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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.

Australian Financial Review


    • Jun 21, 2024 LATEST EPISODE
    • weekly NEW EPISODES
    • 33m AVG DURATION
    • 85 EPISODES


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    Latest episodes from Chanticleer

    GyG's spicy float, how to avoid investor FOMO & nuclear, again?

    Play Episode Listen Later Jun 21, 2024 36:02


    This week on The Chanticleer podcast, James & Anthony chew on the juiciest float they've seen in a long time - Guzman y Gomez, try to work out whether Peter Dutton is really serious about nuclear power and take a question on investor FOMO.  To ask a question, email chanticleer@afr.com This podcast is sponsored by Colonial First StateSee omnystudio.com/listener for privacy information.

    High flyers, shonks & murder: Celebrating 50 years of Chanticleer

    Play Episode Listen Later Jun 14, 2024 34:47


    On Thursday June 13th, more than 400 guests packed into the Fullerton Hotel ballroom in Sydney for a special lunch to mark the 50th anniversary of the Chanticleer column, which brought together all seven of Chooks that have ruled the hen house since 1974.  This week, the Chanticleer podcast takes you inside the event and shares some of the great stories, insights and moments from what was a magical day.  To ask a question, email chanticleer@afr.com This podcast is sponsored by Colonial First StateSee omnystudio.com/listener for privacy information.

    RBA's $5b headache, why private credit is booming & GYG float sparks great burrito debate

    Play Episode Listen Later Jun 7, 2024 34:53


    This week on the Chanticleer podcast, James & Anthony explain why apparently sluggish economic growth doesn't mean rate cuts are coming, take a question on our favourite burrito company and deep dive into the hottest asset class in the world.  To ask a question, email chanticleer@afr.com This podcast is sponsored by Colonial First StateSee omnystudio.com/listener for privacy information.

    Invest like a Rich Lister, GYG heads for the ASX & could AI really hit exec jobs?

    Play Episode Listen Later May 31, 2024 34:18


    This week on the Chanticleer podcast, James & Anthony ask whether AI really will claim the jobs of 30% of executives in two years, look at what Lendlease's big break-up says about corporate Australia, and examine how to give your investment portfolio a touch of Rich List magic.  To ask a question, email chanticleer@afr.com This podcast is sponsored by Team Global ExpressSee omnystudio.com/listener for privacy information.

    Can the ASX keep climbing, BHP's Anglo gamble and why Nvidia is splitting itself in 10

    Play Episode Listen Later May 24, 2024 35:14


    This week on the Chanticleer podcast, James and Anthony debate whether the sharemarket can keep racing to record highs, check the Australian mining sector's pulse and discuss why NVIDIA is splitting itself up.  To ask a question, email chanticleer@afr.com This podcast is sponsored by Team Global ExpressSee omnystudio.com/listener for privacy information.

    Labor's big budget gamble, BHP's defining week & where your payrise really went

    Play Episode Listen Later May 17, 2024 40:01


    This week on the Chanticleer podcast James & Anthony dissect the federal budget with a special guest, look at BHP's titanic takeover battle and hash out the new battle over housing. To ask a question, email chanticleer@afr.com This podcast is sponsored by Team Global ExpressSee omnystudio.com/listener for privacy information.

    Perpetual's fall from grace, AI's big energy problem & why banks juice up dividends

    Play Episode Listen Later May 10, 2024 35:39


    This week on the Chanticleer podcast, James & Anthony extract the lessons from the demise of funds management giant Perpetual, reveal why everyone's talking about data centres and energy, and answer your questions on bank share buybacks. To ask a question, email chanticleer@afr.com This podcast is sponsored by Team Global ExpressSee omnystudio.com/listener for privacy information.

    Is Bonza a goner?, Woolies $8b crisis & Government's bizarre quantum theory

    Play Episode Listen Later May 3, 2024 36:55


    This week on the Chanticleer podcast, James & Anthony delve into airline Bonza's crash landing, reveal the real cost of Woolworths' PR crisis and answer a listener's question about Australia's whopper venture capital investment.  To ask a question, email chanticleer@afr.com This podcast is sponsored by ANZListen to 5-in-5 with ANZ on Spotify hereListen to 5-in-5 with ANZ on Apple hereSee omnystudio.com/listener for privacy information.

