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Showing episodes and shows of
Tony Kynaston And Cameron Reilly
Shows
QAV Investing Podcast (Free Edition)
QAV AU 827 — Plenty of Value in Plenti
In Episode AU 827 of the QAV Investing Podcast, Cameron and Tony kick off with Trump’s latest tariff threats, predict (incorrectly) the RBA’s interest rate decision, and analyse the ASX’s reaction to overnight Wall Street moves. They discuss the impact of criminal allegations on G8 Education (GEM) staff, the 30% surge in Motorcycle Holdings (MTO), and acquisition news about Silk Logistics (SLH). Tony delivers a comprehensive pulled pork on Plenti Group (PLT), a fintech P2P lender with strong metrics and a high QAV score. The show closes with riffs on Black Sabbath, AC/DC concerts, and French philosophy, includ...
2025-07-09
21 min
QAV Investing Podcast (Free Edition)
QAV AU 826 — Soundtrack Legends to Stock Spreadsheets
In this episode of QAV, Cameron and Tony kick off the new financial year with tributes to Lalo Schiffrin and Bill Moyers before diving into end-of-year portfolio roundups. They compare the dummy portfolio’s 19.87% gain against the STW’s 13.61%, dissect U.S. portfolio returns versus the S&P 500, and unpack Tony’s concentrated seven-stock strategy. Listener Trent shares his 21% return confession, there's a debate on ditching the Altman Z-score in favour of the Piotroski F-score. They then explore commodity dynamics and deep-dive into GR Engineering Services (GNG) as their Pulled Pork pick, before wrapping up with culture picks—from Nick Cage flo...
2025-07-02
28 min
QAV Investing Podcast (Free Edition)
QAV AU 825 — Bombs, Billboards & Bargain Buys
It’s cold, the markets are weird, and the boys are back. Cameron and Tony kick things off with oil-patch whiplash, Iran–Israel theatre, and Trump’s “Mission Accomplished 2.0” tweet-storms. Portfolio numbers, confession-season land-mines, and sudden 30 % face-plants (looking at you, **AMI**) follow. Tony spotlights surprise winners (**OML**, **SHA**, **SRG**, **GNG**) and takeover bait (**STO**, **THL**), while ASX cops an ASIC probe for dropping the tech ball. Virgin’s second-shot IPO, Karoon’s Brazilian land-grab, and a pulled-pork deep dive on **COG** round out the finance. After hours: jazz-piano Goldblum, Kelly’s Heroes, and Peter Ellyard’s octogenarian optimism.
2025-06-25
13 min
QAV Investing Podcast (Free Edition)
QAV AU 824 — Charizards, Crypto & Capital Gains With Navarre Trousselot
In this special QAV episode, Cameron and Tony are joined by Navarre Trousselot, founder and CEO of Navexa, Australia’s homegrown portfolio tracking and tax-reporting platform. The episode kicks off with a charming tale of how Navarre’s first entrepreneurial venture was Pokémon card arbitrage as a 10-year-old, laying the groundwork for his investing instincts. The trio then explores the serious end-of-financial-year business: tax-loss harvesting, the nuances of capital gains strategies, and how Navexa’s AI-powered tax tools are evolving. Navarre shares exclusive insights from aggregated Navexa user data—what the top-performing portfolios look like, what they’re holding (spoiler: lo...
2025-06-18
00 min
QAV Investing Podcast (Free Edition)
QAV AU 823
In this episode of QAV, Cameron and Tony kick off with a discussion on the political tension in the U.S. and what Trump’s moves with the National Guard might foreshadow, then slide into serious investing updates. There’s news on Perenti (PRN), NRW (NWH), and Findi (FND), with a nod to confusing results and sovereign risks. Judo (JDO), BOQ, and QBE get coverage too, as does the SOL–Brickworks merger and what it means for index fund flows. Cameron ponders the shocking long-term flatline of Telstra (TLS), while Qantas (QAN) and Perseus (PRU) get some love for outperforming. Tony w...
2025-06-11
15 min
QAV Investing Podcast (Free Edition)
QAV 821 — Roombas, Regulators & Rogue Traders
In episode 821 of the QAV Podcast, Cameron and Tony kick things off with tales of gas outages and cold showers before diving into the markets. They review the portfolio performance, explain the HLS sell-off, and unpack the latest antics of Donald Trump’s tariff diplomacy. Stocks under the spotlight include VVA (Viva Leisure) with their eyebrow-raising stake in Gorilla X Labs, NRW’s legal wrangle over the Whyalla port, and a deep-dive pulled pork on ANZ. The ANZ segment touches everything from executive turnover, the bloated One Platform app, substance abuse allegations, and the Suncorp acquisition, to Cameron’s prediction that t...
2025-05-28
39 min
QAV Investing Podcast (Free Edition)
QAV 820 — Wet Lettuce Watchdogs
In this episode, Cameron and Tony tackle the political earthquake caused by the breakup of Australia’s Federal Coalition, dig into the implications of the RBA’s latest rate cut, and explore how the U.S. credit downgrade might ripple through markets. We hit hot topics from taxing unrealized gains to a lesson in value investing resilience through the lens of a Tobias Carlisle interview with Rich Pzena. We close with a deep pulled pork on Cettire Ltd (CTT), the controversial drop-shipping retailer that’s either misunderstood genius or speculative flameout. Plus: the ASX plays dumb, and Helen Mirren gets name-d...
2025-05-20
26 min
QAV Investing Podcast (Free Edition)
QAV 818 — Buffett’s Last Dance
In this episode of QAV Club, recorded on 6 May 2025, Cameron and Tony unpack the Australian federal election result with the kind of sharp political analysis and irreverent banter you expect. They explore the collapse of support for the Liberal Party, the implications for Peter Dutton, and the broader shifts in Australian voter demographics. Then, they pivot to Warren Buffett’s final Berkshire Hathaway AGM, reflecting on his legacy, investing philosophy, and the future of the company post-Buffett. The episode also includes due diligence on NRW Holdings (NWH), QPM Energy (QPM), and a deep dive pulled pork segment on Motorcycle Holdings (MT...
2025-05-07
17 min
QAV Investing Podcast (Free Edition)
QAV 811 — Thinking About It
Tony and Cameron explore the market's recent volatility and recovery, examining key performances in both their Australian and US portfolios. They dive deep into the curious case of Ramelius Resources, dissecting the company's recent series of announcements that puzzled investors and raised questions around transparency and disclosure practices. Other highlights include a robust discussion on small caps versus large caps in the context of passive investing impacts, strong results from Perseus Mining and Metals X, and an analysis of Shape Australia's promising financial position and future outlook. The episode wraps up with listener questions about portfolio hedging strategies and implications...
