Chanticleer Why banks are slashing jobs, Murdoch’s season finale & Virgin CEO’s monster pay
37 snips
Sep 12, 2025 Big banks are making significant job cuts to balance efficiency and employee welfare amidst market volatility. Meanwhile, the Murdoch family has settled succession disputes, with Lachlan consolidating power and his siblings cashing out. The podcast also delves into the implications of algorithmic trading and examines the future of News Corp and its need for strong leadership. Additionally, discussions touch on the fluctuating US dollar and its impact on global economies, alongside concerns over U.S. monetary policy shifts and inflation.
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AI Momentum Can Trump Fundamentals
- Oracle's promise of AI-driven cloud revenue exploding to $144bn in 2029 triggered massive momentum buying despite thin near-term visibility.
- James Thomson warns such precision four years out feels implausible but markets crave momentum and amplify upgrades into huge price moves.
Speeding Tickets Reveal Market Friction
- The ASX issued many "please explain" letters after volatile earnings reactions, showing markets move faster than company guidance cycles.
- Anthony Macdonald suggests short-term algorithmic trading and lack of formal guidance are destabilising price discovery.
Respond Quickly To Price Surges
- Companies should maintain clearer guidance or better investor relations to reduce unexplained volatility and ASX inquiries.
- Prepare formal explanations promptly when stocks move sharply to satisfy regulators and calm markets.