This week senior Chanticleer columnist James Thomson and Australian Financial Review editor in chief James Chessell unpack the national implications from the coup that brought down the Victorian premier, they examine the RBA’s big interest rate dilemma between sticky inflation and falling house prices and try and unpick a week where it all got a bit strange in the AI boom. 

This podcast is sponsored by Workday

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

This week senior Chanticleer columnist James Thomson and Australian Financial Review editor in chief James Chessell unpack the national implications from the coup that brought down the Victorian premier, they examine the RBA&rsquo;s big interest rate dilemma between sticky inflation and falling house prices and try and unpick a week where it all got a bit strange in the AI boom.&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>.

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 

Why the Victorian premier’s fall matters to business, Inflation vs house prices & AI hedge fund implosion

This week, Chanticleer columnists James Thomson and Anthony Macdonald try and sort out whether AI is actually going to kill us all, they take you in what might be the biggest ASX float in Australian history, and try to figure out what a $1-a-day dose of Ozempic might mean for the economy. 

This podcast is sponsored by Stripe

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

Further reading:
One way or another, AI’s gods have hit trouble. Firmus isn’t immune
Concerns about AI are as surreal as the numbers on the neocloud’s float. And those are the two threats to the story: either it doesn’t work, or it works too damn well.
Bigger than BHP: Firmus will be Australia’s most capital-hungry beast
The party’s only just getting started for the capital arrangers, who have a new favourite client.
Migration mess comes back to the economy, stupid
The government’s migration changes reflect the business-like approach that the corporate sector has been calling for. But don’t expect the heat in this debate to fade.
Inside the eye-watering numbers Firmus is finally revealing to fundies
The neocloud hopeful is talking a huge game, but it takes a dive into the prospectus to get the full picture of its long-term ambitions and profit projections.
How $1-a-day Ozempic could unleash a $12b boom
The combination of GLP-1 drugs in pill form and expanded access via the Pharmaceutical Benefits Scheme could turbocharge adoption in Australia.

This week, Chanticleer columnists James Thomson and Anthony Macdonald try and sort out whether AI is actually going to kill us all, they take you in what might be the biggest ASX float in Australian history, and try to figure out what a $1-a-day dose of Ozempic might mean for the economy.&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/ai-s-apocalypse-now-fear-is-just-one-threat-to-the-firmus-fairytale-20260918-p60yf0?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">One way or another, AI&rsquo;s gods have hit trouble. Firmus isn&rsquo;t immune</a> Concerns about AI are as surreal as the numbers on the neocloud&rsquo;s float. And those are the two threats to the story: either it doesn&rsquo;t work, or it works too damn well. <a href="https://www.afr.com/chanticleer/bigger-than-bhp-firmus-will-be-australia-s-most-capital-hungry-beast-20260917-p60xxo?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Bigger than BHP: Firmus will be Australia&rsquo;s most capital-hungry beast</a> The party&rsquo;s only just getting started for the capital arrangers, who have a new favourite client. <a href="https://www.afr.com/chanticleer/migration-mess-comes-back-to-the-economy-stupid-20260917-p60ybk?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Migration mess comes back to the economy, stupid</a> The government&rsquo;s migration changes reflect the business-like approach that the corporate sector has been calling for. But don&rsquo;t expect the heat in this debate to fade. <a href="https://www.afr.com/chanticleer/inside-the-eye-watering-numbers-firmus-is-finally-revealing-to-fundies-20260916-p60xxn?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">Inside the eye-watering numbers Firmus is finally revealing to fundies</a> The neocloud hopeful is talking a huge game, but it takes a dive into the prospectus to get the full picture of its long-term ambitions and profit projections. <a href="https://www.afr.com/chanticleer/how-1-a-day-ozempic-could-unleash-a-12b-boom-20260915-p60xiz?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=chanticleer&amp;utm_content=&amp;utm_term=newsroom">How $1-a-day Ozempic could unleash a $12b boom</a> The combination of GLP-1 drugs in pill form and expanded access via the Pharmaceutical Benefits Scheme could turbocharge adoption in Australia.

Will AI really kill us all, the $50b deal everyone's talking about & $1-a-day Ozempic

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.

Why the Victorian premier’s fall matters to business, Inflation vs house prices & AI hedge fund implosion

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