This week on the Chanticleer podcast, James & Anthony examine whether the electric vehicle market has hit a roadblock, attempt to solve the mystery of the missing Chinese stimulus, and try to figure out if Santa will be visiting investors this year

To ask a question, email chanticleer@afr.com

This podcast is sponsored by CBRE’s Talking Property

This week on the Chanticleer podcast, James &amp; Anthony examine whether the electric vehicle market has hit a roadblock, attempt to solve the mystery of the missing Chinese stimulus, and try to figure out if Santa will be visiting investors this year
To ask a question, email <a href="mailto:chanticleer@afr.com">chanticleer@afr.com</a> This podcast is sponsored by <a href="https://link.chtbl.com/wb6xgYLY?utm_medium=display&amp;utm_source=afr&amp;utm_campaign=talking-property-digital-campaign__australia_awareness_mktg-digital_____&amp;utm_content=link_AFR_Chanticleer_sponsored-by-link_" data-stringify-link="https://link.chtbl.com/wb6xgYLY?utm_medium=display&amp;utm_source=afr&amp;utm_campaign=talking-property-digital-campaign__australia_awareness_mktg-digital_____&amp;utm_content=link_AFR_Chanticleer_sponsored-by-link_" data-sk="tooltip_parent">CBRE’s Talking Property</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 

Rockpool's rocky future, EVs hit a speed hump & China's missing stimulus

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.

Inside the Firmus fiasco, surcharge ban goes bad & French bond bin fire

This week, Chanticleer columnists James Thomson and Anthony Macdonald explain why the RBA’s latest rate hike is even scarier that it looks, they ask whether Australia’s private credit sector is in such a mess, and reveal why the debate around Australia’s $50 billion float prospect Firmus is only getting hotter.. 

This podcast is sponsored by Stripe

To ask a question, email chanticleer@afr.com

Further reading:
Two pension giants just put Australia on notice. That’s scary
Our buy-and-hold-forever dreams are shattered – and it’s time to wake up to what’s really going on.
The gulf between Firmus believers and naysayers keeps getting bigger
The neocloud is rapidly heading towards the Australian sharemarket, and outsiders want to know which insiders are locked in – and which are free to sell.
The market’s betting AI will outrun bond yields, Fed rate hikes
We’re in a dangerous twilight zone where the cost of money doesn’t matter.

This week, Chanticleer columnists James Thomson and Anthony Macdonald explain why the RBA&rsquo;s latest rate hike is even scarier that it looks, they ask whether Australia&rsquo;s private credit sector is in such a mess, and reveal why the debate around Australia&rsquo;s $50 billion float prospect Firmus is only getting hotter..&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/why-two-pension-giants-just-put-australia-on-notice-20261001-p611yd?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Two pension giants just put Australia on notice. That&rsquo;s scary</a> Our buy-and-hold-forever dreams are shattered &ndash; and it&rsquo;s time to wake up to what&rsquo;s really going on. <a href="https://www.afr.com/chanticleer/the-gulf-between-firmus-believers-and-naysayers-keeps-getting-bigger-20260930-p6119c?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">The gulf between Firmus believers and naysayers keeps getting bigger</a> The neocloud is rapidly heading towards the Australian sharemarket, and outsiders want to know which insiders are locked in &ndash; and which are free to sell. <a href="https://www.afr.com/chanticleer/the-market-s-betting-ai-will-outrun-bond-yields-fed-rate-hikes-20260928-p610yy?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">The market&rsquo;s betting AI will outrun bond yields, Fed rate hikes</a> We&rsquo;re in a dangerous twilight zone where the cost of money doesn&rsquo;t matter.

Rate hike underlines our scary problems, $44b moment for Firmus & private credit’s house of cards

This week, Chanticleer columnists James Thomson and Anthony Macdonald look at why the next 40 years could be tougher for investors, businesses and policymakers, they take you inside this week’s special chook lunch to learn the secrets of an AI pioneer and they extract the big lessons from Australia’s great AI hack.

This podcast is sponsored by Stripe

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

Further reading:
Australia’s OpenAI hack just exposed a threat to the AI bubble
We all think the AI bubble will be popped by debt, overcapacity or a lack of demand. The Aussie hack is a reminder the AI giants have another problem.
Want to really fix Australia? Here are five big ideas
Escaping Australia’s growth trap starts with a simple idea that we just can’t seem to nail.

This week, Chanticleer columnists James Thomson and Anthony Macdonald look at why the next 40 years could be tougher for investors, businesses and policymakers, they take you inside this week&rsquo;s special chook lunch to learn the secrets of an AI pioneer and they extract the big lessons from Australia&rsquo;s great AI hack.
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/australia-s-openai-hack-just-exposed-a-threat-to-the-ai-bubble-20260924-p610au?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Australia&rsquo;s OpenAI hack just exposed a threat to the AI bubble</a> We all think the AI bubble will be popped by debt, overcapacity or a lack of demand. The Aussie hack is a reminder the AI giants have another problem. <a href="https://www.afr.com/chanticleer/want-to-really-fix-australia-here-are-five-big-ideas-20260923-p60zxe?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Want to really fix Australia? Here are five big ideas</a> Escaping Australia&rsquo;s growth trap starts with a simple idea that we just can&rsquo;t seem to nail.

Rockpool's rocky future, EVs hit a speed hump & China's missing stimulus

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