing in Australia and whether there’s something a bit sick about your health insurance. 

This podcast is sponsored by Workday.

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

Further reading:

Scott Bessent just panicked. Your savings may be at risk

The White House’s stunning intervention in bond markets on Wednesday night will have big ramifications for investors around the world, including in Australia.

Economists say wage growth is fine. CEOs see a margin squeeze

Economists may be celebrating wage growth as “in line with expectations”, but corporate Australia is quietly pressing the panic button.

This week, Chanticleer columnists James Thomson and Anthony Macdonald take you inside the mysterious world of bond markets, and explain what&rsquo;s got the world&rsquo;s most important investors rather grumpy. They ask why many of the country's biggest companies don&rsquo;t seem that keen on investing in Australia and whether there&rsquo;s something a bit sick about your health insurance.&nbsp;
This podcast is sponsored by <a href="https://www.workday.com/en-au/why-workday.html?locale=enau&amp;aud=br&amp;stage=at&amp;size=all&amp;pblr=ninepub&amp;pnpnt=pp0&amp;assettype=web&amp;productfocus=alp&amp;utm_medium=dpub&amp;utm_source=dpdi">Workday</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/scott-bessent-just-panicked-your-savings-may-be-at-risk-20260820-p60pzr?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Scott Bessent just panicked. Your savings may be at risk</a>
The White House&rsquo;s stunning intervention in bond markets on Wednesday night will have big ramifications for investors around the world, including in Australia.
<a href="https://www.afr.com/chanticleer/economists-say-wage-growth-is-fine-ceos-see-a-margin-squeeze-20260819-p60pkf?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Economists say wage growth is fine. CEOs see a margin squeeze</a>
Economists may be celebrating wage growth as &ldquo;in line with expectations&rdquo;, but corporate Australia is quietly pressing the panic button.

Myer's parcel mystery solved, ASIC vs La Trobe Financial & AI's money-go-round

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