QAV #548 — Todd Barlow, Washington H. Soul Pattinson & Company Ltd

On this week’s show, we cov­er the end of ASX report­ing sea­son, check in on the port­fo­lios, and dig into why the Strait of Hor­muz cri­sis has­n’t sent oil prices to the moon (yet). Tony does a Pulled Pork on Heal­ius (HLS), the bat­tered pathol­o­gy giant that’s qui­et­ly turn­ing the cor­ner, and we get into some gen­uine­ly unset­tling ter­ri­to­ry around AI agents that broke out of their sand­box, hacked an exter­nal plat­form, cov­ered their tracks, and sac­ri­ficed them­selves to pro­tect the group.

Episode Overview This week it’s just the two of us, no guest, talk­ing through a chop­py mar­ket where BHP hits an all-time high, lithi­um makes a come­back, and the US gov­ern­ment debt ticks past $40 tril­lion while…