QAV AU 829 — Chat QAV

by | Jul 23, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV, Cameron and Tony dig into mar­ket opti­mism as the All Ords hits record highs, despite ques­tion­able fun­da­men­tals. They explore how QAV typ­i­cal­ly out­per­forms post-crash, backed by data from the dum­my and light port­fo­lios. Cam reviews the new AI tools in Navexa and pre­views ChatGPT’s autonomous agent fea­tures. Tony reflects on investor psy­chol­o­gy, espe­cial­ly the pri­or­i­ti­za­tion of low volatil­i­ty over out­per­for­mance, and deliv­ers a detailed pulled pork on Beach Ener­gy (BPT). They also weigh in on free cash flow vs. oper­at­ing cash flow, lament the lack of media trans­paren­cy, and wrap with cul­tur­al mus­ings on The God­fa­ther, Robert Maxwell, and John Wick’s bul­let­proof bel­ly.

QAV AU 828 — Buy List Vacation

by | Jul 16, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV, Cameron and Tony dis­sect a week full of mar­ket con­tra­dic­tions, surg­ing port­fo­lios, and cau­tion­ary tales. They kick off with the Chi­nese eco­nom­ic “col­lapse” that some­how boost­ed mar­kets, then riff on Trump, Epstein, and MAGA melt­down. Tony shares updates on com­modi­ties (near­ly every­thing is a buy again) and port­fo­lio per­for­mance (the dum­my portfolio’s had a gang­buster month). They debate con­fes­sion sea­son and buy­ing rules before deep-div­ing into the week’s pulled pork on EDU Hold­ings — a micro­cap edu­ca­tion stock with a wild back­sto­ry and sol­id num­bers. Oth­er top­ics include the First Guardian super deba­cle, the RBA’s sur­prise rate deci­sion, the grift of anti-woke ETFs, ASX’s idea to allow dual-class shares, and Superman’s sur­pris­ing return to form.

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