QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV 752 — Time Capsule

QAV 752 — Time Capsule

A review of the stock mar­ket’s win­ners and losers for the year, updates on TLS, DTL and FPR, Planck­’s Prin­ci­ple in invest­ing, our pre­dic­tions for 2025, and a ‘Pulled Pork’ on Wag­n­er’s Hold­ing Com­pa­ny (WGN). In After Hours we talk about Leu­nig, say RIP to depart­ed friends, and dis­cuss ADHD.

QAV 751 — The Buffett Indicator

QAV 751 — The Buffett Indicator

This week we’re talk­ing about SXE’s new con­tracts, The Buf­fett Indi­ca­tor, “The Mind of Wall Street”, the Mur­doch suc­ces­sion cri­sis, Pulled Porks on GTN and RM, and then in After Hours we dis­cuss Dune Part Two, S02 of Book­ie, Vivaldi’s Four Sea­sons, Skele­ton Crew, Wild Gods, Pink Moon and using the Aus­tralian gov­ern­ment to bail out fail­ing news organ­i­sa­tions.

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