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 749 — Aqualung

by | Dec 4, 2024 | Blog, Investing Podcast, Podcast Episodes

In this episode, while Tony is play­ing golf, I am joined by guest co-host QAV club mem­ber Geoff Flem­ing. We dis­cuss Geoff’s invest­ing jour­ney, then get into Antho­ny Scaramucci’s book on Bit­coin “invest­ing”, recent updates from EHL and FND, ASIC’s warn­ings about cyber­se­cu­ri­ty threats to share hold­ings, the lat­est mar­ket news includ­ing gold stocks like West­Gold (WGX) and Res­olute Min­ing (RSG), and a deep dive on Auswide Bank (ABA), includ­ing its recent acqui­si­tion, merg­er talks with MyS­tate, and finan­cial chal­lenges. After hours chat includes Baby­lon, The Old Man, pump­kin pie, Pink Floyd / Roger Waters con­certs, Jethro Tull lyrics, Bauhaus move­ment, Cobra Kai and The Life of Apol­lo­nius of Tyana by Philo­stra­tus.

QAV 748 — The Trump Slump

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

In this episode, we dis­cuss the impact of Trump’s tar­iffs and sanc­tions on mar­kets, the con­sol­i­da­tion of Boom Logis­tics, Res­olute Min­ing Update, lis­ten­er feed­back about lithi­um invest­ments and accru­als, the Mooch on bit­coin and his Trump decoder ring, a pork on Wood­side Petro­le­um (WDS), Nick Scal­i’s Logis­tics Chal­lenges, the lat­est on the super tax pro­pos­al, EV vehi­cle sales in Aus­tralia, and a sec­ond pork on U.S. com­pa­ny Pool Cor­po­ra­tion (POOL), a recent Berk­shire Hath­away invest­ment. After Hours includes Tony’s recent expe­ri­ences with Rock­wiz, Stephen Fry, and a golf win, while Cameron talks about the 1963 Ital­ian hor­ror film BLACK SABBATH and a new doc­u­men­tary about Elvis’ 68 Come­back Spe­cial.

QAV News Updates 2024-11-22

by | Nov 22, 2024 | Blog, News & Updates

News stories affecting stocks in our portfolios this morning. Stock News Analysis Report Generated on 2024-11-22 12:26 ASX:RSG Title: Resolute Mining CEO, employees, released from Mali detention – Capital BriefImportance: 8/10Summary: Resolute Mining’s CEO...

QAV 747 — Zombies, Accruals and Fascists

by | Nov 20, 2024 | Blog, Investing Podcast, Podcast Episodes

In a jam-packed two-hour long episode 747, we’re talk­ing about every­thing from the RSG kid­nap­ping to accru­als in the QAV check­list, the per­for­mance of ASG, why Cam did­n’t buy SWM when he read Ker­ry Stokes’ AGM speech, Zom­bie com­pa­nies on the ASX, the NAB being sued by ASIC, the retire­ment of Joyce Cor­po­ra­tion’s CEO, Grain­Corp prof­its, Bro­kers hype, Find­i’s Indi­an ATM / IPO play, before wrap­ping up with after-hours chat­ter about hors­es, box­ing, movies, fas­cism, and 20 years of pod­cast­ing.

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