by Cameron Reilly | Jun 20, 2023 | Blog, Investing Podcast, Podcast Episodes
On this week’s episode: Tin is a buy, which makes MLX (the subject of Tony’s pulled pork) a buy. BRK is just an oil play as far as we can tell, but Crude Oil just became a sell. We clarify Steve Mabb’s thoughts on using Betashares Australian High Interest Cash ETF (AAA) to park our cash and agree it’s worth a try. Artificial intelligence powers US shares into a bull market, but will it help the AORD? Tony continues to criticise the RBA’s use of interest rates. If DBI is a “bond proxy” should it be on our buy list? C6C dropped by 18% yesterday — we don’t know why, but discuss whether or not there are any Rule 1 fudges.
by Cameron Reilly | Jun 14, 2023 | Blog, Investing Podcast, Podcast Episodes
On this week’s episode: Tin is a buy, which makes MLX (the subject of Tony’s pulled pork) a buy. BRK is just an oil play as far as we can tell, but Crude Oil just became a sell. We clarify Steve Mabb’s thoughts on using Betashares Australian High Interest Cash ETF (AAA) to park our cash and agree it’s worth a try. Artificial intelligence powers US shares into a bull market, but will it help the AORD? Tony continues to criticise the RBA’s use of interest rates. If DBI is a “bond proxy” should it be on our buy list? C6C dropped by 18% yesterday — we don’t know why, but discuss whether or not there are any Rule 1 fudges.
by Cameron Reilly | Jun 7, 2023 | Blog, Investing Podcast, Podcast Episodes
While we waited for the RBA to raise rates yet again, TK talks about whether or not rates are the solution; builders going bust; ideas for what to do with our portfolio cash; the resignation of the Myer CEO; will DIY investors stay in the market; Navexa reporting issues; CGT positions; a pulled pork on AFG; the buy status of WDS and HZN; and waiting to see what happens with crude oil.
by Cameron Reilly | May 31, 2023 | Blog, Investing Podcast, Podcast Episodes
US debt ceiling hits the AORD; Doug Tynan uses A Checklist; Brettalator problems; Apollo is now THL; Using GPT to find companies with a qualified audit; Portfolio updates; Pulled pork on FPR; a refresher on operating cashflow v free cash flow; the correlation between VEA’s share price and crude oil.
by Cameron Reilly | May 24, 2023 | Blog, Investing Podcast, Podcast Episodes
This week we discuss the rough week in the AORD, with lots of sell and not much to buy; Commodity updates; sudden drops by CLX and ALO; tips on investing from Morgan Housel, author of The Psychology of Money, and a pulled pork on FHE.
by Cameron Reilly | May 17, 2023 | Blog, Investing Podcast, Podcast Episodes
On this episode we talk about interest rate fears continuing to affect the market, PRN’s exposure to commodities, Buffett’s comments on The Intelligent Investor, thoughts about removing Josephines from the buy list, Don Bradman and investing, the Allkem (AKE) merger, a Pulled Pork on QBE, TK’s history with commodity sells, buying banks stocks, value investing article in the AFR, block/brick sizes were used in the Renko tests, does Tony ever check the stocks he holds against what their current QAV Value shows, Tony’s investment in FHE, the new Brettalator, and banks profits vis-a-vis interest rates.
