The Money Café with Alan Kohler
Jul 1, 2026 · 46 min · 11 segments
On The Money Café this week, Alan Kohler and Stephen Mayne celebrate the start of the new financial year, run through the biggest stories of FY26, the latest house price data, the war in Iran, and the…
Stephen MayneHost
Alan KohlerHost
So not many people celebrate the end of the financial year, but, uh, a lot of changes this year, Alan.
What-- Well, what do you think the biggest stories of the financial year were, Stephen?
I think obviously Iran and the Strait of Hormuz and oil and, and markets, uh, is also...
Um, and more recently, the launch of this, um, new Chinese large language model called, um, GLM 5.2 by the company called Zhipu or ZAI or I can't re-- I, I can't figure out what the company's named.
And there's, and there's now six-- as of today, there's 16 companies in the world that are worth more than a trillion dollars.
So, uh, and the, the boom's moved from the AI models to the chips, so it's now a chips bubble.
So, you know, for instance, at the moment, Micron, a chip maker, is worth one point three trillion.
So not many people celebrate the end of the financial year, but, uh, a lot of changes this year, Alan.
What-- Well, what do you think the biggest stories of the financial year were, Stephen?
I think obviously Iran and the Strait of Hormuz and oil and, and markets, uh, is also...
Um, and more recently, the launch of this, um, new Chinese large language model called, um, GLM 5.2 by the company called Zhipu or ZAI or I can't re-- I, I can't figure out what the company's named.
And there's, and there's now six-- as of today, there's 16 companies in the world that are worth more than a trillion dollars.
So, uh, and the, the boom's moved from the AI models to the chips, so it's now a chips bubble.
So, you know, for instance, at the moment, Micron, a chip maker, is worth one point three trillion.
Every episode on Radar is fully transcribed, speaker-labeled, and rich with metadata. Here is a taste of this one. Try Radar for free to see the rest.
3 of 6
Retail Rights Issue Rant
Here's where Stephen unloads on greedy bankers
AI Chips Bubble Warning
Alan predicts looming crash in AI chips
Billion vs Trillion Seconds
Alan illustrates trillion with prehistoric time travel
+3 more clips · 4 min 56 sec of audio in all
The rest of this transcript — segmented and speaker-labeled, so you land on the exact moment something was said
All 6 clips — the highlight moments, each cut as its own audio, with a title and a speaker
All 11 segments — the transcript broken into labeled sections, every ad read marked
All 25 topics — jump to every other episode discussing the same subject
Every related episode — other shows Radar links to this one
No account is needed to search Radar.
