The Money Café with Alan Kohler
Alan Kohler, Intelligent Investor's Editor-at-Large, explores and explains the week’s news, views and events with smart people who like good coffee. Got a question for next week's episode? Email themoneycafe@intelligentinvestor.com.au.
Episodes
A Cruel Rate Hike
This week on The Money Café, James Thomson and Stephen Mayne dig into the Reserve Bank's Melbourne Cup Day rate hike and what it means for inflation and the interest rate outlook. They also look at the AGM season so far, Australia's big banks, supermarket giants Coles and Woolworths, and much more.See omnystudio.com/listener for privacy information.
Rates Get a Reality Check
This week on The Money Café, Stephen Mayne and James Thomson give interest rates a reality check, as hot inflation puts a Melbourne Cup Day hike in play. They also look at Anthropic's blockbuster float and big tech, the global bond rout and the AGM season so far, and answer listener questions on bonds, NAB, AI and much more.See omnystudio.com/listener for privacy information.
Bids, Boards and Bubbles
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Power, Pizza and a Flopped Float
On The Money Café this week, Alan Kohler and James Thomson discuss the state of the energy market, Firmus' IPO failure, Domino's Pizza and the situation in the Middle East, and answer questions on AI, superannuation, housing construction and much more!See omnystudio.com/listener for privacy information.
Bond Market Turmoil and the AI Boom
Alan Kohler and Stephen Mayne discuss the global bond market sell-off, the risks surrounding the AI investment boom and the prospects for Firmus. Plus, Stephen’s latest shareholder activism battles and some big questions about government spending, taxation and Australia’s growing debt.See omnystudio.com/listener for privacy information.
Rates, Inflation and Risks of the AI Boom
On The Money Café this week, Alan Kohler and James Thomson unpack rising interest rates, stubborn inflation and the pressure facing Australian households. They also explore the AI investment boom, autonomous agents and the growing questions around their risks and regulation. See omnystudio.com/listener for privacy information.
The Treasurer's Crystal Ball
Treasurer Jim Chalmers joins Alan Kohler and Stephen Mayne on this week's episode of The Money Café to discuss the 2026 Intergenerational Report. Alan and Stephen also cover interest rates, the Trump-Xi summit, and AGM season, and answer listener questions on AI, bond markets, migration, and more.See omnystudio.com/listener for privacy information.
Alarm Bells and Rate Rises
On The Money Café this week, Alan Kohler and James Thomson discuss the AI industry's alarm bells, the prospect of rate rises here and in the US, the Bathla collapse and private credit, and answer questions on data centres, housing, alcohol taxes, superannuation and much more.See omnystudio.com/listener for privacy information.
Housing's Perfect Storm
On The Money Café this week, Alan Kohler and Stephen Mayne go through the latest market movements, the RBA's next move, the Bathla collapse and its impact on housing, the AGM circuit, and answer questions on childcare, interest rates, AI, superannuation, and much more.See omnystudio.com/listener for privacy information.
Bonds and Builders
On The Money Café this week, Alan Kohler and James Thomson look at rising bond yields, the AI sector, and what the Bathla collapse means for housing, plus questions on immigration, interest rates, investing for the next generation, and much more!See omnystudio.com/listener for privacy information.
Rates, Wars, and AGMs
On The Money Café this week, Alan Kohler and Stephen Mayne discuss interest rates, the latest in the Middle East, the US-Canada trade war, AGM season, and answer listener questions on immigration, AI, housing, ETFs, and much more.See omnystudio.com/listener for privacy information.
AI's Double Life
On The Money Café this week, Alan Kohler and James Thomson discuss AI scams, AI's impact on reporting season, the housing market and Stephen Mayne's AFR profile, and answer questions on productivity, oil markets, superannuation, the construction sector and much more.See omnystudio.com/listener for privacy information.
Census and Sensibility
On The Money Café this week, Alan Kohler and Stephen Mayne take on the census, CBA's result, an ASX at record highs, the RBA's decision to hold rates, the AI trade, and the Iran war. Plus your questions on AI and jobs, house prices, EVs, and much more.See omnystudio.com/listener for privacy information.
