QAV 728 — Fixing The U.S. Checklist

by Cameron Reilly | Jul 10, 2024 | Blog, Investing Podcast, Podcast Episodes

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.