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Chanticleer

Latest episodes

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Jun 7, 2024 • 35min

RBA’s $5b headache, why private credit is booming & GYG float sparks great burrito debate

This week on the Chanticleer podcast, James & Anthony explain why apparently sluggish economic growth doesn’t mean rate cuts are coming, take a question on our favourite burrito company and deep dive into the hottest asset class in the world.  To ask a question, email chanticleer@afr.com This podcast is sponsored by Colonial First StateSee omnystudio.com/listener for privacy information.
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May 31, 2024 • 34min

Invest like a Rich Lister, GYG heads for the ASX & could AI really hit exec jobs?

This week on the Chanticleer podcast, James & Anthony ask whether AI really will claim the jobs of 30% of executives in two years, look at what Lendlease’s big break-up says about corporate Australia, and examine how to give your investment portfolio a touch of Rich List magic.  To ask a question, email chanticleer@afr.com This podcast is sponsored by Team Global ExpressSee omnystudio.com/listener for privacy information.
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May 24, 2024 • 35min

Can the ASX keep climbing, BHP’s Anglo gamble and why Nvidia is splitting itself in 10

This podcast debates the sharemarket's climb, Australian mining sector's pulse, and NVIDIA's split. Topics include energy transitions, market drama, bid increases in acquisitions, activist pressure, AI applications, and share splitting effects on retail investors' interest.
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May 17, 2024 • 40min

Labor's big budget gamble, BHP’s defining week & where your payrise really went

Exploring the federal budget's impact on household finances, BHP's takeover bid, and the battle over housing. Discussion includes government spending habits, implications of budget decisions, complexities of the NDIS budget, BHP's M&A deal with Anglo-American, energy transition effects on mining, and challenges in the financial advising industry.
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May 10, 2024 • 36min

Perpetual’s fall from grace, AI’s big energy problem & why banks juice up dividends

This podcast explores Perpetual's downfall, AI's energy challenges, and bank dividend strategies. They discuss data centers, economic indicators, and answer listener questions on bank share buybacks.
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May 3, 2024 • 37min

Is Bonza a goner?, Woolies $8b crisis & Government's bizarre quantum theory

This week on the Chanticleer podcast, James & Anthony delve into airline Bonza’s crash landing, reveal the real cost of Woolworths’ PR crisis and answer a listener’s question about Australia’s whopper venture capital investment.  To ask a question, email chanticleer@afr.com This podcast is sponsored by ANZListen to 5-in-5 with ANZ on Spotify hereListen to 5-in-5 with ANZ on Apple hereSee omnystudio.com/listener for privacy information.
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Apr 26, 2024 • 38min

Imploding Star Entertainment, Woodside’s energy battle & inflation runs hot, again

Exploring the near-disaster at Star Entertainment, the battle over Woodside's climate plan, and the implications of high inflation numbers. Also, discussing BHP's bid for Anglo-American, challenges in transitioning to green energy, and ethical implications of Macquarie Bank's investments in Thames Water.
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Apr 19, 2024 • 29min

Supermarket stoush turns silly, Albo’s misguided made in Australia push & Stutch joins the pod

This week on the Chanticleer podcast, James and AFR Editor-in-Chief Michael Stutchbury, examine how the supermarket inquiry turned nasty, ask whether Albo’s 'Made in Australia' push is doomed, and look ahead to a crucial piece of economic data.  To ask a question, email chanticleer@afr.com This podcast is sponsored by ANZListen to 5-in-5 with ANZ on Spotify hereListen to 5-in-5 with ANZ on Apple hereSee omnystudio.com/listener for privacy information.
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Apr 12, 2024 • 35min

Qantas points shakeup, GYG’s ‘delicious’ growth and the nuclear option

This week on Chanticleer, James and Anthony look at the biggest shake-up to the Qantas Frequent Flyer business in decades, examine what the government’s new merger reforms will mean for the economy and take a question about what could become the hottest issue in Australia in the coming year: nuclear energy. To ask a question, email chanticleer@afr.com This podcast is sponsored by ANZListen to 5-in-5 with ANZ on Spotify hereListen to 5-in-5 with ANZ on Apple hereSee omnystudio.com/listener for privacy information.
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Apr 5, 2024 • 36min

The companies in activists' sights, the future of cash & a G-G for business

This week on the Chanticleer podcast, James & Anthony look at the companies feeling the heat from activists, ask what’s behind the battle for Armourguard and reveal how Phil Lowe has changed in retirement.To ask a question, email chanticleer@afr.com This podcast is sponsored by ANZListen to 5-in-5 with ANZ on Spotify hereListen to 5-in-5 with ANZ on Apple hereSee omnystudio.com/listener for privacy information.

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