Anthony Macdonald

speaker

3,927 appearances 14 recordings 1 series first heard Apr 2026 last heard 11 Sep

Anthony Macdonald’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 14 in all, peaking in Aug 2026 with 4.

Appearances

newest first · ▶ plays the moment

Chanticleer · Housing recession’s long shadow, Apple iPhone flip out & Trump’s insane cash splash · 11 Sep 2026 podcast

It's been hit, you know, as hard as a CSL or cochlear sort of thing, except it hasn't had that big dramatic sell-off. voice-verified

It's just been this trickle for twelve months now, trickle lower and lower and it and the trickle took another step up this week when your mate Sarah Hunter was on stage talking about inflation and and and the rate rise expectations changed and that really hurt. voice-verified

But yeah, JB Hi Fi. voice-verified

I mean, we spoke about on the pod a couple of weeks ago. voice-verified

I said out a reporting season, I thought this was one of the worst results just because of how soft its trading was in July. voice-verified

And and you don't normally see that from JB Hi Fi. voice-verified

I agree with you, this is a cracking retailer. voice-verified

In terms of retail its scale, it's gotta be one of the best in Australia and if it's not the best on the ASX, it's the second best. voice-verified

But it's been hit by a heap of stuff. voice-verified

So you got the so the interest rates and the sort of macro cycle. voice-verified

Yeah. voice-verified

The cost of the computer. voice-verified

Compute and storage, the stock shortages, uh wage costs, you know, that four point seven five percent minimum wage rise hurt it as well. voice-verified

So it's been dumped on the back of its result, and management's been out there talking to investors and it just keeps trickling lower. voice-verified

Mm-hmm. voice-verified

I mean, at the same time, bond yields going up, ASX is trickling lower. voice-verified

Like you said, nearly every day it's been trading down. voice-verified

I mean, I'm I'm watching this one because it is a cracker of a company, JB Hi Fi, super consistent earnings grower. voice-verified

I mean voice-verified

Year on year, pretty much every year since it listed James. voice-verified

Showing 221–240 of 3,927 · page 12 of 197