Episode Details

In this episode, Cameron and Tony dive into the complex geopolitical and economic landscape of early 2026, examining China’s record trade surplus and the stalling impact of US tariffs on manufacturing. They explore how the AI boom has acted as a primary driver for US growth, potentially masking the drag created by trade restrictions. Closer to home, the duo discusses Australia’s manufacturing dependencies and the rising influx of Chinese EVs and renewable energy assets. The heart of the episode features deep dives into listener-driven data, comparing the QAV process against "buy and hold" strategies, and the Club edition contains a "Pulled Pork" analysis of **Stanmore Resources (SMR)**. From managing red flags in stocks like **Fleetwood (FWD)** to the nuances of superannuation-approved ASX 300 lists, this episode balances high-level macro theory with the practical, rules-based discipline of value investing.