QAV 727 — Great FY Results

by | Jul 2, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode of the QAV pod­cast, hosts Tony Kynas­ton and Cameron Reil­ly cov­er a range of top­ics at the start of the new finan­cial year. They begin the resilience in finan­cial and prop­er­ty mar­kets amid glob­al inter­est rate hikes, and how the gig econ­o­my affects unem­ploy­ment rates. They also touch on the his­to­ry and impact of quan­ti­ta­tive eas­ing, review their own and mem­ber finan­cial year results, and ana­lyze mar­ket news relat­ed to com­pa­nies like Myer and Fortes­cue Met­als Group. Tony pro­vides an in-depth look at Auric Min­ing Ltd (AWJ) in his ‘pulled pork’ seg­ment. Tony answers ques­tions about tax rates and per­for­mance-based share issuance, then in After Hours they get into movie reviews of ‘Furiosa’ and ‘Marie Antoinette.’ They also explore AI’s poten­tial future impacts on job mar­kets and tech­no­log­i­cal advance­ments, ref­er­enc­ing Ray Kurzweil’s pre­dic­tions.

QAV Club Weekly Update 2024-07-02

by | Jul 2, 2024 | Blog

Hello QAVvers Someone said the AORD in the last week has been “as unstable as Joe Biden”… oh wait, that was me.   QAV PORTFOLIO REPORT The Dummy Portfolio is performing well against the benchmark over most time frames. SINCE INCEPTION...

QAV 726 — Negative Waves

by | Jun 26, 2024 | Blog, Investing Podcast, Podcast Episodes

In episode 726 of QAV, Tony and Cameron pay trib­ute to the late Don­ald Suther­land, then shift to dis­cussing fluc­tu­a­tions in the crude oil mar­ket, a deep dive into Ben Gra­ham’s invest­ment prin­ci­ples and their rel­e­vance today, along­side a detailed analy­sis of Tab­Corp Hold­ings, the mar­ket’s over-reac­tion to HLI news, and FND break­ing the curse of the pulled pork.

Secret Link