QAV Investing Podcast (Free Edition)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

QAV AU 906 — It’s What You Do With It

In this episode of QAV Australia, Cameron and Tony navigate a particularly turbulent period for the ASX, noting a buy list that recently shrank to just three stocks amidst a broader market correction. The duo discusses t

QAV AU 905 — Watering the Flowers

In this episode, Cameron and Tony navigate a complex week of market shifts, political manoeuvres, and a "Sell America" sentiment that continues to gain traction. The duo celebrates the massive success of **Duratec (DUR)*

QAV AU 904 — Humm-ing a Different Tune

In this episode of QAV Australia, Cameron and Tony brave the Australian heat to discuss a mix of music history and high-stakes value investing. The duo pays tribute to the late Midnight Oil drummer Rob Hirst, reflecting

QAV AU 903 — Nobel Prizes and Negative Sentiment

In this episode, Cameron and Tony dive into the complex geopolitical and economic landscape of early 2026, examining China’s record trade surplus and the stalling impact of US tariffs on manufacturing. They explore how t

QAV AU 902 — Quintuple

In this wide-ranging QAV Australia episode, Cameron and Tony move from bushfires devastating Victorian horse studs into geopolitics, central bank independence, and the increasingly overt political pressure being applied