James Thompson

speaker

987 appearances 3 recordings 1 series first heard Jul 2026 last heard 18 Aug

James Thompson’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 — 3 in all, peaking in Aug 2026 with 2.

Appearances

newest first · ▶ plays the moment

The Money Café with Alan Kohler · There's No Place Like Home · 5 Aug 2026 podcast

And I'm James Thompson, senior Chanticleer columnist at the Australian Financial Review. matched

And we are The Money Cafe. matched

All right? matched

Oh, fantastic. matched

We had a great conversation. matched

We talked about the World Cup and all sorts of stuff. matched

So he was in fine form as always. matched

Well, I think for different reasons, yeah. matched

I mean, CBA, basically we have this thing where the big institutions in Australia, which includes the super funds, they just keep buying the banks. matched

I think institutional ownership of CBA is up to 30%. matched

So retail punters, mums and dads have actually been selling, but the big instos have been buying, and that sort of just keeps lifting the price range. matched

Not automatically, but the price of the banks just keeps grinding higher, even though everybody knows they're overpriced and overvalued. matched

I don't know. matched

Well… matched

I mean, the banks are a big part of the index, so passive strategies have to hold the market weight. matched

But what we've seen is that super funds need to be pretty index-like in their allocations to Australian equities. matched

There's this thing called the Your Super, Your Future performance test, matched

And that tracks basically – it basically tracks the super funds against the benchmark index. matched

The super funds don't want to get too far away from that. matched

So that means they have to be a little bit passive-like in their strategies when it comes to big companies. matched

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