Season 1, Episode 37

  Preparing For The Collapse 

This week Tony answers a couple of questions from club member Dave about why Warren Buffet & Berkshire are sitting on a massive pile of cash and how Tony is preparing for a “global market crunch”.

We also talk some more about listed investment companies, the “this time is different” delusion, and some selected quotes from a video Cameron watched by billionaire value investor Howard Marks from Oaktree Capital.

And in our club section we take a look at the financials of gold miner PRU (Perseus Mining).

In terms of the checklist, I’ve learned how to add sexy new colours in my conditional formatting and a sparkline!

 

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Related

S02E02 – The Property Equation

Tony answers some questions from listener Jamie in Perth about balance between property and shares. He also talks about a couple of investing books he’s been reading, and in our Club edition we analyse BSL – Bluescope Steel.

S02E01 – Time In The Market

Season Two of our investing podcast!! We look at our portfolio’s month end report and how it compared to the All Ords Total Return index and answer questions from Club Member Mike L about the accuracy of future predictions. Then we talk about commodities trend lines as a source of comfort when investing in coal, and our analysis this week is GRR.

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  1. This time it's different. - QAV Podcast - […] In our latest podcast, Tony again reiterates that while he doesn’t pay a great deal of attention to the…

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