Stephen Mayne

speaker

4,460 appearances 12 recordings 1 series first heard Apr 2026 last heard 6d ago

Stephen Mayne’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

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

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The Money Café with Alan Kohler · Census and Sensibility · 12 Aug 2026 podcast

So it's a skinnier margin, but on a hugely grown volume, and that's made net interest income a staggering twenty five point six billion, which flows through to eleven billion dollars of cash profits and eight billion for dividends for shareholders for the year and five billion for the government.

don't complain about making too much, we've given the government five billion in tax.

Well it it dipped for a bit, but it's gone back to right near back to a record high.

So it's back up at one hundred and seventy three ninety two last night.

It only got peaked at you know one hundred and eighty three or thereabouts.

So it's very near its all time record highs.

Um I mean unless Matt Common today says, you know, like A and Z, I predict house prices are gonna fall by fifteen percent and I can see our loan book, our home loan book falling, you know, unless he comes

bearish on housing in the outlook.

Uh I think that the the price will hold up and uh it's it's stronger for longer for for C BA.

Yeah.

So that's our biggest uh that's our biggest uh uh stock.

What's uh what about big tech?

I mean AI it's just uh

Booming again.

Although it's off a bit overnight, I must admit.

But uh it's still looking very, very toppy, isn't it?

Well I think we might look back.

The high water mark's surely gonna be be NVIDIA's boss Jensen standing with six CEOs from Wall Street, you know, KKR, Blackrock, Goldman's Apollo, Brookfield and Blackstone.

coming up with a five hundred billion dollar investment fund to treat compute or chips as an investment class of its own.

So you're gonna have compute futures, Alan, you're gonna have oil futures, commodity futures, compute futures.

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