There's No Place Like Home
On The Money Café this week, Alan Kohler and James Thomson discuss Australia's love affair with CBA and CSL, SpaceX's earnings, the latest in Iran, house prices, and answer listener questions on wealth taxes, childcare, inflation, and much more.See omnystudio.com/listener for privacy information.
Macquarie's Changing of the Guard
On The Money Café this week, Stephen Mayne and James Thomson dig into Macquarie Group's AGM and succession plan, the latest on Iran and Trump, inflation and big tech, Alan Joyce's reflections on Qantas in his new book, and answer listener questions on the ACCC and digital monopolies, the state of Australian politics, tax policy and much more.See omnystudio.com/listener for privacy informati
AI, AGMs, and Overworked Directors
On The Money Café this week, Stephen Mayne and James Thomson discuss the World Cup, China's latest AI play, Macquarie's upcoming AGM, director workloads, and answer listener questions on CGT changes and housing, data centres, diversification, the green economy and much more.See omnystudio.com/listener for privacy information.
Power Struggles
On The Money Café this week, Alan Kohler and Stephen Mayne unpack the overnight action on Wall Street, rising tensions in the Strait of Hormuz and the fallout from last week's Telstra outage, take a look at the renewable energy sector and field questions on AI and data centres, share registries, the 'inertia tax' and much more.See omnystudio.com/listener for privacy information.
Markets, Tech, and a Swift Detour
This week on The Money Café, Alan Kohler and James Thomson take the pulse of markets and the economy, dig into the latest on WiseTech and the tech sector, unpack the Taylor Swift wedding phenomenon, and answer questions on the energy sector, data centres, housing, and much more.See omnystudio.com/listener for privacy information.
Ringing in the New (Financial) Year
On The Money Café this week, Alan Kohler and Stephen Mayne celebrate the start of the new financial year, run through the biggest stories of FY26, the latest house price data, the war in Iran, and the week's political news, before answering questions on AI, childcare, the tax system, and much more.See omnystudio.com/listener for privacy information.
The AI 'Chipwreck'
On The Money Café this week, Alan Kohler and James Thomson go through the 'chipwreck' rattling the AI trade, how SpaceX is tracking, the fallout from KPMG's whistleblower scandal, CGT changes to SMSFs, and answer questions on housing, childcare, and much more.See omnystudio.com/listener for privacy information.
Blast Off: The SpaceX Float
On The Money Café this week, Alan Kohler and Stephen Mayne unpack the SpaceX float and the wave of AI IPOs lining up behind it, weigh the Trump–Iran peace deal, and size up where rates are heading with the RBA and the Fed; plus your questions on childcare, energy, index investing, AI, and more.See omnystudio.com/listener for privacy information.
Feeding the Machine
On The Money Café this week, Alan Kohler and James Thomson unpack the latest market news and inflation, dig into the IPO race among SpaceX, OpenAI and Anthropic, weigh in on the Strait of Hormuz and KPMG's troubles, and field listener questions on housing, bonds, tax, childcare, AI and plenty more.See omnystudio.com/listener for privacy information.
When The House Stops Winning
On The Money Café this week, Alan Kohler and Stephen Mayne discuss the housing market, the rise of One Nation, the AI bubble, plus listener questions on CGT changes and much more!See omnystudio.com/listener for privacy information.
Mining for More
On The Money Café this week, Alan Kohler and James Thomson unpack Iran, Trump, and the impact on markets, dig into the resources sector and AI's growing influence, and tackle listener questions on SpaceX, capital gains tax, and plenty more.See omnystudio.com/listener for privacy information.
