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Show Notes
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.