Rates pain puts mince on the menu, Coles serves up a stinker & Anthropic's big moment
· 43 min · S5 E42
Episode Rates pain puts mince on the menu, Coles serves up a stinker & Anthropic's big moment
This week, Chanticleer columnist James Thomson and deputy editor of business Anthony Macdonald reveal why you’ve never seen anything remotely like the $3 trillion float of Anthropic, they explain what more bad news on inflation means for your mortgage, and answer a question that puts the spotlight on Musk's succession plan.
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Further reading:
Leah Weckert’s big gamble just wiped 10pc off Coles’ value The scale of the risk that chief executive Leah Weckert is taking was immediately reflected in the share price reaction to her plan for the supermarket giant. Bullock’s sideways glance tells us more rate pain is coming Woolworths’ mince sales tell us households are bleeding. The RBA has little choice but to inflict more pain next week with a rate rise - will that really be it? If Anthropic’s IPO goes wrong, the AI bubble will pop The firm’s float will determine where the artificial intelligence trade goes next. But CEO Dario Amodei’s pitch – “my company could kill you, please buy my shares” – matters beyond markets.
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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/3-5b-gone-in-30-minutes-coles-struggles-to-fight-woolies-comeback-20261030-p619zd?utm_source=omny&utm_medium=podcast_notes&utm_campaign=chanticleer&utm_content=&utm_term=newsroom
- https://www.afr.com/chanticleer/why-a-kilo-of-woolies-mince-says-this-inflation-nightmare-can-worsen-20261028-p619e4?utm_source=omny&utm_medium=podcast_notes&utm_campaign=chanticleer&utm_content=&utm_term=newsroom
- https://www.afr.com/chanticleer/anthropic-just-kicked-off-biggest-pressure-test-in-investment-history-20261027-p618w1?utm_source=omny&utm_medium=podcast_notes&utm_campaign=chanticleer&utm_content=&utm_term=newsroom
- https://omnystudio.com/listener
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