In this episode, Cameron and Tony tack­le the polit­i­cal earth­quake caused by the breakup of Australia’s Fed­er­al Coali­tion, dig into the impli­ca­tions of the RBA’s lat­est rate cut, and explore how the U.S. cred­it down­grade might rip­ple through mar­kets. We hit hot top­ics from tax­ing unre­al­ized gains to a les­son in val­ue invest­ing resilience through the lens of a Tobias Carlisle inter­view with Rich Pzena. We close with a deep pulled pork on Cettire Ltd (CTT), the con­tro­ver­sial drop-ship­ping retail­er that’s either mis­un­der­stood genius or spec­u­la­tive flame­out. Plus: the ASX plays dumb, and Helen Mir­ren gets name-dropped twice.