2025-03-19
32 min
QAV Investing Podcast (Free Edition)
QAV 808 — The Value Investor’s Lament
In this episode of QAV, Cameron and Tony navigate the carnage of reporting season, where many QAV stocks have taken a beating. They discuss the brutal market reactions to earnings misses, the underperformance of value stocks relative to growth, and what the latest results say about the overall market sentiment. Despite the doom and gloom, there are bright spots, including Berkshire Hathaway’s latest results and a few standout earnings reports. Tony also revisits the concept of market tops and how investors should be positioning themselves.
2025-02-26
30 min
QAV Investing Podcast (Free Edition)
QAV 806 — The Reilly Indicator
In QAV Episode 806, Cameron and Tony cover key market updates, including Elon Musk’s $97B bid for OpenAI, Trump’s steel tariffs, and the resurgence of iron ore as a buy. They analyze portfolio performance, noting that long-held stocks tend to outperform, and discuss Nick Scali, Beach Energy, and Seven West Media’s earnings. Cameron unveils the ‘Reilly Indicator’, suggesting that a lack of sell signals could indicate an impending market correction. They revisit the ‘Crazy Girlfriend Rule’ for stocks that repeatedly disappoint, explore the impact of COVID lows rolling off charts, and debate when bad news stops being a red flag. The...
2025-02-12
18 min
QAV Investing Podcast (Free Edition)
QAV 804 — The DeepSeek Black Swan
In this episode of QAV, Cameron and Tony discuss a variety of topics, from Tony’s trip to Tasmania and adventures at MONA to Cameron’s kitchen mishap with a mandolin slicer. The conversation transitions to market insights, including the impact of the Chinese AI system DeepSeek on global markets and Nvidia’s significant market cap loss. The duo explores key investment stories like Lindsay Australia’s stock performance and Washington H. Soul Pattinson’s involvement, as well as discussing pathology services company ACL and its challenges in a government-regulated environment. The episode closes with reflections on the late David Lynch and...
2025-01-29
27 min
QAV Investing Podcast (Free Edition)
QAV 802 — SWEET FA
This week we're talking about commodities such as crude oil, copper, and lithium becoming buys again, Wall Street predictions and the practical approach of focusing on quality investments and managing risk. Tony shares analysis on several stocks including NWH and MYR, discussing red flags, and a pulled pork on HZN. Cameron discussed his recent analysis on Rule 1 selling and some news regarding FSF and GNP, plus an article from the AFR about Australia's private sector being in recession. After Hours features reviews of films like ‘Civil War’ and the ‘Planet of the Apes’ series, along with the show ‘Black Snow’, and NVIDIA’s...
2025-01-15
25 min
QAV Investing Podcast (Free Edition)
QAV 748 — The Trump Slump
In this episode, we discuss the impact of Trump's tariffs and sanctions on markets, the consolidation of Boom Logistics, Resolute Mining Update, listener feedback about lithium investments and accruals, the Mooch on bitcoin and his Trump decoder ring, a pork on Woodside Petroleum (WDS), Nick Scali's Logistics Challenges, the latest on the super tax proposal, EV vehicle sales in Australia, and a second pork on U.S. company Pool Corporation (POOL), a recent Berkshire Hathaway investment. After Hours includes Tony's recent experiences with Rockwiz, Stephen Fry, and a golf win, while Cameron talks about the 1963 Italian horror film BLACK SABBATH...
2024-11-27
35 min
QAV Investing Podcast (Free Edition)
QAV 743 — The Throat Punch
In this episode, Tony and Cam talk about market predictions, and recent impressive gains in WGX, FND and WLFC. In the pulled pork, Tony analyses Redox (RDX), and then answers questions about portfolio strategies and buyback versus dividend yields. The episode also features insights from O'Shaughnessy's 'What Works on Wall Street', and After Hours has personal anecdotes about Cameron's Kung Fu grading, Tony's horse racing, reviews of classic films and literary works like 'Pimp: The Story of My Life' by Iceberg Slim.
2024-10-23
31 min
QAV Investing Podcast (Free Edition)
QAV 741 — Boringly Happy
In episode 741 of QAV, Tony and Cam discuss fear and greed with quotes from "Reminiscences of a Stock Operator", analyse West African Resources' (WAF) market situation due to Burkina Faso's political climate, Bank of Queensland's (BOQ) franchise strategies, Tony's attempts to get ChatGPT to help with the Kelly Criterion, answer a question about US Dummy Portfolio Strategy, and discuss insights on price-to-cash flow ratios from 'What Works on Wall Street' by O'Shaughnessy. The 'Pulled Pork' section features an in-depth look at Adairs (ADH) and its new strategic direction. And, of course, After Hours.
2024-10-09
28 min
QAV Investing Podcast (Free Edition)
QAV 737 — FEAR & GREED
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 business model, regulatory impact and growth potential. a big punt In After Hours, they also discuss low-budget films, William Shatner's intense role in 'The Intruder,' and Nick Cave's new album 'Wild God.' The conversation shifts to Allan Lichtman's election predictions, Lachlan Murdoch, and...
2024-09-10
37 min
QAV Investing Podcast (Free Edition)
QAV 736 — RECENCY BIAS
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 Shaughnessy are explored, focusing on recency bias and overconfidence. They cover Resimac (RMC) CEO’s sudden resignation, financial implications for Australian Clinical Labs (ACL), Stock Doctor data integrity issues with SCL, and delve into Judo Holdings’ (JDO) market position in the ‘Pulled Pork’ segment. Liste...
2024-09-04
33 min
QAV Investing Podcast (Free Edition)
F SCORES
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 “Recovering” stocks. Listener questions explore charting QAV scores over time and the potential buy of AFI. In After Hours, they discuss Tony’s horse racing adventures, books, films, and the future impact of AI on industries and inve...
2024-08-28
33 min
QAV Investing Podcast (Free Edition)
Stockopedia Webinar
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 importance of cash flow over earnings, trend lines for timing buys and sells, and the use of a checklist for evaluating stocks. The webinar also highlights how Tony manages his portfolio and some of his stock picks like Boom Logistics, Macmillan Shakespeare, and AGL. There’s also a dive into th...
2024-08-20
1h 00
QAV Investing Podcast (Free Edition)
Recovering
This week, Tony and Cam recap Tony’s Stockopedia webinar, delve into the unpredictability of stock forecasting, and share quotes from ‘What Works on Wall Street’, David Waldron’s new book, and Dean Williams. They interview QAV listener Conrad on his modifications of QAV strategies and discuss retail sector performances, including Myer, JB HiFi, and QBE. Cam uses ChatGPT to try to correlate Stock Doctor and Stockopedia financial health metrics, and they discuss China’s economic deflation. In After Hours, Tony shares updates on his horse racing ventures, Cameron discusses his weight loss progress, and has a film recommendation, ‘Repulsion’ by Roman Polan...
