HotCopper Wire

In this week’s HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson dissect the RBA "hike" call from Tuesday, take a look under the hood of the ANZ Consumer Confidence report, and chat Trump calling out his allies. Also in the episode: How Russia and India are faring in the chaos, and the Core Lithium (ASX:CXO) revival we've been seeing through CY26 lately. Then, the title bill – Has oil (or rather, Brent crude) become the latest "meme trade" this year? The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this week’s HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson run through another Iran-centric episode, including the ASX's mega dumps and big jumps on all the global news, as well as Trump, the widening conflict in the Middle East, and how we see the Reserve Bank rate call unfolding next week. Also in this, the 45th HotCopper Wire episode, are oil (and a whole lot of it), as well as Polymarkets and airlines Qantas and Air New Zealand. The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this week’s HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson dive into the conflict in the Middle East, talking about the U.S-Israeli attacks on Iran, how the global situation is and will impact Australian shares, and what it might mean for our ongoing struggle with inflation Down Under. Beyond that, we also squeeze in some chat about Magellan Financial (ASX:MFG) and Barrenjoey Capital and their proposed 'all-in-the-family' merger. The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this week's HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson keep rolling on with earnings coverage, including BHP reclaiming its throne (we just covered CBA back on top last episode!) as well as Woodside, Seven West, and plenty more. Outside that, there's Zip Co, Indonesia, AI, and Trump losing his tariffs lustre. The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this week's HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson take a look at our February earnings season Down Under, including the Commonwealth Bank reclaiming its bourse crown (sorry BHP) and CSL Ltd missing by a mile. Also on this episode's docket is that surprisingly strong U.S. jobs print, Vatican ETFs, MrBeast's financial app, how uranium and AI data centres have become so closely linked, and Electro Optic vs. Grizzly Research. The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this week's HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson unpack the RBA's decision to "hike" for the first time since CY23 (and mull how many more raises we'll see this year), poke through Trump's $12 billion critmins stockpile he's been spruiking, and call a "crypto winter" for Bitcoin. Also on the menu: Gold and silver as the new "memecoins," the decision to scrub ASX director details from databases, and Solstice Minerals' strong start to the year. The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Isaac McIntyre and Jonathon Davidson talk about that rough inflation print from Wednesday, what it means for the RBA call next week – almost definitely a hike now, we agree – and the Fed's "hold" decision, as well as once-hopeful Invictus Energy and the rough week it's having. Also on the recording docket: The "mother of all deals" between Europe and India that's been claiming headlines this week, as well as natgas and silver. The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the HotCopper Wire market podcast this week, it’s Trump again with this whole Greenland play and his European tariffs, as well as why Isaac McIntyre and Jonathon Davidson are watching Commonwealth Bank in the returning “Sell America” thematic and why BHP may have buried that it’s accepting lower iron ore prices from China. And – how Unity has fared in its first days, the wider Aussie IPO landscape early in CY26, and Qoria’s quarterly goofs. The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson take a look at the whole Trump vs. Federal Reserve chairman Jerome Powell stoush in the U.S., talk about black gold’s Iran-fuelled all-time highs, and Electro Optic. Also − JD wades into the sneaker cycle (which may be heading down, by all indicators) and we talk Codan’s metal detectors. The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about Donald Trump’s raid on Venezuela and the BlueScope-Stokes/Steel Dynamics takeover bid. Also included in our returning HotCopper Wire recording – Copper’s booming prices, China tariffing beef exports, and the 4DMedical spike. The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In the second half of the HotCopper Wire‘s CY25 end-of-year special, Isaac McIntyre and Jonathon Davidson look ahead over the year coming up, and what thematics we may see emerge (and keep running) through CY26. In what is basically our Wire finale for the calendar year, we talk about the AI thematic and how it’s powering on, where gold, silver, and copper will climb to, Simandou rumblings, lithium’s next revival, and Bitcoin and whether it has more to run. The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In the first half of the HotCopper Wire‘s CY25 end-of-year special, Isaac McIntyre and Jonathon Davidson look back over the year that was through the half-dozen biggest stories covered on the podcast and HotCopper. There are a half-dozen that truly stood out, including DroneShield, Invictus Energy, Kaili Resources, Guzman Y Gomez, Mineral Resources, and WiseTech. The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about the ASX Limited bungle that opened Week 49, the early Christmas malaise, and all the juicy GDP figures. Also included: Perseus Mining swooping on the Predictive Discovery-Robex Resources deal late. The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk the European Union sniffing around our critmins, the U.S. Fed Reserve rate cut chances, and why BHP just had another stab at Anglo-American (hint: Simandou). Also included: Monash IVF knocking back a T/O bid this week, and how kids are beating the Snapchat bans. The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk the Nvidia results the whole world had been waiting for, what Simandou finally starting means for Australia, and the DroneShield story that's had HotCopper users furious. And: How lithium is faring a week after we posed the question about it finally being back, as well as the big Japan-China trade story that's quietly brewing. The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about lithium's supposed revival and how Mineral Resources (ASX:MIN has been moving in recent weeks. Before that: The U.S. Government shutdown and when it may end, an update on China's trade, and Commonwealth Bank's (ASX:CBA) surprise quarterly dump. The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about the rollercoaster last fortnight the ASX's been on with the RBA's least surprising "hold" call ever, the global U.S.-China trade war potentially ending, and the XJO still trying to break 9,000. Also on the runsheet: Jensen Huang ate some fried chicken in South Korea and moved markets, and G8 Education (ASX:GEM) is in the spotlight. The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

You may best recognise AFT Pharmaceuticals given that in its portfolio is one of Australia’s most recognisable OTC brands – that of Maxigesic, a general purpose painkiller including paracetamol and ibuprofen available on the shelves of pharmacies, and even AFT’s own e-channels on Amazon and elsewhere.But the story of AFT Pharmaceuticals’ founder and CEO Hartley Atkinson is just as noteworthy. In this episode of From the Wire, AFT Pharma’s founder and CEO Hartley Atkinson sits down with senior markets reporter Jonathon Davidson to discuss his roots in Perth, Western Australia; what it takes to start a pharmaceutical company from your garage; how the regulatory and commercial landscapes have changed in the last forty years, and, how emerging technologies like AI stand to further disrupt the industry.This content is disseminated in partnership with AFT Pharmaceuticals Ltd. It is intended to inform investors and should not be taken as a recommendation or financial advice.The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about Albo securing a major critical minerals deal with Trump over in the U.S. (and how personalities bubbled up with Rudd on the scene at the White House gathering). Also on the runsheet: Gold's (and silver's) nosedive this week, how DroneShield and Electro Optic Systems are trucking, and Larvotto Resources' takeover offer. The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about Cboe's aggressive Aussie expansion and what it means for ASX Ltd considering its many flops. Also on the runsheet: Deloitte's $440,000 refund, Bitcoin, those booming gold prices, and how Race Oncology has been faring after its bumper release. The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.For HotCopper's full disclaimer, please ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.