In episode 821 of the QAV Podcast, Cameron and Tony kick things off with tales of gas outages and cold showers before diving into the markets. They review the portfolio performance, explain the HLS sell-off, and unpack the latest antics of Donald Trump’s tariff diplomacy. Stocks under the spotlight include VVA (Viva Leisure) with their eyebrow-rais…

In episode 821 of the QAV Podcast, Cameron and Tony kick things off with tales of gas outages and cold showers before diving into the markets. They review the portfolio performance, explain the HLS sell-off, and unpack the latest antics of Donald Trump’s tariff diplomacy. Stocks under the spotlight include VVA (Viva Leisure) with their eyebrow-rais…

In this episode, Cameron and Tony tackle the political earthquake caused by the breakup of Australia’s Federal Coalition, dig into the implications of the RBA’s latest rate cut, and explore how the U.S. credit downgrade might ripple through markets. We hit hot topics from taxing unrealized gains to a lesson in value investing resilience through the…

In this episode of QAV Australia, Cam and Tony navigate a turbulent market buoyed by a temporary rollback in US-China tariffs and a curious rally in Bitcoin. They break down the movements in gold stocks like Perseus (PRU), Ramelius (RMS), and West African Resources (WAF), unpack ANZ’s (ANZ) CEO handover and the impact of its Suncorp acquisition, an…

In this episode of QAV Club, recorded on 6 May 2025, Cameron and Tony unpack the Australian federal election result with the kind of sharp political analysis and irreverent banter you expect. They explore the collapse of support for the Liberal Party, the implications for Peter Dutton, and the broader shifts in Australian voter demographics. Then, …

This week we deep-dive into BIS (Bisalloy Steel Group), questioning whether it’s truly a steel commodity play given its rising price amid a falling steel market. Tony delivers a pulled pork on BIS, exploring their niche in quenched and tempered steel, its use in defence industries, and the company’s recent inclusion in the All Ords. W also tackle d…

In this post-Easter episode, Cam and Tony chew through the week’s market moves, exploring why the All Ords is up despite a gloomy global outlook. They rip into Trump’s latest Fed-firing fantasies, dissect the economics of tariffs, and wonder if AI will treat us like Yellowstone squirrels. There’s a deep dive on Bank of Queensland’s latest results, …

In this episode, Cameron and TK dive into the tumultuous week in the markets, heavily influenced by the Trump administration's tariff announcements and subsequent pause. They discuss the impact on US Treasury bonds, China's long-term economic strategy, and the potential breakdown of global trust in the US economy. They briefly cover portfolio updat…

In this episode, Cameron and TK dive into the recent market volatility, largely driven by US tariff announcements. They discuss the importance of sticking to the QAV investing framework during uncertain times, contrasting it with reactive or emotional decision-making often seen elsewhere. The conversation touches on the potential economic impacts o…

In this episode, TK shares his busy week involving golf, horse racing, and family events, including his daughter's first auction and his upcoming birthday. Cameron updates on the QAV light portfolio's performance, noting it's now beating the index since inception and for the financial year, despite selling EHL and TPG. They discuss Dollarama's acqu…

This week we're talking with Steve Mabb, Chairman of the Australian Shareholders Association, about what we can do about the many failures of ASX-listed companies to disclose their results during the most recent reporting season.By Tony Kynaston & Cameron Reilly

Tony and Cameron explore the market's recent volatility and recovery, examining key performances in both their Australian and US portfolios. They dive deep into the curious case of Ramelius Resources, dissecting the company's recent series of announcements that puzzled investors and raised questions around transparency and disclosure practices. Oth…

In this episode, we review recent half-yearly results and market volatility, discussing notable movements in the dummy portfolio compared to the benchmark, as well as significant shifts in commodities such as crude oil. We dive into reporting-season surprises from companies like Qantas, Hello World, Pepper Money, and Karoon Energy, exploring the la…

In this episode, we review recent half-yearly results and market volatility, discussing notable movements in the dummy portfolio compared to the benchmark, as well as significant shifts in commodities such as crude oil. We dive into reporting-season surprises from companies like Qantas, Hello World, Pepper Money, and Karoon Energy, exploring the la…

In this episode of QAV, Cameron and Tony navigate the carnage of reporting season, where many QAV stocks have taken a beating. They discuss the brutal market reactions to earnings misses, the underperformance of value stocks relative to growth, and what the latest results say about the overall market sentiment. Despite the doom and gloom, there are…

Half year reports are playing their usual havoc on some of our stocks, as results disappoint the market. But is the market over-reacting in some cases? Tony thinks so. We're also talking about the RBA's decision to cut interest rates and how that affects our investing decisions. Stocks covered today include FND, AMP, CVL, PPM, and Tony's deep dive …

In QAV Episode 806, Cameron and Tony cover key market updates, including Elon Musk’s $97B bid for OpenAI, Trump’s steel tariffs, and the resurgence of iron ore as a buy. They analyze portfolio performance, noting that long-held stocks tend to outperform, and discuss Nick Scali, Beach Energy, and Seven West Media’s earnings. Cameron unveils the ‘Rei…

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 …

In this episode of QAV, Cameron and Tony discuss a variety of topics, from Tony’s trip to Tasmania and adventures at MONA to Cameron’s kitchen mishap with a mandolin slicer. The conversation transitions to market insights, including the impact of the Chinese AI system DeepSeek on global markets and Nvidia’s significant market cap loss. The duo expl…

While TK is away, I'm chatting with Phil Muscatello from the Shares For Beginners podcast, about everything the two of us have learned about investing over the years we have produced our respective podcasts.By Tony Kynaston & Cameron Reilly

This week we're talking about commodities such as crude oil, copper, and lithium becoming buys again, Wall Street predictions and the practical approach of focusing on quality investments and managing risk. Tony shares analysis on several stocks including NWH and MYR, discussing red flags, and a pulled pork on HZN. Cameron discussed his recent anal…

In our first episode for 2025, we break down our mixed portfolio results for 2024, talk about news related to MWY, ABA, ERD, RMS, play clips from a 1994 talk from Peter Lynch, review Geoff Wilson's investing checklist, discuss Eugene Lama's views on efficient markets, quantum computing threats. And in the After Hours segment we talk about the films…

A review of the stock market's winners and losers for the year, updates on TLS, DTL and FPR, Planck's Principle in investing, our predictions for 2025, and a 'Pulled Pork' on Wagner's Holding Company (WGN). In After Hours we talk about Leunig, say RIP to departed friends, and discuss ADHD.By Tony Kynaston & Cameron Reilly

This week we're talking about SXE's new contracts, The Buffett Indicator, "The Mind of Wall Street", the Murdoch succession crisis, Pulled Porks on GTN and RM, and then in After Hours we discuss Dune Part Two, S02 of Bookie, Vivaldi's Four Seasons, Skeleton Crew, Wild Gods, Pink Moon and using the Australian government to bail out failing news orga…

In this episode of QAV: Tony's recent golfing escapades and his upcoming move to Cape Schanck. We discuss ANZ's CEO change, reviewing the impact on the stock and the broader banking landscape, including concerns over market share and IT integration challenges. ABA's merger with MyState is analyzed for synergies and potential risks. There's an in-de…

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 li…