Boring Stocks, Bonkers Returns: QAV AU #926

July 01, 2026 12:03am 19 min

On this week's show we wrap up the financial year and the numbers are, frankly, bonkers: the AU model portfolio is up nearly 29% for the year, the Light portfolios are up nearly 36% as a group, and the US model is up 44%...

OIL THAT: QAV AU #925

June 23, 2026 10:12pm 22 min

This week we cover the Iran oil sanctions waiver and what it means for the oil price, plus debrief on selling our oil stocks (Karoon, Viva Energy, Brookside) ahead of what turned out to be a nasty drop. Tony does a Pulle...

Major Feelgood: QAV AU #924

June 16, 2026 9:31pm 28 min

On this week's show, we wade through a big news cycle: the US-Iran peace deal that forced us to dump our oil stocks, the SpaceX IPO trading at a jaw-dropping 1,750 times PROPCAF while losing money, and the brief Korean s...

Tobias Carlisle Soldier of Fortune: QAV AU #923

June 09, 2026 5:54am 1:09

Beds, Banks and Bionic Men: WEB Travel in the AI Age: QAV AU #922

June 02, 2026 7:48pm 22 min

This week Tony's back from the horse sales and dives straight into a Pulled Pork on WEB Travel Group, the B2B hotel bed-banking business spun out of the old Webjet. We also cover negative gearing changes and how they com...

Big River, Big Comeback (BRI): QAV AU #921

May 26, 2026 6:05am 19 min

On this episode Cameron flies solo while Tony is down the Gold Coast doing something involving horses. He covers the market fallout from Trump's surprise bombing of Iran, explains why he's hitting pause on new buys throu...

JUST THE TIP: QAV AU #920

May 19, 2026 8:34pm 23 min

This week Tony runs a full Pulled Pork on TIP (TeamInvest Private Group), a Sydney-based value investing education and funds management company with a flywheel business model, private equity arms, and a QAV score of 0.2 ...

QAV AU 919 — THE NACHO TRADE

May 12, 2026 7:54pm 24 min

Five Juicy Years: Gold, Oil, and the Art of Saying No – QAV AU #918

May 05, 2026 10:52pm 34 min

On this episode, Cam and Tony work through a busy news week — the ASX's longest losing streak since 2018, oil prices going nuts, the UAE ditching OPEC, and Greg Abel's first real run at the Berkshire AGM without Warren h...

Crash and Bash — QAV AU 917

April 29, 2026 12:09am 32 min

On this episode we check in on the dummy portfolio (running at double the market over the last year), chat about the Trump assassination attempt security shambles, and Tony does a full Pulled Pork on AMA Group — Australi...

The Happy Zone – QAV AU #916

April 21, 2026 8:59pm 33 min

This week we kick things off with the Iran war's knock-on effects for oil markets, the Australian economy, and why the banks are quietly raising their bad debt buffers while the stock market ignores all of it. Plus Tony ...

Lumpy Payback — QAV AU 915

April 14, 2026 11:04pm 36 min

This week we dig into the chaos of Trump's Strait of Hormuz oil blockade, and why the ASX is shrugging off the end of the world. Tony does a Pulled Pork on Perth property developer Peet (PPC) — a 130-year-old land syndic...

Dead Cat or Dead Cert? Navigating the March Sell-Off – QAV AU #914

April 07, 2026 6:42pm 37 min

Everything fell off a cliff in March, and this week we spend a good chunk of the episode trying to figure out which stocks have genuinely reestablished sentiment versus which are just dead cat bounces. Plus we talk about...

Drilling for Dollars: BRK, the Strait of Hormuz, and America’s $41 Trillion Hole — QAV AU 913

March 31, 2026 8:05pm 34 min

Australian consumer confidence hits a 53-year low, the US Treasury's own balance sheet revealing effective insolvency (liabilities nearly eight times assets), and the Iran war closing the Strait of Hormuz and sending alu...

QAV AU #912 — Chicken Little

March 24, 2026 7:11pm 30 min

In episode 912 of QAV Australia (recorded 24 March 2026), Cameron and Tony open with geopolitical commentary on the Iran-US-Israel conflict and its impact on oil prices, before reassuring panicked listeners that market c...

Entangled Interests — QAV AU 911

March 17, 2026 10:14pm 25 min

In this episode of QAV, Cameron Reilly and Tony Kyneston navigate a world of "prolonged conflict" and "supply disruptions," examining the ripple effects of Middle East tensions on global oil, fertilizer, and food securit...

Agro at TACO — QAV AU 910

March 10, 2026 9:59pm 34 min

In this episode of QAV, recorded on March 10, 2026, Cameron and Tony navigate a week of absolute market chaos triggered by escalating tensions in the Middle East and the resulting volatility in energy prices. The duo pay...

QAV AU 909 — WWIII Investing

March 03, 2026 10:28pm 36 min

In this episode of QAV Australia, Cameron and Tony navigate the sudden market volatility triggered by the outbreak of conflict between the US, Israel, and Iran. The duo explores the "biggest threat in 50 years" to global...

QAV AU 908 — Blowing the Doors Off

February 24, 2026 9:35pm 41 min

In this episode of QAV Australia, Cameron and Tony dive into the February reporting season. They provide an update on the QAV portfolios, take a dive into Parenti (PRN) and its recent price drop, as well as a comprehensi...

QAV AU 907 — Mass vs Gas

February 18, 2026 5:24am 35 min

In this episode, recorded on February 17, 2026, Tony and Cameron reflect on the legacy of actor Robert Duvall before diving into a deep critique of "gas giant" stocks and the lack of visible depreciation on the income st...