Best Cameron Reilly Podcasts (2024)

1
QAV 738 – Pigs Get Slaughtered 37:10

5h ago37:10

37:10

In this episode of QAV, we discuss the ASX's record high, our portfolio returns, Earnings Surprises, Vysarn (VYS) raising capital, and analyse the GenusPlus Group (GNP). We look at news stories about builders going bankrupt, lessons from the dot-com crash and share a couple of WWOWS quotes.By Tony Kynaston & Cameron Reilly

1
QAV 738 – Pigs Get Slaughtered 37:10

1h ago37:10

37:10

In this episode of QAV, we discuss the ASX's record high, our portfolio returns, Earnings Surprises, Vysarn (VYS) raising capital, and analyse the GenusPlus Group (GNP). We look at news stories about builders going bankrupt, lessons from the dot-com crash and share a couple of WWOWS quotes.By Tony Kynaston & Cameron Reilly

1
Renaissance #200 – Raw Meat (The Crusades part 9) 56:12

5h ago56:12

56:12

On his way to Constantinople, Bohemond attacked a village of Christian heretics, because having different opinions should not be tolerated. When he arrived at the Byzantine capital, he met with Alexios but didn’t trust his cooking. After he left, he was quickly followed by Count Raymond of Toulouse, who thought he should be in charge of the allied …

1
BS 127 – Kamala and Lichtman’s 13 Keys

6d ago

—

Who is Kamala Harris? How does she stack up as a potential POTUS? And how do Lichtman’s 13 Keys to the White House work? Who does it predict will win the 2024 election? Listen and find out. The post BS 127 – Kamala and Lichtman’s 13 Keys appeared first on The BS Filter.By Cameron Reilly & Ray Harris

1
Cold War #269 - The Great Game 1:02:22

7h ago1:02:22

1:02:22

In 1904, the British sent an army into Tibet to secure it for Britain. It resulted in a massacre when the British opened fire with their new Maxim machine guns on Tibetans holding spears. The Dalai Lama was forced to flee the country. Over the next few decades, Tibet was oppressed by the British and China (also controlled by Britain, especially aft…

1
QAV 737 – FEAR & GREED 37:42

3d ago37:42

37:42

In this episode, Tony and Cam discuss recent commodity declines and a gold price surge and what it all means, as well as recent Brettalator issues and portfolio updates. Tony reads from 'What Works on Wall Street' talking about how value investing sustains through market bubbles. The 'Pulled Pork' segment features Cash Converters, analysing its bus…

1
QAV 736 – RECENCY BIAS 33:17

12d ago33:17

33:17

In this episode of the QAV value investing podcast, Tony and Cam review the impressive US portfolio performance with a rise of 44%, compared to the S&P’s 27%, and compare with the Australian portfolios. They discuss the recent performance of big caps versus small caps, MMS setbacks. Behavioral economics insights from ‘What Works on Wall Street’ by …

1
Renaissance #199 – Bohemond (The Crusades part 8) 44:25

14d ago44:25

44:25

On 9 April 1097 Bohemond of Taranto arrived at Constantinople. One of the most famous of the Crusaders, who left a huge legacy in Syria. Even though that’s not his real name. He was a Norman prince who had already invaded the Byzantine Empire twice in the last 20 years. But this time, he came in peace. Or did he? Oh dear! This page contains Member'…

1
QAV 735 – F SCORES 33:34

20d ago33:34

33:34

In this episode, Tony and Cam discuss the performance of stocks in the US dummy portfolio, working with F Scores and Z Scores, with a deep dive on ENVA’s 39% rise and the risks of investing in some US-listed stocks like Chinese online tech company, STG. They cover recent events around YAL, ANZ, BXB, ING, LFS, AX1 and BOQ and a regression test on “R…

1
Cold War #268 - The CIA and Tibet 53:31

17d ago53:31

53:31

We all know that Tibet and China have a history, and that the U.S.A. is always in the middle of it. But you may not know that The United States recognizes Tibet to be part of the People’s Republic of China or that the UK and the U.S.A. have spent over a century trying to wrest control over Tibet away from China. This is part one of that story.…

1
Vitellius #1 – The Third New Emperor 39:42

23d ago39:42

39:42

The post Vitellius #1 – The Third New Emperor appeared first on Life Of The Caesars.By Cameron Reilly & Ray Harris

