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Latest Episode
AFR Business People of the Year | What CEOs want | Inside Chemist Warehouse
In this week’s episode, James and Anthony take a deep dive into what CEOs want to see from Anthony Albanese in 2024 and discuss the astounding Chemist Warehouse deal.
Chemist Warehouse’s $10b moment, Woodside Santos ‘love story’, the other recession
In this week’s episode, James and Anthony dive into a staggering burst of deal-making with Chemist Warehouse, Woodside and Santos.
This Month
Munger’s magic | Why deals are dying | CEO pulse check
In this week’s episode, James and Anthony farewell one of the investment world’s greatest showmen, look at why deals are falling apart, and check the pulse of the economy.
November
Origin battle now legendary | OpenAI backflip | RBA’s rate signals
In this week’s episode, James and Anthony go into the backrooms where the incredible Origin takeover battle is playing out, look at the mess at OpenAI, and ask what Michele Bullock is trying to tell us about interest rates.
Stock tips from Sohn | Optus’ big problem | Banks brawl
In this week’s episode, James and Anthony bring you some of the inside stock tips from the Sohn Hearts & Minds conference, discuss the Optus CEO’s Senate hearing showdown, and ask why war has broken out among the big banks.
Markets’ Santa rally | RBA’s big call | Optus incommunicado
In this week’s episode, James and Anthony ask whether Santa is coming for investors, examine the RBA’s decision and dial up some tough questions for Optus.
Macquarie’s millionaire factory misfires | Origin brawl | Cup Day tips
In this week’s episode, James and Anthony see how the millionaire factory is performing at Macquarie, dip into the M&A battle of the decade, and look ahead to the biggest Tuesday of the year – Melbourne Cup Day and RBA day.
October
RBA backed into a corner over inflation | Finding future blue chips
In this week’s episode, James and Anthony look at how hot inflation numbers have changed the game for the RBA and ask whether the blue chips of the ASX are past their prime.
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.
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.
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