Big River, Big Comeback (BRI): QAV AU #921

by Cameron Reilly | May 26, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

On this episode Cameron flies solo while Tony is down the Gold Coast doing some­thing involv­ing hors­es. He cov­ers the mar­ket fall­out from Trump’s sur­prise bomb­ing of Iran, explains why he’s hit­ting pause on new buys through con­fes­sion sea­son, and does a Pulled Pork on Big Riv­er Indus­tries (BRI), a 120-year-old tim­ber and build­ing mate­ri­als com­pa­ny that is qui­et­ly turn­ing itself around. There’s also a defence of val­ue invest­ing as an all-weath­er strat­e­gy, prompt­ed by a VanEck opin­ion piece in the AFR.