Chanticleer

This week on the Chanticleer podcast, James & Anthony try to answer the big question on the minds of markets: when are interest rates coming down, examine the cruel summer in critical minerals, and look ahead to the RBA’s big day out.  To ask a question, email chanticleer@afr.com This podcast is sponsored by SAPSee omnystudio.com/listener for privacy information.

This week on the final podcast for the year, James & Ant wrap up 2023 by presenting our special Chanticleer Podcast awards, examine what’s ahead for markets in 2024 with our special guest, fund manager Catherine Alfrey, and help readers out with the last minute Christmas shopping. To ask a question, email chanticleer@afr.com This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.

This week on the podcast, the hosts explore what CEOs want from Prime Minister Anthony Albanese, discuss the astonishing Chemist Warehouse deal, and highlight the winners of the Business People of the Year awards, including Gina Reinhardt. They also delve into the $9 billion ASX listing of Chemist Warehouse and touch on the ongoing deal between Sigma shareholders and the ACC. The hosts anticipate a rate rise, reflect on market volatility, and explain the regulatory requirements for company listings.

This week on the podcast, James & Anthony dive into a staggering burst of deal making with Woodside, Santos and Chemist Warehouse, see what the economic data is saying about Australia’s economy, and take a question about Origin Energy’s failed $20 billion takeover. To ask a question, email chanticleer@afr.com This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.

This week on the podcast, James & Anthony farwell Charlie Munger, one of the investment world’s greatest showmen, look at why big deals are falling apart, and we ask whether the RBA might be winning the war on inflation. To ask a question, email chanticleer@afr.com This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.

This week on the podcast, James and Anthony take us onto the floor of the Origin Energy takeover meeting and into the back rooms where this incredible battle is playing out, look at the mess at OpenAI and ask what Michelle Bullock is trying to tell us about interest rates. To ask a question, email chanticleer@afr.com This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.

This week on the Chanticleer podcast, James and Ant bring you some of the inside stock tips from the Sohn Hearts & Minds conference, ask why the war’s broken out among the big banks, and look ahead to the Origin Energy showdown.  To ask a question, email chanticleer@afr.com This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.

This podcast covers the RBA's rate hike, the market rally and takeover battle for Origins, Optus's network outage mishandling, and the cautious outlook for the coming year. The hosts analyze the impact of the RBA rate hike, discuss Optus's poor communication during the network outage, and express caution for the coming year due to a softening global economy and expensive equities.

This podcast discusses the M&A battle at Macquarie, Macquarie Asset Management's declining profits, Qantas' brand reputation and the ACC case, surprising software deal, Brookfield's board challenges, and predictions for the future of Origin.

This podcast explores the impact of hot inflation numbers on the RBA, the future of blue chip stocks, and an upcoming corporate boxing match. They discuss tensions between China and Australia, the challenges faced by Magellan fund manager, and predictions for interest rate rises. They also highlight the expensive funding process of Judo Bank and the impact of the cost of debt on Australian companies. The hosts delve into the wealth generation divide and stagnant share prices, emphasizing the importance of not relying solely on blue chip stocks. They wrap up with excitement for the fallout from Endeavour and upcoming interest rate decisions.