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QAV 811 — Thinking About It

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Manage episode 472334223 series 2564461
Content provided by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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. Other highlights include a robust discussion on small caps versus large caps in the context of passive investing impacts, strong results from Perseus Mining and Metals X, and an analysis of Shape Australia's promising financial position and future outlook. The episode wraps up with listener questions about portfolio hedging strategies and implications of the Ramelius and Spartan Resources merger.
  continue reading

353 episodes

Artwork
iconShare
 
Manage episode 472334223 series 2564461
Content provided by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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. Other highlights include a robust discussion on small caps versus large caps in the context of passive investing impacts, strong results from Perseus Mining and Metals X, and an analysis of Shape Australia's promising financial position and future outlook. The episode wraps up with listener questions about portfolio hedging strategies and implications of the Ramelius and Spartan Resources merger.
  continue reading

353 episodes

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