Episode Details

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 updates, Ray Dalio's perspective on the breakdown of the global order, and company-specific news including Accent Group (AX1), Findi (FND), Comms Group (CCG), Perenti (PRN), Telstra (TLS), and TK's new board appointment at Clime Investment Wealth (CIW). TK also provides a detailed "Pulled Pork" analysis on Cedar Woods Properties (CWP). The episode concludes with after hours.