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Latest Episode
Rinehart changes Liontown’s game | Is Origin worth more? | Bullock’s oil price headache
In this week’s episode, James and Anthony look at two spicy takeover battles and celebrate the podcast’s first birthday with special guest Financial Review editor-in-chief, Michael Stutchbury.
PwC’s ashes smoulder | Energy transition stalls | Who will be Qantas’ chairman?
In this week’s episode, James and Anthony look at the future of the big four consulting firms after the PwC tax leaks scandal, the tough reality of a faltering energy transition, and ask who should be the next chairman of Qantas.
This Month
Surging bond yields and market panic | Will the RBA raise rates?
In this week’s episode, James and Anthony look at why surging bond yields have markets in a panic and what it means for the Reserve Bank and the local economy.
September
Can PwC fix itself? | Flashbacks to the GFC | Bullock’s big test
In this week’s episode, James and Anthony look at why markets are having nasty GFC flashbacks, ask whether PWC can really fix itself and look ahead to Michele Bullock’s first big test.
Murdoch’s big move | AusSuper v Origin | Qantas prolongs its pain
In this week’s episode, James and Anthony ask what Rupert Murdoch’s retirement means for one of the biggest media empires on earth.
Qantas’ bad week | Gurner v the workers | AusSuper’s big bet
In this week’s episode, James and Anthony dive into another bad week for Qantas, look behind the firestorm sparked by property developer Tim Gurner.
Qantas clean-up | Why oil is a worry | Will rates rise again?
In this week’s episode, 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.
Qantas’ week from hell, Fortescue’s executive exodus
In this week’s episode, James and Anthony explain how Qantas ended up in the brace position, look at Andrew Forrest’s roller-coaster of a week and read the tea leaves on the RBA’s rate decision next Tuesday.
August
A monster profit and a turning point for Qantas?
In this week’s episode, James and Anthony examine Qantas’ monster profit and the legacy of outgoing boss Alan Joyce.
Profit season hits and misses | Property’s big problems | Is US inflation fight over?
In this week’s episode, James and Anthony pick through the hits and misses of reporting season, take a deep dive into the property sector, and look ahead to the Jackson Hole conference.
CBA exposes wealth gap | Bumper earnings season begins | The big data points 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.
What went wrong with ANZ-Suncorp? | The end of rate rises | How the energy transition is tracking
In this week’s episode, James and Anthony look at the ACCC’s decision to block ANZ’s $5 billion takeover of Suncorp’s bank, ask whether the RBA is done raising rates and go deep on where Australia’s energy transition is really at.
July
What next for the RBA | The work from home power shift | How CBA is using AI
In this week’s episode, James and Anthony ask which way the RBA will jump after soft inflation data, examine the new twist in the work from home debate, and look at how AI is going to change the way we live and work, with a special guest.
Earnings season watch list | The RBA’s big challenge | Economy special
In this week’s episode, James and Anthony preview a pivotal earnings season, reveal why strong employment is good and bad news, and look ahead to a massive year for the economy.
How an insider could change the RBA | Forrest break-up | Markets outlook
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 break-up means for Fortescue, and welcome a special guest to look ahead to a huge year for markets.
What’s driving super returns | PwC’s pivotal week | Will Philip Lowe go?
In this week’s episode, James Thomson and Anthony MacDonald 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.
June
EOFY winners, losers and predictions
In this week’s episode, James Thomson, Anthony MacDonald and special guest, former columnist Tony Boyd, name their winners and losers of the financial year.
Rate rise that broke retail | How VC picks the next big thing | Chalmers’ Lowe dilemma
In this week’s podcast episode, James Thomson and Anthony McDonald see more signs rate rises are hitting consumers, and discuss how investing can be an art.
Why AGL can lift prices by 50pc | CSL off the boil | The next property crunch
In this week’s podcast episode, James Thomson and Anthony McDonald discuss ASX winners and losers, and ask: did the office property canary just die.
Rates pain to get worse | The trait two Wall St titans share | After golf turmoil, is cricket next
In this week’s podcast episode, James Thomson and Anthony McDonald unpack why some people are still eating at fancy restaurants while others can’t meet their loan repayments and meet two billionaire US fund managers.
House prices’ false flag, PwC’s apology fail & who’ll make money from AI
In this week’s podcast episode, James Thomson special guests, stockpicker Katie Hudson and senior AFR writer Jemima White, to talk rate rises, PwC and sharemarket tips for the new financial year.
May
Inside the Rich List, a new gold rush, PwC told to name names
In this week’s podcast episode, James Thomson and Anthony Macdonald find the next mining boom, spot a circuit breaker in PwC’s tax leak scandal and discuss The Australian Financial Review Rich List.
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