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!

 

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

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