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QAV #642 – Is This Time Really Different?

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Manage episode 380124295 series 2564461
Content provided by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
"This time it really might be different” says Marks; Portfolio update by Market Cap; Pulled Pork on PRN; In the Club edition, we’re also talking about: Gold is a buy; PGH 2BL example; Chuck Feeney died; Joe Aston's final Rear Window; Has TK found a maximum size where a portfolio stops getting 'QAV like returns’?; Imagine the markets were to theoretically close for 10 years…
  continue reading

310 episodes

Artwork
iconShare
 
Manage episode 380124295 series 2564461
Content provided by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
"This time it really might be different” says Marks; Portfolio update by Market Cap; Pulled Pork on PRN; In the Club edition, we’re also talking about: Gold is a buy; PGH 2BL example; Chuck Feeney died; Joe Aston's final Rear Window; Has TK found a maximum size where a portfolio stops getting 'QAV like returns’?; Imagine the markets were to theoretically close for 10 years…
  continue reading

310 episodes

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