About this episode

The episode discusses the implications of a builder's collapse, reviews earnings season results, and addresses GST proceeds.

This week, Chanticleer columnists James Thomson and Anthony Macdonald  look at why the collapse of a home builder might create a very big drama for the top end of town, they nominate their best and worst results from four weeks of earnings season and take a fierce question from the West about GST proceeds.  This podcast is sponsored by Workday . To ask a question, email chanticleer@afr.com .  Further reading: The $19trn reason this housing slump will run longer than you think Households’ strong balance sheets are supporting strong spending growth. That’s bad news for the central bank, which is not coming to save the property market. Liberman’s CVS Lane suspends fund redemption after Bathla collapse CVS Lane, the private credit firm run by the wealthy Liberman family, has suspended redemptions across two of its funds, citing the collapse of Bathla, the failed Sydney developer to which it had lent significant sums. What we learnt: Ozempic in a pill could change Australia (no, really) Chemist Warehouse rides the Ozempic wave, Wesfarmers leans into a cost of living crisis and Qantas flies through the Iran war. See omnystudio.com/listener for privacy…

People in this episode

Hosts: James Thomson, Anthony Macdonald

Topics covered

• builder collapse
• earnings season
• GST proceeds
• Ooshies grocery battle
• economic impact
• property market
• cost of living crisis

Keywords

• builder collapse
• earnings season
• GST
• Ooshies
• property market
• economic impact
• cost of living
• Chemist Warehouse
• Wesfarmers
• Qantas

Sponsors

Workday

Mentioned in this episode

Organizations: West, Chemist Warehouse, Wesfarmers, Qantas, CVS Lane, Bathla

Places: Australia

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