Firmus fallout goes global, the big energy lie & housing can’t find a bottom
· 43 min · S5 E40
Episode Firmus fallout goes global, the big energy lie & housing can’t find a bottom
This week, Chanticleer columnists James Thomson and Anthony Macdonald look at how the Firmus fallout has spread around the globe and given the AI trade the wobbles, they ask why Australia is telling itself a big lie about the energy transition, and examine whether the property market can find a bottom.
This podcast is sponsored by Stripe
To ask a question, email chanticleer@afr.com
Further reading:
Housing just can’t find a bottom. And one market is crashing Property veteran Louis Christopher is looking for two signs that the property market is bottoming. Neither is emerging, and on the Gold Coast, things are really getting ugly. The pain that killed Firmus’ float is spreading. Here’s a new victim AirTrunk’s decision to delay its Singaporean property IPO is another sign that the rising cost of capital is starting to foster doubts in the global artificial intelligence trade. Australia is in an energy cold war, like it or not Forget the climate wars. Energy security has become national security, and Australia’s policy paralysis is leaving us behind.
See omnystudio.com/listener for privacy information.
Links in the notes 5
- https://stripe.com/au?utm_campaign=APAC_AU_EN_Google_Google_Search_Brand_Stripe_EXA-22370438132&utm_medium=cpc&utm_source=google&utm_content=741310679462&utm_term=stripe&utm_matchtype=e&utm_adposition=&utm_device=c&gad_source=1&gad_campaignid=22370438132&gbraid=0AAAAADKNRO6rX9LRRi6oKNAQq79YAbu_Y&gclid=Cj0KCQjwteTUBhD4ARIsAEYjs3rIL7iKX9g4hscOegutvNVAmHjIwwhSn8lQHWAN5C5_WeOcE9w740QaAgkBEALw_wcB
- https://www.afr.com/chanticleer/this-record-low-for-sydney-housing-shows-there-s-no-bottom-in-sight-20261015-p615uf?utm_source=omny&utm_medium=podcast_notes&utm_campaign=chanticleer&utm_content=&utm_term=newsroom
- https://www.afr.com/chanticleer/first-came-firmus-now-airtrunk-hits-pause-on-ipo-as-ai-boom-wobbles-20261014-p615dw?utm_source=omny&utm_medium=podcast_notes&utm_campaign=chanticleer&utm_content=&utm_term=newsroom
- https://www.afr.com/chanticleer/australia-is-in-an-energy-cold-war-like-it-or-not-20261013-p61585?utm_source=omny&utm_medium=podcast_notes&utm_campaign=chanticleer&utm_content=&utm_term=newsroom
- https://omnystudio.com/listener
Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them. Explicit shows are for adult profiles only, and children’s profiles hear only children’s shows. More about this list.