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Hosted by Unknown Host · 🇺🇸 US · EN-US · 61 episodes
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The feed for the free version of the QAV American podcast.
Unknown Host hosts QAV America (free feed), a business show with 61 episodes published.
This week we do a full pulled pork on Petrobras (PBR), the Brazilian oil giant that scored a perfect 100% QAV score and promptly got added to the Lite portfolio. Cameron takes Tony on a tour through Brazilian dictatorshi
This week Cameron does a full Pulled Pork on F&G Annuities and Life (ticker: FG), a Des Moines-based annuities and retirement income company that’s been through four owners in 25 years, had its share price sma
This week we dig into Kohl’s (KSS), the mid-range American department store chain that fired its CEO after just 15 weeks on the job for running a secret sweetheart deal with a former romantic partner. Tony and Cam
This week we dig into Carter Bankshares (CARE), a tiny Virginia community bank that got itself tangled up with a billionaire US senator, a Cold War bunker resort, and nearly $800 million in dodgy loans, then somehow came
This week Cameron (with guest co-host Phil Muscatello from Shares For Beginners ) runs a full QAV deep dive on Magna International (MGA), the Canadian-born automotive giant that quietly makes everything from your car doo
This week we do a full deep dive on BWLPG (ticker: BWLP), one of the world’s biggest LPG shippers, and why the Strait of Hormuz closure is sending their spot charter rates into the stratosphere. We also cover the b
On this episode we run through the dummy portfolio , which is crushing the S&P at 125% time-weighted return, and dig into this week’s Pulled Pork: TriMas (TRS), a Michigan-based maker of hand pumps, dispensers
This week we run through a stack of Pulled Pork results that are absolutely cooking — Pitney Bowes up 40%, Eastman Kodak up 81%, and the US dummy portfolio now sitting at 110% since inception versus the S&P’s
On this episode we hit episode 50 and celebrate with a portfolio update showing we’re nearly double the S&P 500 all-time, before diving deep into Millrose Properties (MRP) — a brand new REIT spun out of home b
On this episode we run through our latest portfolio numbers — the QAV dummy portfolio is up 115% since inception versus the S&P’s 60%, and some individual picks like Kodak and Scripps are going absolutely bana
On this episode we dig into Trump’s claim that America doesn’t need the Strait of Hormuz — and why it’s complete nonsense once you look at where US refineries actually get their oil. We also run through
On the club episode we do a deep dive on Commercial Vehicle Group (CVGI) — a boring-as-batsh*t truck cab outfitter that somehow jumped 20% the day after Cameron added it to the QAV Light portfolio. We also run through so
Episode 46 of QAV America opens on Tony Kynaston’s birthday — complete with a QAV cap gift — before Cameron and Tony dig into a week of market chaos, with their main US portfolio down 12% over 30 days but still up
In Episode 45 of QAV America, recorded on March 24, 2026, Cameron Reilly and Tony Kynaston open with a geopolitical check-in on the ongoing US-Iran conflict and its impact on oil prices and market volatility, before divi
In Episode 44 of QAV America, Cameron and Tony open with a geopolitical tour of the Strait of Hormuz crisis — still very much closed — unpacking what a prolonged shutdown could mean for global oil supply, economies, and
In this episode of QAV America, recorded on March 12, 2026, Cameron and Tony navigate a market defined by "Trump Chaos," exploring how a rules-based system provides a psychological anchor during periods of high volatilit
In this episode, recorded on March 3, 2026, Cameron and Tony navigate a “punch-drunk” week for the markets following the escalation of war in the Middle East. They discuss how the QAV system provides a stress
In this episode of QAV America, Cameron and Tony navigate the “completely bonkers” landscape of 2026, where a Supreme Court reversal on Trump’s previous tariffs and the looming shadow of AI bubbles have left
In this episode of QAV America, Cameron and Tony navigate the “completely bonkers” landscape of 2026, where a Supreme Court reversal on Trump’s previous tariffs and the looming shadow of AI bubbles have left
In this episode of QAV America, Cameron and Tony navigate a volatile week in the US markets, lead by Ford’s staggering $8.2 billion loss for 2025 and their strategic retreat from full electrification. The duo reviews the
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QAV America (free feed) is hosted by Unknown Host. The show is categorised under business (investing) and has published 61 episodes.
QAV America (free feed) has published 61 episodes.
QAV America (free feed) regularly covers business, investing, management. It sits in the business category, with a investing focus.
QAV America (free feed) is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
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Episodes of QAV America (free feed) average 33 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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