by Cameron Reilly | Sep 10, 2019 | Podcast Episodes
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...
by Cameron Reilly | Sep 5, 2019 | Podcast Episodes
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...
by Cameron Reilly | Aug 29, 2019 | Podcast Episodes
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...
by Cameron Reilly | Aug 22, 2019 | Podcast Episodes
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...
by Cameron Reilly | Aug 16, 2019 | Podcast Episodes
Season 1, Episode 24 The “Good” Coal Tony 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...
