Alan Kohler, Intelligent Investor's Editor-at-Large, explores and explains the week’s news, views and events with smart people who like good coffee. Got a question for next week's episode? Email themoneycafe@intelligentinvestor.com.au.
What this show covers
interest rateshousingsuperannuationbond marketsbond yieldsmarketsAIAustralia debtAI investingshareholder activismtax and spendingimmigrationcybersecurityOne Nationfinance
What listeners will find here
Bond sell-off, AI hype, and the bigger question of who pays for it
Bond market turmoil and the AI investment boom drive this conversation, alongside a look at Firmus and Stephen Mayne’s latest shareholder activism fights. The episode also widens into government spending, taxation, and Australia’s rising debt.
Rates, populism and AI cyber risk in one wide-ranging finance briefing
Rising bond yields, interest rates and immigration lead the economic discussion, followed by a look at the deeper forces behind One Nation’s support. The episode also turns to AI-powered cyberattacks and what businesses can do to strengthen their defenses.
A rate-hike episode with almost no clues about what’s inside
The episode centers on finance and the question of what follows a rate hike. With only the title to go on, it appears aimed at listeners who want a broad discussion of next-step market or economic implications.
A Money Cafe episode with almost no clues beyond the date
30 Sep Money Cafe appears to be a date-stamped installment of the Money Cafe feed. With no topic details in the listing, this entry is best approached as a regular episode for existing listeners rather than one to sample for a specific subject.
Jim Chalmers on the 2026 Intergenerational Report and what it means next
The 2026 Intergenerational Report is the centerpiece here, with Treasurer Jim Chalmers joining Alan Kohler and Stephen Mayne. The episode also ranges across interest rates, the Trump-Xi summit, AGM season, and listener questions on AI, bond markets, migration, and more.
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