The Fin

This week, markets reporter Alex Gluyas on what the AI threat debate means for tech stocks, why Cathie Wood is predicting a golden era and whether the bond market might spoil the party.

This podcast is sponsored by Ripple

Further reading:
Cathie Wood declares ‘golden age’ for equities after bumpy ride
The high-profile investor is betting equity markets are at the start of a de...

Senior reporter Jonathan Shapiro and associate editor Primrose Riordan on how Bathla built its property empire, why it all fell apart and why its effects will be felt well beyond western Sydney.

This podcast is sponsored by Elston.

Further reading:
Living in ‘half a house’: How Bathla turned cheap housing into a nightmare
The downfall of the developer has left families strande...

This week, editor-in-chief James Chessell and Victorian political correspondent Sumeyya Ilanbey on the project that has come to sum up Victoria’s problems, whether it is too big to cancel and how it will play into November’s state election.

This podcast is sponsored by Elston.

Further reading:
The secret tax that says everything about Victorian Labor
The revelation that Labor ...

Associate editor Primrose Riordan and courts correspondent Max Mason on why Jon Adgemis is struggling to keep the details of his $1.8 billion financial collapse secret and what his story tells us about the private credit market.

This podcast is sponsored by Westpac.

Further reading:
Jon Adgemis thought he was winning. Then his CFO took the stand
The failed pub baron has been trying to kee...

Political editor Phillip Coorey on the government’s bet on gambling reform, the problem with "brand Albo" and why there’s nothing funny about the melon incident.

This podcast is sponsored by Westpac.

Further reading:
PM bets on stability pitch as popularity falters
Anthony Albanese celebrated a significant milestone on Friday, but voters have learnt stability and steadiness do...

Deputy economics editor Michael Read on what’s going on in the housing market, whether it’s the correction we had to have and why the government doesn't want to call it that.

This podcast is sponsored by Westpac

Further reading:
RBA warns house prices have further to fall
Despite the softness in the housing market, RBA governor Michele Bullock said another interest rate rise r...

Angela Macdonald-Smith and Ryan Cropp on the reasons we all stopped freaking out about the oil price and why that was premature.

This podcast is sponsored by Westpac

Further reading:
Labor’s plans to source more fuel leaves shipments stranded at sea
The government has been accused of picking winners for its subsidised import plan, which has created a glut and forced vessels to wait ...

Legal affairs reporter Janek Drevikovsky on why Twiggy is taking on Meta, whether he can win and what happens if he does.

This podcast is sponsored by Westpac

Further reading:
Meta admits it wiped key evidence in Forrest stoush
The social media giant has accepted it should be punished for not preserving copies of Facebook scam ads featuring the mining billionaire’s likeness.

James Thomson and Ronald Mizen on why CEOs are losing patience with the AI giants, what’s driving the government’s policy shift, and whether Anthony Albanese is overplaying his hand.

This podcast is sponsored by Workday

Further reading: 
Could China’s AI bombshell spark a ‘Lehman Bros moment’ for markets?
A new model that threatens OpenAI and Anthro...

Professional services editor Edmund Tadros on the fallout from the KPMG scandal and what the government might do to bring the big four accounting firms into line.

Further reading: 
KPMG’s ‘10-hour masterclass in how not to respond to a crisis’
By repeating PwC’s crisis-management mistakes, KPMG has forced a reluctant federal government to finally pull the trig...

Wealth reporter Andrew Hobbs and property reporter Lucy Slade unpack our national obsession, explain why property has been such a powerhouse, and ask a previously unthinkable question: Is investing in property even worth it anymore?

This podcast is sponsored by Workday

FURTHER READING: 
Should you buy an investment property after the budget changes?
New restrictions on negative ...

Political editor Phillip Coorey on the government’s budget backdowns, the increasingly crowded field in Australian politics and why it will be a bumpy two years to the next election.

This podcast is sponsored by Workday

Further reading:

PM wins round one of the budget battle, at a cost
Proper process, good policy and taxpayers’ money were among the casualties of this week’s rush to legis...

Chanticleer columnist Anthony Macdonald and technology editor Paul Smith on the investment case for SpaceX, whether there’s enough money for the other AI mega floats and why Australian investors are all in.

This podcast is sponsored by Aussie Broadband.

Further reading:

SpaceX is the first of three sci-fi IPOs with truly insane maths
Elon Musk has shot for the stars with the first of three hu...

On The Fin podcast this week, professional services editor Edmund Tadros on the KPMG allegations, and why they might be more damaging than the PwC tax leaks scandal.

This podcast is sponsored by Aussie Broadband.

Further reading:
Move over PwC: Why KPMG audit leaks are the ultimate betrayal
Why the big four firm’s misconduct could be worse than the tax leaks scandal, and a bl...

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 oligopoly
When it came to building up its retail banking busines...

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 rugb...

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 mids...

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 trueLabor’s proposed capital gains tax inflation model is different from Paul Keating’s in two ways that mean in...