The Fin

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 mathsElon Musk has shot for the stars with the first of three huge AI-based floats that ask investors to believe the companies can boldly go where no one has gone before.Fears of ‘AI Strait of Hormuz’ as Trump’s Anthropic ban shocks businessLabor’s Ed Husic and some of Australia’s top tech leaders warn Donald Trump’s export ban on the latest Anthropic AI models exposes a national over-reliance.How SpaceX turned the IPO curse into a goldmineThe real genius of the company’s historic $2 trillion public listing isn’t the valuation – it’s how it hacked the market’s ultimate gatekeepers: passive funds.
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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 betrayalWhy the big four firm’s misconduct could be worse than the tax leaks scandal, and a blockbuster hearing date is set for June 19. Plus, are you in talent debt?KPMG audit leaks scandal – everything you need to knowKPMG Australia faces a crisis following a whistleblower’s allegations that partners used confidential client data to win audit work.KPMG barred from bidding for federal work for three monthsThe firm has agreed to stop bidding for federal government work while the Finance Department investigates its handling of a whistleblower complaint.
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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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