Special edition! Chooks speak live with maverick billionaire investor, Mike Dorrell

James Thomson· Host0:00

[intro music] The Australian Financial Review. [crowd noise] Welcome everybody to this special live edition of the Chanticleer podcast, and which is part of the Australian Financial Review's Business Summit. Uh, I'm thrilled to be joined, as always, by my Chanticleer colleague. He's climbed more summits than Sherpa Tenzing, and he's lived to tell the tale. It's Anthony McDonald. [clapping] And also joining us today is a very special guest, the man who was crowned Australian Financial Review's Business Person of the Year for 2025, the co-founder and chief executive of the $19 billion infrastructure giant Stonepeak, will you please welcome again, Mike Dorrell.

Anthony Macdonald· Host0:42

[clapping] Now, Mike, please indulge us for a second because as, as is customary on the podcast, we wanna take a brief moment to summarize yesterday's events. For those who came in late, not that we're saying you were late to the summit, James, it was all about Iran early on, and RBA Governor Michele Bullock, she seemed a bit more worried than I expected.

James Thomson· Host1:06

Yeah, and she was exactly right. I mean, uh, Michele Bullock said yesterday that the markets seemed pretty sanguine about Iran. They're not sanguine now. Uh, Wall Street was down sharply last night. It's recovered a bit, but I think people are starting to wake up to the idea, as Bullock was warning yesterday, that the conflict in Iran might be a bit longer than people expected. Um, overnight