Senior reporter Jonathan Shapiro on the rise of DroneShield, why its CEO just dumped all his stock and whether the company can restore the faith.

Further reading:

Oleg Vornik defends $50m DroneShield share sale, citing risk to life
While the businessman has been circumspect about the reasons for offloading his entire stake, privately he has given an explanation to some investors.
Inside the two-week unravelling of high-flying tech stock DroneShield
A $70 million share sale by the chief executive, chairman and a third director has opened up a Pandora’s box of questions about its products, and accounts.
DroneShield dream run comes to abrupt end after CEO dumps $50m stake
Shares in the defence technology business crashed almost 30 per cent after Oleg Vornik and two directors sold considerable holdings with little explanation.

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Phillip Coorey and Tony Barry on the decision to dump net zero, the Coalition’s existential crisis and whether Sussan Ley’s leadership can survive.

This podcast is sponsored by Aussie Broadband

Further reading:

Andrew and Angus who? Leadership rivals a blank canvas, says poll
More than a third of voters have never heard of Andrew Hastie or Angus Taylor, the men who could challenge Sussan Ley for the Liberal leadership.
One Nation seen as party best suited to handle immigration: poll
While cost of living remains the most important issue for voters, they believe One Nation is the party best suited to deal with immigration policy.
‘Lowest since Federation’: Dire poll for Liberals and Ley as One Nation surges
Voters are more disillusioned than ever with the Coalition after a week of infighting over climate policy, and as support for One Nation hits a new high.

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John Kehoe and Michael Bleby on the RBA’s inflation dilemma, why the next interest rate move might be up and how that will affect the property market.

This podcast is sponsored by Aussie Broadband

Further reading:

Investors are flocking back to the property market Three interest rate cuts, double-digit price rises and tepid new housing supply have convinced investors that property is once again a sure bet.

If you’re waiting for another rate cut, read this first The lower speed limit means the economy cannot afford as much income growth for people, and that living standards will increase by less than in the past.

Housing market tipped to cool as rate cut hopes diminish Home prices grew 1.1 per cent in October, the fastest monthly pace in two years but some of the heat may come out soon as borrowing costs stay on hold.

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Health editor Michael Smith discusses CSL’s remarkable story, why investors have lost faith in the healthcare giant and what Trump has to do with it.

This podcast is sponsored by Aussie Broadband

Further reading:

How CSL went from 'bloated bureaucracy' to $145b global to $145b global behemoth
When Brian McNamee took on the top job at Commonwealth Serum Laboratories, the government-run entity was barely worth the land it was built on.
McNamee vows to stay CSL chairman despite growing investor disquiet
The pharmaceutical giant has avoided a board spill, but a market bloodbath arising from declining US vaccine rates has investors seething.
‘We have to fix this’: Brian McNamee on turning around CSL
CSL was once a market darling, now it’s out of favour and pressure is on board and management to convince sceptical investors of a plan to restructure the business.

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This week on The Fin, Lucy King and James Eyers on Australia’s crypto ATM boom, how they are being used for investment scams and why Australia is being targeted.

This podcast is sponsored by Salesforce

Further reading: ‘Devastated’: How I lost $500k in a crypto ATM scam
Mary, 85, is one of thousands of victims of Australia’s boom in crypto ATM’s, which suck in $275 million a year, and are the “getaway cars” for scammers.

Consumers, banks urge outright ban on crypto ATMs
Home Affairs Minister Tony Burke will give AUSTRAC powers to restrict the machines, but consumer groups say this won’t stop the danger to older Australians.

Labor to crack down on crypto ATMs amid scam surge
New powers will be handed to regulators to restrict the use of crypto ATMs, which have become a hub for scams and illegal money laundering.

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This week on The Fin podcast, Edmund Tadros and Paul Karp on Deloitte’s stuff-up, why it became a global story and what it means for the way we use, and value, AI.

This podcast is sponsored by Salesforce

Further reading:
‘Oversight was not followed’: Deloitte apologises for AI report
The firm will discipline personnel over a report that had to be reissued after they failed to vet incorrect AI-generated material in the document.
Deloitte’s AI scandal shows consultants need a new strategy
The saga also raises existential questions: for consultants, AI is both a major opportunity and a threat that directly undermines their premium fees.
Deloitte to refund government, admits using AI in $440k report
Deloitte will issue a partial refund to the government after admitting that artificial intelligence had been used in the creation of a report littered with errors.

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This week, senior writer Greg Bearup and Lowy Institute senior fellow Richard McGregor on China's dominance of the local EV and battery market and why that's a security risk.

This podcast is sponsored by Salesforce

Further reading:

Is your Chinese EV a ‘ticking time bomb’?
The rapid uptake of electric cars and home batteries from the Asian nation has put Australia’s energy infrastructure at risk of foreign hijack, experts warn.
China could disable or detonate Aussie EVs, warns top cyber expert
Malcolm Turnbull’s former cybersecurity tsar says Australian government officials should not ride in Chinese-made EVs because of the surveillance risk.
‘Crying shame’: Inside the demise of Australia’s only battery maker
Brian Craighead spent a decade trying to build an industry. He blames a cash crisis, a glut of Chinese product and shambolic federal policies for its failure.

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Andrew Hobbs and Tony Boyd on how investors lost $1.2 billion in Shield, First Guardian and Australian Fiduciaries, and how the gatekeepers let it happen.

This podcast is sponsored by Acenda

Further reading:
The ‘easy peasy’ approval: Shield exposes $850b super wrap industry
These funds told us they were toxic: how did Macquarie miss it?
How Macquarie ignored its own advice on Shield (and lost $100m)

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