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Chanticleer

Latest episodes

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Aug 18, 2023 • 35min

Profits season hits & misses, property crisis & Dan Murphy's drunk on data

In this week's podcast, the hosts discuss the impacts of loyalty programs on sales and customer data sharing. They delve into the Chinese property crisis, iron ore prices, and the earning season. They also highlight the successes of companies like Transurban, Cochlea, and CSL, along with the Dan Murphy's loyalty program. The mixed impacts of high interest rates on companies are explored, and the future outlook for the Australian economy is discussed, including the decline of the Australian dollar and its reliance on China's iron ore trade.
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Aug 11, 2023 • 31min

CBA’s record $10.2b profit, boomers' wealth booms & company profits to watch

In this week’s episode, James and Anthony examine the wealth generation gap exposed by the Commonwealth Bank, drill into earnings season, and reveal the big data point to watch next week.See omnystudio.com/listener for privacy information.
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Aug 4, 2023 • 41min

Energy special, economy's big test & bank deal blocked!

This week on the podcast, James and Anthony take a look at the ACCC's decision to block ANZ's $5 billion takeover of Suncorp bank, ask whether the RBA is done raising rates and go deep on where Australia's energy transition is really at. To ask a question, email chanticleer@afr.com This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.
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Jul 28, 2023 • 36min

AI special, WFH power struggle & is the rate pain really over?

This week James and Anthony ask which way the RBA will jump after softer inflation data, examine the new twist in the work from home debate and are joined by Andrew McMullan, Chief Data and Analytics officer at Commonwealth Bank to look at how artificial intelligence is going to change the way we live and work. To ask a question, email chanticleer@afr.com This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.
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Jul 21, 2023 • 34min

Economy special, RBA's jobs battle & the earnings season watch list

In this week’s episode, James and Anthony preview a pivotal earnings season, reveal why strong employment numbers are good and bad news, and look ahead to a massive year for the Australian economy with special guest RBC’s Su-Lin Ong. To ask a question, email chanticleer@afr.com This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.
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Jul 14, 2023 • 42min

Markets special, RBA governor ousted & a billionaire bust-up

In this week’s episode, James and Anthony discuss the appointment of new RBA governor Michele Bullock, look at what Andrew and Nicola Forrest’s marriage breakup means for Fortescue Metals Group, and welcome a special guest Tanya Branwhite from TCorp to look ahead to a huge year for markets. To ask a question, email chanticleer@afr.com This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.
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Jul 7, 2023 • 37min

PwC $1 fire sale, IPO window slams shut & what’s driving super returns?

In this week’s episode, James and Anthony look at what’s driving your super fund return, ask whether PwC has finally stopped the bleeding, and look ahead to Phil Lowe’s big day out. To ask a question, email chanticleer@afr.comThis podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.
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Jun 30, 2023 • 38min

EOFY winners and losers, and bold predictions for the new year

In this week’s episode, James, Anthony and special guest former Chanticleer columnist Tony Boyd look at the biggest stories from the 2023 financial year, name their winners and losers, and look ahead to the new financial year with their top predictions. To ask a question, email chanticleer@afr.comThis podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.
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Jun 23, 2023 • 35min

The rate rise that broke retail, Telstra TPG deal flops & the investors who go with their gut

In this week's episode, James and Anthony discuss what the blocking of Telstra's plan to share TPG's regional network means for consumers, how shareholders are starting to feel the pain of interest rate rises, and hear how venture capitalists make their picks on the next big thing. To ask a question, email chanticleer@afr.comThis podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.
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Jun 16, 2023 • 31min

Why AGL can raise prices by 50%, CSL downgrade & skyscrapers are worth less than you think

In this week’s episode, James and Anthony discuss companies struggling as interest rates rise and ones that are immune to the pain, why good news on jobs is bad news for homeowners, and ask if the canary in the coal mine for office property just died.To ask a question, email chanticleer@afr.comThis podcast is brought to you by PGIM.Listen to Jon Gray's speech hereSee omnystudio.com/listener for privacy information.

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