Dead Cat or Dead Cert? Navigating the March Sell-Off – QAV AU #914

by | Apr 8, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

Every­thing fell off a cliff in March, and this week we spend a good chunk of the episode try­ing to fig­ure out which stocks have gen­uine­ly reestab­lished sen­ti­ment ver­sus which are just dead cat bounces. Plus we talk about ASIC want­i­ng more jail time for insid­er trad­ing, using Stock­o­pe­dia for buy­back met­rics, PNR’s hid­den annu­al report, Per­en­ti (PRN) CEO change, CGF (Chal­lenger Finan­cial) sell line check, and Tony does a Pulled Pork on Tow­er Lim­it­ed (TWR). After hours: horse rac­ing, Jeff Beck, Joni Mitchell, a Que­bec duo who speak in made-up space lan­guage, and Cameron built his own AI-pow­ered ebook read­er app.

Drilling for Dollars: BRK, the Strait of Hormuz, and America’s $41 Trillion Hole — QAV AU 913

by | Apr 1, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

Aus­tralian con­sumer con­fi­dence hits a 53-year low, the US Trea­sury’s own bal­ance sheet reveal­ing effec­tive insol­ven­cy (lia­bil­i­ties near­ly eight times assets), and the Iran war clos­ing the Strait of Hor­muz and send­ing alu­minum prices surg­ing 6%. A lis­ten­er ques­tion from Dar­ryl about buy­back scor­ing. Tony deliv­ers the episode’s Pulled Pork on **Brook­side Ener­gy (BRK)**, an ASX-list­ed, Okla­homa-based shale oil pro­duc­er drilling in the Anadarko Basin. After hours cov­ers Tony’s Chat­G­PT-pow­ered horse rac­ing scraper break­through, Cameron’s Nick Cave obses­sion, Apple TV’s *Friends & Neigh­bors*, and a rec­om­men­da­tion for Seth Rogen’s time-trav­el com­e­dy *Future Man*.

Secret Link