QAV Investing Podcast (Free Edition)

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 aluminum prices surging 6%. A listener question from Darryl about buyback scoring. Tony delivers the episode's Pulled Pork on **Brookside Energy (BRK)**, an ASX-listed, Oklahoma-based shale oil producer drilling in the Anadarko Basin. After hours covers Tony's ChatGPT-powered horse racing scraper breakthrough, Cameron's Nick Cave obsession, Apple TV's *Friends & Neighbors*, and a recommendation for Seth Rogen's time-travel comedy *Future Man*.

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 chaos is cyclical and the QAV rules — including the three-point trend line and Rule One sell signals — are designed exactly for moments like these. Tony delivers a deep-dive Pulled Pork on Karoon Energy (KAR), the upstream oil producer. Other stocks touched on include Viva Energy, Santos, Central Petroleum, Pepper Money (CGF's revised lowball takeover offer), Harmony (HMY hitting a Rule One sell), and the messy Humm/Credit Corp takeover situation involving the Takeovers Panel. After hours, Tony recommends juggling comedian Michael Rayner ("The Broken Juggler") and the political memoir *All's Fair*, while Cameron raves about Jackie Chan's *Police Story*, David Lynch's obscure 1993 HBO miniseries *Hotel Room*, and the 1944 film *Gaslight*.

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 security. They dive deep into Australia's precarious fuel security, noting the country holds significantly less than the internationally mandated 90-day buffer. The investment discussion focuses on the "Pulled Pork" of the week, **BSP Financial Group (BFL)**, the largest bank in Papua New Guinea and the South Pacific, which Tony argues is unfairly valued as a high-risk "frontier" stock despite its dominant market share and high return on equity. The duo also discusses the RBA's interest rate dilemma, the "Wild West" of Gen Z using unregulated AI for financial advice, and the 2018 MIT experiment proving quantum entanglement.

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 pays tribute to the legendary Brisbane entertainer Jamie Dunn (the man behind Agro) before diving into the "ready, fire, aim" nature of the current market, where a single Trump tweet can swing oil prices by 30% in a matter of hours. In the Club episode, Tony provides a comprehensive deep dive into Viva Energy (VEA), examining its shift from Coles Express to the "On the Run" (OTR) branding, the challenges of domestic refining, and the impact of illegal tobacco sales on convenience margins. They also touch on the "death of software" era, Cameron’s success in coding a new commodity checker using AI, and why having a mechanical investing system is the only way to stay sane when the world feels like it's in a "black and white" prize fight.

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 oil supplies, specifically the disruption of the Strait of Hormuz and its inevitable impact on energy prices and shipping. Amidst the global tension, they find silver linings in a massive 45% takeover jump for dental manufacturer SDI Limited and a scheme implementation deed for Cue Energy Resources by Horizon Oil. The episode also features a deep dive into the "material uncertainty" surrounding retail company Cettire, a five-year milestone review from a dedicated member, and a "Pulled Pork" analysis of Central Petroleum (CTP).

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 comprehensive "Pulled Pork" analysis of Challenger (CGF) amidst potential Japanese takeover interest and regulatory changes. Between technical chats about wheat commodity sell lines and the "monstrous" growth of passive investing, the hosts find time for Michael Caine impressions, and a look at the latest global geopolitical and AI-driven absurdities.

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 statements of US tech titans. The pair discuss the current "josephine" state of the market, where high-quality stocks are coming off their highs, leading to a barren buy list and several trendline sells including Rice Growers (SGLLV), Plenty Group (PLT), and Myer (MYR). The episode features a detailed analysis of the Aeris Resources (AIS) acquisition of Peel Mining, a deep dive into ANZ’s recent performance boost under its "ANZ 2030" strategy, and a "Pulled Pork" segment on the Global Value Fund (GVF), where Tony explores the influence of investing legends Chris Cuffe and Miles Staude.

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 the fallout for software companies like **Reckon (RKN)** and **Xero (XRO)** as the "AI penny drops," the impact of the RBA’s unexpected rate hike, and the dramatic 24% jump for **Pepper Money (PPM)** following a takeover bid from Challenger. The episode features a deep dive into **Atlas Pearls (ATP)**, examining the unique (and labor-intensive) world of Indonesian pearl farming, before wrapping up with a "gritty" after-hours segment covering everything from *Game of Thrones* prequels to Baz Luhrmann’s new Elvis documentary.