Best Cameron Reilly Podcasts (2024)

1
QAV 729 – The Trump Bump 42:28

1h 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
QAV 729 – The Trump Bump 42:28

3h 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

4d 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

7d 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

10d 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

10d 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

12d 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

28d 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

1M ago

—

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)

30d ago

—

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

28d 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

1M ago

—

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

1M 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.

1
QAV 723 – The Vulcan Fudge

2M ago

—

Join Tony and Cameron in episode 723 of QAV as they discuss a variety of topics ranging from American barbecue joints to the Hunter Biden lawsuit. Tony talks about his relaxing golf trip down the East Coast and the challenges of selling a house. Then we discuss Vulcan level emotional detachment in investing, recent market movements, and specific st…

1
Cold War #263 - A New Hope 52:57

1M ago52:57

52:57

The election of Eisenhower as U.S. President in Nov 1952 gave the British a new hope that the country might now support their plans to overthrow the Iranian government. Even before Ike took office, they sent Monty Woodhouse, the former chief of MI6 in Tehran, to Washington to start working with the Dulles brothers, soon to be the guys running the U…

1
#22. Emilee Shuler. 2:38:00

2M ago2:38:00

2:38:00

We talk about music, The Peoples Room of Mobile, Emilee's talents and ideas. Quite the thought provoking episode. Push play.

1
QAV 722 – WELTANSCHAUUNG

2M ago

—

In this episode, Tony provides insights into recent retail sales figures, the market's reaction, and the concept of 'confession season' in the corporate world. Then he conducts a detailed 'Pulled Pork' segment on Stealth Group (SGI), a tool retailer, evaluating its financial health, market performance, and prospects. In the club edition, we also di…

1
BS 126 – The Global Rules-Based Order

2M ago

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In this episode of ‘The Bullshit Filter,’ we discuss the US’s selective adherence to international laws, the complex US-Saudi relationship, and evolving power dynamics involving China. Discussions include potential ICC arrest warrants for Israeli and Hamas leaders, the US’s opposition to ICC jurisdiction over Israel, and the historical context of t…

1
Renaissance #193 – The Crusades (part 2) 57:31

2M ago57:31

57:31

The First Crusade is traditionally said to have begun with a sermon preached by Pope Urban II in November, 1095. He promised forgiveness and pardon for all of the past sins of those who would fight to reclaim the holy land from Muslims and free the eastern churches. But the idea of a Christian conquest might have actually been started by Peter the …

1
QAV 721 – Dr No 23:53

2M ago23:53

23:53

In 721 we discuss the pain of FND, why Aussie investors keep investing in unprofitable companies, and TK does a Pulled Pork on SRV. In the club edition only: the myth of the ‘new normal’, why LIC AFIC is selling below its NTA, how Aussie investors can benefit from the AI boom, what we should do about copper prices being up, how to interpret the num…

1
Cold War #262 - Enter Kermit 1:23:22

2M ago1:23:22

1:23:22

Mossadegh is more popular than ever. But that isn't going to stop the British from conspiring against him. They decide that next time they try to bring down his government, they will need to find a way to get the mob on their side. Key to their future plans will be General Zahedi and the CIA's Kermit Roosevelt.…

1
QAV 720 – Boom! 36:02

2M ago36:02

36:02

The Budget cometh, Lessons in Kindness from Buffett, and a Deep Dive into Boom Logistics. Also in the Club edition: Reflections on Jim Simons and Quant Investing, Navigating Market Fluctuations: FND and FPR Updates, Exploring VYS's Surge, Elon Musk's Suggestion to Warren Buffett, Marcus has a question about applying quality score to existing holdin…

1
#21 Kevin Ellis - Fresh Socks 2:00:37

2M ago2:00:37

2:00:37

Former Bremerton, WA comedian, Kevin Ellis chops it up with us.

1
Renaissance #192 – The Crusades (part 1) 1:15:16

2M ago1:15:16

1:15:16

Ten years after the death of Muhammad in 632, the political and religious map of the Mediterranean and the Near East had been completely rewritten. The great prize was Jerusalem, captured in February of 638. For most of the next 450 years, the Muslims treated the Christians and Jews in their empire very well. So what lead to the First Crusade in th…

1
QAV 719 – Peaking at 99 26:16

3M ago26:16

26:16

This week we're talking about the Berkshire Annual Meeting, China's gold purchases, a pulled pork on EHL (Emeco Holdings), SXE profit guidance update, Regression testing Price < Cons, Activists vs Karoon Energy (KAR), Austal (ASB) backers want Hanwha Group in the race, TRS is a 3PTL Sell, Apollo sinks THL, Morningstar valuations, banks doing large …

1
Cold War #261 - Mossadegh's Victory 53:07

2M ago53:07

53:07

In July of 1952, eight months after he got back from Washington, and in the middle of fighting Anglo-Iranian in the World Court, Mossadegh paid a visit to the Shah and asked him to relinquish control over the army. The Shah refused. So Mossadegh resigned. The British and the Shah were ecstatic and appointed a new puppet PM who announced a new order…

1
#20. Justin Hayes....Nuff Said. 2:07:07

2M ago2:07:07

2:07:07

Justin Hayes = A very fun recording. Have a listen.

1
QAV 718 – Poifect! 33:38

3M ago33:38

33:38

This week we're talking to Matt Walker about his regression testing system, Stock Doctor's continuing data quality issues, NCK's UK expansion, HMC Capital takes aim at GNC, fudging DUR and LAU, and get some insider information about Austal Ships.By Tony Kynaston & Cameron Reilly

1
Renaissance #191 – El Cid (Reconquista #12) 33:53

3M ago33:53

33:53

The next major milestones of the Reconquista were the Granada massacre (1066) and the Fall of Toledo (1085). Both took part in a wider battle between the Christian and Muslim forces in Spain, and introduce us to the famous Spanish hero El Cid, who fought for both sides. Oh dear! This page contains Member's Only content... and you aren't logged in! …

1
BS 125 – Come On Feel the Noise 1:58:31

3M ago1:58:31

1:58:31

This month we’re looking (again) at the US’ ban of TikTok, and their veto over Palestine’s membership in the UN, as well as the Australian government trying to censor X and we ask if what Israel is doing is “genocide”. 00:00 Welcome to the Bullshit Filter: Unpacking Contemporary Issues 01:21 Freedom of Speech and Social Media: A Deep Dive 03:44 The…

1
QAV 717 – The Power of Sacrifice 31:15

3M ago31:15

31:15

This episode includes a deep dive analysis of Bank of QLD (BOQ), Joyce Corporation Ltd (JYC) and Atlas Pearls Ltd (ATP), Howard Marks on Chess and Risk, Dummy Portfolio and dividends, and a regression testing update on QAV scores.By Tony Kynaston & Cameron Reilly

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