HotCopper Wire

Maybe just send an email next time, Albo

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 2 Apr 2026 04:04:54 +0000

In this week’s HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson break down (poke holes in) Albo’s national address from 7PM Wednesday, talk about Trump's big national speech and its many Trumpian victory calls, and flinch at the Aussie market's worst trading month since the COVID-19 days.

Also on the docket: "Hormuz Hopes" and how coal's faring, as well as the Koala (ASX:KOA) float — and how much it reminds us of Guzman Y Gomez's (ASX:GYG) arrival in June CY24 —and flagging profits for once-hyped labubus.

The material in this podcast is for information only and should not be treated as investment advice. Listeners are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions.

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Oil the newest 'meme trade'

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 19 Mar 2026 22:30:26 +0000

In this week’s HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson dissect the RBA "hike" call from Tuesday, take a look under the hood of the ANZ Consumer Confidence report, and chat Trump calling out his allies. Also in the episode: How Russia and India are faring in the chaos, and the Core Lithium (ASX:CXO) revival we've been seeing through CY26 lately. Then, the title bill – Has oil (or rather, Brent crude) become the latest "meme trade" this year?

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That –4pc heart attack and all the oil chaos

isaac.mcintyre@themarketonline.com.au (HotCopper) — Wed, 11 Mar 2026 05:49:15 +0000

In this week’s HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson run through another Iran-centric episode, including the ASX's mega dumps and big jumps on all the global news, as well as Trump, the widening conflict in the Middle East, and how we see the Reserve Bank rate call unfolding next week. Also in this, the 45th HotCopper Wire episode, are oil (and a whole lot of it), as well as Polymarkets and airlines Qantas and Air New Zealand.

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Operation Epic Fury

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 5 Mar 2026 22:22:48 +0000

In this week’s HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson dive into the conflict in the Middle East, talking about the U.S-Israeli attacks on Iran, how the global situation is and will impact Australian shares, and what it might mean for our ongoing struggle with inflation Down Under. Beyond that, we also squeeze in some chat about Magellan Financial (ASX:MFG) and Barrenjoey Capital and their proposed 'all-in-the-family' merger.

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BHP gets last laugh at bourse top as cracking Feb earnings peak

isaac.mcintyre@themarketonline.com.au (HotCopper) — Wed, 25 Feb 2026 22:03:57 +0000

In this week's HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson keep rolling on with earnings coverage, including BHP reclaiming its throne (we just covered CBA back on top last episode!) as well as Woodside, Seven West, and plenty more. Outside that, there's Zip Co, Indonesia, AI, and Trump losing his tariffs lustre.

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CBA king again amid enthralling February earnings

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 12 Feb 2026 22:53:05 +0000

In this week's HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson take a look at our February earnings season Down Under, including the Commonwealth Bank reclaiming its bourse crown (sorry BHP) and CSL Ltd missing by a mile. Also on this episode's docket is that surprisingly strong U.S. jobs print, Vatican ETFs, MrBeast's financial app, how uranium and AI data centres have become so closely linked, and Electro Optic vs. Grizzly Research.

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Our first RBA hike since CY23

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 5 Feb 2026 23:23:39 +0000

In this week's HotCopper Wire episode, Isaac McIntyre and Jonathon Davidson unpack the RBA's decision to "hike" for the first time since CY23 (and mull how many more raises we'll see this year), poke through Trump's $12 billion critmins stockpile he's been spruiking, and call a "crypto winter" for Bitcoin. Also on the menu: Gold and silver as the new "memecoins," the decision to scrub ASX director details from databases, and Solstice Minerals' strong start to the year.

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Invictus Energy abandoned

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 29 Jan 2026 05:00:34 +0000

Isaac McIntyre and Jonathon Davidson talk about that rough inflation print from Wednesday, what it means for the RBA call next week – almost definitely a hike now, we agree – and the Fed's "hold" decision, as well as once-hopeful Invictus Energy and the rough week it's having. Also on the recording docket: The "mother of all deals" between Europe and India that's been claiming headlines this week, as well as natgas and silver.

