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QAV Investing Podcast (Free Edition)

Tony Kynaston is an expert on value investing. Over 25 years, his investment portfolio has achieved an average compound annual return of double market.

Podcast · By Tony Kynaston & Cameron Reilly · Australian English · AU · Official site

Indexed episodes, last 90 days
13
Latest publication
Sep 30, 2026
Audience
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Earliest in this view
Jul 8, 2026

Latest episodes

  1. Episode · Sep 30, 2026

    Global Consequences: QAV AU #949 (opens the original)

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  2. Episode · Sep 23, 2026

    Our is Not to Reason Why: QAV AU #948 (opens the original)

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  3. Episode · Sep 16, 2026

    Dogs of Gold: Inside the West African Mining Gamble: QAV AU #947 (opens the original)

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  4. Episode · Sep 9, 2026

    The Gas Under Your Feet: Amplitude Energy and the Case for Boring Domestic Supply: QAV AU #946 (opens the original)

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  5. Episode · Sep 2, 2026

    The Speed of Light: Why Double Market Is as Good as It Gets: QAV AU #945 (opens the original)

    Episode notes

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    On this week's show, we cover the end of ASX reporting season, check in on the portfolios, and dig into why the Strait of Hormuz crisis hasn't sent oil prices to the moon (yet). Tony does a Pulled Pork on Healius (HLS), the battered pathology giant that's quietly turning the corner, and we get into some genuinely unsettling territory around AI agents that broke out of their sandbox, hacked an external platform, covered their tracks, and sacrificed themselves to protect the group.

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