Podcast Episodes
Back to SearchDrilling for Dollars: BRK, the Strait of Hormuz, and America’s $41 Trillion Hole — QAV AU 913
Australian consumer confidence hits a 53-year low, the US Treasury's own balance sheet revealing effective insolvency (liabilities nearly eight times…
9 hours ago
QAV AU #912 — Chicken Little
In episode 912 of QAV Australia (recorded 24 March 2026), Cameron and Tony open with geopolitical commentary on the Iran-US-Israel conflict and its i…
1 week ago
Entangled Interests — QAV AU 911
In this episode of QAV, Cameron Reilly and Tony Kyneston navigate a world of "prolonged conflict" and "supply disruptions," examining the ripple effe…
2 weeks ago
Agro at TACO — QAV AU 910
In this episode of QAV, recorded on March 10, 2026, Cameron and Tony navigate a week of absolute market chaos triggered by escalating tensions in the…
3 weeks ago
QAV AU 909 — WWIII Investing
In this episode of QAV Australia, Cameron and Tony navigate the sudden market volatility triggered by the outbreak of conflict between the US, Israel…
4 weeks ago
QAV AU 908 — Blowing the Doors Off
In this episode of QAV Australia, Cameron and Tony dive into the February reporting season. They provide an update on the QAV portfolios, take a dive…
1 month, 1 week ago
QAV AU 907 — Mass vs Gas
In this episode, recorded on February 17, 2026, Tony and Cameron reflect on the legacy of actor Robert Duvall before diving into a deep critique of "…
1 month, 1 week ago
QAV AU 906 — It’s What You Do With It
In this episode of QAV Australia, Cameron and Tony navigate a particularly turbulent period for the ASX, noting a buy list that recently shrank to ju…
1 month, 3 weeks ago
QAV AU 905 — Watering the Flowers
In this episode, Cameron and Tony navigate a complex week of market shifts, political manoeuvres, and a "Sell America" sentiment that continues to ga…
1 month, 4 weeks ago
QAV AU 904 — Humm-ing a Different Tune
In this episode of QAV Australia, Cameron and Tony brave the Australian heat to discuss a mix of music history and high-stakes value investing. The d…
2 months ago