    Imploding Star Entertainment, Woodside's energy battle & inflation runs hot, again

    Play Episode Listen Later Apr 26, 2024 37:42


    This week on the Chanticleer podcast, James & Anthony look at casino operator Star Entertainment's second brush with disaster, go inside the battle over energy giant Woodside's climate plan, and ask where rates go next after hot inflation numbers.  To ask a question, email chanticleer@afr.com This podcast is sponsored by ANZListen to 5-in-5 with ANZ on Spotify hereListen to 5-in-5 with ANZ on Apple hereSee omnystudio.com/listener for privacy information.

    Supermarket stoush turns silly, Albo's misguided made in Australia push & Stutch joins the pod

    Play Episode Listen Later Apr 19, 2024 29:23


    This week on the Chanticleer podcast, James and AFR Editor-in-Chief Michael Stutchbury, examine how the supermarket inquiry turned nasty, ask whether Albo's 'Made in Australia' push is doomed, and look ahead to a crucial piece of economic data.  To ask a question, email chanticleer@afr.com This podcast is sponsored by ANZListen to 5-in-5 with ANZ on Spotify hereListen to 5-in-5 with ANZ on Apple hereSee omnystudio.com/listener for privacy information.

    Qantas points shakeup, GYG's ‘delicious' growth and the nuclear option

    Play Episode Listen Later Apr 12, 2024 34:43


    This week on Chanticleer, James and Anthony look at the biggest shake-up to the Qantas Frequent Flyer business in decades, examine what the government's new merger reforms will mean for the economy and take a question about what could become the hottest issue in Australia in the coming year: nuclear energy. To ask a question, email chanticleer@afr.com This podcast is sponsored by ANZListen to 5-in-5 with ANZ on Spotify hereListen to 5-in-5 with ANZ on Apple hereSee omnystudio.com/listener for privacy information.

    The companies in activists' sights, the future of cash & a G-G for business

    Play Episode Listen Later Apr 5, 2024 35:54


    This week on the Chanticleer podcast, James & Anthony look at the companies feeling the heat from activists, ask what's behind the battle for Armourguard and reveal how Phil Lowe has changed in retirement.To ask a question, email chanticleer@afr.com This podcast is sponsored by ANZListen to 5-in-5 with ANZ on Spotify hereListen to 5-in-5 with ANZ on Apple hereSee omnystudio.com/listener for privacy information.

    Two stocks to watch, why banks are worried & do execs deserve mega pay?

    Play Episode Listen Later Mar 29, 2024 29:28


    This week on the Chanticleer podcast, James & Anthony reveal why our big bank CEOs want to take more risks, ask whether big executive salaries incentivise business leaders and take the pulse of the market with our special guest, fund manager Eleanor Swanson.To ask a question, email chanticleer@afr.comSee omnystudio.com/listener for privacy information.

    Where to invest next in AI, central bank bingo and what has PWC done now?

    Play Episode Listen Later Mar 22, 2024 32:42


    This week on the Chanticleer podcast, James & Anthony play central bank bingo and try to predict where rates are going next, decode the very exciting, slightly terrifying leap forward for artificial intelligence, and ask why PwC are in trouble again.See omnystudio.com/listener for privacy information.

    Jamie Dimon's recession call, banking bubble pops & Myer's big data play

    Play Episode Listen Later Mar 15, 2024 35:55


    This week on the podcast, James and Anthony see how the all-important relationship between Australian business and government is going, we consider a bubble in big bank shares and consider how Australia's ageing population could hit shares prices on the ASX. See omnystudio.com/listener for privacy information.

    Cettire's (re)call of duties, GDP slumps & how to avoid burnout

    Play Episode Listen Later Mar 8, 2024 36:46


    This week on the Chanticleer podcast, James & Anthony ask if Australia's weak economic growth even matters, reveal top hacks for dodging burnout and improving your personal productivity, and ask why the private health system seems sick.   See omnystudio.com/listener for privacy information.

    Fixing the gender pay gap, reporting season awards & the solution to tax bracket creep

    Play Episode Listen Later Mar 1, 2024 34:14


    This week on the Chanticleer podcast, James & Anthony examine the bombshell report into Australia's gender pay gap, name their winners and losers from reporting season, and ask whether there's a better way to deal with bracket creep. To ask a question, email chanticleer@afr.com  See omnystudio.com/listener for privacy information.

