QAV America 009 — Blame It on the Boogie

by | Jun 11, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode

In this episode of QAV Amer­i­ca, Cameron and Tony dis­sect the sur­pris­ing fun­da­men­tals of Jack­son Finan­cial (NYSE: JXN) — a life insur­ance and annu­ities com­pa­ny that’s qui­et­ly throw­ing off “truck­loads of cash” despite con­fus­ing account­ing quirks. Cameron explores the company’s back­sto­ry (strange­ly has noth­ing to do with the Jack­son 5), explains its spin-off from Pru­den­tial, and strug­gles to under­stand how inter­est rates and rein­sur­ance affect its bot­tom line. Tony weighs in on debt man­age­ment, actu­ar­i­al com­plex­i­ty, and where annu­ity prod­ucts fit in the spec­trum of retire­ment options. They also touch on the con­tro­ver­sial new U.S. tax on for­eign investors (with impli­ca­tions for Aussie super funds), and deliv­er a per­for­mance update on the QAV U.S. port­fo­lio — up a stag­ger­ing 54% since incep­tion. This episode is nerdy, weird, and fun­ny as hell.

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 America 008 — Huawei to Hell: Investing When the World’s Upside Down

by | Jun 4, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode

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 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 America 007 — Tariffs, Towers, and the Telco Gamble in Africa

by | May 30, 2025 | America, Blog, Investing Podcast, Podcast Episodes, QAVUS, US Episode

In Episode 7 of QAV Amer­i­ca, Cameron and Tony unpack the roller­coast­er of IHS Hold­ing (NYSE: IHS), a tele­com tow­er oper­a­tor entrenched in the geopo­lit­i­cal chaos and eco­nom­ic tur­bu­lence of Nige­ria and beyond. They dive into IHS’s finan­cials, for­eign exchange expo­sure, and growth prospects, all while nav­i­gat­ing sov­er­eign risk, coups, and cur­ren­cy col­lapse. Along­side, the duo dis­cuss­es Trump’s new tar­iff threats, how macro­eco­nom­ic noise dis­tracts from fun­da­men­tals, and why ignor­ing the head­lines might be the smartest invest­ing strat­e­gy. It’s part deep dive, part real­i­ty check, and part investor ther­a­py.

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.

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