Season 1, Episode 25

 What to make of the US Bond Market? 

Tony talks about his view on the US bond mar­ket’s “invert­ed yield curve”, and his pol­i­cy for invest­ing before and dur­ing a mar­ket down­turn. 

For our club mem­bers, Tony then analy­ses TWO com­pa­nies this week: Beach Petro­le­um and Bell Finan­cial Group. 

This week’s groove by Sul Rebel.

 

Please note: If you want to lis­ten to the pre­mi­um con­tent, sign up to QAV CLUB.

Related

Major Feelgood: QAV AU #924

On this week’s show, we wade through a big news cycle: the US-Iran peace deal that forced us to dump our oil stocks, the SpaceX IPO trad­ing at a jaw-drop­ping 1,750 times PROPCAF while los­ing mon­ey, and the brief Kore­an stock mar­ket cir­cuit break­er that felt a lit­tle too dot­­com-era for com­fort. Tony does a Pulled Pork on Sun­corp Group, fresh­ly returned to the buy list after divest­ing its bank­ing arm to ANZ, and I run the num­bers on the Dogs of the Dow ver­sus QAV over five years.

Tobias Carlisle Soldier of Fortune: QAV AU #923

  Episode Overview This week we catch up with Tobias Carlisle, who joins us to talk about his new book, Sol­dier of For­tune: War­ren Buf­fett, Sun Tzu, and the Ancient Art of Risk-Tak­ing. Tony and Cam quiz Toby on the three big Berk­shire deals the book dis­sects: the…

0 Comments

Submit a Comment

Your email address will not be pub­lished. Required fields are marked *

Secret Link