James Thompson

speaker

6,026 appearances 19 recordings 2 series first heard Apr 2026 last heard 4d 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

newest first · ▶ plays the moment

Chanticleer · Why your pay's going backwards, dividends surprise & bond market blues explained · 21 Aug 2026 podcast

I I think that review is healthy and welcome. voice-verified

Let's see where it comes out. voice-verified

Anthony, let's let's finish on a happier note. voice-verified

Can you think of any companies bucking the trend and actually doing some good investment? voice-verified

And what is it that's allowing them to do it? voice-verified

Well, there's two big companies still investing a lot. voice-verified

Telstra is one, putting billions of dollars into digital infrastructure, basically a a cable network. voice-verified

It's called the Aura network that's going to be running across the country. voice-verified

Look, if we want to become an AI powerhouse, that sort of infrastructure is going to be vital. voice-verified

Telstra thinks there's good returns, mid-double-digit returns in that, you know, so it it's continuing to invest. voice-verified

Invest very heavily. voice-verified

The other one's BHP. voice-verified

Now, they've got a copper investment program that's, you know, worth about fifty billion dollars US. voice-verified

Yes, most of that's going to go offshore, but they're still proposing a investment of around $10 billion US in their Olympic Dam copper business in South Australia. voice-verified

So th there's not many there's not many companies out there gonna voice-verified

drop ten billion dollars US on a project, which is what we could see from BHP over the next few years. voice-verified

So, you know, don't count the big Australian out yet. voice-verified

They're still doing some big spending in this country. voice-verified

Sounds like it's fighting back against Fermis, James. voice-verified

Yes, exactly. voice-verified

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