QAV Blog

In this episode of the QAV pod­cast, Tony Kynas­ton and Cameron Reil­ly dis­cuss the nec­es­sary improve­ments and changes to their US port­fo­lio, includ­ing updates to their buy­ing check­list and new finan­cial met­rics. Tony does a pulled pork on the U.S. com­pa­ny Willis Lease Finance Cor­po­ra­tion (WLFC). In Aus­tralian news, they delve into mar­ket news affect­ing coal and iron ore prices and cov­er some more mem­ber sur­vey results ad TK updates us on his Rich List Port­fo­lio . IN after hours, they talk about Tas­ma­ni­a’s MONA art gallery and reflect on AI’s future, draw­ing from insights by Elon Musk and Bill Gates, indoor golf sim­u­la­tors com­pared to real-life golf­ing, and their upcom­ing demo of the Apple Vision Pro, spec­u­lat­ing on tech­nol­o­gy’s impact on real-life expe­ri­ences.

In this episode of the QAV pod­cast, hosts Tony Kynas­ton and Cameron Reil­ly cov­er a range of top­ics at the start of the new finan­cial year. They begin the resilience in finan­cial and prop­er­ty mar­kets amid glob­al inter­est rate hikes, and how the gig econ­o­my affects unem­ploy­ment rates. They also touch on the his­to­ry and impact of quan­ti­ta­tive eas­ing, review their own and mem­ber finan­cial year results, and ana­lyze mar­ket news relat­ed to com­pa­nies like Myer and Fortes­cue Met­als Group. Tony pro­vides an in-depth look at Auric Min­ing Ltd (AWJ) in his ‘pulled pork’ seg­ment. Tony answers ques­tions about tax rates and per­­for­­mance-based share issuance, then in After Hours they get into movie reviews of ‘Furiosa’ and ‘Marie Antoinette.’ They also explore AI’s poten­tial future impacts on job mar­kets and tech­no­log­i­cal advance­ments, ref­er­enc­ing Ray Kurzweil’s pre­dic­tions.