Episodes

  • HotCopper editor Isaac McIntyre takes you through all the biggest sub-$1 movers on the ASX markets and across the HotCopper forums ⁠that you should be watching heading into the new week, using the forum's HotList tracking page — and this week, it's Minerals 260, Alligator Energy, Austral Resources, and more in the spotlight.

    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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  • Isaac McIntyre and Jonathon Davidson break down XHJ’s booming revival (and Pokémon cards), Richard White and WiseTech (ASX:WTC), and what flagging auction clearance rates mean for the HotCopper investing community. Also this week: ETFs in FY26 and what that could mean for the Oz bourse, as well as the Genesis-Vault-Regis story, and where gold is more broadly.

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  • Isaac McIntyre and Jonathon Davidson break down what this week's inflation print means for Australia, how bad the bird flu scare that's landed in southern WA could get, and why WiseTech is in trouble. Also in the podcast: Korea's "Black Tuesday," the Nanoveu (ASX:NVU) surge, and an ode to the silver meme trade that came and went this year.

    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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  • Isaac McIntyre and Jonathon Davidson crack into the U.S.-Iran peace pact that Donald Trump says is coming this weekend, as well as the Reserve Bank holding cash rates for the first time this calendar year, Woodside Energy (ASX:WDS) denying that Exxon Mobil Corp has made a takeover offer, SpaceX, Kyle Sandilands, and oil at a three-month low.

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  • Isaac McIntyre and Jonathon Davidson crack into why Australian traders are rotating into defensive stocks so heavily and the big AI story in the States, as well as Week 24 bourse debutant Boresight (ASX:BST) and its opening price boom, 1414 Degrees (ASX:14D), and what they have in common: Making money from modern drone warfare.

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  • Isaac McIntyre and Jonathon Davidson break down the "rising" Northern Star (ASX:NST), Vysarn (ASX:VYS) and its hunt for water in WA, and the returned Opthea (ASX:OPT) and its big pivot. Also included: The Oz wage increase, how range-bound gold has been around that ~$4,500/ounce (USD) mark, and the SpaceX play /r/WallStreetBets tried recently.

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  • Isaac McIntyre and Jonathon Davidson break down the Oz Budget (and all the CGT reactions) — and especially how it effects trading in Australian equities — as well as BHP Group retaking the ASX top spot from the Commonwealth Bank, struggles from ASX Limited, and the blockbuster SpaceX Listing. On top of that, they touch on everything from aluminium's boom and Guzman Y Gomez's failure in the U.S. to Aussie IPO floats like Bison, Kaoko, SkinKandy, and Li-FT Power.

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  • 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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  • 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?

    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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  • 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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  • 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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  • 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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  • 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.

    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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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