QAV 805 — Whack A Mole

by | Feb 5, 2025 | Blog, Investing Podcast, Podcast Episodes

In this episode record­ed on Feb­ru­ary 4, 2025, we dive into the impact of recent US tar­iff imple­men­ta­tions and their imme­di­ate retrac­tion. We also dis­cuss the res­ig­na­tion of Res­olute Min­ing’s CEO fol­low­ing his deten­tion in Mali and its effect on the company’s share price, TK explains the Ricar­do effect on nation­al eco­nom­ic strat­e­gy, the col­lapse of Mosa­ic Brands, reg­u­la­to­ry approval for FND, and a ‘Pulled Pork’ seg­ment on Aure­lia Met­als (AMI), cov­er­ing the com­pa­ny’s his­to­ry, cur­rent sta­tus, and future pro­jec­tions amid the boom­ing gold prices. In After Hours, they offer trib­utes to Mar­i­anne Faith­ful and dis­cuss pop cul­ture, includ­ing ‘Rogue Heroes’ and ‘Inland Empire’, Nazi pro­pa­gan­da and 20th-cen­tu­ry Russ­ian lit­er­a­ture.

QAV 804 — The DeepSeek Black Swan

by | Jan 29, 2025 | Blog, Investing Podcast, Podcast Episodes

In this episode of QAV, Cameron and Tony dis­cuss a vari­ety of top­ics, from Tony’s trip to Tas­ma­nia and adven­tures at MONA to Cameron’s kitchen mishap with a man­dolin slicer. The con­ver­sa­tion tran­si­tions to mar­ket insights, includ­ing the impact of the Chi­nese AI sys­tem DeepSeek on glob­al mar­kets and Nvidia’s sig­nif­i­cant mar­ket cap loss. The duo explores key invest­ment sto­ries like Lind­say Australia’s stock per­for­mance and Wash­ing­ton H. Soul Pattinson’s involve­ment, as well as dis­cussing pathol­o­gy ser­vices com­pa­ny ACL and its chal­lenges in a gov­ern­ment-reg­u­lat­ed envi­ron­ment. The episode clos­es with reflec­tions on the late David Lynch and his cre­ative lega­cy.

QAV 802 — SWEET FA

by | Jan 15, 2025 | Blog, Investing Podcast, Podcast Episodes

This week we’re talk­ing about com­modi­ties such as crude oil, cop­per, and lithi­um becom­ing buys again, Wall Street pre­dic­tions and the prac­ti­cal approach of focus­ing on qual­i­ty invest­ments and man­ag­ing risk. Tony shares analy­sis on sev­er­al stocks includ­ing NWH and MYR, dis­cussing red flags, and a pulled pork on HZN. Cameron dis­cussed his recent analy­sis on Rule 1 sell­ing and some news regard­ing FSF and GNP, plus an arti­cle from the AFR about Aus­trali­a’s pri­vate sec­tor being in reces­sion. After Hours fea­tures reviews of films like ‘Civ­il War’ and the ‘Plan­et of the Apes’ series, along with the show ‘Black Snow’, and NVIDIA’s ground­break­ing announce­ments at CES.

QAV 801 — CY24 Portfolio Analysis

by | Jan 8, 2025 | Blog, Investing Podcast, Podcast Episodes

In our first episode for 2025, we break down our mixed port­fo­lio results for 2024, talk about news relat­ed to MWY, ABA, ERD, RMS, play clips from a 1994 talk from Peter Lynch, review Geoff Wilson’s invest­ing check­list, dis­cuss Eugene Lama’s views on effi­cient mar­kets, quan­tum com­put­ing threats. And in the After Hours seg­ment we talk about the films, TV and music that’s kept us busy over the break.

QAV 752 — Time Capsule

by | Dec 27, 2024 | Blog, Investing Podcast, Podcast Episodes

A review of the stock mar­ket’s win­ners and losers for the year, updates on TLS, DTL and FPR, Planck­’s Prin­ci­ple in invest­ing, our pre­dic­tions for 2025, and a ‘Pulled Pork’ on Wag­n­er’s Hold­ing Com­pa­ny (WGN). In After Hours we talk about Leu­nig, say RIP to depart­ed friends, and dis­cuss ADHD.

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