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.
- Indexed episodes, last 90 days
- 13
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 8, 2026
Latest episodes
Global Consequences: QAV AU #949 (opens the original)
Our is Not to Reason Why: QAV AU #948 (opens the original)
Dogs of Gold: Inside the West African Mining Gamble: QAV AU #947 (opens the original)
The Gas Under Your Feet: Amplitude Energy and the Case for Boring Domestic Supply: QAV AU #946 (opens the original)
The Speed of Light: Why Double Market Is as Good as It Gets: QAV AU #945 (opens the original)
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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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