QAV Blog

In this episode, Tony and Cam break down recent mar­ket volatil­i­ty impact­ing ASX and glob­al indices, dis­cuss the ‘SAHM rule’ for pre­dict­ing reces­sions, and ana­lyze major stock move­ments, includ­ing the MAG 7. They dive into War­ren Buffett’s strate­gic moves with Berk­shire Hath­away and Apple shares. Tony’s ‘Pulled Pork’ seg­ment fea­tures McPherson’s Lim­it­ed (ASX: MCP). Lis­ten­er Jor­dan shares how QAV helps him keep a calm approach to mar­ket down­turns. They dis­cuss the updat­ed U.S. check­list, CCP’s report from last week, the fact we’re now in report­ing sea­son, a “What Works On Wall Street” quote and why Fortes­cue (FMG) needs new friends. After-hours con­ver­sa­tions include dis­cus­sions about Alfred Bester’s clas­sic SF nov­el ‘The Stars My Des­ti­na­tion,’ music my Amyl and the Snif­fers, the lat­est Dead­pool movie, Elon Musk’s Neu­ralink, the com­plex­i­ty of robot­ics, and Tesla’s EV strate­gies.

Tony and Cam break down the sharp drop in FND stock and the impact of new share­hold­ers, review Karoon mar­ket updates, and explore an activist investor’s push for a new div­i­dend strat­e­gy.