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Watching the CBA for "Sell America" clues

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 22 Jan 2026 05:00:00 +0000

On the HotCopper Wire market podcast this week, it’s Trump again with this whole Greenland play and his European tariffs, as well as why Isaac McIntyre and Jonathon Davidson are watching Commonwealth Bank in the returning “Sell America” thematic and why BHP may have buried that it’s accepting lower iron ore prices from China. And – how Unity has fared in its first days, the wider Aussie IPO landscape early in CY26, and Qoria’s quarterly goofs.

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Trump vs. Powell bubbles into new year

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 15 Jan 2026 15:00:00 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson take a look at the whole Trump vs. Federal Reserve chairman Jerome Powell stoush in the U.S., talk about black gold’s Iran-fuelled all-time highs, and Electro Optic. Also − JD wades into the sneaker cycle (which may be heading down, by all indicators) and we talk Codan’s metal detectors.

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A not-so-quiet start to CY26

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 8 Jan 2026 16:30:00 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about Donald Trump’s raid on Venezuela and the BlueScope-Stokes/Steel Dynamics takeover bid. Also included in our returning HotCopper Wire recording – Copper’s booming prices, China tariffing beef exports, and the 4DMedical spike.

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CY26 Preview – Looking ahead at lithium, gold, Simandou, BTC, and plenty more

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 18 Dec 2025 14:00:00 +0000

In the second half of the HotCopper Wire‘s CY25 end-of-year special, Isaac McIntyre and Jonathon Davidson look ahead over the year coming up, and what thematics we may see emerge (and keep running) through CY26. In what is basically our Wire finale for the calendar year, we talk about the AI thematic and how it’s powering on, where gold, silver, and copper will climb to, Simandou rumblings, lithium’s next revival, and Bitcoin and whether it has more to run.

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CY25 Wrapped – Looking back at Invictus, Kaili, DRO, and more

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 11 Dec 2025 16:00:00 +0000

In the first half of the HotCopper Wire‘s CY25 end-of-year special, Isaac McIntyre and Jonathon Davidson look back over the year that was through the half-dozen biggest stories covered on the podcast and HotCopper. There are a half-dozen that truly stood out, including DroneShield, Invictus Energy, Kaili Resources, Guzman Y Gomez, Mineral Resources, and WiseTech.

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Yet another ASX bungle

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 4 Dec 2025 03:36:42 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about the ASX Limited bungle that opened Week 49, the early Christmas malaise, and all the juicy GDP figures. Also included: Perseus Mining swooping on the Predictive Discovery-Robex Resources deal late.

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Europe wants in on our critmins

isaac.mcintyre@themarketonline.com.au (HotCopper) — Wed, 26 Nov 2025 05:09:32 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk the European Union sniffing around our critmins, the U.S. Fed Reserve rate cut chances, and why BHP just had another stab at Anglo-American (hint: Simandou). Also included: Monash IVF knocking back a T/O bid this week, and how kids are beating the Snapchat bans.

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DroneShield's "ballsy" ASX compliance reply

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 20 Nov 2025 03:28:36 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk the Nvidia results the whole world had been waiting for, what Simandou finally starting means for Australia, and the DroneShield story that's had HotCopper users furious. And: How lithium is faring a week after we posed the question about it finally being back, as well as the big Japan-China trade story that's quietly brewing.

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Is lithium back?

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 13 Nov 2025 04:27:44 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about lithium's supposed revival and how Mineral Resources (ASX:MIN has been moving in recent weeks. Before that: The U.S. Government shutdown and when it may end, an update on China's trade, and Commonwealth Bank's (ASX:CBA) surprise quarterly dump.

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The Huang Chicken effect

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 6 Nov 2025 03:33:42 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about the rollercoaster last fortnight the ASX's been on with the RBA's least surprising "hold" call ever, the global U.S.-China trade war potentially ending, and the XJO still trying to break 9,000. Also on the runsheet: Jensen Huang ate some fried chicken in South Korea and moved markets, and G8 Education (ASX:GEM) is in the spotlight.

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From the Wire — Inside AFT Pharmaceuticals

isaac.mcintyre@themarketonline.com.au (HotCopper) — Mon, 27 Oct 2025 05:19:33 +0000

You may best recognise AFT Pharmaceuticals given that in its portfolio is one of Australia’s most recognisable OTC brands – that of Maxigesic, a general purpose painkiller including paracetamol and ibuprofen available on the shelves of pharmacies, and even AFT’s own e-channels on Amazon and elsewhere.

