Agro at TACO — QAV AU 910

by | Mar 11, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV, record­ed on March 10, 2026, Cameron and Tony nav­i­gate a week of absolute mar­ket chaos trig­gered by esca­lat­ing ten­sions in the Mid­dle East and the result­ing volatil­i­ty in ener­gy prices. The duo pays trib­ute to the leg­endary Bris­bane enter­tain­er Jamie Dunn (the man behind Agro) before div­ing into the “ready, fire, aim” nature of the cur­rent mar­ket, where a sin­gle Trump tweet can swing oil prices by 30% in a mat­ter of hours. In the Club episode, Tony pro­vides a com­pre­hen­sive deep dive into Viva Ener­gy (VEA), exam­in­ing its shift from Coles Express to the “On the Run” (OTR) brand­ing, the chal­lenges of domes­tic refin­ing, and the impact of ille­gal tobac­co sales on con­ve­nience mar­gins. They also touch on the “death of soft­ware” era, Cameron’s suc­cess in cod­ing a new com­mod­i­ty check­er using AI, and why hav­ing a mechan­i­cal invest­ing sys­tem is the only way to stay sane when the world feels like it’s in a “black and white” prize fight.

QAV AU 909 — WWIII Investing

by | Mar 4, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV Aus­tralia, Cameron and Tony nav­i­gate the sud­den mar­ket volatil­i­ty trig­gered by the out­break of con­flict between the US, Israel, and Iran. The duo explores the “biggest threat in 50 years” to glob­al oil sup­plies, specif­i­cal­ly the dis­rup­tion of the Strait of Hor­muz and its inevitable impact on ener­gy prices and ship­ping. Amidst the glob­al ten­sion, they find sil­ver lin­ings in a mas­sive 45% takeover jump for den­tal man­u­fac­tur­er SDI Lim­it­ed and a scheme imple­men­ta­tion deed for Cue Ener­gy Resources by Hori­zon Oil. The episode also fea­tures a deep dive into the “mate­r­i­al uncer­tain­ty” sur­round­ing retail com­pa­ny Cettire, a five-year mile­stone review from a ded­i­cat­ed mem­ber, and a “Pulled Pork” analy­sis of Cen­tral Petro­le­um (CTP).

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