1
QAV 734 – Stockopedia Webinar 1:00:53

1M ago1:00:53

1:00:53

In this episode of QAV, Elio D'Amato from Stockopedia interviews Tony Kynaston. The discussion covers Tony's investing principles, his journey from corporate management to investing, Tony's philosophy of having a disciplined investment system, and key strategies he employs in his Quality at Value (QAV) investing approach. They touch on the importan…

1
Renaissance #198 – Godfrey of Bouillon (The Crusades part 7) 34:06

30d ago34:06

34:06

Godfrey of Bouillon, the Duke of Lower Lorraine, who had managed to blackmail the Jews into giving him a shit ton of money, was not so easily convinced that he needed to bow the knee to Emperor Alexius of Constantinople. He quickly learned that Alexius was not mucking about. Oh dear! This page contains Member's Only content... and you aren't logged…

1
Renaissance #197 – The Prince’s Crusade (The Crusades part 6) 50:08

30d ago50:08

50:08

The failure of the People’s Crusade didn’t stop the overall appetite in Europe for pillaging the Holy Land. They still had the Prince’s Crusade. A bunch of rich young men, their vassals and hired mercenaries set out to pillage Jerusalem and anything else appetising along the way. Even, perhaps Constantinople. Oh dear! This page contains Member's On…

1
QAV 733 – Recovering 1:26:48

1M ago1:26:48

1:26:48

In this episode Tony and Cam discuss the recent global market crash, its causes, and how value investors can navigate the turmoil.By Tony Kynaston & Cameron Reilly

1
Otho #12 – Fortitude and Firmness 55:30

1M ago55:30

55:30

The post Otho #12 – Fortitude and Firmness appeared first on Life Of The Caesars.By Cameron Reilly & Ray Harris

1
Cold War #267 - Coup De Grace Of The Coup D'etat 1:23:44

1M ago1:23:44

1:23:44

The CIA's second attempt at a coup succeeds. Mossadegh is driven into hiding and General Zahedi declares himself the new leader of the country. The CIA celebrates wth champagne.By Cameron Reilly & Ray Harris

1
QAV 732 – Water Off A Duck’s Back 36:26

1M ago36:26

36:26

In this episode Tony and Cam discuss the recent global market crash, its causes, and how value investors can navigate the turmoil.By Tony Kynaston & Cameron Reilly

1
QAV 731 – Getting High with VIT 24:41

2M ago24:41

24:41

Tony and Cam break down the sharp drop in FND stock and the impact of new shareholders, review Karoon market updates, and explore an activist investor’s push for a new dividend strategy.By Tony Kynaston & Cameron Reilly

1
Renaissance #196 – Not By Faith Alone (The Crusades part 5) 31:17

2M ago31:17

31:17

Peter’s other crusaders, not so keen on Jewish jabby jabby, headed to Constantinople for a chat with the Byzantine Emperor. Then they swung by Nicaea, famous for that big Christian meeting back in 325. The French troops went first, sadly showing off their top-notch savagery skills, even roasting babies. Meanwhile, the Germans tried their luck at a …

1
Cold War #266 - The First Attempt 53:34

2M ago53:34

53:34

It's the middle of 1953, and the CIA is ready to execute their coup against the democratically elected government of Iran. The plan? Spend a bucket load of money hiring thugs to cause riots in the streets. Blame it on Mossadegh and then bribe a corrupt member of the Iranian military to go and arrest him. Unfortunately for the CIA, it didn't go to p…

1
QAV 730 – Consistency Is The Key 35:51

2M ago35:51

35:51

In this episode of the QAV podcast, we look at recent news involving SGI, ATP, FGM, CVL, AX1 and a deep dive into ABB's recent share price drop and business fundamentals. We discuss listener Conrad's successful modification of the QAV investment system, which led to a 31.4% return in the last year and review some advice from O'Shaughnessy's 'What W…

1
QAV 729 – The Trump Bump 42:28

2M ago42:28

42:28

In this episode of the QAV podcast, hosts Tony Kynaston and Cameron Reilly are discussing a record-high in the All Ordinaries index spurred by the 'Trump bump', Aussie Broadband's sudden dive (ABB), portfolio results, more FY survey results, MLX's bump, the Shipping Crisis, thoughts about integrating "Buyback Yield" into the checklist, and Tony bre…