2024-08-14
1h 26
QAV Investing Podcast (Free Edition)
Water Off A Duck's Back
In this episode, Tony and Cam break down recent market volatility impacting ASX and global indices, discuss the ‘SAHM rule’ for predicting recessions, and analyze major stock movements, including the MAG 7. They dive into Warren Buffett’s strategic moves with Berkshire Hathaway and Apple shares. Tony’s ‘Pulled Pork’ segment features McPherson’s Limited (ASX: MCP). Listener Jordan shares how QAV helps him keep a calm approach to market downturns. They discuss the updated U.S. checklist, CCP’s report from last week, the fact we’re now in reporting season, a “What Works On Wall Street” quote and why Fortescue (FMG) needs...
2024-08-07
36 min
QAV Investing Podcast (Free Edition)
The Trump Bump
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 breaks down the history and market stance of Elders Limited (ELD) in a detailed 'pulled pork' segment. They also explore the Apple Vision Pro's new features and its future alongside immersive tech like Oculus Rift, then shift to the political scene with discussions on Trump's influence on...
2024-07-17
42 min
QAV Investing Podcast (Free Edition)
Fixing The U.S. Checklist
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 affecting coal and iron ore prices and cover some more member survey results ad TK updates us on his Rich List Portfolio . IN after hours, they talk about Tasmania's MONA art gallery and reflect on AI's future, drawing from insights by Elon Musk and Bill...
2024-07-10
30 min
QAV Investing Podcast (Free Edition)
Great FY Results
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, review their own and member financial year results, and analyze market news related to companies like Myer and Fortescue Metals Group. Tony provides an in-depth look at Auric Mining Ltd (AWJ) in his 'pulled pork' segment. Tony answers questions about tax...
2024-07-02
47 min
QAV Investing Podcast (Free Edition)
Negative Waves
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 pulled pork.
2024-06-26
1h 23
QAV Investing Podcast (Free Edition)
Mr Lazy & Mr Dumb
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 and quality investing are addressed. Additionally, Tony clarifies the calculation of shares on issue for Rio Tinto, emphasizing global figures for earnings per share. In after hours, the duo also covers Mario Puzo's 'The Godfather', Alphonse Mucha, and the Archibald Prize, and discuss the potential and risks of A...
2024-06-19
00 min
QAV Investing Podcast (Free Edition)
Our First U.S. Episode
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 the FY survey results we've received so far from club members.
2024-06-12
00 min
QAV Investing Podcast (Free Edition)
The Vulcan Fudge
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 stocks like CUE, MME, and PRN. There's also an exploration of dividends and portfolio performance. In after hours, we're talking about 'The Blues Brothers' Sidney George Reilly (Ace Of Spies), Nicholas Cage in "Dream Scenario" and our plans for our first U.S...
2024-06-05
00 min
The BS Filter
The Truth About the TikTok Ban
Hey there, fellow Bullshit Fighter! This page contains some member-only content. If you're already a registered member, LOGIN HERE. If you aren't registered, well you can fix that right now! Find out about our registration options here. Today we delve into the ACTUAL reasons behind the US attempts to ban / force a sale of TikTok. And we also look at some newspaper headlines and break them apart. Transcript BS 124 [00:00:00] Cameron: Alright, yeah, both of you give me a one, two, three, one at a time...
2024-03-22
1h 53
QAV Investing Podcast (Free Edition)
Business As Usual
This week: Delisting of TGA, VUK acquisition, Pulled pork on BOQ. In the Club edition only: SD fix NWS issue, IRI loses Chair of Audit Committee, Tony’s testing on 2BL sell trigger, Tony answers questions about how to manage a portfolio if you move overseas, reducing our average daily trades to mitigate risks of the QAV spike, the risks of cap raises, different ways how a company can take on debt, and the benefits of share buy backs.
2024-03-13
27 min
cameronreilly.com
BS 123 - The Carlson / Putin Interview
My guest co-host today is Tony Kynaston from the QAV Investing Podcast. We’re talking about the Tucker Carlson interview with Putin and breaking down the lies, distortions and misinformation ABOUT the interview that we’re reading in the mainstream media, and asking why there is a need to distort Putin’s words in the West. Transcript BS 123[00:00:00] Tony: 3, [00:00:12] Tony: 2, 1. [00:00:13] Cameron: Welcome to the Bullshit Filter episode 123 Special edition because, uh, Ray has been replaced[00:00:23] Cameron: with a, uh, smarter, better looking version of Ray, uh, my o my other R...
2024-02-23
1h 17
Podcast Archives - cameronreilly.com
BS 123 - The Carlson / Putin Interview
My guest co-host today is Tony Kynaston from the QAV Investing Podcast. We’re talking about the Tucker Carlson interview with Putin and breaking down the lies, distortions and misinformation ABOUT the interview that we’re reading in the mainstream media, and asking why there is a need to distort Putin’s words in the West. Transcript BS 123[00:00:00] Tony: 3, [00:00:12] Tony: 2, 1. [00:00:13] Cameron: Welcome to the Bullshit Filter episode 123 Special edition because, uh, Ray has been replaced[00:00:23] Cameron: with a, uh, smarter, better looking version of Ray, uh, my o my other R...
2024-02-23
1h 17
The BS Filter
The Carlson / Putin Interview
Hey there, fellow Bullshit Fighter! This page contains some member-only content. If you're already a registered member, LOGIN HERE. If you aren't registered, well you can fix that right now! Find out about our registration options here. My guest co-host today is Tony Kynaston from the QAV Investing Podcast. We’re talking about the Tucker Carlson interview with Putin and breaking down the lies, distortions and misinformation ABOUT the interview that we’re reading in the mainstream media, and asking why there is a need to distort Putin’s words in the We...
2024-02-23
1h 44
The Bullshit Filter
The Carlson / Putin Interview
My guest co-host today is Tony Kynaston from the QAV Investing Podcast. We're talking about the Tucker Carlson interview with Putin and breaking down the lies, distortions and misinformation ABOUT the interview that we're reading in the mainstream media, and asking why there is a need to distort Putin's words in the West. Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-23
1h 44
QAV Investing Podcast (Free Edition)
Is Investing Just Luck?
On this week’s episode: Tin is a buy, which makes MLX (the subject of Tony’s pulled pork) a buy. BRK is just an oil play as far as we can tell, but Crude Oil just became a sell. We clarify Steve Mabb’s thoughts on using Betashares Australian High Interest Cash ETF (AAA) to park our cash and agree it’s worth a try. Artificial intelligence powers US shares into a bull market, but will it help the AORD? Tony continues to criticise the RBA’s use of interest rates. If DBI is a “bond proxy” should it be on our buy...
