Why invest­ing is a lit­tle like musi­cal chairs at the moment; why we should like it when the mar­ket makes mis­takes; Apple announces BNPL ser­vice; changes to cash rate; Pulled Pork on PGL; Yan­coal takeover update; Iron Ore no longer a Josie; fundie per­for­mance lim­it­ed by short-ter­mism; how to stay sane dur­ing cor­rec­tions; report­ing of qual­i­fied audits in half-year­ly reports.

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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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