Associate editor Joyce Moullakis and Chanticleer columnist James Thomson on how Macquarie crashed the big four bank’s mortgage party, why deposits are next and whether the banking bubble is about to pop.

This podcast is sponsored by Aussie Broadband.

Further reading:
Macquarie banks on tech nerds to smash big four’s mortgage oligopoly
When it came to building up its retail banking business, the Silver Doughnut has taken inspiration from America’s tech giants – not its banking rivals at home.
The bank bubble is popping. An AI winter may be coming next
Bank stocks have quietly slipped into a correction as the sector is suddenly hit by structural pressures. AI-driven cuts may be the answer to holding the line.
The budget killed our property super cycle. What comes next?
The way the budget has deliberately blown up the 30-year housing super cycle raises uncomfortable questions about Australia’s economic future.

Associate editor Joyce Moullakis and Chanticleer columnist James Thomson on how Macquarie crashed the big four bank&rsquo;s mortgage party, why deposits are next and whether the banking bubble is about to pop. This podcast is sponsored by <a href="https://www.aussiebroadband.com.au/">Aussie Broadband</a>.
Further reading: <a href="https://www.afr.com/companies/financial-services/macquarie-banks-on-tech-nerds-to-smash-big-four-s-mortgage-oligopoly-20260528-p601or?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=the_fin&amp;utm_content=&amp;utm_term=newsroom">Macquarie banks on tech nerds to smash big four&rsquo;s mortgage oligopoly</a> When it came to building up its retail banking business, the Silver Doughnut has taken inspiration from America&rsquo;s tech giants &ndash; not its banking rivals at home. <a href="https://www.afr.com/chanticleer/our-bank-bubble-is-popping-an-ai-winter-may-be-coming-next-20260529-p601yh?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=the_fin&amp;utm_content=&amp;utm_term=newsroom">The bank bubble is popping. An AI winter may be coming next</a> Bank stocks have quietly slipped into a correction as the sector is suddenly hit by structural pressures. AI-driven cuts may be the answer to holding the line. <a href="https://www.afr.com/policy/economy/the-budget-killed-our-property-super-cycle-what-comes-next-20260522-p5zzp2?utm_source=omny&amp;utm_medium=podcast_notes&amp;utm_campaign=the_fin&amp;utm_content=&amp;utm_term=newsroom">The budget killed our property super cycle. What comes next?</a> The way the budget has deliberately blown up the 30-year housing super cycle raises uncomfortable questions about Australia&rsquo;s economic future.

A weekly podcast from The Australian Financial Review that examines the biggest stories in business, markets and politics, and why they matter, explained by the best financial journalists in the country.

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A weekly podcast from The Australian Financial Review that examines the biggest stories in business, markets and politics, and why they matter, explained by the best financial journalists in the country.
Search The Fin and follow us wherever you get your podcasts.

A weekly podcast that examines the biggest stories in business, markets and politics, and why they matter.