Chanticleer

They unpack Iran-driven oil price shocks and how closed shipping lanes are already hitting diesel, plastics and everyday businesses. They probe private credit strains as redemption limits and liquidity fears spread. They revisit the revived work-from-home battle and explain how productivity, strikes and wage pressure are fueling wider industrial tensions.

They unpack how strikes on Iranian oil infrastructure could ripple through global fuel, LNG and logistics. They debate the central bank's recent rate rise and the tough choices between inflation control and recession risk. They reveal surprising mortgage refinancing trends, with older borrowers leading the surge.

They unpack an oil shock from Iran that is reverberating through markets and the real economy. They discuss mass AI-driven job cuts at a major Aussie tech firm and what that signals for corporate Australia. They follow a daring ASX float by a retail disruptor and why founders pushed to list amid volatility.

They unpack a major radio contract fallout and what it means for media money. They assess rising geopolitical risk after strikes involving Iran and the possible market shock from oil. They explore AI’s looming threat to white-collar jobs and automation sweeping banking. They flag central bank rate risk and preview key economic data ahead.

Mike Dorrell, co-founder and CEO of Stone Peak and AFR Business Person of the Year 2025, shares stories from Sydney to Palm Beach. He discusses Stone Peak’s deal culture, infrastructure that reliably compounds, data centre risks amid AI-driven power pressures, rising private credit risks, and Gulf opportunities for large‑scale build‑out.

They unpack AI’s sudden market shock and what early Aussie job cuts signal about scaling automation. They flag three major audit red flags and why qualified opinions matter. They pick the best and worst performers from profit season, spotlighting banks, miners and a travel company misstep. They preview the Business Summit and note rising Ozempic-driven shifts in pharmacy sales.

A lively rundown of a takeover tussle and why miners are winning amid a tech rotation. Debate over whether Australia has reached its growth ceiling and the implications for productivity and rates. Tax reshuffles loom with talk of capital gains, stamp duty swaps and pension means testing. AI adoption sparks hype versus complacency across corporates.

A new rivalry between major banks heats up as branchless, high-rate deposit strategies shake up the sector. Sudden, sharp share plunges highlight investor impatience during a volatile reporting season. Three blue chip CEOs depart in quick succession, sparking questions about leadership pressure. Debate arises over non-rate tools to tame inflation and the political limits on using taxes.

A sharp take on why a recent rate hike reveals a middling economy and what that means for politics and growth. A deep dive into tech’s twin sell-offs and the strange market split where indexes hold while software tumbles. A look at Musk’s bold SpaceX and AI plans and the fallout for crypto, IPOs and the busy corporate reporting season ahead.

James and Anthony had a phone catch-up over the weekend and are looking forward to coming back strong on Friday, Feb 6th. See omnystudio.com/listener for privacy information.