A Taxing Debate
On The Money Café this week, Alan Kohler and Stephen Mayne hand down their own budget reply and tackle listener questions on capital gains tax changes, startups, trusts, and more. Special offer for Money Café listeners: Intelligent Investor Essentials for $297. Includes Alan Kohler’s Weekend Brief, subscriber podcasts, and more, plus a Money Café cap and 3 months Premiu
The Budget Breakdown
On The Money Café this week, Alan Kohler and James Thomson dig into the federal budget, take stock of CSL, and tackle listener questions on tax, AI, and interest rates. Special offer for Money Café listeners: Intelligent Investor Essentials for $297. Includes Alan Kohler’s Weekend Brief, subscriber podcasts, and more, plus a Money Café cap and 3 months Premium. Si
The RBA's Hat-Trick
On The Money Café this week, Alan Kohler and Stephen Mayne unpack the RBA's latest rate hike, preview next week's federal budget, look at what's going on in the Strait of Hormuz, go over Stephen's AGM plays of the day, and answer listener questions on the tax system, property market, AI sector, and much more! Special offer for Money Café listeners: Intelligent Investor Essentials fo
Dire Straits
On The Money Café this week, Alan Kohler and James Thomson unpack the Strait of Hormuz standoff, the state of the Australian and US economies, the federal budget, and the AI boom — plus listener questions on capital gains tax, energy, and the NDIS. Special offer for Money Café listeners: Intelligent Investor Essentials for $297. Includes Alan Kohler’s Weekend Brief, subs
Barrels, Boards, and Big Questions
On The Money Café this week, Alan Kohler and Stephen Mayne unpack the latest on Iran, Trump, and the oil market, run through Stephen's upcoming board tilts, and tackle listener questions on the energy sector, house prices, productivity, AI, and plenty more. Special offer for Money Café listeners: Intelligent Investor Essentials for $297. Includes Alan Kohler’s Weekend Brief, s
Refined Chaos
On The Money Café this week, Alan Kohler and James Thomson unpack the fallout from the fire at Viva Energy's Geelong refinery, weigh the war on the ground against the war playing out on markets, dig into Gina Rinehart's latest legal stoush, and field listener questions on the NDIS, energy, housing, AI, and plenty more. Special offer for Money Café listeners: Intelligent Investor Ess
Inside 50: Trump, Iran & AGM Mini Season
On the Money Café this week, Alan Kohler and Stephen Mayne discuss developments in the Middle East involving Donald Trump and Iran, run through the upcoming AGM mini-season, examine the situation at ARN with Kyle & Jackie O, and answer listener questions on childcare, capital gains tax, SMSFs, housing and more. Special offer for Money Café listeners: Intelligent Investor Essenti
War, Rate Hikes and Rising Economic Risk
This week on Money Cafe, Alan Kohler and James Thomson discuss the Iran conflict’s impact on inflation, interest rates, and rising risks to the global economy.See omnystudio.com/listener for privacy information.
Iran, Happiness, and men behaving badly
On The Money Café this week, Alan Kohler and Stephen Mayne discuss the bewildering mess that is the Iran war, Universal Basic Income, what makes a country happy, Rupert Murdoch the war monger and Anthony Catalano.See omnystudio.com/listener for privacy information.
Banks, AI, and the Iran War
On The Money Café this week, Alan Kohler and James Thomson discuss the outlook for Australia’s banks, AI’s growing influence on the sector, how markets are interpreting the Iran war, interest rates, and much more.See omnystudio.com/listener for privacy information.
Iran War Impact Hits Home
On the Money Café this week, Alan Kohler and Stephen Mayne unpack the impact of the Iran war on oil prices, inflation, and global markets, and answer listener questions on housing, AI, EVs, and much more.See omnystudio.com/listener for privacy information.
Housing in 2026: A Tale of Two Markets
On the Money Café this week, Alan Kohler and Stephen Mayne discuss the war in the Middle East, go through the latest movements in house prices, wrap up reporting season, and answer questions on AI, gold, productivity, and much more!See omnystudio.com/listener for privacy information.
The Latest AI Action, Trump, and Housing
On the Money Café this week, Alan Kohler and Stephen Mayne discuss the Murdoch family, Aristocrat, Trump's tariffs, the latest AI action, CGT and housing, and much more!See omnystudio.com/listener for privacy information.
