This week on Chanticleer, James and Anthony examine the RBA’s big call and what it means for the banking sector, dial up some tough questions for Optus, and ask whether Santa is coming for sharemarket investors.

To ask a question, email chanticleer@afr.com

This podcast is brought to you by PGIM.

This week on Chanticleer, James and Anthony examine the RBA’s big call and what it means for the banking sector, dial up some tough questions for Optus, and ask whether Santa is coming for sharemarket investors.
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 

Santa rally, Optus incommunicado & bank profits slump

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.

Australia ageing (dis)gracefully, a diesel disaster looming & AI at the Chook lunch

his week in a special bonus episode of the Chanticleer podcast, we take you inside Tuesday’s Chanticleer lunch. Chanticleer columnist James Thomson hosts a panel discussion with Danielle Wood, the chair of the Productivity Commission, Jane Macaloon, the chair of Blue Scope and Dion Hershon, the executive chairman and head of Australian equities at Yarra Capital Management.

In this chat the panel discusses productivity, AI adoption, getting the regulatory balance right, energy policy, economic growth and how to improve Australia's manufacturing and innovation.

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

his week in a special bonus episode of the Chanticleer podcast, we take you inside Tuesday&rsquo;s Chanticleer lunch. Chanticleer columnist James Thomson hosts a panel discussion with Danielle Wood, the chair of the Productivity Commission, Jane Macaloon, the chair of Blue Scope and Dion Hershon, the executive chairman and head of Australian equities at Yarra Capital Management.
In this chat the panel discusses productivity, AI adoption, getting the regulatory balance right, energy policy, economic growth and how to improve Australia's manufacturing and innovation.
To ask a question, email <a href="mailto:chanticleer@afr.com">chanticleer@afr.com</a>.

Santa rally, Optus incommunicado & bank profits slump

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