Season 1

All Episodes

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S01E28 – How To Structure A Portfolio

Season 1, Episode 28  How To Structure A Portfolio In this episode Tony explains how he thinks about structuring a portfolio taking into consideration your appetite for risk and volatility.  In our Club episode, we also answer some listener questions about the process...

S01E27 – Investing Tax Structures

Season 1, Episode 27  Investing Tax Structures Based on an email from one of our QAV Club members, this week Tony shares his views on the various  investing tax structures. We also talk about how we're managing the dummy portfolio. And in our QAV Club analysis section...

S01E26 – Reporting Season Frenzy!

Season 1, Episode 26  Reporting Season Frenzy! It's reporting season and Tony is EXCITED. On this week's show we talk about the cause of CRN's sudden decline, and analyse two companies - BHP and QAN. We are also adding quite a few additional stocks to our dummy...

S01E25 – What to make of the US Bond Market?

Season 1, Episode 25  What to make of the US Bond Market? Tony talks about his view on the US bond market's "inverted yield curve", and his policy for investing before and during a market downturn.  For our club members, Tony then analyses TWO companies this week:...

S01E24 – The “Good” Coal

Season 1, Episode 24  The "Good" CoalTony talks about the Aussie economy and whether or not he thinks the value of the dollar is closely related to a coming economic collapse. We also talk about whether or not value investing is dead. For our club members, Tony then...

Is value investing really dead?

Lots of people seem to think the principles of value investing, as articulated by Benjamin Graham and Warren Buffett, are out-dated and, indeed, dead. Finance journalist Rudi Filapek-Vandyck, of fnarena.com, suggests people clinging to value investing are “grown up,...

S01E23 – Beware The Black Swan

Season 1, Episode 23  Beware The Black Swan Today our guest is Roger Montgomery from Montgomery Investment Management to talk about his approach to value investing and what he thinks is going on with the Australian market and economy at the moment. Lots of great...

S01E22 – Turning Into Gold

Season 1, Episode 22  Turning Into Gold The last week of Tony's vacation, so I'm playing the analysis of small gold producer MEDUSA MINING (MML) we recorded late June. Spoiler alert: it turns out pretty well.   Please note: If you want to listen to the premium...