Chanticleer RBA plays Christmas grinch, Australia's top CEOs fire up & how Netflix might change
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Dec 12, 2025 This week explores the RBA's challenging position amidst inflation concerns and potential rate hikes. A thrilling takeover battle for Netflix unfolds, with insights on how it might transform streaming. The hosts analyze the sentiments of over 50 CEOs, revealing frustrations over missed opportunities and essential reforms like tax and energy policies. They also tackle pressing issues such as intergenerational inequality and the risks CEOs believe are being overlooked, like welfare growth and AI ownership.
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NRF Acting Like A Commercial Lender
- The National Reconstruction Fund (NRF) is operating as a commercial investor, not just a rescue vehicle for risky projects.
- James Thomson warns the NRF's identity is unclear after it lent to a KKR-owned Arnott's refinancing despite strong private demand.
Reassess Public Money In Commercial Deals
- Review whether taxpayer-backed funds should pursue standard commercial returns on widely demanded deals.
- Avoid using public balance sheet capacity simply to chase modest spreads without clear national benefit.
Big Media Bids Will Reward Advisers
- The Netflix–Warner Bros tussle highlights strategic consolidation and the high stakes of streaming content ownership.
- James Thomson predicts the real winners will be bankers and lawyers, given deal complexity and likely future breakups.