2023-06-28
32 min
QAV Investing Podcast (Free Edition)
A Good Week!
On this week’s episode: Tin is a buy, which makes MLX (the subject of Tony’s pulled pork) a buy. BRK is just an oil play as far as we can tell, but Crude Oil just became a sell. We clarify Steve Mabb’s thoughts on using Betashares Australian High Interest Cash ETF (AAA) to park our cash and agree it’s worth a try. Artificial intelligence powers US shares into a bull market, but will it help the AORD? Tony continues to criticise the RBA’s use of interest rates. If DBI is a “bond proxy” should it be on our buy...
2023-06-20
00 min
QAV Investing Podcast (Free Edition)
The Tin Man
On this week’s episode: Tin is a buy, which makes MLX (the subject of Tony’s pulled pork) a buy. BRK is just an oil play as far as we can tell, but Crude Oil just became a sell. We clarify Steve Mabb’s thoughts on using Betashares Australian High Interest Cash ETF (AAA) to park our cash and agree it’s worth a try. Artificial intelligence powers US shares into a bull market, but will it help the AORD? Tony continues to criticise the RBA’s use of interest rates. If DBI is a “bond proxy” should it be on our buy...
2023-06-14
32 min
QAV Investing Podcast (Free Edition)
Don Bradman
On this episode we talk about interest rate fears continuing to affect the market, PRN’s exposure to commodities, Buffett’s comments on The Intelligent Investor, thoughts about removing Josephines from the buy list, Don Bradman and investing, the Allkem (AKE) merger, a Pulled Pork on QBE, TK’s history with commodity sells, buying banks stocks, value investing article in the AFR, block/brick sizes were used in the Renko tests, does Tony ever check the stocks he holds against what their current QAV Value shows, Tony’s investment in FHE, the new Brettalator, and banks profits vis-a-vis interest rates.
2023-05-17
33 min
Shares for Beginners
Tony Kynaston - QAV | Pulled pork and the fudge factor
The QAV Investing podcast is hosted by Tony Kynaston and Cameron Reilly. The podcast is based on the QAV (Quality at Value) system that uses a checklist and a framework to analyze and score stocks based on their latest financial figures.The QAV system is based on the belief that it's better to rely on numbers rather than stories when it comes to investing. CEOs and company management are often promoters and have a vested interest in making their company look good. They may spin stories and hype up their company, but the QAV system focuses...
2023-03-21
32 min
QAV Investing Podcast (Free Edition)
Bipolar Mr Market
The bipolar Mr Market, commodity updates, PE clarifications in Bible, Qantas upgrade, ATL owned Camplify acquires European base, Howard Marks raising money, Pulled pork on SLH, Tony’s coffee with SOL CEO, why Tony has always been invested in WAM, advice on how to find a financial adviser, what to do if you’re going away for 2 weeks.
2022-10-19
34 min
QAV Investing Podcast (Free Edition)
Dr Jenny Fagg, 2Be
Our guest today is Dr Jenny Fagg, CEO, 2Be. Jenny has had a long career in banking and finance, with roles including Chief Risk Officer of AMP Limited, EVP of Products and Payments at CIBC, one of Canada’s five top banks, CEO and Managing Director of ANZ National Bank Limited, New Zealand's largest bank and wealth business, Managing Director of ANZ Consumer Finance in Australia, senior leadership roles in risk and marketing management at Citibank, and Jenny established the consulting practice in retail lending and customer profitability at KPMG. She holds a PhD in Management (Risk) and a Bachelor of...
2022-06-14
38 min
QAV Investing Podcast (Free Edition)
The Contra Guys
A few months ago, one of our members put me on to Benj Gallander and Ben Stadelmann, two Canadian value investors who go by the moniker “Contra the Heard” (http://www.contratheheard.com). They've been around a long time, have a track record almost as good as Tony's, and they have a checklist! And when I reached out to them to invite them on to the show, I discovered that Ben and Tony were actually friends, from Tony's years in Toronto. But in typical humble value investor style, they hadn't really ever talked much about investing... until this interview we did...
2022-05-25
1h 03
QAV Investing Podcast (Free Edition)
Howard Loses Marks
On this episode we talk about MYR becoming a sell; Tony’s problems with Howard Marks’ latest memo; the new AF sheet; and our stocks of the week, including Tony’s pulled pork on BPT. In the club episode we answer questions about using West Texas v Brent Crude, using Martin Roth’s Top Stock book, paying attention to announcements during confession season, and what impact interest rate rises might have on QAV in the coming months.
2022-01-19
33 min
QAV Investing Podcast (Free Edition)
Best Of 2021
It's time for our last show of the year and my annual tradition of trying to pick some highlights from the last 12 months. This year I'm mostly focusing on the journey we went through with iron ore. Back in January 2021 we were talking about FMG and the stellar run it had been on, and why we weren't going to rush into selling it, particularly when it had a very low sell line. But as the year progress, Tony started to talk more and more about watching the iron ore commodity price which, even though the CEO of FMG assured us...
2021-12-29
52 min
QAV Investing Podcast (Free Edition)
Jiggery Pokery
This week we’re talking about our top three stocks from last week (PRU, BFG, CVL), SHJ (the quiet sleeper), why you shouldn’t innovate until you’re a QAV black belt, why we should NOT filter Price-to-Operating Cash Flow < 7 (whoops), and why Rule #1 is important. In the Club edition, we talk about the stocks of the week (WGX, ABA), the failed GCY acquisition (by WGX), the mistakes Tony heard on another investing podcast, whether or not directors taking large positions in their own company deserves extra credit, the weird CBA sell line, MAD’s weird share capital numbers, IHVV’s returns...
2021-11-10
33 min
QAV Investing Podcast (Free Edition)
Candlestick Queen
This week we feature an interview with Louise Bedford, aka Candlestick Queen, author and Founder of Talking Trading. We chat with Louise about why there aren’t more women in investing, how to use candlesticks, and what it takes to be a long-term successful investor. In our club edition, we also talk about the three top performing stocks in our portfolio last week, talk more about market open prices and after hour trades, EWC’s qualified audit, the pulled pork is ECX, AIS and mine life, why Navexa reports we didn’t sell some old stocks quickly enough, AZJ’s sell lin...
2021-10-26
1h 27
QAV Investing Podcast (Free Edition)
Vatican II
We talk about AIS starting to get coverage, the COG chart (again), our stock tip performance, our portfolio update, Charlie Munger speaking at Sohn Hearts & Minds, the SXL chart, the ASX200 average Price:CashFlow, lumber is a 3PTL buy, changes to the checklist, copper is a buy again, and SFR is our Stock Of The Week. In the Club episode: platinum is a buy again, Tony sold HLS and bought NAB, WGX is back on the list, IKW is off the list, precious metals forecasting, regression testing on Tony’s portfolio, finding a sell line for stock that don't have 5 ye...
