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QAV Investing Podcast (Free Edition)

Tony Kynaston & Cameron Reilly

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Weekly
 
Tony Kynaston is an expert on value investing. Over 25 years, his investment portfolio has achieved an average compound annual return of double market. Now he's going to teach us his system for successful investing, based on the Warren Buffett / Benjamin Graham school of intrinsic value.
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Presented by The Investors Podcast Network with over 10 million downloads — home to the popular We Study Billionaires podcast, The Intrinsic Value Podcast is a new show focused on breaking down businesses, estimating their intrinsic value per share, and deciding whether they should be added to an ongoing portfolio of stocks built out each week. From assessing the monopoly power of Google to determining the fair value of publicly-traded sports franchises, no topics is off limits in the pursui ...
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80,000 Hours Podcast

Rob, Luisa, and the 80,000 Hours team

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Unusually in-depth conversations about the world's most pressing problems and what you can do to solve them. Subscribe by searching for '80000 Hours' wherever you get podcasts. Hosted by Rob Wiblin and Luisa Rodriguez.
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Women Leaders are the present and future; we do the hard things better. Most female leaders are of greater value than they believe, and that is the main issue. On this podcast we aim to look at where women leaders are stuck under their own thumb. By digging into the obstacles, the stories, the current trajectory, progress, and more, my goal is to bring it to the forefront of transformation. Society, the patriarchy and don’t forget the matriarchy, have been dictating the descriptive and presc ...
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Intrinsic First

Intrinsic First

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Intrinsic Leadership is a thought-provoking podcast hosted by Aaron Robbins, Jimmy Karam, and Dr. Drea Zigarmi, delving into the multifaceted world of leadership. Join this dynamic trio as they explore the essence of leadership, dissect the Leadership in Context model, and navigate through essential topics like self-discovery, leading in diverse contexts, and mastering crucial leadership skills such as active listening, conflict resolution, and goal setting. Whether you're a seasoned leader ...
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You Matter Nashville

Jason and Mindy Hoover

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The "You Matter Nashville," podcast hosted by Jason and Mindy Hoover, is an uplifting and insightful series that champions the universal message that every individual is of importance. This podcast extends their commitment to affirming the intrinsic value of each person, reaching beyond their professional lives to touch on a wide array of life aspects. Broadcasting from Nashville, Tennessee, the podcast features a mix of stories, conversations, and interviews, all centered around the "You Ma ...
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The MumBoss Podcast is recorded for women who feel brave enough to do life differently. If your background is working in the professional sector, but you are no longer up for subscribing to the hustle culture of building somebody else's empire whilst you work yourself into the ground... then welcome! Here we are a community of lifestyle first, ambitious & entrepreneurial women who are taking our experience & skillset & setting up businesses that are wrapped around our precious lives - where ...
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Today Worthy

Jennifer Chung

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What would life be like if we truly understood our own intrinsic value? Join our host singer-songwriter, actor, & founder of Today Worthy, Jennifer Chung, as well as her team members as we try to empower listeners through storytelling and conversations. Sometimes we’ll have special guests, have a round table, while other days we’ll go over mindset exercises. Whatever the topic, our ultimate goal is to remind you this: you’re Today Worthy. Follow @todayworthy on all platforms & check out www. ...
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Tune in for thoughtful investing and personal finance content. Tom is a mid-20's investor based in New Zealand, following the long-term investment principles laid out by titans of the investing world such as Warren Buffett, Charlie Munger, Ben Graham and Mohnish Pabrai. Expect to hear from Tom and a wide range of guests on all things stock market investing. Enjoy!
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Join Elle and Ashlyn of La Vie Cosplay on this comedy podcast in the chaos of fandom, crafting, mental health, competing and the overall adventure that is cosplay con-going life. You won't believe what some people say; or what people think they can attach to their bodies with hot glue. Rated PG-13. Previously Sh*t Cosplayers Say
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With the convergence of data, computing power, and new methods, computational biology is at its most exciting moment. At PSI, we're asking the leading researchers in the field to discover where we're headed for, and which exciting pathways will take us there. Whether you're just thinking of starting your research career or have been computing stuff for decades, come and join the conversation!
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Next Matters Most

Nick Jordan

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Insights on the future of business, technology, and entrepreneurship. Next Matters Most is a podcast hosted by serial entrepreneur and global software development agency CEO Nick Jordan. What we’ve already done matters, but what we do next….. MATTERS MOST! This is a reality that plays out each day in business and life as success demands we look to the future for value and direction.
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Jonathan Hayek will demystify the often confusing world of commercial real estate, so that you can learn how to grow your wealth with the types of properties the average real estate investor overlooks. Often highlighting asset classes outside of multifamily, Jonathan interviews experts and asks the crucial questions so you can gain a competitive edge over other investors still stuck in multifamily. Whether you are active or passive, owner/ operator or syndicator, learn the CRE jargon, curren ...
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Join host Scott Sinclair for The Grow, a weekly deep dive into the financial future of the cannabis industry. Tailored for senior management, owners, and entrepreneurs, we spotlight earnings, financing, and restructuring with a clear message: there are capital solutions to drive success. Scott breaks down the latest trends and opportunities, offering a positive path forward for businesses navigating this evolving market. With occasional high-caliber guests, The Grow delivers sharp, actionabl ...
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The Couch Trip

Eddie Reece and Bill Courtright

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Human beings possess an intrinsic urge for self-improvement, a relentless pursuit of personal development that surpasses simple introspection and delves into understanding the complex weave of human relationships. By unraveling the thought processes and actions of those around us, we can glean transformative insights and elevate our lives to unprecedented levels. Welcome to The Couch Trip with Eddie Reece, MS, LPC, BC-TMH. This is a gateway to fully understanding the intricate psychological ...
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The Journey of Finance

