QAV S01E37 — Preparing For The Collapse

by | Nov 12, 2019 | Podcast Episodes | 0 comments

Season 1, Episode 37

  Preparing For The Collapse 

This week Tony answers a cou­ple of ques­tions from club mem­ber Dave about why War­ren Buf­fet & Berk­shire are sit­ting on a mas­sive pile of cash and how Tony is prepar­ing for a “glob­al mar­ket crunch”.

We also talk some more about list­ed invest­ment com­pa­nies, the “this time is dif­fer­ent” delu­sion, and some select­ed quotes from a video Cameron watched by bil­lion­aire val­ue investor Howard Marks from Oak­tree Cap­i­tal.

And in our club sec­tion we take a look at the finan­cials of gold min­er PRU (Perseus Min­ing).

In terms of the check­list, I’ve learned how to add sexy new colours in my con­di­tion­al for­mat­ting and a sparkline!

 

Please note: If you want to lis­ten to the pre­mi­um con­tent, sign up to QAV CLUB.

Lis­ten Below Or Where You Get Your Pod­casts

Related

Major Feelgood: QAV AU #924

On this week’s show, we wade through a big news cycle: the US-Iran peace deal that forced us to dump our oil stocks, the SpaceX IPO trad­ing at a jaw-drop­ping 1,750 times PROPCAF while los­ing mon­ey, and the brief Kore­an stock mar­ket cir­cuit break­er that felt a lit­tle too dot­­com-era for com­fort. Tony does a Pulled Pork on Sun­corp Group, fresh­ly returned to the buy list after divest­ing its bank­ing arm to ANZ, and I run the num­bers on the Dogs of the Dow ver­sus QAV over five years.

Tobias Carlisle Soldier of Fortune: QAV AU #923

  Episode Overview This week we catch up with Tobias Carlisle, who joins us to talk about his new book, Sol­dier of For­tune: War­ren Buf­fett, Sun Tzu, and the Ancient Art of Risk-Tak­ing. Tony and Cam quiz Toby on the three big Berk­shire deals the book dis­sects: the…

0 Comments

Submit a Comment

Your email address will not be pub­lished. Required fields are marked *

Secret Link