In episode 821 of the QAV Pod­cast, Cameron and Tony kick things off with tales of gas out­ages and cold show­ers before div­ing into the mar­kets. They review the port­fo­lio per­for­mance, explain the HLS sell-off, and unpack the lat­est antics of Don­ald Trump’s tar­iff diplo­ma­cy. Stocks under the spot­light include VVA (Viva Leisure) with their eye­brow-rais­ing stake in Goril­la X Labs, NRW’s legal wran­gle over the Whyal­la port, and a deep-dive pulled pork on ANZ. The ANZ seg­ment touch­es every­thing from exec­u­tive turnover, the bloat­ed One Plat­form app, sub­stance abuse alle­ga­tions, and the Sun­corp acqui­si­tion, to Cameron’s pre­dic­tion that the whole thing will be scrapped in favour of an AI-dri­ven rebuild. Sprin­kle in some talk about robot secu­ri­ty Room­bas, the lega­cy of Damien Brod­er­ick, Sparks’ new album, and Japan­ese punk, and you’ve got anoth­er vin­tage QAV ses­sion.