Chanticleer Stock tips from the Opera House, Why CBA plunged & investment property bubble?
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Nov 14, 2025 Join the live discussion from the iconic Sydney Opera House, where stock tips from the Sohn Hearts and Minds conference take center stage. Highlights include standout pitches on modular factories and sports rights. The hosts explore the implications of CBA's recent plunge and dissect ANZ's turnaround amidst mixed metrics. Politically charged topics like net zero policies emerge, and questions about a potential housing bubble challenge perceptions of investor lending. It's a lively mix of finance insight and market speculation!
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Big Battery Failure Shows Transition Risk
- The Waratah Super Battery suffered a transformer failure that has taken parts of the project offline and delayed commissioning.
- Anthony Macdonald warns the energy transition will be lumpy with high technical and delivery risk.
Policy Uproar Undermines Investment Certainty
- The Coalition's decision to drop a net‑zero 2050 target creates political uncertainty rather than policy certainty for energy investors.
- James Thomson says that lack of clarity undermines the investment case for long‑term energy projects.
Opera House Markets Scene
- Anthony Macdonald describes the atmosphere at the Sohn Hearts and Minds conference at the Sydney Opera House with 710 attendees and lots of suits.
- He notes the event mixes serious investors, stock tipping theatre and fundraising for medical research.