HotCopper Wire

Isaac McIntyre and Jonathon Davidson break down (poke holes in) Albo’s national address from 7PM Wednesday, talk about Trump's big national speech and its many Trumpian victory calls, and flinch at the Aussie market's worst trading month since the COVID-19 days. Also on the docket: "Hormuz Hopes" and how coal's faring, as well as the Koala float — and how much it reminds us of Guzman Y Gomez's arrival in June CY24 —and flagging profits for once-hyped labubus.

In this week’s HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson run through another Iran-centric episode, including the ASX's mega dumps and big jumps on all the global news, as well as Trump, the widening conflict in the Middle East, and how we see the Reserve Bank rate call unfolding next week. Also in this, the 45th HotCopper Wire episode, are oil (and a whole lot of it), as well as Polymarkets and airlines Qantas and Air New Zealand.

In this week's HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson keep rolling on with earnings coverage, including BHP reclaiming its throne (we just covered CBA back on top last episode!) as well as Woodside, Seven West, and plenty more. Outside that, there's Zip Co, Indonesia, AI, and Trump losing his tariffs lustre.

In this week's HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson unpack the RBA's decision to "hike" for the first time since CY23 — and mull how many more raises we'll see this year — poke through Trump's $12 billion critmins stockpile he's been spruiking, and call a "crypto winter" for Bitcoin. Also on the menu: Gold and silver as the new "memecoins," the decision to scrub ASX director details from databases, and Solstice Minerals' strong start to the year.

On the HotCopper Wire market podcast this week, it’s Trump again with this whole Greenland play and his European tariffs, as well as why Isaac McIntyre and Jonathon Davidson are watching Commonwealth Bank in the returning “Sell America” thematic and why BHP may have buried that it’s accepting lower iron ore prices from China. And – how Unity has fared in its first days, the wider Aussie IPO landscape early in CY26, and Qoria’s quarterly goofs.

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about Trump’s raid on Venezuela and the BlueScope-Stokes/Steel Dynamics bid. Also included in our returning HotCopper Wire recording – Copper’s booming prices, China tariffing beef exports, and the 4DMedical spike.

In the first half of the HotCopper Wire‘s CY25 end-of-year special, Isaac McIntyre and Jonathon Davidson look back over the year that was through the half-dozen biggest stories covered on the podcast and HotCopper. There are a half-dozen that truly stood out, including DroneShield, Invictus Energy, Kaili Resources, Guzman Y Gomez, Mineral Resources, and WiseTech.

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk the European Union sniffing around our critmins, the U.S. Fed Reserve rate cut chances, and why BHP just had another stab at Anglo-American (hint: Simandou). Also included: Monash IVF knocking back a T/O bid this week, and how kids are beating the Snapchat bans.

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about lithium's supposed revival and how Mineral Resources (ASX:MIN has been moving in recent weeks. Before that: The U.S. Government shutdown and when it may end, an update on China's trade, and Commonwealth Bank's (ASX:CBA) surprise quarterly dump.

You may best recognise AFT Pharmaceuticals given that in its portfolio is one of Australia’s most recognisable OTC brands – that of Maxigesic, a general purpose painkiller including paracetamol and ibuprofen available on the shelves of pharmacies, and even AFT’s own e-channels on Amazon and elsewhere.But the story of AFT Pharmaceuticals’ founder and CEO Hartley Atkinson is just as noteworthy. In this episode of From the Wire, AFT Pharma’s founder and CEO Hartley Atkinson sits down with senior markets reporter Jonathon Davidson to discuss his roots in Perth, Western Australia; what it takes to start a pharmaceutical company from your garage; how the regulatory and commercial landscapes have changed in the last forty years, and, how emerging technologies like AI stand to further disrupt the industry.This content is disseminated in partnership with AFT Pharmaceuticals Ltd. It is intended to inform investors and should not be taken as a recommendation or financial advice.The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about Cboe's aggressive Aussie expansion and what it means for ASX Ltd, considering its many flops. Also on the runsheet: Deloitte's $440,000 refund, Bitcoin, those booming gold prices, and how Race Oncology has been faring after its bumper release.

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson discuss Albo's attempts to talk with Trump, how many IPOs are popping up now, and Myer's no good very bad earnings day. And, the pair look at China vs. BHP, why Warren Buffett selling out of BYD might matter, and Regis Healthcare.

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson look at Coles and Woolworth's legal battles, the U.S. Fed Reserve cut calls, victory in the Murdoch family struggles, and where James Hardie is six months later. Also included is a HotCopper trending double whammy: Soaring 4DMedical and sagging 4DS Memory.