Another RBA rate rise; BRI’s underlying commodity; ASIC sues Mercer Super; GNC maps to bushel prices; LAU & IGL made the S&P All Ordinaries; Gerry Harvey wheels out his old material; Guy Debelle pops up at Super Fund; Solly Lew creeps another 3% up the Myer share register; Mortgage Rate survey sees interest rates back to 6.48%; Alex Hay on WHC ownership movements; Pulled pork on Duratec (DUR); TK’s experiments with selling stocks that are no longer on the buy list; TKs view on the negative market reaction to both CLX and DDH.
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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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