2021-10-19
33 min
QAV Investing Podcast (Free Edition)
Coal Stocks & Ethics
This week we talk about hydrogen futures, the MOZ graph, our portfolio performance, selling MTO, our stock tip performance, Tony’s new idea to replace the 3PTL, GCY back on the buy list, CTP, IDZ’s qualified audit, mixed commodity miners, MMS, CLX, EHL. In the Club edition, we discuss the ethics of buying coal stocks, using a 25 day moving average, the timing for 3PTL sells, Tony's thoughts on Elliot Wave theory, Tony's view on letting emotions impact an investing decisions and a review of ATL's price, and Tony's take on how inflation might affect QAV theory.
2021-10-12
36 min
QAV Investing Podcast (Free Edition)
SPARKLINES
This week we chat about MYR (Tony’s pulled pork), MHJ (our small cap stock of the week), live cattle futures, FMG as a challenger buy, ATL’s price increase, MWY back on the list, selling off the banks, using Sparklines and Excel’s STOCKHISTORY, discounting one-off cashflow events, getting back in to commodity sells, investing in businesses with mostly intangible assets, how to tell if Stockdoctor has the latest figures, handling tax time, and measuring Tony’s results by after-tax returns. And our guest this week is Brett Fischer, the investor of the Brettalator!
2021-09-28
31 min
QAV Investing Podcast (Free Edition)
Keep Your QAV Moist
This week on QAV we talk about Bloody Thursday, James’ great QAV results, how Navexa calculates portfolio returns, Buffett’s global market indicator, CVW hiring investment bankers, CCV’s new QAV score, audit reports still coming out, ATL’s audit, lobbying ASIC about 4E statements, Josephines being due to dividend drops, Munger’s “always invert” lesson, Tony’s pulled pork is AIS, James asks about modifying the QAV process for commodities, Steve asks about WMC’s audit, Dave asks about running multiple portfolios, Edward asks about inflation, and Mark asks about how Tony picks large cap stocks. Plus After Hours!
2021-09-15
33 min
QAV Investing Podcast (Free Edition)
4E or not 4E
Tony reports on his recent analysis on companies that go from a negative cashflow to a positive cashflow; Tony has been trying to find a place where a qualified audit is recorded that makes them easier to find than having to scroll through the annual report; GLE’s results are out and their shares are up; Speaking of scorecards, we’re publishing our first official scorecard since getting our AFSL this week! ; Our portfolio just passed the two year anniversary and is looking good; Tony’s pulled pork this week is CVW, Clearview Wealth; and we talk about ASG, MXI, VRS, c...
2021-09-07
32 min
QAV Investing Podcast (Free Edition)
Seafood Tony
This week we have some big news, talk about some minor errors we’ve fixed in the checklist and bible, then Tony does a pulled pork on COG, we explain ASX’s cash flow anomaly from last week, Tony talk about some recent regression testing he has done on selling when the QAV score hits 0.5 and on using ROE in our checklist, Shell scenario planning frameworks, whether or not we should discount sentiment for companies with a small float, which part of the cycle Tony thinks the market is in and whether or not it matters, MYE’s falling QAV score...
2021-08-31
34 min
QAV Investing Podcast (Free Edition)
Rule #1
This week we talk about why MML crashed after it announced its quarterly results. How Tony uses “Rule #1” to avoid losing money. Lots of interesting things going on with oil at the moment. How mergers and acquisitions can be a signal of late market cycle behaviour. Why FMG’s huge dividend payout is a signal of things changing with the company. RIO’s results in Stock Doctor. How Tony updates his scorecard in the early stages of reporting season. His pulled pork this week is CCV. How to calculate the performance of a portfolio with a lot of capital in and out...
2021-08-03
35 min
QAV Investing Podcast (Free Edition)
TKOA
This week we talk about MIL’s “Emphasis of Matter”, MXI’s trading halt, MTO’s sell line, MML’s sell line, ABA’s buy line, WWG’s QAV score, investing in QAV to build up a deposit for a property, Tony’s pulled pork is HZN, CBA’s sell line, MQG’s sell line, the oil price’s sell line, ANZ’s sell line, tailwinds, using EV/EBITDA, XRO’s sell line, how Tony defines an uptick, and our guest today (club edition only) is Alison Harrington, Brisbane Convenor and Education Officer Qld for the Australian Shareholders' Association, who talks about women in investi
2021-07-27
32 min
QAV Investing Podcast (Free Edition)
Flat Bottomed Girls
We debate the 3PTLs for ATL and AGD, talk about the recent jumps in price for AIS and CGS, the ANZ price, the lag in dividend payments, the results of Tony’s recent analysis of the performance of dividend stocks in the QAV portfolio, why fudge is science, the poultry price on indexmundi, how to manually replace the SD financial health rating, some formula changes to the the TK Master Spreadsheet, and whether or not the GCY announcement of higher costs is a big enough red flag to make Tony want to sell.
2021-06-15
37 min
QAV Investing Podcast (Free Edition)
James Holt, Perpetual
We chat with James Holt, Director, Investment Solutions at Perpetual, then get into news and Q&A. This week Tony answers your questions about how companies set their share price for a float, the application of Rule #1 vs. waiting for the sell line, shares that don’t seem to register any trade movements, how to build a QAV portfolio more weighted to dividend paying stocks, whether or not to eliminate existing holdings in ETFs from a QAV portfolio, and whether Tony has ever looked at a chart and thought I'm not buying that even though the numbers are good.
2021-06-01
38 min
QAV Investing Podcast (Free Edition)
The Trivia King
This week we recorded while I was staying with Tony down at Cape Schanck! We talked about the collapse of BPT, why ATL is our SOTW, the highlights of the Berkshire Hathaway 2021 AGM, the importance of price to cashflow in our checklist, Stock Doctor's coverage of A2 Milk, why companies issue new shares at a steep discount, MML's 3PTL buy line, gold miners and market cycles, why BOQ dropped off the buy list, and then I get Tony to tell the story about how he bought his Cape Schanck property 22 years ago using his winnings from winning trivia competitions on TV and r...
2021-05-05
1h 00
QAV Investing Podcast (Free Edition)
The Whip
Regression testing with Dylan the intern; “A Quantitative Approach to Tactical Asset Allocation”; SOTW: MXI; Tony’s thoughts on investing in a NASDAQ 100 ETF; should keep our AGD shares; Why did TK skip past MYR on the buy list; capital raising only to institutional investors; How AGMs fit into Tony's investment strategy; looking at a Depth of a share chart; postponing a decision to buy a share based on the AFR headlines; a checklist for reporting season; how the current buy list compares to other periods; QAV book club.