The Changing Face of Intelligence
On The Money Café this week, Alan Kohler and James Thomson discuss SGH's new bid for BlueScope Steel, take a look at BHP and copper, dive into the latest AI developments, share their thoughts on the Coalition changeover, and answer questions on climate change, insurance, housing, and more.See omnystudio.com/listener for privacy information.
Boardroom Moves, AI, and Housing
On the Money Café this week, Alan Kohler and Stephen Mayne discuss executive changes at CSL and the ASX, look at interest rates and housing, mull over politics and AI, and much, much more!See omnystudio.com/listener for privacy information.
The Rise and Fall of Gold and Silver
On The Money Café this week, Alan Kohler and James Thomson discuss the latest market movements, what's going on with gold and silver, the RBA and rates, take a look at the new Fed chair, and answer questions on government spending, AI, stock valuations, and much more!See omnystudio.com/listener for privacy information.
2026 Heats Up!
The Money Café returns for 2026 as Alan Kohler and Stephen Mayne discuss what went on in Davos, the latest big miner action, take a look at gold and the US dollar, artificial intelligence, and answer questions on housing, private equity, superannuation, and much more!See omnystudio.com/listener for privacy information.
Winners and Losers of '25
James Thomson and Stephen Mayne join Alan Kohler for the final episode of The Money Café for 2025 to discuss the biggest winners and losers of the year, what to watch in 2026, and much, much more!See omnystudio.com/listener for privacy information.
Stuck in a ‘Doom Loop’
On The Money Café this week, Alan Kohler and James Thomson discuss the RBA and interest rates, take a look at the copper sector, and answer questions on inflation, the housing market, and much more!See omnystudio.com/listener for privacy information.
Property Pops as Crypto Crashes
On the Money Café this week, Alan Kohler and Stephen Mayne discuss the housing and cryptocurrency markets, AGM season, AI, and much more!See omnystudio.com/listener for privacy information.
The AI War Heats Up
On The Money Café this week, Alan Kohler and James Thomson dive into the latest AI news, look at DroneShield, what happened at COP30, discuss what's going on at Bendigo and Adelaide Bank, BHP, and much more!See omnystudio.com/listener for privacy information.
A Market 'Crashette'
On the Money Café this week, Alan Kohler and Stephen Mayne discuss the latest market news, go around the grounds of AGM season, take a look at DroneShield, answer questions on superannuation, AI, politics, and much more!See omnystudio.com/listener for privacy information.
Bank Results, AGM Season and the RBA’s Outlook
On The Money Café this week, Stephen Mayne and James Thomson go through the latest bank results, look at AGM season, how the market is tracking, what’s next for interest rates and the RBA, and much more!See omnystudio.com/listener for privacy information.
Housing, Rates, and AGMs
On the Money Café this week, Alan Kohler and Stephen Mayne discuss the state of the housing market, look at interest rates, AGM season, and answer questions on AI, governance, and much more!See omnystudio.com/listener for privacy information.
The Bulls Are Back
On The Money Café this week, Alan Kohler and James Thomson look at the surge on Wall Street, discuss AI and the ACCC’s claim against Microsoft, recap the latest moves in rare earths, and answer questions on superannuation, investing in ETFs, and much more!See omnystudio.com/listener for privacy information.
Rare Earths Roar
On the Money Café this week, Alan Kohler and Stephen Mayne dive into the rare earths deal struck between Anthony Albanese and Donald Trump, discuss the latest from AGM season, peer into the world of AI, and much more!See omnystudio.com/listener for privacy information.
A Super Tax Backflip
On The Money Café this week, Alan Kohler and James Thomson discuss the government’s superannuation tax, the latest on Trump, tariffs, and China, AI, and answer questions on the energy transition, housing, health insurance, and much more.See omnystudio.com/listener for privacy information.
Gold, AI, and the Broncos
On the Money Café this week, Alan Kohler and Stephen Mayne look at the surge in gold, discuss AGM season, how to run for a board, take a deep dive into the world of gaming, AI, the Brisbane Broncos, and much more!See omnystudio.com/listener for privacy information.
