Zusammenfassung der Episode
Alan Kohler and Stephen Mayne discuss the global bond market sell-off, the risks surrounding the AI investment boom and the prospects for Firmus. Plus, Stephen’s latest shareholder activism battles and some big questions about government spending, taxation and Australia’s growing debt. See omnystudio.com/listener for privacy information.
Alan Kohler and Stephen Mayne discuss the global bond market sell-off, the risks surrounding the AI investment boom and the prospects for Firmus. Plus, Stephen’s latest shareholder activism battles and some big questions about government spending, taxation and Australia’s growing debt. See omnystudio.com/listener for privacy information.
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Bond Market Turmoil and the AI Boom
GehörtAlan Kohler and Stephen Mayne discuss the global bond market sell-off, the risks surrounding the AI investment boom and the prospects for Firmus. Plus, Stephen’s latest shareholder activism battles and some big questions about government spending, taxation and Australia’s growing debt. See omnystudio.com/listener for privacy information.
Rates, Inflation and Risks of the AI Boom
GehörtOn The Money Café this week, Alan Kohler and James Thomson unpack rising interest rates, stubborn inflation and the pressure facing Australian households. They also explore the AI investment boom, autonomous agents and the growing questions around their risks and regulation. See omnystudio.com/listener for privacy information.
The Treasurer's Crystal Ball
GehörtTreasurer Jim Chalmers joins Alan Kohler and Stephen Mayne on this week's episode of The Money Café to discuss the 2026 Intergenerational Report. Alan and Stephen also cover interest rates, the Trump-Xi summit, and AGM season, and answer listener questions on AI, bond markets, migration, and more. See omnystudio.com/listener for privacy information.
Alarm Bells and Rate Rises
GehörtOn The Money Café this week, Alan Kohler and James Thomson discuss the AI industry's alarm bells, the prospect of rate rises here and in the US, the Bathla collapse and private credit, and answer questions on data centres, housing, alcohol taxes, superannuation and much more. See omnystudio.com/listener for privacy information.
Housing's Perfect Storm
GehörtOn The Money Café this week, Alan Kohler and Stephen Mayne go through the latest market movements, the RBA's next move, the Bathla collapse and its impact on housing, the AGM circuit, and answer questions on childcare, interest rates, AI, superannuation, and much more. See omnystudio.com/listener for privacy information.