1
Renaissance #195 – The Holy Goose and the Holy Goat (The Crusades part 4) 51:10

2M ago51:10

51:10

At the end of April in 1096, a priest by the name of Volkmar, a monk called Gottschalk, and an army from the Rhineland led by a Count Emich set off on the First Crusade with tens of thousands of soldiers and enthusiastic pilgrims… following a goose that had been inspired by God… and a holy goat. Their first order of business was to kill as many Jew…

1
QAV 728 – Fixing The U.S. Checklist 30:47

2M ago30:47

30:47

In this episode of the QAV podcast, Tony Kynaston and Cameron Reilly discuss the necessary improvements and changes to their US portfolio, including updates to their buying checklist and new financial metrics. Tony does a pulled pork on the U.S. company Willis Lease Finance Corporation (WLFC). In Australian news, they delve into market news affecti…

1
Otho #10 – The Comforts of Home 30:47

2M ago30:47

30:47

The Praetorians push for a fast campaign because they didn't want to spend any more time away from the comforts of Rome than necessary. Unfortunately, in letting them drive the strategy, Otho sealed his doom. The post Otho #10 – The Comforts of Home appeared first on Life Of The Caesars.By Cameron Reilly & Ray Harris

1
Cold War #265 - The CIA Green Light 28:18

2M ago28:18

28:18

In early 1953, Churchill initiated a plan with the CIA to overthrow Iranian Prime Minister Mossadegh, involving key figures like General Sahedi and the Rashidian brothers. Aided by disinformation campaigns, the Shah fled Iran, stirring public outcry. Despite initial resistance from Eisenhower, pressure from the Dulles brothers and ongoing chaos in …

1
QAV 727 – Great FY Results 47:37

3M ago47:37

47:37

In this episode of the QAV podcast, hosts Tony Kynaston and Cameron Reilly cover a range of topics at the start of the new financial year. They begin the resilience in financial and property markets amid global interest rate hikes, and how the gig economy affects unemployment rates. They also touch on the history and impact of quantitative easing, …

1
QAV 726 – Negative Waves 1:23:39

3M ago1:23:39

1:23:39

In episode 726 of QAV, Tony and Cameron pay tribute to the late Donald Sutherland, then shift to discussing fluctuations in the crude oil market, a deep dive into Ben Graham's investment principles and their relevance today, alongside a detailed analysis of TabCorp Holdings, the market's over-reaction to HLI news, and FND breaking the curse of the …

1
QAV 725 – Mr Lazy & Mr Dumb

3M ago

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In this episode of QAV, Cameron and Tony dive into recent market activities, the RBA’s decisions, the Lindy Effect, substantial shareholder announcements, and GrainCorp’s prospects, along with a detailed analysis of Embark Early Education (EVO). Member questions about living off a share portfolio during down years and the differences between value …

1
Renaissance #194 – The Crusades (part 3) 39:56

3M ago39:56

39:56

Continuing the story about the chaotic and tragic events surrounding the People’s Crusade, led by Peter the Hermit. Picture a disorganized mob, not unlike the January 6 Capitol attack. Peter’s ragtag army was split into French and German factions, but before they even reached the Middle East, they wreaked havoc at home, particularly targeting Jewis…

1
Cold War #264 - "C" not "M" 29:46

3M ago29:46

29:46

Ever wondered why the heads of MI6 are called "M"? Well they aren't. They are called “C”. It all started with Sir Mansfield Smith-Cumming, who signed his docs with a green “C.” This guy was a true legend—a retired Navy man who became the spymaster extraordinaire, famous for his love of gadgets and high-speed Rolls-Royce drives. His dramatic life in…

1
QAV 724 – Our First U.S. Episode

3M ago

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In this episode of QAV, Cam and Tony explore the U.S. market for the first time, with a brief introduction of Tony and his QAV system of value investing, a discussion of value v growth investing, a discussion of the performance of our U.S. dummy portfolio, a deep dive or 'Pulled Pork' segment on Reinsurance Group of America (RGA), and a review of t…

1
#23. A.C O'Neal - Amazing Child/Amazing Comedian 2:03:21

3M ago2:03:21

2:03:21

Portland, OR comedian, A.C O'Neal spends some time with us as we chat about the envy we have for Tyrone Collins and his supportive wife, the Portland, Oregon comedy scene, interracial dating and traveling. Viewer's discretion is advised.

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