Podcast Episodes
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Season 5 Episode 5
As we’re joined by special guest Taylor Reilly, we talk about flatulent labels, redefining how a stock comes out of being a Josephine, our portfolio …
4 years, 1 month ago
Carry A Towel
Season 5 Episode 4
Jam packed show this week! Losing money is one thing, losing your nerve is everything ; Iron ore hits $150/ton; CCP results are out, Stock price up 7…
4 years, 2 months ago
Frogger
Season 5 Episode 3
Talking about the current market volatility, and whether or not we should wait it out and go to cash; we discuss recent articles talking about “inves…
4 years, 2 months ago
Howard Loses Marks
Season 5 Episode 2
On this episode we talk about MYR becoming a sell; Tony’s problems with Howard Marks’ latest memo; the new AF sheet; and our stocks of the week, incl…
4 years, 2 months ago
Bolshie Bankers
Season 5 Episode 1
Indonesia temporarily bans coal exports; GWR up 80% in 3 weeks; ANZ pulled pork; NTD SPP and Tony’s thoughts on SPPs in general; CBA worth a punt; ir…
4 years, 2 months ago
The Cleansing
Season 5
In our first episode for 2022, we’re talking about my confusion over some recent 3PTL rule changes, platinum being a buy again, what a “cleansing pro…
4 years, 2 months ago
Best Of 2021
Season 4 Episode 52
It's time for our last show of the year and my annual tradition of trying to pick some highlights from the last 12 months. This year I'm mostly focus…
4 years, 3 months ago
In the Rough
Season 4 Episode 51
In this episode we’re talking about MYR and LAU warnings, replacing GAP with GWR, CAA upgrade to guidance, Trading View commodity alerts, our stocks …
4 years, 3 months ago
The Gibbonator
Season 4 Episode 50
We chat with Luke “The Gibbonator” Gibson about his QAV-based YouTube channel “The Gibson Hustle”, about copper becoming a sell, iron ore becoming a …
4 years, 3 months ago
2021 The Dumpster Fire
Season 4 Episode 49
This episode is mostly a recap of lessons learned, highlights and lowlights of 2021. We talk about our portfolio performances (eg the QAV portfolio, …
4 years, 3 months ago