    Woolies' week from hell, Nvidia fever and Qantas' ‘helpful' profit drop

    Play Episode Listen Later Feb 23, 2024 36:23


    This week on the Chanticleer podcast, James & Anthony review Woolworths' week from hell, navigate the latest turbulence at Qantas and Virgin, and try to answer why builders are going bust amid crazy demand for housing. To ask a question, email chanticleer@afr.com This podcast is sponsored by SAPSee omnystudio.com/listener for privacy information.

    The WFH puzzle, CBA talks down profit & Mr $58m quits Macquarie

    Play Episode Listen Later Feb 16, 2024 31:48


    This week on the Chanticleer podcast, James & Anthony look at why CBA's $5 billion half-year profit contained some good news for customers, try to work out where the work-from-home debate is going next and farewell Australia's best-paid boss.  To ask a question, email chanticleer@afr.com This podcast is sponsored by SAPSee omnystudio.com/listener for privacy information.

    Rate cuts on ice, stocks fly after big profits & $18 for a beer!?

    Play Episode Listen Later Feb 9, 2024 34:37


    This week on the Chanticleer podcast, James and Anthony dissect the RBA's historic moment, tell you what to expect from reporting season and try to answer a crucial question for this nation: Why is beer so expensive? To ask a question, email chanticleer@afr.com This podcast is sponsored by SAPSee omnystudio.com/listener for privacy information.

    Critical minerals bust, when will rates fall & Elon Musk's very bad day

    Play Episode Listen Later Feb 2, 2024 35:46


    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.

    Chook awards for 2023 & stock picks for 2024

    Play Episode Listen Later Dec 22, 2023 43:24


    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.

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

    Play Episode Listen Later Dec 15, 2023 35:01


    This week on the podcast James & Anthony take a deep dive into what CEOs want to see from prime minister Anthony Albanese in the coming year, pull together all the story lines from the astounding Chemist Warehouse deal and look forward to the last week of the year on the corporate calendar.  To ask a question, email chanticleer@afr.com This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.

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

    Play Episode Listen Later Dec 8, 2023 38:28


    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.

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

    Play Episode Listen Later Dec 1, 2023 36:39


    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.

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

    Play Episode Listen Later Nov 24, 2023 33:40


    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.

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

    Play Episode Listen Later Nov 17, 2023 32:57


    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.

    Santa rally, Optus incommunicado & bank profits slump

    Play Episode Listen Later Nov 10, 2023 30:39


    This week on Chanticleer, James and Anthony examine the RBA's big call and what it means for the banking sector, dial up some tough questions for Optus, and ask whether Santa is coming for sharemarket investors. To ask a question, email chanticleer@afr.com This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.

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

    Play Episode Listen Later Nov 3, 2023 37:09


    This week on the Chanticleer podcast, James and Ant dip into the M&A battle of the decade, see how the millionaire's factory is performing at Macquarie, and look ahead to the biggest Tuesday of the year – Melbourne Cup day and RBA day.  To ask a question, email chanticleer@afr.com This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.

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

    Play Episode Listen Later Oct 27, 2023 36:39


    This week, James and Anthony look at how hot inflation numbers have changed the game for the RBA, ask whether the blue chips of the ASX are past their prime and look ahead to one of the great corporate boxing matches.  To ask a question, email chanticleer@afr.com This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.

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

    Play Episode Listen Later Oct 20, 2023 39:29


    This week on Chanticleer, we get out the popcorn and look at two spicy takeover battles, look ahead to next week's crucial inflation data, and celebrate our first birthday on the Chanticleer podcast, with a special guest Financial Review editor in chief, Michael Stutchbury.  To ask a question, email chanticleer@afr.com This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.

    Introducing: 15 Minutes with the Boss (episode preview)

    Play Episode Listen Later Oct 17, 2023 11:37


    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.

    PwC's ashes smoulder & Qantas' Goyder joins Joe Aston in departures

    Play Episode Listen Later Oct 13, 2023 36:28


    This week on the podcast, James and Anthony look at the tough reality of a faltering energy transition, ask who will be the next chairman of Qantas, and look ahead to next week's employment data. To ask James and Anthony a question, email chanticleer@afr.comThis podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.