But the story of AFT Pharmaceuticals’ founder and CEO Hartley Atkinson is just as noteworthy.

In this episode of From the Wire, AFT Pharma’s founder and CEO Hartley Atkinson sits down with senior markets reporter Jonathon Davidson to discuss his roots in Perth, Western Australia; what it takes to start a pharmaceutical company from your garage; how the regulatory and commercial landscapes have changed in the last forty years, and, how emerging technologies like AI stand to further disrupt the industry.

This content is disseminated in partnership with AFT Pharmaceuticals Ltd. It is intended to inform investors and should not be taken as a recommendation or financial advice.

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Albo-Trump cook up critmins pact

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 23 Oct 2025 05:34:53 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about Albo securing a major critical minerals deal with Trump over in the U.S. (and how personalities bubbled up with Rudd on the scene at the White House gathering). Also on the runsheet: Gold's (and silver's) nosedive this week, how DroneShield and Electro Optic Systems are trucking, and Larvotto Resources' takeover offer.

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Cboe wants a slice of ASX Ltd's cake

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 9 Oct 2025 04:22:52 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about Cboe's aggressive Aussie expansion and what it means for ASX Ltd considering its many flops. Also on the runsheet: Deloitte's $440,000 refund, Bitcoin, those booming gold prices, and how Race Oncology has been faring after its bumper release.

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Radio's killing the video star

isaac.mcintyre@themarketonline.com.au (HotCopper) — Wed, 1 Oct 2025 04:08:16 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and birthday boy Jonathon Davidson talk the RBA's "hold" – and why it was odd the ASX dropped so much after the call – and 9,000pts again. Also on the runsheet: DroneShield, Invictus Energy, and Southern Cross buying Seven West for cheap.

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Albo can't seem to catch Trump

isaac.mcintyre@themarketonline.com.au (HotCopper) — Wed, 24 Sep 2025 06:50:53 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson discuss Albo's attempts to talk with Trump, how many IPOs are popping up now, and Myer's no good very bad earnings day. And, the pair look at China vs. BHP, why Warren Buffett selling out of BYD might matter, and Regis Healthcare.

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Locksley rap video gives Hilltop Hoods run for money

isaac.mcintyre@themarketonline.com.au (HotCopper) — Wed, 17 Sep 2025 04:06:18 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk ANZ and its $240 million fines from ASIC, the lithium pop in Week 38, and why Canva swerved the ASX for a Nasdaq composite listing sometime in the future. And, we look at Locksley Resources and the amusing rap video created by company shareholders.

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Two '4D' stocks to watch, but only one winner

isaac.mcintyre@themarketonline.com.au (HotCopper) — Wed, 10 Sep 2025 06:07:48 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson look at Coles and Woolworth's legal battles, the U.S. Fed Reserve cut calls, victory in the Murdoch family struggles, and where James Hardie is six months later. Also included is a HotCopper trending double whammy: Soaring 4DMedical and sagging 4DS Memory.

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Glowing gold, shining silver, and... wheat collusion?

isaac.mcintyre@themarketonline.com.au (HotCopper) — Wed, 3 Sep 2025 03:52:50 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson take a peek at the gold and silver price rush, which #ASX companies may benefit best, and talk Trump's appeals court battle. Also included is Invictus Energy – part two on the producer suddenly rocketing up in value in September.

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Qatar royals bet on Invictus Energy

isaac.mcintyre@themarketonline.com.au (HotCopper) — Wed, 27 Aug 2025 04:31:11 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson dive into Twiggy's latest Fortescue x Green Hydrogen pledges (and whether we believe him), the next Kaili Resources response from Tuesday afternoon, and more. And the headlining story - The Qatar ruling family has invested in Invictus, sending it rocketing.

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The inexplicable Kaili Resources rocket

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 21 Aug 2025 07:28:43 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson dive into ASX earnings season (including CBA, BHP, CSL, and more) as well as how the bourse has reacted. And – the HotCopper duo pick apart the Kaili Resources rocket and what they think of the surge.

