Chanticleer

Australian Financial Review
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Dec 15, 2023 • 35min

Inside Chemist Warehouse deal, what CEOs want & AFR Business People of the Year

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.
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Dec 8, 2023 • 38min

Chemist Warehouse's $10b moment, Woodside Santos 'love story' & the other recession

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.
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Dec 1, 2023 • 37min

The magic of Charlie Munger, why deals are dying, CEO pulse check

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.
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Nov 24, 2023 • 34min

Origin battle now legendary, OpenAI boardroom backflip & RBA’s rate signals

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.
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Nov 17, 2023 • 33min

Stock tips from Sohn, big banks brawl & Origin showdown looms

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.
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Nov 10, 2023 • 31min

Santa rally, Optus incommunicado & bank profits slump

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.
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Nov 3, 2023 • 37min

Macquarie millionaire’s factory misfires, Origin brawl & Cup Day tips

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.
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Oct 27, 2023 • 37min

Finding future blue chips, RBA backed into a corner & the war inside Endeavour

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.
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Oct 20, 2023 • 39min

One year of Chook podcast with AFR editor Michael Stutchbury, Origin takeover battle

Michael Stutchbury, Financial Review editor in chief, joins the podcast for its first birthday. The hosts discuss recent takeover battles and Lion Town's backup plan for funding. They explore shareholder reactions to takeover valuation and the Middle East crisis impact on oil prices. Geopolitical tensions and potential interest rate increases are also discussed, along with recent trading updates and challenges in navigating rising yields and uncertainty.
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Oct 17, 2023 • 12min

Introducing: 15 Minutes with the Boss (episode preview)

Follow The Australian Financial Review’s newest podcast offering called 15 Minutes with the Boss. It’s a weekly podcast, in which AFR’s Boss Editor Sally Patten sits down with one of the country's top CEOs and asks them to share all the valuable advice and wisdom they’ve gained during the course of their careers. They’ll chat about their successes and failures and everything in between. Here’s a little preview of our latest episode featuring Sydney Swans CEO Tom Harley. He chats about everything from sharing the lessons he’s learned through failure, how he tackles conflict and plans to remove his phone from the bedroom. At the end of the preview, just search 15 Minutes with the Boss to hear the rest of the show.See omnystudio.com/listener for privacy information.

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