This week Anthony Macdonald and James Thomson examine Nvidia’s monster profit result and what it says about the AI bubble, they travel to Singapore to explain how the nation’s top CEOs are selling Australia, and they take a question on big profits and your super returns. 

To ask a question, email chanticleer@afr.com

This podcast is sponsored by PGIM

This week Anthony Macdonald and James Thomson examine Nvidia&rsquo;s monster profit result and what it says about the AI bubble, they travel to Singapore to explain how the nation&rsquo;s top CEOs are selling Australia, and they take a question on big profits and your super returns.&nbsp;
To ask a question, email&nbsp;<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 

Speed dating with ASX giants, Nvidia bubble trouble & DroneShield falls to earth   

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.

Why your pay's going backwards, dividends surprise & bond market blues explained

This week Chanticleer columnists James Thomson and Anthony Macdonald unpick an eventful afternoon at the Reserve Bank of Australia and pull out our most surprising tidbits from reporting season’s first big week. 

This podcast is sponsored by Workday

To ask a question, email chanticleer@afr.com

Further reading:

KPMG is radioactive. But probe also exposes clubby corporate Australia

Matt Comyn just turned the housing crash story on its head

Think house price falls are bad? The next shock could be far worse

Cleanaway board throws out the $9.4b baby with the bin water

This week Chanticleer columnists James Thomson and Anthony Macdonald unpick an eventful afternoon at the Reserve Bank of Australia and pull out our most surprising tidbits from reporting season&rsquo;s first big week.&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/kpmg-is-radioactive-but-probe-also-exposes-clubby-corporate-australia-20260814-p60ogh?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">KPMG is radioactive. But probe also exposes clubby corporate Australia</a>
<a href="https://www.afr.com/chanticleer/matt-comyn-just-turned-the-housing-crash-story-on-its-head-20260812-p60nih?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Matt Comyn just turned the housing crash story on its head</a>
<a href="https://www.afr.com/chanticleer/the-great-australian-squeeze-is-here-it-s-about-to-get-much-worse-20260813-p60o81?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Think house price falls are bad? The next shock could be far worse</a>
<a href="https://www.afr.com/chanticleer/cleanaway-board-throws-out-the-9-4b-baby-with-the-bin-water-20260813-p60ny1?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Cleanaway board throws out the $9.4b baby with the bin water</a>

Speed dating with ASX giants, Nvidia bubble trouble & DroneShield falls to earth

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