2021-04-13
37 min
QAV Investing Podcast (Free Edition)
Balancing The Fudge
Workshops; Lemmings; CBA launches BNPL service; CVL below the buy price; STOW = GCY; ZIM audit unsplatted; How Tony decided to sell a stock before the 3PTL; Should we fudge the ECX sell line; EVZ qualified audit; what metrics make up the SD IV; where Tony learnt how to draw 3PTL; gold price chart on index mundi; how the chi x works with or along side the asx.
2021-03-17
35 min
QAV Investing Podcast (Free Edition)
Xmas In March
The 2021 Buffett newsletter; Why we sold HAW & RMS; how important is negative EPS; the impact of unlisted share options; the high prices of the banking sector; Tony’s thoughts on Dividend reinvestment plans; and Tony’s thoughts on investing through high inflation or high interest rate environments such as the 1980s.
2021-03-09
33 min
QAV Investing Podcast (Free Edition)
Zombie Value Investing
Is value investing back? Yes, according to the same people who reported it was dead last year. On this week’s episode we talk about Tony’s “Stock Of The Year”, why we use different Intrinsic Value calculations, whether or not WBC is a buy, whether or not stock consolidations are something to worry about, how Tony uses stop losses, whether or not we should only buy stocks with a significant director interest, how young investors should get started, whether or not it’s better to buy a stock immediately after it has crossed its BUY line, and how much Tony is gu...
2020-12-15
33 min
QAV Investing Podcast (Free Edition)
Cameron Williams
Our guest today is Cameron Williams, sport editor at Channel Nine. You've probably seen him on The Today Show or Nine News. We talk about growing up in Emerald and how he ended up in a sports journalism career. Of course there's some talk about horses and boxing, but there also a fair amount of talk about investing, how to teach your kids about money and entrepreneurship, why he's a fan of Tony's QAV approach - and how TV celebrities buy underwear.
2020-12-04
54 min
QAV Investing Podcast (Free Edition)
Three Balls In The Water
On this week's show we talk about the HAW price drop, a highlight from the ASA conference, the Aurelia Metals capital raising, Tony's stock of the week JBH, and answer some of your questions about UWL, AX1, DKM, SFR, RRL NWH, AKG, how Tony calculates his returns, and why we use a 5 year chart with monthly intervals,
2020-11-17
34 min
QAV Investing Podcast (Free Edition)
Groundhog Day
Tony does a deep dive explanation on the Kelly Criterion and we discuss the challenges in applying it to share investing. We also discuss stocks that briefly stick their head above the ground and then retract them again (aka a groundhog), review Tony's thoughts on average daily trade volume, answer a question about whether SFR is a Schrodinger, talk about how the Reserve Bank's decision to go max QE and the US election might affect the market, review the CAA consolidation and aluminium prices, and Tony's stock pick of the week is KMD.
2020-11-10
33 min
QAV Investing Podcast (Free Edition)
Bunny Boilers
This week we talk about investing with your Spock brain instead of your McCoy brain, why Tony's Stock of the Week is SFR, why CAA might benefit from rising aluminium prices, how to regression test return on equity, charting the 3PTL lines for LYL, CCV, DKM, RXP, and SUL, and Tony's Melbourne Cup tip!
2020-11-02
37 min
QAV Investing Podcast (Free Edition)
Boring Is Beautiful
We start off talking about our Year One result for the QAV portfolio. Is 6.3% a good result in the current market? Questions this week include topics about how quickly Tony sells once a stock breaches its sell line; CCP's price drop; Macquarie Group's (MQG) profit hit; whether or not Tony went to 100% cash after COVID; what to do when half of your buy list have negative sentiment; and the Alacer Gold and SSR Mining merger.
2020-09-23
32 min
QAV Investing Podcast (Free Edition)
THE HIGHEST PEAK
Tony refines what he means by “the highest peak”; Steve Mabb explains his recent 3PTL experiment; how Tony would invest an influx of cash; selling GEAR and buying ECX; and running through TK's journal entries for the week. In overtime we discuss Japanese knives, David Lee Roth, Charlie Brown, Kill Bill and other stuff unrelated to investing.
2020-09-08
33 min
QAV Investing Podcast (Free Edition)
BALLS OF STEEL
Questions this week about NWS; Buffett buying into Barrick Gold; what a stapled security is; what Tony's worst returning year was; whether or not we can invest in Apollo (ATL) again; and Tony's general process during the reporting period.
2020-08-17
40 min
QAV Investing Podcast (Free Edition)
THE PEAK FUDGE
Question this week include how Tony uses the "most undervalued ASX20 stock" strategy; whether or not ATS being a Schrodinger makes it a sell; and 3PTL help on KCN, GGUS and FMG. We also discuss Tony's recent journal entries, Sam Elliott's mustache, Allison Janney the horse, Hamilton the Musical, and Tony's Rain Man-esque memory for details.
2020-08-12
35 min
QAV Investing Podcast (Free Edition)
DEWORSIFICATION
Another 90 minute Club episode this week! Investor, “unemployed shoe salesman” and new board member of The Australian Shareholders Association, Steven Mabb, joins us to talk about the value that the ASA brings to retail shareholders and tries to sell Tony on becoming a member. Then we get into this week’s questions, including how long Tony waits before selling a “non-performing” stock; whether or not TK would sell a stock in his portfolio because it’s QAV score dropped below 0.1; whether or not TK would wait to see what the US market does before he buys something locally; and whether or not he ha...
2020-07-20
38 min
QAV Investing Podcast (Free Edition)
ALEX HAY 2
Tony's stock broker of 25+ years, Alex Hay, a partner at broking firm EL&C Baillieu, joins us again today to talk about the different kinds of buy & sell orders and how to use them. Outside of that, Tony and I also talk about our dummy portfolio, which made it back into the black, and some excel formula errors we've picked up recently in the checklist.
2020-07-09
34 min
QAV Investing Podcast (Free Edition)
The Fudge
On this episode we talk about Tony's recent journal entries regarding ADH, WSA and SFR, then we answer your questions about why we might invest in companies with poor financial health scores on Stock Doctor; why Tony isn't a "range trader"; how Tony would start a new fund with only $10K; whether or not we should wait until reporting season before investing; definitions of "positive sentiment"; and the current takeover of IFN.
