QAV S05E03 — Frogger

by | Jan 26, 2022 | Blog, Investing Podcast, Podcast Episodes

Talk­ing about the cur­rent mar­ket volatil­i­ty, and whether or not we should wait it out and go to cash; we dis­cuss recent arti­cles talk­ing about “invest­ing” in tech stocks and cryp­to; deep dive on RIO; explain how the Bank Bill Swap Rate works; whether or not new investors should wait until the end of report­ing sea­son; get­ting back to the ‘Buy Fol­lows Sell’ rule and how it applies to CBA; pos­si­ble rea­sons why KRM has gone up and MQG has gone down; and the chal­lenges in plac­ing orders at mar­ket val­ue.

QAV S04E52 — Best Of 2021

by | Dec 29, 2021 | Blog, Investing Podcast, Podcast Episodes

It’s time for our last show of the year and my annu­al tra­di­tion of try­ing to pick some high­lights from the last 12 months. This year I’m most­ly focus­ing on the jour­ney we went through with iron ore. Back in Jan­u­ary 2021 we were talk­ing about FMG and the stel­lar run it had been on, and why we weren’t going to rush into sell­ing it, par­tic­u­lar­ly when it had a very low sell line. But as the year progress, Tony start­ed to talk more and more about watch­ing the iron ore com­mod­i­ty price which, even though the CEO of FMG assured us would stay strong for a long time, start­ed to slide in the sec­ond half of the year, prompt­ing Tony to make some painful deci­sions.…

QAV S04E07 — Giving AFIC

by | Feb 16, 2021 | Investing Podcast, Podcast Episodes

The Kohler Effect. Bro­ker Speak. ETF surge. Rudi on Val­ue. The “Buf­fett indi­ca­tor”. Stock of the week — BOQ. On mar­ket share buy­back facil­i­ties. GDG and Pooled Devel­op­ment Fund (PDF). Report­ing sea­son pat­terns. MSV impair­ment announce­ment. Last Peri­od Analysed col­umn. KRM care and main­te­nance. VUK sell line.

QAV S04E04 — The Naughty Corner

by | Feb 2, 2021 | Investing Podcast, Podcast Episodes

Hedge funds v Red­dit. Ray Dalio on Bit­coin. Tony’s jour­nal entries. Port­fo­lio update. Regres­sion test­ing Tobias Carlisle. TK’s “war sto­ries” of the ’99/’00 bub­ble. CCV 3PTL Sen­ti­ment. KRM com­ing out the naughty cor­ner. SD cash­flow. Index Mun­di data dates.

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