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QAV 819 — The Roll Back

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Manage episode 482630016 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.
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, and look into Super Retail Group’s (SUL) Q3 results. The episode also features deep dives into the governance concerns at Macquarie (MQG), a bizarrely massive dividend from Healius (HLS), a skeptical look at luxury drop shipper Cettire (CTT), and a pulled pork segment on outdoor advertising player oOh!media (OML). Cam also shares a personal health win, and the duo wraps up with some recommendations, banter, and a little Van Halen nostalgia.
  continue reading

351 episodes

Artwork
iconShare
 
Manage episode 482630016 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.
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, and look into Super Retail Group’s (SUL) Q3 results. The episode also features deep dives into the governance concerns at Macquarie (MQG), a bizarrely massive dividend from Healius (HLS), a skeptical look at luxury drop shipper Cettire (CTT), and a pulled pork segment on outdoor advertising player oOh!media (OML). Cam also shares a personal health win, and the duo wraps up with some recommendations, banter, and a little Van Halen nostalgia.
  continue reading

351 episodes

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