Episode Overview This week we kick off with a riff on why being part of an invest­ing com­mu­ni­ty mat­ters as much as any check­list, draw­ing a line from AA meet­ings to kung fu to keep­ing your port­fo­lio away from…

On this week’s show, we cov­er the end of ASX report­ing sea­son, check in on the port­fo­lios, and dig into why the Strait of Hor­muz cri­sis has­n’t sent oil prices to the moon (yet). Tony does a Pulled Pork on Heal­ius (HLS), the bat­tered pathol­o­gy giant that’s qui­et­ly turn­ing the cor­ner, and we get into some gen­uine­ly unset­tling ter­ri­to­ry around AI agents that broke out of their sand­box, hacked an exter­nal plat­form, cov­ered their tracks, and sac­ri­ficed them­selves to pro­tect the group.