Chanticleer

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 [email protected] Further reading: Housing just can’t find a bottom. And one market is crashingProperty veteran Louis Christopher is looking for two signs that the property market is bottoming. Neither is emerging, and on the Gold Coast, things are really getting ugly.The pain that killed Firmus’ float is spreading. Here’s a new victimAirTrunk’s decision to delay its Singaporean property IPO is another sign that the rising cost of capital is starting to foster doubts in the global artificial intelligence trade.Australia is in an energy cold war, like it or notForget the climate wars. Energy security has become national security, and Australia’s policy paralysis is leaving us behind.See omnystudio.com/listener for privacy information.

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 [email protected] Further reading:Two pension giants just put Australia on notice. That’s scaryOur buy-and-hold-forever dreams are shattered – and it’s time to wake up to what’s really going on.The gulf between Firmus believers and naysayers keeps getting biggerThe neocloud is rapidly heading towards the Australian sharemarket, and outsiders want to know which insiders are locked in – and which are free to sell.The market’s betting AI will outrun bond yields, Fed rate hikesWe’re in a dangerous twilight zone where the cost of money doesn’t matter.See omnystudio.com/listener for privacy information.

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 [email protected]. Further reading:One way or another, AI’s gods have hit trouble. Firmus isn’t immuneConcerns about AI are as surreal as the numbers on the neocloud’s float. And those are the two threats to the story: either it doesn’t work, or it works too damn well.Bigger than BHP: Firmus will be Australia’s most capital-hungry beastThe party’s only just getting started for the capital arrangers, who have a new favourite client.Migration mess comes back to the economy, stupidThe government’s migration changes reflect the business-like approach that the corporate sector has been calling for. But don’t expect the heat in this debate to fade.Inside the eye-watering numbers Firmus is finally revealing to fundiesThe neocloud hopeful is talking a huge game, but it takes a dive into the prospectus to get the full picture of its long-term ambitions and profit projections.How $1-a-day Ozempic could unleash a $12b boomThe combination of GLP-1 drugs in pill form and expanded access via the Pharmaceutical Benefits Scheme could turbocharge adoption in Australia.See omnystudio.com/listener for privacy information.