    CommBank's shrinkage, bonds breaking things & is Canva worth 2 Opera Houses?

    Play Episode Listen Later Oct 6, 2023 31:39


    This week on the podcast, James and Anthony look at why surging bond yields have markets in a panic, reveal what a new valuation of the Sydney Opera House says about figuring out how much stuff is worth, and look ahead to the next data point that investors are sweating on. To ask a question, email chanticleer@afr.com This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.

    Ghosts of the GFC, Bullock's big test & is PwC really fixable?

    Play Episode Listen Later Sep 29, 2023 36:44


    This week on the podcast, James and Anthony look at why markets are having nasty GFC flashbacks, ask whether PWC can really fix itself and look ahead to Michelle Bullock's first big test.To ask a question, email chanticleer@afr.comThis podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.

    Murdoch's big move, AusSuper v Origin Energy, Qantas prolongs its pain

    Play Episode Listen Later Sep 22, 2023 37:59


    This week on the podcast, James and Anthony ask what Rupert Murdoch's retirement means for one of the biggest media empires on earth, examine the looming battle between Australia's biggest superannuation fund and one of the world's biggest private capital players and look ahead to another white paper out of the government. To ask a question, email chanticleer@afr.comThis podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.

    Tim Gurner vs the workers, AusSuper's big bet & more bad news for Qantas

    Play Episode Listen Later Sep 15, 2023 34:32


    This week on the podcast, James and Anthony look behind the firestorm sparked by property developer Tim Gurner, reveal where super funds want to invest and look ahead to a big competition call.  To ask a question, email chanticleer@afr.comThis podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.

    Qantas cleanup, big oil risk & Macquarie's creative gender parity play

    Play Episode Listen Later Sep 8, 2023 34:21


    This week on the podcast, James and Anthony ask what new Qantas boss Vanessa Hudson needs to do to clean up the airline, explain why Australia's per capita recession matters and look ahead to next week's consumer health check. To ask a question, email chanticleer@afr.comThis podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.

    Alan Joyce's week from hell, Fortescue exodus & RBA rates prediction

    Play Episode Listen Later Sep 1, 2023 32:54


    This week on the podcast, James & Anthony explain how Qantas ended up in the brace position, look at Andrew Forrest's rollercoaster of a week and read the tea leaves on the RBA's rate decision next Tuesday.  To ask a question, email chanticleer@afr.comThis podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.

    Profits season awards, Qantas soars & why retirees need to spend more

    Play Episode Listen Later Aug 25, 2023 33:32


    In this week's episode, James and Anthony dig into the big issues raised by the intergenerational report, examine Qantas' monster profit and look ahead to next week's key update on inflation.See omnystudio.com/listener for privacy information.

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

    Play Episode Listen Later Aug 18, 2023 34:34


    In this week's episode, James and Anthony pick through the hits and misses of company profits season, take a deep dive into the property sector, and look ahead to the market-moving speech from the Jackson Hole conference.See omnystudio.com/listener for privacy information.

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

    Play Episode Listen Later Aug 11, 2023 30:40


    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.

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

    Play Episode Listen Later Aug 4, 2023 41:25


    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.

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

    Play Episode Listen Later Jul 28, 2023 36:05


    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.

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

    Play Episode Listen Later Jul 21, 2023 34:18


    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.

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

    Play Episode Listen Later Jul 14, 2023 42:18


    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.

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

    Play Episode Listen Later Jul 7, 2023 37:17


    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.

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

    Play Episode Listen Later Jun 30, 2023 38:21


    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.

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

    Play Episode Listen Later Jun 23, 2023 34:50


    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.

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

    Play Episode Listen Later Jun 16, 2023 30:46


    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.

    Rate pain to get worse, what Larry Fink is really like and LIV PGA merger mayhem

    Play Episode Listen Later Jun 9, 2023 33:15


    In this week's episode, James and Anthony unpack why some people can still eat at fancy restaurants while others can't meet their loan repayments, meet two billionaire US fund managers, and talk about sports ripe for disruption. This podcast is brought to you by PGIM.See omnystudio.com/listener for privacy information.

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