2020-06-29
29 min
QAV Investing Podcast (Free Edition)
The Data Hoarder
This week we have a 100 minute premium episode answering all of your excellent questions about subjects such as: - banks and sentiment - AQG / SSR merger - Stanmore Coal acquisition offer - Buying more when the price drops below the buy line - Using a 5 yr/weekly chart to help fine tune your trend lines - using the checklist to score LICs - holding back on the retail sector - thoughts about oil glut and prices affecting Oil/Coal companies - During times of volatility (like GFC or dot com bust) did Tony notice a similar increase in buy/sell? ...
2020-05-18
31 min
QAV Investing Podcast (Free Edition)
Play By The Rules
Today we answer your questions about why we're buying back into the market even though Tony has doubts over the recovery - how we account for the quality of management in our analysis - how much attention Tony pays to volume of shares traded - Stock Doctor's "Price to Cashflow" and "Price to NTA" filters - how to calculate three-point trend line sell signals - how the checklist weights ‘quality’ vs ‘value’ metrics - how patient Tony is with a stock if it drops soon after he buys it (versus "you breach you gone") - Stock Doctor's diluted weighted no. of ordin...
2020-04-27
1h 13
QAV Investing Podcast (Free Edition)
Beliefonomics
Mark Jones is an old friend of Cameron's, CEO of Sydney PR and marketing firm Filtered Media, and author of the new book about corporate storytelling, "Beliefonomics". Tony and Cameron caught up with him in Sydney recently for a chat.
2020-04-09
1h 03
QAV Investing Podcast (Free Edition)
Tony's Close Shave
“Be fearful when others are greedy and greedy when others are fearful.” - Warren Buffett Yes, the market is in freefall - but that's great for disciplined value investors. As Tony explains on this week's episode, large market downturns happen once every five-seven years, and it's in the rebounds that the best investors make big moves. He talks more about how he uses the three point trend line during downturns and we discuss some of our favourite snippets from this year's Berkshire Hathaway Chairman's newsletter.
2020-03-02
1h 21
QAV Investing Podcast (Free Edition)
Tony's Mankini
Tony talks about the UNV offer and why we sold it last week and CSV's recent acquisition, which took it out of our portfolio. To answer a question from QAV Club member Nick B, we also talk more about when and why Tony will exit a stock. Our Stock Of The Week is AQG, Alacer Gold. And then, we watch in amusement as the ASK dives while we are recording the episode and Tony explains why, as a value investor, he worries more about his golf swing than he does and ups and downs of "Mr Market".
2020-02-24
33 min
QAV Investing Podcast (Free Edition)
No Old, Bold Pilots
On this episode: We have our second QAV Club subscriber guest, Paul, a criminal lawyer from Sydney, who calls himself "a disastrous investor". Paul asked Tony a bunch of great questions about the checklist, including drilling down on why Tony doesn't try to understand a business deeply before he invests in it (like Warren Buffett and Peter Lynch), and about understanding how to factor in shorting. Cameron reads out some quotes from "Winning The Loser’s Game" by Charles D Ellis and gets Tony's comments on them. Our stock deep dive of the week is MRC - Mineral Commodities.
2019-12-27
1h 11
QAV Investing Podcast (Free Edition)
Tony Gives Up His Rights
Tony talks about rights issues and some of the complexities involved in knowing whether to take them up or not. I know, right? Sounds boring! It wasn't actually, I learned a lot. We also discussed a few recent news articles about value investing, Tony reveals his wine of the week, and in our analysis section we breakdown the financials of Horizon Oil.
2019-12-04
1h 17
QAV Investing Podcast (Free Edition)
Buffettology
This week on the show, The Value Investing Guru and Cameron talk about some difficulties getting Share Analysis to do what we want; a new analysis tool called QuickFS; stories about Warren Buffett; Cameron's growing passion around QAV; changes to our portfolio involving Apollo Tourism and Stanmore Coal; and in our deep dive analysis this week we look at Mastermyne.
2019-10-25
1h 41
QAV Investing Podcast (Free Edition)
Share Analysis Deep Dive
This week we have a guest – Cameron Britten from Share Analysis. As longtime listeners will be aware, Tony’s a big fan of several online tools and Share Analysis has been one of those for many years. They had a recent “re-platforming” event which took the service down for a few months. But they are back and we invited Cameron on to talk a little about the history and the future of the service. He also let us know that they are currently running an extended free trial service, so if aren’t already a member, jump over to their website an...
2019-10-18
59 min
QAV Investing Podcast (Free Edition)
Tony Looks At Growth Stocks
Don’t be shocked! On this week’s episode of QAV, Tony has some new insights into ways to analyse growth stocks using the checklist and Cameron has to pick himself up off the floor. In our analysis section for premium members, we look at FMG, Fortescue Metals Group.
2019-09-28
58 min
QAV Investing Podcast (Free Edition)
Tailwinds
This week we’re answering a number of listener questions, including one about how much attention Tony pays to “tailwinds” or macro factors affecting an industry or the economy. We also talk about how Tony deals with red flags in companies he has invested in, and he talks about some mistakes he has made recently. In our Club edition, we analyse Stanmore Coal again (we did it earlier this year) and take our time to explain some of the checklist columns in more detail. And Tony reveals what he wears when he mops the kitchen floor!
2019-09-19
1h 22
QAV Investing Podcast (Free Edition)
Tony On Index Funds
Tony reflects and expands on a couple of ideas that came out on last week’s show with Steve Sammartino, including investing in index funds.
2019-04-05
47 min
QAV Investing Podcast (Free Edition)
The Sammartino Method
Steve Sammartino is another old friend of Cameron’s. He is also a successful sharemarket investor, with 25+ years experience, although his strategy is a little different and much less hands-on than Tony’s. Steve is also an author, futurist, consultant and speaker. On this podcast we talk with Steve about investing in index funds. Steve used index funds to make himself financially independent in his 30’s.
2019-03-29
1h 02
Cam & Ray's Cold War Podcast
Cold War 11 – Economics Pt 3
Part 3 of our three-part series on economics and war, where we drill down into the various ways companies profiteer from war and how it stimulates the economy via “Military Keynesianism”. On the suggestion of my wise friend Tony Kynaston, we’re making this episode available to non-subscribers, because the subject we’re talking about is that important. To summarise the last three episodes, here are some of the main ways war is good for business: 1. It’s good for companies selling weapons, both to their own country and to other countries, funded by tax dollars. 2. It’s good for...
2016-06-30
1h 12
A COLD WAR
#11 - Economics & War Pt 3
Part 3 of our three-part series on economics and war, where we drill down into the various ways companies profiteer from war and how it stimulates the economy via “Military Keynesianism”. On the suggestion of my wise friend Tony Kynaston, we're making this episode available to non-subscribers, because the subject we're talking about is that important.To summarise the last three episodes, here are some of the main ways war is good for business:1. It's good for companies selling weapons, both to their own country and to other countries, funded by tax dollars.2. It's good...
