Podcast Episodes
Back to SearchChina Beats Expectations... Again
Season 7 Episode 12
This week, while the RBA meets, we talked about ABB dropping 20% in a day, steel and coking coal fall, China’s economy beats expectations in the West…
2 years ago
Business As Usual
Season 7 Episode 11
This week: Delisting of TGA, VUK acquisition, Pulled pork on BOQ. In the Club edition only: SD fix NWS issue, IRI loses Chair of Audit Committee, To…
2 years ago
Do Ya Think I’m Sexy?
Season 7 Episode 10
This week: AORD his another all-time high, reporting season is over (but now we’re in ex-div season), ING recorded a massive profit but the market du…
2 years ago
The Architect
Season 7 Episode 9
This week: We discuss our favourite bits of Buffett’s new annual letter, and Tony does a pulled pork on Vulcan Steel (VSL). Also in the Club Edition:…
2 years, 1 month ago
Buridan's Ass
Season 7 Episode 8
This week: The market remains buoyant on the back of positive earnings, DTL crashes 22%, Buridan’s Ass, Pulled Pork AGL. Also in the Club edition: Da…
2 years, 1 month ago
Three Men and a Tiger
Season 7 Episode 7
This week: Market and portfolio updates; Nick Scali and Myer jump on profit results; the pitfalls of passive investing; the cracks deepen beneath the…
2 years, 1 month ago
The Anti-QAV
Season 7 Episode 6
This week on QAV: Market hit all time high, then retreated… because of McDonalds in Gaza?!; Portfolio report; pulled pork on Metcash (MTS). In the …
2 years, 1 month ago
Base-Rate Neglect
Season 7 Episode 5
This week we’re talking about: Munger’s final portfolio, Base-Rate Neglect, Pulled Pork - TLS Plus, only on the Club edition: Evergrande liquidati…
2 years, 2 months ago
Investor Fatigue
Season 7 Episode 4
On this week’s show: Retail traders are suffering from fatigue; Lithium and tech stocks crashing; AI means the cost of intelligence will plummet. C…
2 years, 2 months ago
The Curse of Knowledge
Season 7 Episode 3
Market and portfolio updates, Brent’s secret QAV tweaks which delivered his terrific results, and GNC vs Wheat. In the Club episode, Pulled pork on…
2 years, 2 months ago