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.

Agro at TACO — QAV AU 910

by | Mar 11, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV, record­ed on March 10, 2026, Cameron and Tony nav­i­gate a week of absolute mar­ket chaos trig­gered by esca­lat­ing ten­sions in the Mid­dle East and the result­ing volatil­i­ty in ener­gy prices. The duo pays trib­ute to the leg­endary Bris­bane enter­tain­er Jamie Dunn (the man behind Agro) before div­ing into the “ready, fire, aim” nature of the cur­rent mar­ket, where a sin­gle Trump tweet can swing oil prices by 30% in a mat­ter of hours. In the Club episode, Tony pro­vides a com­pre­hen­sive deep dive into Viva Ener­gy (VEA), exam­in­ing its shift from Coles Express to the “On the Run” (OTR) brand­ing, the chal­lenges of domes­tic refin­ing, and the impact of ille­gal tobac­co sales on con­ve­nience mar­gins. They also touch on the “death of soft­ware” era, Cameron’s suc­cess in cod­ing a new com­mod­i­ty check­er using AI, and why hav­ing a mechan­i­cal invest­ing sys­tem is the only way to stay sane when the world feels like it’s in a “black and white” prize fight.

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