2016-06-30
1h 12
cameronreilly.com
GDay World 395 – Bill Liao, Neo.org
Bill Liao is one of those people who makes you realize that you aren’t trying hard enough. He chatted with me recently about two of his current projects – neo.org and WeForest.com. Bill explains how he is building a new organization with resources and partners to reforest 20 Million Square Kilometers of the Earth in order to cool the planet. Check out the videos on WeForest.com and the Voices Of Neo podcast as well. If you want to support independent media and this show, please click on the link below to learn how you can beco...
2009-10-23
1h 00
Podcast Archives - cameronreilly.com
GDay World 395 – Bill Liao, Neo.org
Bill Liao is one of those people who makes you realize that you aren’t trying hard enough. He chatted with me recently about two of his current projects – neo.org and WeForest.com. Bill explains how he is building a new organization with resources and partners to reforest 20 Million Square Kilometers of the Earth in order to cool the planet. Check out the videos on WeForest.com and the Voices Of Neo podcast as well. If you want to support independent media and this show, please click on the link below to learn how you can beco...
2009-10-23
1h 00
Podcast Archives - cameronreilly.com
GDay World 394 – Rebecca from @GayMarriageAus
I was an early follower of @GayMarriageAus because I’m a big supporter of gay marriage rights. I was delightfully surprised, though, to find out that the person behind it is a 17 year old high school student, Rebecca. I chatted with her recently about why she’s supporting gay rights. We also talked about The Australian Sex Party (who will be guests on the show in coming weeks) and the current legislation in Australia pertaining to gay rights. If you want to support independent media and this show, please click on the link below to lear...
2009-10-16
29 min
cameronreilly.com
GDay World 394 – Rebecca from @GayMarriageAus
I was an early follower of @GayMarriageAus because I’m a big supporter of gay marriage rights. I was delightfully surprised, though, to find out that the person behind it is a 17 year old high school student, Rebecca. I chatted with her recently about why she’s supporting gay rights. We also talked about The Australian Sex Party (who will be guests on the show in coming weeks) and the current legislation in Australia pertaining to gay rights. If you want to support independent media and this show, please click on the link below to lear...
2009-10-16
29 min
Podcast Archives - cameronreilly.com
GDay World 393 – David Nicholls, 2010 Global Atheist Conference
My guest today is David Nicholls, the President of the Atheist Foundation of Australia and the co-ordinator of the 2010 Global Atheist Conference which is being held in Melbourne in March 2010. Do you want an independent media? The Podcast Network is supported by: neo.org – a social network with a purpose – to transform the world by enabling people to transform themselves and our first TPN Patron – Tony Kynaston. The post GDay World 393 – David Nicholls, 2010 Global Atheist Conference appeared first on cameronreilly.com.
2009-10-09
26 min
cameronreilly.com
GDay World 393 – David Nicholls, 2010 Global Atheist Conference
My guest today is David Nicholls, the President of the Atheist Foundation of Australia and the co-ordinator of the 2010 Global Atheist Conference which is being held in Melbourne in March 2010. Do you want an independent media? The Podcast Network is supported by: neo.org – a social network with a purpose – to transform the world by enabling people to transform themselves and our first TPN Patron – Tony Kynaston. The post GDay World 393 – David Nicholls, 2010 Global Atheist Conference appeared first on cameronreilly.com.
2009-10-09
26 min
Podcast Archives - cameronreilly.com
GDay World 392 – Guest: Mike Snyder on Evolution vs Creationism
Today my guest is Mike Snyder (@mambomike282), a listener of the show who owns a security firm in Washington state. As a Christian, he wanted to challenge me on the subject of evolution and religion, and so we went for it. 🙂 The Podcast Network is supported by: neo.org – a social network with a purpose – to transform the world by enabling people to transform themselves and our first TPN Patron – Tony Kynaston. The post GDay World 392 – Guest: Mike Snyder on Evolution vs Creationism appeared first on cameronrei
2009-09-04
00 min
cameronreilly.com
GDay World 392 – Guest: Mike Snyder on Evolution vs Creationism
Today my guest is Mike Snyder (@mambomike282), a listener of the show who owns a security firm in Washington state. As a Christian, he wanted to challenge me on the subject of evolution and religion, and so we went for it. 🙂 The Podcast Network is supported by: neo.org – a social network with a purpose – to transform the world by enabling people to transform themselves and our first TPN Patron – Tony Kynaston. The post GDay World 392 – Guest: Mike Snyder on Evolution vs Creationism appeared first on cameronrei
2009-09-04
00 min
cameronreilly.com
GDay World 391 – Jon Dee, Founder of Planet Ark and Do Something
A few days ago I had a chance to chat with Jon Dee, founder of Planet Ark and the new Do Something! initiative, about his life and goals. We talked about everything from his involvement in Rock Aid Armenia (where he pulled together a list of top Brit Rockers to perform a charity concert and record a new version of Deep Purple’s “Smoke On The Water” to raise funds for earthquake victims in Armenia) to deciding, with friend Aussie tennis pro Pat Cash, to start Planet Ark, and his new venture Do Something!, which aims t...
2009-08-24
53 min
Podcast Archives - cameronreilly.com
GDay World 391 – Jon Dee, Founder of Planet Ark and Do Something
A few days ago I had a chance to chat with Jon Dee, founder of Planet Ark and the new Do Something! initiative, about his life and goals. We talked about everything from his involvement in Rock Aid Armenia (where he pulled together a list of top Brit Rockers to perform a charity concert and record a new version of Deep Purple’s “Smoke On The Water” to raise funds for earthquake victims in Armenia) to deciding, with friend Aussie tennis pro Pat Cash, to start Planet Ark, and his new venture Do Something!, which aims t...
2009-08-24
53 min
cameronreilly.com
GDay World 389 – Wolfgang Puck and .FOOD
Wolfgang Puck is one of the most famous chefs in the world. Antony Van Couvering is the founder of Minds + Machines. On today’s show they chat with me about their bid to own the new “top level domain” – .FOOD. Do you want an independent media? The Podcast Network is supported by: neo.org – a social network with a purpose – to transform the world by enabling people to transform themselves and our first TPN Patron – Tony Kynaston. The post GDay World 389...
2009-08-03
18 min
Podcast Archives - cameronreilly.com
GDay World 389 – Wolfgang Puck and .FOOD
Wolfgang Puck is one of the most famous chefs in the world. Antony Van Couvering is the founder of Minds + Machines. On today’s show they chat with me about their bid to own the new “top level domain” – .FOOD. Do you want an independent media? The Podcast Network is supported by: neo.org – a social network with a purpose – to transform the world by enabling people to transform themselves and our first TPN Patron – Tony Kynaston. The post GDay World 389...
2009-08-03
18 min