Shutdowns, Standoffs & Mergers
On The Money Café this week, Alan Kohler and James Thomson discuss the US government shutdown, the RBA and housing, the standoff between BHP and China, look at the proposed merger between Seven West Media and Southern Cross, and much more!See omnystudio.com/listener for privacy information.
Trump, AI & Myer
On the Money Café this week, Alan Kohler and Stephen Mayne discuss Trump's address to the UN, the deal between Nvidia and OpenAI, take a look at Harvey Norman and Myer, and answer questions on index investing, Australia's tax system, house prices, and much more!See omnystudio.com/listener for privacy information.
A Strategic Pickle
On The Money Café this week, Alan Kohler and James Thomson discuss the latest move on US interest rates, look at what’s going on at Santos, Super Retail Group, and the White House, plus answer questions on climate change, tax, and much more!See omnystudio.com/listener for privacy information.
A Succession Plan
On the Money Café this week, Alan Kohler and Stephen Mayne discuss the Murdoch family's succession plan, job cuts at the big banks, AGM season, Japan, AI, and much more!See omnystudio.com/listener for privacy information.
A Gold Resurgence
On the Money Café this week, Stephen Mayne and James Thomson discuss China, Trump, and the world economy, look at the bond and gold markets, check up on how the property sector is performing, and wrap up earnings season.See omnystudio.com/listener for privacy information.
Earnings, Trump, and Productivity
On The Money Café this week, Alan Kohler and James Thomson discuss the highs and lows of reporting season, Trump and the Fed, outcomes of the government’s productivity roundtable, and answer questions on housing, AI, and much more!See omnystudio.com/listener for privacy information.
A Productivity Blitz
On the Money Café this week, Alan Kohler and Stephen Mayne share their thoughts on the government's productivity roundtable, take stock of earnings season, preview Jerome Powell's Jackson Hole speech, and answer questions on AI, housing, CBA, and much more!See omnystudio.com/listener for privacy information.
CBA Leads Profit Season Deluge
On The Money Café this week, Stephen Mayne and James Thomson go through earnings season, look at Trump's Nvidia shakedown, discuss the latest cliff top poker at Star Entertainment, and answer questions on the resources sector, management of the ASX, housing, and much more!See omnystudio.com/listener for privacy information.
An ASX Bungle
On the Money Café this week, Alan Kohler and Stephen Mayne discuss the latest stuff up to hit the ASX, look at what Donald Trump is up to, go through Elon Musk's new pay deal, examine changes to housing and planning rules, and answer questions on productivity, tax reform, finding a financial advisor, and much more!See omnystudio.com/listener for privacy information.
Profits, Policy & Productivity
On The Money Café this week, Alan Kohler and James Thomson discuss the Fed’s decision to keep interest rates on hold, the profits of Big Tech and AI, productivity, illegal tobacco, and answer questions on tax reform, superannuation, housing, and much more!See omnystudio.com/listener for privacy information.
Tariffs, Tech & Takeovers
On the Money Café this week, Alan Kohler and Stephen Mayne discuss the state of the housing market, interest rates, productivity, tariffs, the takeover deluge, Macquarie Group, the Noosa Mining Conference, and answer questions on AI, superannuation, and much more!See omnystudio.com/listener for privacy information.
Growth Finds the Green
On The Money Café this week, Alan Kohler and James Thomson go through the latest market movements, discuss the Prime Minister’s trip to China, Rio Tinto’s new CEO, Bitcoin, and answer questions on housing, superannuation, and much more.See omnystudio.com/listener for privacy information.
Tariffs, Rates & Market Highs
On the Money Café this week, Alan Kohler and Stephen Mayne discuss Nvidia's all-time high, Trump's latest move on tariffs, the RBA's decision on rates, AGM off-season, and answer questions on asset allocation, the housing market, and much more!See omnystudio.com/listener for privacy information.
