US inflation drives the ASX down; Wheat is a Josephine; Portfolio is up 16.14%; DP recent trades; Tony’s three life lessons; Ray Dalio existing Bridgewater; Aussie CEOs denying reality; QAN profit; Super changes; Berkshire Report; Mortgage rate drop to 6.45%; pulled pork on COH; CCP results; is QAV a zero sum game; WHC shareholders; XTE’s results.
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In this episode, Tony and Cam discuss recent commodity declines and a gold price surge and what it all means, as well as recent Brettalator issues and portfolio updates. Tony reads from ‘What Works on Wall Street’ talking about how value investing sustains through market bubbles.
The ‘Pulled Pork’ segment features Cash Converters, analysing its business model, regulatory impact and growth potential. a big punt
In After Hours, they also discuss low-budget films, William Shatner’s intense role in ‘The Intruder,’ and Nick Cave’s new album ‘Wild God.’ The conversation shifts to Allan Lichtman’s election predictions, Lachlan Murdoch, and a Brett Whiteley art exhibition.
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