James Thompson

speaker

6,026 appearances 19 recordings 2 series first heard Apr 2026 last heard 3d ago

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 — 19 in all, peaking in Jul 2026 with 5.

Appearances

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Chanticleer · $3b builder collapse sparks drama, Profit season's best and worst & Ooshies grocery battle · 28 Aug 2026 podcast

So we've seen this sort of teetering, the debt getting bigger, the lenders getting more concerned for a few months. matched

That's added a lot to this story as well. matched

This is a bit of a moment. matched

Of course, there's lots of subcontractors and workers around these projects that gives it a big importance too. matched

But a really big part of this story for the Financial Review, Anthony, is where matched

Where the money has come from? matched

BAFL hasn't gone out and borrowed from the banks. matched

It's gone out and borrowed from private credit lenders. matched

Now that's a bit of a catch-all term that involves lots of people. matched

But as we've talked about on the podcast many times, over the last few years we've seen this explosion in private credit lending. matched

So this is where money is raised from private investors, all sorts of private investors, and lent outside the banking system to different businesses. matched

Now in Australia. matched

Australia, the concentration of private credit is very much in the property sector. matched

That's a historic thing. matched

We've had lenders have gone by different names over the years, you know. matched

You'd have solicitors with mortgage funds, you'd have mezzanine finance, you'd have non-bank lenders, even sometimes it's called shadow banking. matched

And those guys have supported the property sector for a long time. matched

Now it's got this sort of cool title, Anthony, and it's all matched

Under the banner of private credit. matched

We've heard a lot about the private credit sector in the US this year and the potential for, you know, that that great phrase, cockroaches in the kitchen of the private credit industry as deals go awry and bad debts rise. matched

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