A Building Bubble
On The Money Café this week, Alan Kohler and James Thomson discuss the latest market action, look at tax reform, productivity and house prices, and answer questions on AI, AFIC, and more!See omnystudio.com/listener for privacy information.
Virgin's IPO Takeoff
On the Money Café this week, Alan Kohler and Stephen Mayne discuss Donald Trump and the situation in the Middle East, tax reform, productivity, Virgin Australia's IPO, two gambling EGMs, and much more!See omnystudio.com/listener for privacy information.
A Productivity Pow-Wow
On The Money Café this week, Alan Kohler and James Thomson discuss the ongoing conflict in the Middle East, Donald Trump and the G7, the rise of AI, Jim Chalmers on productivity, and answer questions on housing, superannuation, and much more.See omnystudio.com/listener for privacy information.
Markets on a High
On the Money Café this week, Alan Kohler and Stephen Mayne discuss the share market’s record highs, look at Trump’s latest moves in the US, the evolving local media landscape, and answer questions on housing, debt, education, the AFL, and much more! See omnystudio.com/listener for privacy information.
Living with AI
On The Money Café this week, Alan Kohler and James Thomson discuss the future of AI, the rise of CBA, look abroad to the US and China, and answer a number of questions on superannuation, housing, and much more!See omnystudio.com/listener for privacy information.
The 'TACO Trade'
On the Money Café this week, Alan Kohler and Stephen Mayne discuss Trump’s latest antics, look at the fall of Healthscope, go through a big week of AGMs, and answer questions on tariffs, the LIC industry, superannuation, and much more! See omnystudio.com/listener for privacy information.
The Mandalorian of Currency
On the Money Café this week, Alan Kohler and Stephen Mayne discuss Moody’s downgrade of the US, look at the Liberal-National Coalition split, cast their eye over the Victorian state budget, and answer questions on the housing market, superannuation, the concept of a universal currency, and much more!See omnystudio.com/listener for privacy information.
The End of the Trump Troubles?
On The Money Café this week, Alan Kohler and James Thomson look into Macquarie Group and ASIC, discuss Trump, tariffs, and China, share their thoughts on the way forward for the Liberal Party, and answer a number of listener questions on housing, superannuation and much more.See omnystudio.com/listener for privacy information.
The Future of Australian Politics
Stephen Mayne and Evan Lucas join forces in this week's episode of The Money Café to discuss Trump's meeting with Mark Carney, look at the federal election result, go through the latest bank earnings, cast their eye over AGM season, and much, much more!See omnystudio.com/listener for privacy information.
A Market Rollercoaster
On The Money Café this week, Alan Kohler and James Thomson run through the latest US inflation figures, discuss the impact of Trump’s trade war on global markets, preview this weekend’s federal election, and answer questions on housing, superannuation, ETFs and much more.See omnystudio.com/listener for privacy information.
Trump, Markets & A Federal Election
On the Money Café this week, Alan Kohler and Stephen Mayne discuss Trump and the markets, look at how the federal election is shaping up, go through a number of recent AGMs, and answer listener questions on housing, nuclear power, and much more!See omnystudio.com/listener for privacy information.
Jim Chalmers in the Hotseat
Treasurer Jim Chalmers joins Alan Kohler, Stephen Mayne, and James Thomson for a bumper edition of The Money Café this week to discuss housing, productivity, Trump, and much, much more!See omnystudio.com/listener for privacy information.
Market Mayhem
On the Money Café this week, Alan Kohler and Stephen Mayne discuss the impact of Trump’s tariffs on the world economy, share their thoughts on the upcoming federal election, look at Star Entertainment, and much more!See omnystudio.com/listener for privacy information.
Tariff War: What Is It Good For?
On The Money Café this week, Alan Kohler and James Thomson discuss the economic implications of Trump's tariffs and the unintended consequences that may follow.See omnystudio.com/listener for privacy information.
The Budget Breakdown
On the Money Café this week, Alan Kohler and Stephen Mayne share their analysis of last night's federal budget, discuss the upcoming AGM mini-season, look at Trump's latest tactics, and much more.See omnystudio.com/listener for privacy information.
