QAV AU 903 — Nobel Prizes and Negative Sentiment

by | Jan 21, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode, Cameron and Tony dive into the com­plex geopo­lit­i­cal and eco­nom­ic land­scape of ear­ly 2026, exam­in­ing China’s record trade sur­plus and the stalling impact of US tar­iffs on man­u­fac­tur­ing. They explore how the AI boom has act­ed as a pri­ma­ry dri­ver for US growth, poten­tial­ly mask­ing the drag cre­at­ed by trade restric­tions. Clos­er to home, the duo dis­cuss­es Australia’s man­u­fac­tur­ing depen­den­cies and the ris­ing influx of Chi­nese EVs and renew­able ener­gy assets. The heart of the episode fea­tures deep dives into lis­ten­er-dri­ven data, com­par­ing the QAV process against “buy and hold” strate­gies, and the Club edi­tion con­tains a “Pulled Pork” analy­sis of **Stan­more Resources (SMR)**. From man­ag­ing red flags in stocks like **Fleet­wood (FWD)** to the nuances of super­an­nu­a­tion-approved ASX 300 lists, this episode bal­ances high-lev­el macro the­o­ry with the prac­ti­cal, rules-based dis­ci­pline of val­ue invest­ing.

QAV AU 902 — Quintuple

by | Jan 14, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this wide-rang­ing QAV Aus­tralia episode, Cameron and Tony move from bush­fires dev­as­tat­ing Vic­to­ri­an horse studs into geopol­i­tics, cen­tral bank inde­pen­dence, and the increas­ing­ly overt polit­i­cal pres­sure being applied to the US Fed­er­al Reserve. From Kevin Rudd’s exit as ambas­sador and Trump’s cam­paign against Jerome Pow­ell, the con­ver­sa­tion piv­ots into mar­ket con­se­quences, port­fo­lio per­for­mance, and a remark­able year for QAV Light port­fo­lios, which have dra­mat­i­cal­ly out­per­formed the index. The sec­ond half dives deep into prac­ti­cal invest­ing ques­tions from lis­ten­ers, cov­er­ing port­fo­lio con­struc­tion, gear­ing, draw­downs, and frank­ing cred­its, before clos­ing with a detailed “pulled pork” analy­sis of Kip McGrath Edu­ca­tion. Along the way, they explore com­pe­ti­tion dynam­ics in retail, the lim­its of diver­si­fi­ca­tion, and why growth has qui­et­ly dom­i­nat­ed returns over the past year.

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