QAV 729 — The Trump Bump

by Cameron Reilly | Jul 17, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode of the QAV pod­cast, hosts Tony Kynas­ton and Cameron Reil­ly are dis­cussing a record-high in the All Ordi­nar­ies index spurred by the ‘Trump bump’, Aussie Broad­band’s sud­den dive (ABB), port­fo­lio results, more FY sur­vey results, MLX’s bump, the Ship­ping Cri­sis, thoughts about inte­grat­ing “Buy­back Yield” into the check­list, and Tony breaks down the his­to­ry and mar­ket stance of Elders Lim­it­ed (ELD) in a detailed ‘pulled pork’ seg­ment. They also explore the Apple Vision Pro’s new fea­tures and its future along­side immer­sive tech like Ocu­lus Rift, then shift to the polit­i­cal scene with dis­cus­sions on Trump’s influ­ence on glob­al con­flicts. The con­ver­sa­tions touch on AI, Elon Musk’s ven­tures like Neu­ralink and SpaceX, horse rac­ing updates, book rec­om­men­da­tions, and reviews of ‘Bet­ter Call Saul’ and Tom Cruise films.