QAV AU 824 — Charizards, Crypto & Capital Gains With Navarre Trousselot

by | Jun 18, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this spe­cial QAV episode, Cameron and Tony are joined by Navarre Trous­selot, founder and CEO of Navexa, Australia’s home­grown port­fo­lio track­ing and tax-report­ing plat­form. The episode kicks off with a charm­ing tale of how Navarre’s first entre­pre­neur­ial ven­ture was Poké­mon card arbi­trage as a 10-year-old, lay­ing the ground­work for his invest­ing instincts. The trio then explores the seri­ous end-of-finan­cial-year busi­ness: tax-loss har­vest­ing, the nuances of cap­i­tal gains strate­gies, and how Navexa’s AI-pow­ered tax tools are evolv­ing. Navarre shares exclu­sive insights from aggre­gat­ed Navexa user data—what the top-per­form­ing port­fo­lios look like, what they’re hold­ing (spoil­er: lots of Bit­coin), and how often they trade. The con­ver­sa­tion wraps with some exis­ten­tial mus­ing on cryp­to, AI, and investor psy­chol­o­gy.

QAV AU 823

by | Jun 11, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV, Cameron and Tony kick off with a dis­cus­sion on the polit­i­cal ten­sion in the U.S. and what Trump’s moves with the Nation­al Guard might fore­shad­ow, then slide into seri­ous invest­ing updates. There’s news on Per­en­ti (PRN), NRW (NWH), and Fin­di (FND), with a nod to con­fus­ing results and sov­er­eign risks. Judo (JDO), BOQ, and QBE get cov­er­age too, as does the SOL–Brickworks merg­er and what it means for index fund flows. Cameron pon­ders the shock­ing long-term flat­line of Tel­stra (TLS), while Qan­tas (QAN) and Perseus (PRU) get some love for out­per­form­ing. Tony wraps up with a pulled pork on Fleet­wood (FWD), high­light­ing mod­u­lar hous­ing, min­ing vil­lage prof­its, and cap­i­tal risk. There’s also a review of the film _Ballerina_ and some off-top­ic Doc­tor Who and Shake­speare­an riff­ing.

QAV AU 822 — Huawei to Hell: Investing When the World’s Upside Down

by | Jun 4, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this week’s QAV episode, we sit down with the ever-dash­ing Tobias Carlisle, founder of The Acquirer’s Fund (ZIG, DEEP), author of The Acquirer’s Mul­ti­ple, and deep val­ue mav­er­ick, to dis­sect the state of val­ue invest­ing in the era of AI-dri­ven hype. We cov­er the bru­tal cycles of deep val­ue, AI vs. human deci­sion-mak­ing in funds, the mad­ness of quan­tum com­put­ing val­u­a­tions, and how Toby’s trip to Chi­na left him uncon­vinced by the West’s col­lapse nar­ra­tive. We also drill into oil, Ford ($F), and the impli­ca­tions of pas­sive investing’s stran­gle­hold on mar­ket direc­tion. Plus, Buf­fett wor­ship, civ­il war exit strate­gies, and why Amer­i­cans don’t get Aussie piss-tak­ing.

QAV 821 — Roombas, Regulators & Rogue Traders

by | May 28, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In episode 821 of the QAV Pod­cast, Cameron and Tony kick things off with tales of gas out­ages and cold show­ers before div­ing into the mar­kets. They review the port­fo­lio per­for­mance, explain the HLS sell-off, and unpack the lat­est antics of Don­ald Trump’s tar­iff diplo­ma­cy. Stocks under the spot­light include VVA (Viva Leisure) with their eye­brow-rais­ing stake in Goril­la X Labs, NRW’s legal wran­gle over the Whyal­la port, and a deep-dive pulled pork on ANZ. The ANZ seg­ment touch­es every­thing from exec­u­tive turnover, the bloat­ed One Plat­form app, sub­stance abuse alle­ga­tions, and the Sun­corp acqui­si­tion, to Cameron’s pre­dic­tion that the whole thing will be scrapped in favour of an AI-dri­ven rebuild. Sprin­kle in some talk about robot secu­ri­ty Room­bas, the lega­cy of Damien Brod­er­ick, Sparks’ new album, and Japan­ese punk, and you’ve got anoth­er vin­tage QAV ses­sion.

QAV 820 — Wet Lettuce Watchdogs

by | May 20, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode, Cameron and Tony tack­le the polit­i­cal earth­quake caused by the breakup of Australia’s Fed­er­al Coali­tion, dig into the impli­ca­tions of the RBA’s lat­est rate cut, and explore how the U.S. cred­it down­grade might rip­ple through mar­kets. We hit hot top­ics from tax­ing unre­al­ized gains to a les­son in val­ue invest­ing resilience through the lens of a Tobias Carlisle inter­view with Rich Pzena. We close with a deep pulled pork on Cettire Ltd (CTT), the con­tro­ver­sial drop-ship­ping retail­er that’s either mis­un­der­stood genius or spec­u­la­tive flame­out. Plus: the ASX plays dumb, and Helen Mir­ren gets name-dropped twice.

QAV 819 — The Roll Back

by | May 14, 2025 | Australia, Blog, Investing Podcast, Podcast Episodes

In this episode of QAV Aus­tralia, Cam and Tony nav­i­gate a tur­bu­lent mar­ket buoyed by a tem­po­rary roll­back in US-Chi­na tar­iffs and a curi­ous ral­ly in Bit­coin. They break down the move­ments in gold stocks like Perseus (PRU), Ramelius (RMS), and West African Resources (WAF), unpack ANZ’s (ANZ) CEO han­dover and the impact of its Sun­corp acqui­si­tion, and look into Super Retail Group’s (SUL) Q3 results. The episode also fea­tures deep dives into the gov­er­nance con­cerns at Mac­quar­ie (MQG), a bizarrely mas­sive div­i­dend from Heal­ius (HLS), a skep­ti­cal look at lux­u­ry drop ship­per Cettire (CTT), and a pulled pork seg­ment on out­door adver­tis­ing play­er oOh!media (OML). Cam also shares a per­son­al health win, and the duo wraps up with some rec­om­men­da­tions, ban­ter, and a lit­tle Van Halen nos­tal­gia.

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