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Forget dreaming, the 9,000s are nearly here

isaac.mcintyre@themarketonline.com.au (HotCopper) — Wed, 13 Aug 2025 03:51:44 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson dive into the ASX and its 9,000 dreams, Michele Bullock's "two-slash-three" cut prediction, and $1 billion Sushi Hub. Also included: Lithium's early-week revival (and retreat) and the massive Boss Energy value collapse.

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Dreaming of the 9,000s

isaac.mcintyre@themarketonline.com.au (HotCopper) — Wed, 23 Jul 2025 05:30:47 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson dive into the ASX climbing towards 9,000 points, London's 24/7 vision, Block landing on the S&P 500, and Strike Energy.

Also included: China's super-sized Tibet dam lifting iron ore prices and graphite soaring across the globe.

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Potatoes, TACOs, and the $120M helicopter heist

isaac.mcintyre@themarketonline.com.au (HotCopper) — Wed, 16 Jul 2025 05:25:28 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson dive into how boring Trump's become, U.S. CPI, and the $120 million Hollywood-style helicopter heist in Mali that may force an ASX-listed company to declare force majeure.

Also included is potato futures (yes, you read that right), Trigg Minerals, and the RBA's war on surcharges.

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Reserve Bank holds the toppings

isaac.mcintyre@themarketonline.com.au (HotCopper) — Wed, 9 Jul 2025 06:11:13 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson dissect what the RBA's "hold" decision means, why Trump's unpause probably had a big effect, and whether it all means there's going to be a big chop coming next month.

Also included — Domino's and its shock exit, Botanix's huge price collapse, and nickel overtaking lithium.

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FY25 ended up not so bad… but Trump unpause is coming

isaac.mcintyre@themarketonline.com.au (HotCopper) — Wed, 2 Jul 2025 05:32:49 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk the end of FY25, why it may not be smooth sailing as July 9 approaches, and how a study into spending on Amazon may be a worrying find for Donald Trump.

Also included — DroneShield (for all our HotCopper fans) and a look at the refiring IPO market so far.

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Yeah, we're thinking the IPO market is back

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 26 Jun 2025 02:28:10 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about the re-firing IPO market and this week's floats, including Virgin Australia, Greatland Resources, and La Trobe.

Also included — whether Syrah getting site access back really matters and the ongoing Israel-Iran hostilities.

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Abu Dhabi wants to buy our 'true' oil and gas gem

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 19 Jun 2025 00:52:16 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about the $30b Santos takeover bid, claims Virgin's impending IPO is "overpriced," and Sprott buying up uranium.

Also included — 4DS' big flop from earlier this week and the ASIC inquiry into our local market operator.

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They're changing the IPO rules (and that's a good thing)

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 12 Jun 2025 06:10:26 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk about the changing IPO rules — and why they like them — as well as the local bourse's new all-time high.

Also included — The Johns Lyng Group takeover, shining silver, and HotCopper forum darling Zip Co.

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Turning to bargain wines

isaac.mcintyre@themarketonline.com.au (HotCopper) — Wed, 4 Jun 2025 04:27:56 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk the $14 billion Soul Patts/Brickworks team-up, the Treasury Wine Estates slump turning us to goon bags, and an ABS warning.

Also included — Aura Energy and the Swedish uranium unban and MTM Critical Minerals' bull rush.

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Chops, bonds, and trade talk boxing

isaac.mcintyre@themarketonline.com.au (HotCopper) — Wed, 28 May 2025 05:20:12 +0000

On the HotCopper Wire market podcast this week, Isaac McIntyre and Jonathon Davidson talk RBA rate cuts, Trump boxing the EU (back proving "TACO), and Dutton's terrible nuclear mistiming.

Also included — Melbana Energy finally on the move and what exactly is happening with U.S. bonds.

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Pre-Election Special — Showdown Time: Dutton vs. Albanese

isaac.mcintyre@themarketonline.com.au (HotCopper) — Fri, 2 May 2025 04:05:54 +0000

In this week's HotCopper Wire podcast, Executive Producer Sonia Madigan welcomes special guest Jevons Global investment firm founder & Chief Investment Officer, commentator Kingsley Jones.

HotCopper markets reporter Caroline Smith joins us along the way as we look at what the election outcome will and won’t mean on the markets.

