Podcast Episodes
Back to SearchQAV AU 903 — Nobel Prizes and Negative Sentiment
In this episode, Cameron and Tony dive into the complex geopolitical and economic landscape of early 2026, examining China’s record trade surplus and…
2 months, 1 week ago
QAV AU 902 — Quintuple
In this wide-ranging QAV Australia episode, Cameron and Tony move from bushfires devastating Victorian horse studs into geopolitics, central bank ind…
2 months, 2 weeks ago
QAV AU 901 — Broccoli Investing
The first QAV episode of 2026 opens with a wide-ranging discussion that blends value investing discipline with geopolitics, market psychology, and on…
2 months, 3 weeks ago
QAV AU 852 — Growth Over PE: The Metric That Ate 2025
The final QAV episode of 2025 is a wide-ranging year-end wrap that blends portfolio performance, market structure, and deeper system thinking. Camero…
3 months ago
QAV AU 851 — From Zero to System: A First-Year QAV Journey
In this Christmas edition of QAV Australia, Cameron is joined by QAV member Scott Meehan for a wide-ranging, candid conversation about what it’s real…
3 months, 1 week ago
QAV AU 850 — Copper Fever
In this episode, Cameron and Tony survey a market that’s losing some momentum in iron ore while rapidly pivoting toward copper as the next structural…
3 months, 2 weeks ago
QAV AU 849 — Shake the Tree and Let the Nuts Fall Out
This week Tony and I wander through a very QAV-ish mix of market weirdness, portfolio updates, almond conspiracies, and Bond-level misogyny. COG and …
3 months, 3 weeks ago
QAV AU 848 — ASX Meltdown, Bauxite Boom, and the Case of the Vanishing CEO
Tony and Cam roll into the final month of 2025 with a wide-ranging episode that swings from the ASX’s latest technology breakdown to fund-manager out…
3 months, 4 weeks ago
QAV AU 845 – Michael Goldberg Returns: Gold, AI, and Value Investing in 2025
Michael Goldberg from Collins Street Asset Management returns to the show after three years. We dive deep into how value investing has fared through …
4 months, 3 weeks ago
QAV AU 841 — Activism, Audio & Agency: Gabriel Radzyminski on Fixing Value Traps
In this episode, Cameron and Tony sit down with activist investor Gabriel Radzyminski, founder of Sandon Capital, to dissect the art of activist valu…
5 months, 2 weeks ago