QAV Blog

In this mam­moth two-and-a-half-hour marathon episode #746, we cov­ered an exten­sive range of top­ics, from Trump’s 2024 elec­tion vic­to­ry and its impli­ca­tions, to detailed analy­sis of mul­ti­ple com­pa­nies and mar­ket sec­tors. Elon Musk’s new role as Min­is­ter for Gov­ern­ment Effi­cien­cy (DOGE), port­fo­lio per­for­mance updates show­ing sig­nif­i­cant out­per­for­mance of bench­marks, and sev­er­al min­ing com­pa­ny devel­op­ments includ­ing Res­olute Min­ing’s Mali cri­sis, Lion­town Resources’ lithi­um strug­gles, the delist­ing of Namoi Cot­ton and the chal­lenges of track­ing cor­po­rate actions in Light port­fo­lios, and iron ore mar­ket chal­lenges. Cam does a pulled pork on US ship­ping com­pa­ny TeeKay Cor­po­ra­tion’s his­to­ry and oper­a­tions, and Tony does a pulled pork on Qan­tas Air­ways’ busi­ness mod­el and fleet con­cerns. The After Hours sec­tion also includ­ed dis­cus­sions about horserac­ing updates, enter­tain­ment rec­om­men­da­tions includ­ing David Ten­nant shows, and con­clud­ed with an exten­sive debate about Trump’s poten­tial impact on democ­ra­cy and dif­fer­ent per­spec­tives on fas­cism in Amer­i­ca.