We look at the nuclear debate and the information - and mis-information (i.e. fear campaign!) - that's been circulating in the sometimes-ugly marketing and media circus surrounding the vote.

We look at a host of other promises from each side of the fence and address the biggest election issues: The cost of living and housing crises.

Before we go, you'll hear us explore the question... Are Australia's Prime Ministers paid enough to really attract the quality of talent needed to run a country?

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The Latin America expansion boom

isaac.mcintyre@themarketonline.com.au (HotCopper) — Tue, 22 Apr 2025 00:19:50 +0000

On HotCopper's market watch podcast this week, Isaac McIntyre and Jonathon Davidson talk about Latin America and why so many ASX-listed miners are diving into the region in 2025 and beyond. Also included - conversations with Adam McKinnon (Advance Metals), Hugh Callaghan (EV Resources), and Neil Goodman (Magnum Mining) on the same topic.

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Crash (and a historic one at that)

isaac.mcintyre@themarketonline.com.au (HotCopper) — Wed, 9 Apr 2025 04:19:20 +0000

On HotCopper's market watch podcast this week, Isaac McIntyre and Jonathon Davidson discuss the 'neo' Black Monday global markets were whacked with in Week 15, how the China-U.S. trade war may unfold, and how right Jim Chalmers is about four in rate cuts this year.

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Take-off time... or is it more taxiing?

isaac.mcintyre@themarketonline.com.au (HotCopper) — Wed, 2 Apr 2025 04:33:45 +0000

On HotCopper's market watch podcast this week, Isaac McIntyre and Jonathon Davidson discuss RBA's "pause" call, Trump's "Liberation Day," and Virgin's latest attempt to rejoin the ASX after half a decade.

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The "nothingburger" budget

isaac.mcintyre@themarketonline.com.au (HotCopper) — Wed, 26 Mar 2025 05:04:34 +0000

On HotCopper's market watch podcast this week, Isaac McIntyre and Jonathon Davidson discuss the Labor budget and it's middling reactions, the $14B James Hardie-AZEK buy-up, and plenty more.

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What comes first, a bear market or the election?

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 20 Mar 2025 06:21:36 +0000

On HotCopper's market watch podcast this week, Isaac McIntyre and Jonathon Davidson discuss the "Buy Australian" campaign reportedly coming from Labor's camp, Macquarie Bank calling a bear market amid inflation concerns from the U.S., and plenty more.

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It’s red, red, red everywhere we look

isaac.mcintyre@themarketonline.com.au (HotCopper) — Wed, 12 Mar 2025 04:08:49 +0000

On HotCopper's market watch podcast this week, Isaac McIntyre and Jonathon Davidson discuss the WA election results — and what they mean for ASX-listed companies — and the ever-deepening red rush on the bourse.

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Trump gets his trade war

isaac.mcintyre@themarketonline.com.au (HotCopper) — Wed, 5 Mar 2025 04:30:00 +0000

On HotCopper's market watch podcast this week, Isaac McIntyre and Jonathon Davidson discuss Trump's meeting with Zelensky, the trade war that keeps heating up, Mesoblast's decline, the U.S. Bitcoin "reserve," and more.

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Which saga lasts longer, White's WiseTech or the sinking Star?

isaac.mcintyre@themarketonline.com.au (HotCopper) — Wed, 26 Feb 2025 04:30:00 +0000

On HotCopper's market watch podcast this week, Isaac McIntyre and Jonathon Davidson discuss the latest twists and turns in the Richard White-WiseTech Global saga and Star Entertainment Group's next soft deadline, as well as GYG shorts and more.

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The RBA finally got the scissors out

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 20 Feb 2025 04:30:00 +0000

On HotCopper's market watch podcast this week, Isaac McIntyre and Jonathon Davidson discuss the RBA's big rate cut decision this week, Dutton's move against insurance companies, and... Trump in the NT?

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HotCopper joins the podcasting game

isaac.mcintyre@themarketonline.com.au (HotCopper) — Thu, 6 Feb 2025 04:30:00 +0000

On HotCopper's market watch podcast this week, Isaac McIntyre and Jonathon Davidson discuss Trump's seemingly never-ending tariff moves, what's going on with U.S. (and global) inflation, the bumper Chemist Warehouse-Sigma Warehouse merger, and more.

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