We’ve been banned from talk­ing about cryp­to and fund man­agers; Mark’s check­list for the check­list; kids and invest­ing; com­mod­i­ty update; port­fo­lio update; are we counter cycli­cal; new results in SD for ECX and NAB and PDL; CGT plan­ning; top 3 LICs; S32 update; Renko charts; set­ting Josephine alerts; pulled pork on PTL; stocks and high inter­est rates; defin­ing “inde­pen­dent direc­tor”; how quick­ly to buy after a sell; the dif­fer­ence between a Josephine ver­sus a falling knife; gold USD v AUD; the ACL chart; oper­at­ing cash­flows and lease pay­ments.

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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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