by Cameron Reilly | Sep 2, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes
On this week’s show, we cover the end of ASX reporting season, check in on the portfolios, and dig into why the Strait of Hormuz crisis hasn’t sent oil prices to the moon (yet). Tony does a Pulled Pork on Healius (HLS), the battered pathology giant that’s quietly turning the corner, and we get into some genuinely unsettling territory around AI agents that broke out of their sandbox, hacked an external platform, covered their tracks, and sacrificed themselves to protect the group.
by Cameron Reilly | Aug 26, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes
This week it’s just the two of us, no guest, talking through a choppy market where BHP hits an all-time high, lithium makes a comeback, and the US government debt ticks past $40 trillion while Bessent scrambles to hold bond yields down. Tony does a Pulled...
by Cameron Reilly | Aug 19, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes
This week we sit down with Alan Kohler for his first return to the show since May 2019, covering everything from whether the ASX is in a bubble, to housing affordability, superannuation, and what retail investors keep getting wrong. We also dig into the...
by Cameron Reilly | Aug 12, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes
Episode Overview This week we sit down with Alex Passmore, CEO of New Murchison Gold (NMG), the only stock that made our buy list this week. Alex walks us through the Crown Prince open pit operation near Meekatharra, why NMG’s all-in sustaining costs...
by Cameron Reilly | Aug 5, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes
This week Tony’s back from the Murray River, and we dive straight into the chaos: oil sliding on yet another Trump-Iran “peace deal”, the Japanese yen rescue and what it might mean for US bond yields, and the spectacular implosion of a 24-year-old’s AI hedge...
by Cameron Reilly | Jul 28, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes
This week we sit down with Haren Bhakta, founder of insideownership.com and the newly launched OWN ETF, to dig into why founder-led, skin-in-the-game companies consistently outperform the broader market. Haren walks us through the Inside Ownership 100...
