This week on the Chanticleer podcast, James & Anthony look at the companies feeling the heat from activists, ask what’s behind the battle for Armourguard and reveal how Phil Lowe has changed in retirement.

To ask a question, email chanticleer@afr.com

This podcast is sponsored by ANZ
Listen to 5-in-5 with ANZ on Spotify here
Listen to 5-in-5 with ANZ on Apple here

This week on the Chanticleer podcast, James &amp; Anthony look at the companies feeling the heat from activists, ask what’s behind the battle for Armourguard and reveal how Phil Lowe has changed in retirement. 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">chanticleer@afr.com</a>
This podcast is sponsored by ANZ Listen to 5-in-5 with ANZ on Spotify <a href="https://link.chtbl.com/5in5withANZspotify?sid=Chanticleer" data-stringify-link="https://link.chtbl.com/5in5withANZspotify?sid=Chanticleer" data-sk="tooltip_parent">here</a> Listen to 5-in-5 with ANZ on Apple <a href="https://link.chtbl.com/5in5withANZapple?sid=Chanticleer" data-stringify-link="https://link.chtbl.com/5in5withANZapple?sid=Chanticleer" data-sk="tooltip_parent">here</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 

The companies in activists' sights, the future of cash & a G-G for business

This week, Chanticleer columnists James Thomson and Anthony Macdonald examine the growing sense of panic inside Australia’s property industry, explain why your next iPhone is going to cost a lot more and they look ahead to the next big test for markets. 

This podcast is sponsored by Stripe

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

Further reading:
Fore! Why the death of LIV Golf is a warning sign f or markets
Saudi Arabia has emerged as key funder of the AI boom, the US government and even global M&A deals. But the Iran war is forcing it to make tough choices.
Why investors are letting JB Hi-Fi’s golden goose burn
JB Hi-Fi is proving itself to be the pin-up of the “softening Australia” sell-off. It’s a lesson all blue-chips should heed.
Bond vigilantes will rage at Trump’s bribe. Cracks in ASX could widen
After markets taught US Treasury Secretary Scott Bessent a lesson about who really controls bond yields, Donald Trump unveiled the sort of electoral bribe that vigilantes will hate.
Housing won’t go back to ‘normal’ in a world on fire. Maybe that’s OK
Bond markets keep screaming that higher borrowing costs are coming. That’s bad news for hopes of a quick turnaround in Australia’s property correction.

This week, Chanticleer columnists James Thomson and Anthony Macdonald&nbsp;examine the growing sense of panic inside Australia&rsquo;s property industry, explain why your next iPhone is going to cost a lot more and they look ahead to the next big test for markets.&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/fore-why-the-death-of-liv-golf-is-warning-sign-for-markets-20260909-p60vpv?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Fore! Why the death of LIV Golf is a warning sign f or markets</a> Saudi Arabia has emerged as key funder of the AI boom, the US government and even global M&amp;A deals. But the Iran war is forcing it to make tough choices. <a href="https://www.afr.com/chanticleer/why-investors-are-letting-jb-hi-fi-s-golden-goose-burn-20260909-p60vob?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Why investors are letting JB Hi-Fi&rsquo;s golden goose burn</a> JB Hi-Fi is proving itself to be the pin-up of the &ldquo;softening Australia&rdquo; sell-off. It&rsquo;s a lesson all blue-chips should heed. <a href="https://www.afr.com/chanticleer/oil-bond-yields-and-iphone-prices-keep-rising-when-do-things-break-20260910-p60w2b?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Bond vigilantes will rage at Trump&rsquo;s bribe. Cracks in ASX could widen</a> After markets taught US Treasury Secretary Scott Bessent a lesson about who really controls bond yields, Donald Trump unveiled the sort of electoral bribe that vigilantes will hate. <a href="https://www.afr.com/chanticleer/this-global-bond-meltdown-and-oil-surge-will-deepen-our-housing-shock-20260911-p60wgg?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Housing won&rsquo;t go back to &lsquo;normal&rsquo; in a world on fire. Maybe that&rsquo;s OK</a> Bond markets keep screaming that higher borrowing costs are coming. That&rsquo;s bad news for hopes of a quick turnaround in Australia&rsquo;s property correction.

Housing recession’s long shadow, Apple iPhone flip out & Trump’s insane cash splash

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.

The companies in activists' sights, the future of cash & a G-G for business

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