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

So that sort of – matched

Most of the money, most of the flows into equity markets go to the biggest companies, and there's no one bigger than the banks. matched

So that's what we're seeing there. matched

To be clear, it's the dumb money, really. matched

Well, in a way, yeah. matched

I wouldn't call it dumb necessarily, but it's unthinking. matched

It's really just following… matched

rather than making a, you know, a considered bet on, you know, the fundamentals of CBA. matched

It's just really following other money. matched

It's money following other money is the way to think of it. matched

Yeah. matched

The story around CSL is different. matched

So obviously CSL has been – there was a moment there that CSL actually had a bigger market cap than CBA. matched

But that's long past. matched

Stock's down 60% in two years. matched

It's been a series of – matched

profit warnings and other disappointments. matched

And that's all sort of culminated in May when the stock fell 21% in a day, which is unheard of for a big company and unheard of for such a love stock like CSL. matched

But, yeah, they slowly started – the interim CEO is an old – matched

An old CSL hand, Gordon Naylor, and he and Ken Lim, the CFO, the Chief Financial Officer, have been doing the rounds of investors, trying to restructure, reorientate the culture internally. matched

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