QAV 814 — The Big Grift

by Cameron Reilly | Apr 9, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode, Cameron and TK dive into the recent mar­ket volatil­i­ty, large­ly dri­ven by US tar­iff announce­ments. They dis­cuss the impor­tance of stick­ing to the QAV invest­ing frame­work dur­ing uncer­tain times, con­trast­ing it with reac­tive or emo­tion­al deci­sion-mak­ing often seen else­where. The con­ver­sa­tion touch­es on the poten­tial eco­nom­ic impacts of the tar­iffs, includ­ing the log­ic behind them, the poten­tial for decou­pling from Chi­na, the his­tor­i­cal con­text of tar­iffs in Aus­tralia, and the pos­si­bil­i­ty of it all being a “grift”.