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*.

QAV AU #912 — Chicken Little

by | Mar 25, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In episode 912 of QAV Aus­tralia (record­ed 24 March 2026), Cameron and Tony open with geopo­lit­i­cal com­men­tary on the Iran-US-Israel con­flict and its impact on oil prices, before reas­sur­ing pan­icked lis­ten­ers that mar­ket chaos is cycli­cal and the QAV rules — includ­ing the three-point trend line and Rule One sell sig­nals — are designed exact­ly for moments like these. Tony deliv­ers a deep-dive Pulled Pork on Karoon Ener­gy (KAR), the upstream oil pro­duc­er. Oth­er stocks touched on include Viva Ener­gy, San­tos, Cen­tral Petro­le­um, Pep­per Mon­ey (CGF’s revised low­ball takeover offer), Har­mo­ny (HMY hit­ting a Rule One sell), and the messy Humm/Credit Corp takeover sit­u­a­tion involv­ing the Takeovers Pan­el. After hours, Tony rec­om­mends jug­gling come­di­an Michael Rayn­er (“The Bro­ken Jug­gler”) and the polit­i­cal mem­oir *All’s Fair*, while Cameron raves about Jack­ie Chan’s *Police Sto­ry*, David Lynch’s obscure 1993 HBO minis­eries *Hotel Room*, and the 1944 film *Gaslight*.

QAV Light Weekly Update #215

by | Mar 23, 2026 | Blog, Light, Light Portfolio Results

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. Mar­ket This Week (All Ordi­nar­ies) The mar­ket had a chal­leng­ing week, with the All Ordi­nar­ies declin­ing 1.88% over the five-day peri­od. Trump’s Iran adven­ture (not a war!)...

Entangled Interests — QAV AU 911

by | Mar 18, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV, Cameron Reil­ly and Tony Kyne­ston nav­i­gate a world of “pro­longed con­flict” and “sup­ply dis­rup­tions,” exam­in­ing the rip­ple effects of Mid­dle East ten­sions on glob­al oil, fer­til­iz­er, and food secu­ri­ty. They dive deep into Aus­trali­a’s pre­car­i­ous fuel secu­ri­ty, not­ing the coun­try holds sig­nif­i­cant­ly less than the inter­na­tion­al­ly man­dat­ed 90-day buffer. The invest­ment dis­cus­sion focus­es on the “Pulled Pork” of the week, **BSP Finan­cial Group (BFL)**, the largest bank in Papua New Guinea and the South Pacif­ic, which Tony argues is unfair­ly val­ued as a high-risk “fron­tier” stock despite its dom­i­nant mar­ket share and high return on equi­ty. The duo also dis­cuss­es the RBA’s inter­est rate dilem­ma, the “Wild West” of Gen Z using unreg­u­lat­ed AI for finan­cial advice, and the 2018 MIT exper­i­ment prov­ing quan­tum entan­gle­ment.

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