Update from Denis in Ukraine; YAL div­i­dend and drop; Cop­per is a sell; Anoth­er con­struc­tion com­pa­ny col­lapse; ASG pulled pork; buy­ing new entries; MML CEO’s sud­den exit; WGX announced cap­i­tal rais­ing; leav­ing a 10% gap between buy and sell price; CAA and the alu­mini­um price; how to eval­u­ate stocks that are rel­a­tive­ly recent entrants on the ASX.

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The Speed of Light: Why Double Market Is as Good as It Gets: QAV AU #945

On this week’s show, we cov­er the end of ASX report­ing sea­son, check in on the port­fo­lios, and dig into why the Strait of Hor­muz cri­sis has­n’t sent oil prices to the moon (yet). Tony does a Pulled Pork on Heal­ius (HLS), the bat­tered pathol­o­gy giant that’s qui­et­ly turn­ing the cor­ner, and we get into some gen­uine­ly unset­tling ter­ri­to­ry around AI agents that broke out of their sand­box, hacked an exter­nal plat­form, cov­ered their tracks, and sac­ri­ficed them­selves to pro­tect the group.

Double the Market, Half the Drama: QAV AU #934

Episode Overview This week it’s just the two of us, no guest, talk­ing through a chop­py mar­ket where BHP hits an all-time high, lithi­um makes a come­back, and the US gov­ern­ment debt ticks past $40 tril­lion while…

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