The Fin

Associate editor Joyce Moullakis and Chanticleer columnist James Thomson on how Macquarie crashed the big four bank’s mortgage party, why deposits are next and whether the banking bubble is about to pop.

This podcast is sponsored by Aussie Broadband.
Further reading:
Macquarie banks on tech nerds to smash big four’s mortgage oligopolyWhen it came to building up its retail banking business, the Silver Doughnut has taken inspiration from America’s tech giants – not its banking rivals at home.The bank bubble is popping. An AI winter may be coming nextBank stocks have quietly slipped into a correction as the sector is suddenly hit by structural pressures. AI-driven cuts may be the answer to holding the line.The budget killed our property super cycle. What comes next?The way the budget has deliberately blown up the 30-year housing super cycle raises uncomfortable questions about Australia’s economic future.
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Senior writer Myriam Robin and energy and climate reporter Ryan Cropp on the gas tax campaign, who’s behind it, why it took Australia by storm and whether it’s a good idea.
This podcast is sponsored by Aussie Broadband
Further reading:Inside the online army fighting the gas tax war (and it’s not over)How a teacher-turned-podcaster, a heterodox economist and a rugby player sparked a groundswell of discontent.One Nation backs gas tax and new state-owned projectsParty leader Pauline Hanson will unveil a plan to hit oil and gas companies with a new royalty regime while taking state ownership of new exploration.Korea Gas accuses government of breaking pledge on LNG contractsKOGAS Australia said the government’s draft gas reservation plan conflicts with its assurance that long-term LNG sales contracts would not be hit.
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Financial Review tech reporter Paul Smith and business reporter Amelia McGuire on what happens next for Australia’s two tech titans and their billionaire founders, and which company is best placed to weather the SaaSpocalypse.
This podcast is sponsored by Westpac
Further reading: ‘A certificate for burnout?’ Inside Canva’s confetti-filled AI pivot In the midst of the AI-fuelled wipeout of tech firms, Canva and Atlassian spruik similar talking points to very different receptions.How Mike Cannon-Brookes’ divorce may affect the control of AtlassianThe division of the Atlassian co-founder and CEO’s shares in his divorce settlement with estranged wife Annie could have big consequences for the company.Cannon-Brookes says Atlassian’s $37b AI fall is rational but wrongIn an interview, the billionaire says the software giant will emerge stronger from the sharemarket sell-off and that he misses running it with Scott Farquhar.
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Financial Review wealth editor Joanna Mather and reporter Andrew Hobbs on how Labor’s new tax rules reshape investment strategies and what that means for you.
This podcast is sponsored by Westpac
Further reading: Albanese says CGT is going back to 1999. That’s not quite true Labor’s proposed capital gains tax inflation model is different from Paul Keating’s in two ways that mean investors will typically pay more tax.The game has changed – what investors need to knowThe budget measures have jolted many wealth plans. We ask the professionals about tips for first home buyers, property and share investors, retirees and those with trusts.‘Ludicrous’: Modelling shows bucket companies face even bigger tax hit Further examination of the budget papers shows the penalty tax rate that will apply to bucket companies could be as high as 70 per cent, tax specialists say.
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Jessica Gardner on why Xi Jinping is the quiet winner from the war, how much the conflict has cost Donald Trump and what it means for the midterm elections and the rest of his presidency.
This podcast is sponsored by Westpac
Further reading:MAGA still supports war strongman Trump. But that’s not enoughOn the streets of Miami and Palm Beach, havens for Donald Trump supporters, the president’s war in Iran gets unswerving trust – or at least the benefit of the doubt.
Off the reins: Xi, Trump set for summit with a differenceNeither leader needs any more drama than they already have, so they will instead seek an easy path to stability in the world’s most important bilateral relationship.
Trump says US-Iran ceasefire on ‘massive life support’The US president accused Tehran of reneging on a promise to drop its nuclear ambitions as part of a deal to end the war, which threatens his meeting with Xi Jinping.
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