This week on the Chanticleer podcast, James and Ant bring you some of the inside stock tips from the Sohn Hearts & Minds conference, ask why the war’s broken out among the big banks, and look ahead to the Origin Energy showdown. 

To ask a question, email chanticleer@afr.com

This podcast is brought to you by PGIM.

This week on the Chanticleer podcast, James and Ant bring you some of the inside stock tips from the Sohn Hearts &amp; Minds conference, ask why the war’s broken out among the big banks, and look ahead to the Origin Energy showdown. 
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 

Stock tips from Sohn, big banks brawl & Origin showdown looms

This week, Chanticleer columnists James Thomson and Anthony Macdonald look at how the Firmus fallout has spread around the globe and given the AI trade the wobbles, they ask why Australia is telling itself a big lie about the energy transition, and examine whether the property market can find a bottom. 

This podcast is sponsored by Stripe

To ask a question, email chanticleer@afr.com

Further reading:

Housing just can’t find a bottom. And one market is crashing
Property veteran Louis Christopher is looking for two signs that the property market is bottoming. Neither is emerging, and on the Gold Coast, things are really getting ugly.
The pain that killed Firmus’ float is spreading. Here’s a new victim
AirTrunk’s decision to delay its Singaporean property IPO is another sign that the rising cost of capital is starting to foster doubts in the global artificial intelligence trade.
Australia is in an energy cold war, like it or not
Forget the climate wars. Energy security has become national security, and Australia’s policy paralysis is leaving us behind.

This week, Chanticleer columnists James Thomson and Anthony Macdonald look at how the Firmus fallout has spread around the globe and given the AI trade the wobbles, they ask why Australia is telling itself a big lie about the energy transition, and examine whether the property market can find a bottom.&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/this-record-low-for-sydney-housing-shows-there-s-no-bottom-in-sight-20261015-p615uf?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Housing just can&rsquo;t find a bottom. And one market is crashing</a> Property veteran Louis Christopher is looking for two signs that the property market is bottoming. Neither is emerging, and on the Gold Coast, things are really getting ugly. <a href="https://www.afr.com/chanticleer/first-came-firmus-now-airtrunk-hits-pause-on-ipo-as-ai-boom-wobbles-20261014-p615dw?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">The pain that killed Firmus&rsquo; float is spreading. Here&rsquo;s a new victim</a> AirTrunk&rsquo;s decision to delay its Singaporean property IPO is another sign that the rising cost of capital is starting to foster doubts in the global artificial intelligence trade. <a href="https://www.afr.com/chanticleer/australia-is-in-an-energy-cold-war-like-it-or-not-20261013-p61585?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Australia is in an energy cold war, like it or not</a> Forget the climate wars. Energy security has become national security, and Australia&rsquo;s policy paralysis is leaving us behind.

Firmus fallout goes global, the big energy lie & housing can’t find a bottom

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.

Stock tips from Sohn, big banks brawl & Origin showdown looms

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