Chanticleer

Discover how a major Australian company's new strategy hints at an impending AI boom. Dive into the TACO theory shaping market movements and get the inside scoop on Healthscope's dramatic collapse. Learn about Telstra's strategic shifts in a rapidly evolving telecommunications landscape and unpack the effects of inflation on energy policies. Plus, engage with insights into the complexities of Australia's health insurance market and the global implications of the US debt crisis.

Andrew Forrest raises red flags about Australia's iron ore industry amidst China's green steel shift. The show dives into the implications of a recent interest rate cut on mortgages and retail sectors, exploring the balance between inflation and borrowing. They also tackle Moody's downgrade of the US credit rating and its potential repercussions. Meanwhile, tensions simmer over Melbourne Airport's investment disputes, involving allegations of misconduct and the complexities of infrastructure valuations. Expect insights on business strategies, AI, and inflation forecasts.

This week, the hosts dive into Donald Trump's unexpected tariff reversal and its ramifications. They spotlight private equity's growing troubles, including a significant failure involving Healthscope. The discussion also critiques Macquarie’s reported negligence in short selling activities, emphasizing regulatory challenges. Additionally, they tackle the complexities of Australia’s superannuation system and the potential impacts of taxing unrealized gains. Finally, the hosts explore the interplay of immigration and workforce dynamics in maintaining government revenue.

This week on the Chanticleer podcast, James & Anthony ask whether the big banks are too safe for their own good, and the good of the country. They reveal what the big dogs  are really talking about inside the year's biggest investment conference and look at the business sector's reaction to the election.To ask a question, email chanticleer@afr.com This podcast is sponsored by Aussie Broadband.See omnystudio.com/listener for privacy information.

This week on the Chanticleer podcast, James & Anthony preview Saturday’s election - and it’s likely aftermath - through the eyes of investors, examine the $27b deal that tells you plenty about the state of the world, and explain how cheap cardboard toys gave Woolies hope in the supermarket wars. To ask a question, email chanticleer@afr.com This podcast is sponsored by Aussie Broadband.See omnystudio.com/listener for privacy information.

This week on the Chanticleer podcast, James and Jonathan Shapiro ask why gold has become the world’s hottest investment, try to solve the mystery that’s had the entire ASX talking, and with voting open in the federal election, give their verdict on the Treasurer’s debate.  To ask a question, email chanticleer@afr.com This podcast is sponsored by Aussie Broadband.See omnystudio.com/listener for privacy information.

This week on the Chanticleer podcast, James & Anthony look at what comes next in the great Trump saga, pick out the five corporate trends shaping business in 2025 and discuss why Labor and Liberal’s housing policies landed like a brick. To ask a question, email chanticleer@afr.com This podcast is sponsored by Aussie Broadband.See omnystudio.com/listener for privacy information.

This week on Chanticleer, AFR's editor-in-chief James Chessell joins Anthony Macdonald in the chook yard to relive one of the most action-packed weeks seen in financial markets courtesy of Donald Trump and his tariffs back-down, discuss whether Peter Dutton has a chance to make a comeback in Australia’s election polls and look ahead to another big week for corporate Australia. To ask a question, email chanticleer@afr.com This podcast is sponsored by Aussie Broadband.See omnystudio.com/listener for privacy information.

This week on Chanticleer, James and Anthony examine the repercussions of Donald Trump’s tariff war, ask why Healthscope, (Australia's second largest private hospital operator) is in intensive care, and analyse the first draft of Virgin Australia’s plan to fly back onto the sharemarket.  To ask a question, email chanticleer@afr.com This podcast is sponsored by Aussie Broadband.See omnystudio.com/listener for privacy information.

This week on the Chanticleer podcast, James & Anthony take an early look at the issues that should shape the election that was finally called on Friday, break down the federal budget and ask why the Reject Shop got a French champagne takeover bid. To ask a question, email chanticleer@afr.com This podcast is sponsored by Aussie Broadband.See omnystudio.com/listener for privacy information.