There’s blood on the streets! We intro­duce the under­ly­ing com­mod­i­ty Josephine rule, MML is now X64, alu­mini­um is a sell, iron ore sell fudge, RBA lifts inter­est rates, Rule 1 price for pen­ny stocks, pulled pork on PDL, what is a “Cash set­tled total return swap”, invest­ing dur­ing inter­est rate ris­es, Alu­mi­na v Alu­mini­um, Rule #1 alerts when you’ve bought a par­tic­u­lar stock in a few dif­fer­ent tranch­es, GMA and the Impact of ris­ing inter­est rates, when to fac­tor a div­i­dend back into the price.

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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…

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