Podcast Episodes
Back to SearchQAV 810 — The QAV Magnificent 12
In this episode, we review recent half-yearly results and market volatility, discussing notable movements in the dummy portfolio compared to the benc…
1 year ago
QAV 809 — The Reporting Season Red Flag
In this episode, we review recent half-yearly results and market volatility, discussing notable movements in the dummy portfolio compared to the benc…
1 year ago
QAV 808 — The Value Investor’s Lament
In this episode of QAV, Cameron and Tony navigate the carnage of reporting season, where many QAV stocks have taken a beating. They discuss the bruta…
1 year, 1 month ago
QAV 807 — Half Year Havoc
Half year reports are playing their usual havoc on some of our stocks, as results disappoint the market. But is the market over-reacting in some case…
1 year, 1 month ago
QAV 806 — The Reilly Indicator
In QAV Episode 806, Cameron and Tony cover key market updates, including Elon Musk’s $97B bid for OpenAI, Trump’s steel tariffs, and the resurgence o…
1 year, 1 month ago
QAV 805 — Whack A Mole
In this episode recorded on February 4, 2025, we dive into the impact of recent US tariff implementations and their immediate retraction. We also dis…
1 year, 1 month ago
QAV 804 — The DeepSeek Black Swan
In this episode of QAV, Cameron and Tony discuss a variety of topics, from Tony’s trip to Tasmania and adventures at MONA to Cameron’s kitchen mishap…
1 year, 2 months ago
QAV 803 — Shares For Beginners
While TK is away, I'm chatting with Phil Muscatello from the Shares For Beginners podcast, about everything the two of us have learned about investin…
1 year, 2 months ago
QAV 802 — SWEET FA
This week we're talking about commodities such as crude oil, copper, and lithium becoming buys again, Wall Street predictions and the practical appro…
1 year, 2 months ago
QAV 801 — CY24 Portfolio Analysis
In our first episode for 2025, we break down our mixed portfolio results for 2024, talk about news related to MWY, ABA, ERD, RMS, play clips from a 1…
1 year, 2 months ago