QAV 737 — FEAR & GREED

In this episode, Tony and Cam dis­cuss recent com­mod­i­ty declines and a gold price surge and what it all means, as well as recent Bret­ta­la­tor issues and port­fo­lio updates. Tony reads from ‘What Works on Wall Street’ talk­ing about how val­ue invest­ing sus­tains through mar­ket bub­bles.
The ‘Pulled Pork’ seg­ment fea­tures Cash Con­vert­ers, analysing its busi­ness mod­el, reg­u­la­to­ry impact and growth poten­tial. a big punt
In After Hours, they also dis­cuss low-bud­get films, William Shat­ner’s intense role in ‘The Intrud­er,’ and Nick Cave’s new album ‘Wild God.’ The con­ver­sa­tion shifts to Allan Licht­man’s elec­tion pre­dic­tions, Lach­lan Mur­doch, and a Brett White­ley art exhi­bi­tion.

QAV Club Weekly Update 2024-09-10

Hello QAVvers Hope your week is going well.  Here’s the latest news from QAV HQ.  cheers Cam QAV PORTFOLIO REPORT The Dummy Portfolio is performing well against the benchmark over most time frames. SINCE INCEPTION Since inception, our portfolio is +15.5% pa vs...
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