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Chanticleer

Chanticleer

Australian Financial Review 100 Episodes Oct 30, 2026

Australia's most prestigious business column is now a podcast. Chanticleer is a weekly news breakdown of all things business, finance and markets. Every Friday, Australian Financial Review columnists James Thomson and Anthony Macdonald go behind the doors of corporate Australia to give you their unvarnished analysis.

Episodes

Rates pain puts mince on the menu, Coles serves up a stinker & Anthropic's big moment
Rates pain puts mince on the menu, Coles serves up a stinker & Anthropic's big moment Oct 30, 2026 2558 This week, Chanticleer columnist James Thomson and deputy editor of business Anthony Macdonald reveal why you’ve never seen anything remotely like the $3 trillion float of Anthropic, they explain what more bad news on inflation means for your mortgage, and answer a question that puts the spotlight on Musk's succession plan. This podcast is sponsored by Stripe. To ask a question, email c
NextDC's electric shock, NAB says 2500 jobs must go & Musk’s $5trn move
NextDC's electric shock, NAB says 2500 jobs must go & Musk’s $5trn move Oct 23, 2026 2621 This week, Chanticleer columnist James Thomson and deputy editor of business Anthony Macdonald jump into a couple of corporate story crackers on NextDC and NAB, preview the piece of data that will make or break Melbourne Cup Day, and take a question on whether the Chooks need to step up their AI game. This podcast is sponsored by Stripe. To ask a question, email chanticleer@afr.com. Further readin
Firmus fallout goes global, the big energy lie & housing can’t find a bottom
Firmus fallout goes global, the big energy lie & housing can’t find a bottom Oct 16, 2026 2564 This week, Chanticleer columnists James Thomson and Anthony Macdonald look at how the Firmus fallout has spread around the globe and given the AI trade the wobbles, they ask why Australia is telling itself a big lie about the energy transition, and examine whether the property market can find a bottom.  This podcast is sponsored by Stripe To ask a question, email chanticleer@afr.com Further r
Inside the Firmus fiasco, surcharge ban goes bad & French bond bin fire
Inside the Firmus fiasco, surcharge ban goes bad & French bond bin fire Oct 9, 2026 2230 This week, Chanticleer columnist James Thomson and companies editor Anne Hyland examine how the $44 billion float of Firmus went bad, they look at how the removal of those debit and credit surcharges turned into a farce and they put on their berets for a look at France’s bond market bonfire. This podcast is sponsored by Stripe To ask a question, email chanticleer@afr.com  Further readin
Rate hike underlines our scary problems, $44b moment for Firmus & private credit’s house of cards
Rate hike underlines our scary problems, $44b moment for Firmus & private credit’s house of cards Oct 2, 2026 2605 This week, Chanticleer columnists James Thomson and Anthony Macdonald explain why the RBA’s latest rate hike is even scarier that it looks, they ask whether Australia’s private credit sector is in such a mess, and reveal why the debate around Australia’s $50 billion float prospect Firmus is only getting hotter..  This podcast is sponsored by Stripe To ask a question, email c
Australia ageing (dis)gracefully, a diesel disaster looming & AI at the Chook lunch
Australia ageing (dis)gracefully, a diesel disaster looming & AI at the Chook lunch Sep 25, 2026 2540 This week, Chanticleer columnists James Thomson and Anthony Macdonald look at why the next 40 years could be tougher for investors, businesses and policymakers, they take you inside this week’s special chook lunch to learn the secrets of an AI pioneer and they extract the big lessons from Australia’s great AI hack. This podcast is sponsored by Stripe To ask a question, email chanticlee
Will AI really kill us all, the $50b deal everyone's talking about & $1-a-day Ozempic
Will AI really kill us all, the $50b deal everyone's talking about & $1-a-day Ozempic Sep 18, 2026 2498 This week, Chanticleer columnists James Thomson and Anthony Macdonald try and sort out whether AI is actually going to kill us all, they take you in what might be the biggest ASX float in Australian history, and try to figure out what a $1-a-day dose of Ozempic might mean for the economy.  This podcast is sponsored by Stripe To ask a question, email chanticleer@afr.com. Further reading:One wa
Housing recession’s long shadow, Apple iPhone flip out & Trump’s insane cash splash
Housing recession’s long shadow, Apple iPhone flip out & Trump’s insane cash splash Sep 11, 2026 2457 This week, Chanticleer columnists James Thomson and Anthony Macdonald examine the growing sense of panic inside Australia’s property industry, explain why your next iPhone is going to cost a lot more and they look ahead to the next big test for markets.  This podcast is sponsored by Stripe To ask a question, email chanticleer@afr.com. Further reading:Fore! Why the death of LIV Golf
Ugly choice between stagflation and recession, China's EV shock spreads & Bathla mess grows
Ugly choice between stagflation and recession, China's EV shock spreads & Bathla mess grows Sep 4, 2026 2361 This week, Chanticleer columnists James Thomson and Anthony Macdonald unveil the surprising purchase propping up Australia’s economic growth, they unpack a truly eventful week in financial markets and ask what is sending one of the world’s best known car makers broke. This podcast is sponsored by Stripe To ask a question, email chanticleer@afr.com. Further reading:Bathla and bonds just
$3b builder collapse sparks drama, Profit season's best and worst & Ooshies grocery battle
$3b builder collapse sparks drama, Profit season's best and worst & Ooshies grocery battle Aug 28, 2026 2709 This week, Chanticleer columnists James Thomson and Anthony Macdonald  look at why the collapse of a home builder might create a very big drama for the top end of town, they nominate their best and worst results from four weeks of earnings season and take a fierce question from the West about GST proceeds.  This podcast is sponsored by Workday. To ask a question, email chanticleer@afr.co
Why your pay's going backwards, dividends surprise & bond market blues explained
Why your pay's going backwards, dividends surprise & bond market blues explained Aug 21, 2026 2520 This week, Chanticleer columnists James Thomson and Anthony Macdonald take you inside the mysterious world of bond markets, and explain what’s got the world’s most important investors rather grumpy. They ask why many of the country's biggest companies don’t seem that keen on investing in Australia and whether there’s something a bit sick about your health insurance.  T
The real housing problem, what profit seasons tell us & KPMG cooked again
The real housing problem, what profit seasons tell us & KPMG cooked again Aug 14, 2026 2457 This week Chanticleer columnists James Thomson and Anthony Macdonald unpick an eventful afternoon at the Reserve Bank of Australia and pull out our most surprising tidbits from reporting season’s first big week.  This podcast is sponsored by Workday To ask a question, email chanticleer@afr.com Further reading: KPMG is radioactive. But probe also exposes clubby corporate Australia Matt C

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