This week Tony and I wander through a very QAV-ish mix of market weirdness, portfolio updates, almond conspiracies, and Bond-level misogyny. COG and ERD get the chop, AMA consolidates, several new stocks rotate in, and the dummy and Light portfolios continue to absolutely embarrass the index. Tony reveals his own monster year, we unpack strange board moves at Aeris Resources, applaud EarlyPay’s buyback, and then TK delivers a beautifully nerdy pulled pork on Select Harvest (SHV)— complete with bee-logistics, frost-blowers, and almond geopolitics. We finish with digressions into Alien Earth, baccarat, TikTok nutrition fear-mongering, and Tony’s racehorse winning at 26-to-1. A normal episode, in other words.

Tony and Cam roll into the final month of 2025 with a wide-ranging episode that swings from the ASX’s latest technology breakdown to fund-manager outperformance, commodity whiplash, and a fresh pulled-pork on Metro Mining. Along the way they dig into Tower’s results, the ongoing Eroad saga, Fleetwood’s abrupt CEO exit, Finbar’s exposure to escalating WA construction costs, and the sudden return of copper, platinum, zinc, and steel to the buy list. Tony breaks down why boehmite and bauxite are shaping up as the next big strategic commodity story with a pulled pork on MMI (Metro Mining), while Cam wraps with a reflection on longevity, friendship, and a centenarian’s hard-won life lessons.

Michael Goldberg from Collins Street Asset Management returns to the show after three years. We dive deep into how value investing has fared through the turbulence of recent years — from post-COVID struggles to the renewed upswing of 2025.

In this episode, Cameron and Tony sit down with activist investor Gabriel Radzyminski, founder of Sandon Capital, to dissect the art of activist value investing in Australia. Gabriel explains how he identifies mispriced assets,

In this episode, Tony and Cameron sit down with John Abernethy, veteran investor and founder of Clime Investment Management, for an in-depth conversation about value investing, funds management, and the evolution of Australia’s financial industry.

In Episode AU 827 of the QAV Investing Podcast, Cameron and Tony kick off with Trump’s latest tariff threats, predict (incorrectly) the RBA’s interest rate decision, and analyse the ASX’s reaction to overnight Wall Street moves.

In this episode of QAV, Cameron and Tony kick off the new financial year with tributes to Lalo Schiffrin and Bill Moyers before diving into end-of-year portfolio roundups. They compare the dummy portfolio’s 19.87% gain against the STW’s 13.61%,

It’s cold, the markets are weird, and the boys are back. Cameron and Tony kick things off with oil-patch whiplash, Iran–Israel theatre, and Trump’s “Mission Accomplished 2.0” tweet-storms. Portfolio numbers, confession-season land-mines,

In this special QAV episode, Cameron and Tony are joined by Navarre Trousselot, founder and CEO of Navexa, Australia’s homegrown portfolio tracking and tax-reporting platform. The episode kicks off with a charming tale of how Navarre’s first entreprene...

In this episode of QAV, Cameron and Tony kick off with a discussion on the political tension in the U.S. and what Trump’s moves with the National Guard might foreshadow, then slide into serious investing updates. There’s news on Perenti (PRN),

In this week’s QAV episode, we sit down with the ever-dashing Tobias Carlisle, founder of The Acquirer’s Fund (ZIG, DEEP), author of The Acquirer’s Multiple, and deep value maverick, to dissect the state of value investing in the era of AI-driven hype....

In episode 821 of the QAV Podcast, Cameron and Tony kick things off with tales of gas outages and cold showers before diving into the markets. They review the portfolio performance, explain the HLS sell-off,

In this episode, Cameron and Tony tackle the political earthquake caused by the breakup of Australia’s Federal Coalition, dig into the implications of the RBA’s latest rate cut, and explore how the U.S. credit downgrade might ripple through markets.

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 Bitcoin. They break down the movements in gold stocks like Perseus (PRU), Ramelius (RMS),

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 analysis and irreverent banter you expect. They explore the collapse of support for the Liberal Party,

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 steel market. Tony delivers a pulled pork on BIS, exploring their niche in quenched and tempered steel,

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. They rip into Trump’s latest Fed-firing fantasies, dissect the economics of tariffs,

In this episode, Cameron and TK dive into the tumultuous week in the markets, heavily influenced by the Trump administration's tariff announcements and subsequent pause. They discuss the impact on US Treasury bonds,

In this episode, Cameron and TK dive into the recent market volatility, largely driven by US tariff announcements. They discuss the importance of sticking to the QAV investing framework during uncertain times,

In this episode, TK shares his busy week involving golf, horse racing, and family events, including his daughter's first auction and his upcoming birthday. Cameron updates on the QAV light portfolio's performance,