Podcast Episodes
Back to SearchQAV 819 — The Roll Back
In this episode of QAV Australia, Cam and Tony navigate a turbulent market buoyed by a temporary rollback in US-China tariffs and a curious rally in …
10 months, 2 weeks ago
QAV 818 — Buffett’s Last Dance
In this episode of QAV Club, recorded on 6 May 2025, Cameron and Tony unpack the Australian federal election result with the kind of sharp political …
10 months, 3 weeks ago
QAV 817 — Smart Metal and Dumb Markets
This week we deep-dive into BIS (Bisalloy Steel Group), questioning whether it’s truly a steel commodity play given its rising price amid a falling s…
11 months ago
QAV 816 — Gold Diggers
In this post-Easter episode, Cam and Tony chew through the week’s market moves, exploring why the All Ords is up despite a gloomy global outlook. The…
11 months, 1 week ago
QAV 815 — Tax On, Tax Off
In this episode, Cameron and TK dive into the tumultuous week in the markets, heavily influenced by the Trump administration's tariff announcements a…
11 months, 2 weeks ago
QAV 814 — The Big Grift (repost)
In this episode, Cameron and TK dive into the recent market volatility, largely driven by US tariff announcements. They discuss the importance of sti…
11 months, 2 weeks ago
QAV 814 — The Big Grift
In this episode, Cameron and TK dive into the recent market volatility, largely driven by US tariff announcements. They discuss the importance of sti…
11 months, 3 weeks ago
QAV 813 — The Mill Red Flag
In this episode, TK shares his busy week involving golf, horse racing, and family events, including his daughter's first auction and his upcoming bir…
11 months, 4 weeks ago
QAV 812 — ASA’s Chairman on Continuous Disclosure
This week we're talking with Steve Mabb, Chairman of the Australian Shareholders Association, about what we can do about the many failures of ASX-lis…
1 year ago
QAV 811 — Thinking About It
Tony and Cameron explore the market's recent volatility and recovery, examining key performances in both their Australian and US portfolios. They div…
1 year ago