Matthew Lopez-Kronicz

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Journey through finance is my story as I navigate through the path of Finance. Beginning as a intern as a financial planner I will discuss topics and stories in the field. I will also interview others within finance to get their stories as well. The goal is to bring light for myself and others in finance and help us all grow together,
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Each of us is a container for sensation, thought, emotion, and whole-body experience. Through guided meditation we can gain access to a deeper sense of peace and calm that exists deep within each of us. The more we meditate, the more we draw upon the well of calm within, increasing our ability to manage stress, regulate emotion, and focus. Jess guides each 2-10 minute journey, drawing on her yoga + mindfulness meditation background to help empower all meditators from beginners to long-time p ...
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L&D in Action is a podcast for learning leaders whose goal is to create a culture of learning within their organization. Each episode features conversations on how learning and development can maximize your employees’ potential, keep them engaged and have some fun along the way. We’ll speak with CLOs, instructional designers, executive coaches, HR leaders, consultants, and more. If you’re looking for the best ways to turn learning into action, then you’ve found the right community.
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Jungbub Talk

Cheon Gong

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Spiritual Mentor Cheon Gong spent 17 solitary years in the mountain, made a direct connection with Nature, and absorbed Cosmic Law, the principle that governs the Universe. He now teaches humanity how to live correctly by applying the Cosmic Law. Are you still looking for the answers that will quench your thirst for the truth? Are you still looking for a spiritual teacher who can guide you? Spiritual Mentor Cheon Gong from Korea can answer any questions you may have. He has been answering qu ...
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Finding Love in the Chaos of Life

Jacqui Burnett and Tanagh-Jane Breytenbach

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The path from spiritual awakening to enlightenment comes in many forms and can be overwhelming at first. Internal peace arrives through Finding Love in the Chaos of Life by working with your Individual Spirit, opening your access to Universal Wisdom as a Spiritual Revolutionary. Join hosts Jacqui Burnett and Tanagh-Jane Breytenbach for regular episodes as they unpack how to live a spirit-led life, gifting you the courage to challenge your perspective through the lens of Love. Keep up with gr ...
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Shawn O’Malley and Daniel Mahncke break down Adobe (ticker: ADBE), a leading software company providing end-to-end solutions for creative professionals, from design and creation to marketing and performance measurement. Through apps like Photoshop and After Effects, Adobe offers an industry-leading suite of productivity tools for creatives, includi…
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Connect with Paul: https://www.wellingscapital.com/ https://www.linkedin.com/in/paul-moore-3255924/ Click to text the show! Email Jonathan with comments or suggestions: [email protected] Or visit the webpage: www.thesourcecre.com *Some or all of the show notes may have been generated using AI tools.…
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Do you find yourself apologizing for what you don't know rather than confidently showcasing what you do? Tracy sits down with Jodie Kelley, CEO of the Electronic Transactions Association, who brings over 25 years of experience navigating leadership roles in male-dominated industries. As women, we're often conditioned to focus on the boxes we don't …
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OpenAI’s recent announcement that its nonprofit would “retain control” of its for-profit business sounds reassuring. But this seemingly major concession, celebrated by so many, is in itself largely meaningless. Litigator Tyler Whitmer is a coauthor of a newly published letter that describes this attempted sleight of hand and directs regulators on h…
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In this episode of QAV Australia, Cam and Tony navigate a turbulent market buoyed by a temporary rollback in US-China tariffs and a curious rally in Bitcoin. They break down the movements in gold stocks like Perseus (PRU), Ramelius (RMS), and West African Resources (WAF), unpack ANZ’s (ANZ) CEO handover and the impact of its Suncorp acquisition, an…
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Nate Helbach is the founder of Neutral. He has raised family office money and significant other capital to grow his multifamily development firm, which is committed to re-imagining how multifamily is built through a focus on sustainability, longevity, and lifestyle. Connect with Nate: https://www.neutral.us/ https://www.linkedin.com/in/nate-h-1539b…
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More and more people have been saying that we might have AGI (artificial general intelligence) before 2030. Is that really plausible? This article by Benjamin Todd looks into the cases for and against, and summarises the key things you need to know to understand the debate. You can see all the images and many footnotes in the original article on th…
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Message me & tell me your story! Hey hey — today’s episode is one of those quiet mindset shifts that can change everything if you let it. We’re diving into something called the gap vs. the gain mindset — a concept from Benjamin Hardy’s work that, once you see it, you can’t unsee it. I’m breaking down the sneaky ways the gap mindset shows up — the s…
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Join La Vie Cosplay for an AITA parent edition. Tales including the social media police, a ruined costume, and a payday loan. Produced by LVC Productions. You can find us on facebook, instragram, twitter, and vero at La Vie Cosplay. Our podcast instagram is podcastscs. Our website is laviecosplay.com. Have a fun, crazy con or cosplay related story?…
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In this episode of You Matter Nashville, we sat down with Jenny Rustioni and Natalie Lemarbre of Eli’s House, a life-changing nonprofit based right here in Franklin. Eli’s House is a faith-based two-year residential program where moms and their children heal together after trauma. Jenny and Natalie shared their heartfelt journey of turning personal…
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When attorneys general intervene in corporate affairs, it usually means something has gone seriously wrong. In OpenAI’s case, it appears to have forced a dramatic reversal of the company’s plans to sideline its nonprofit foundation, announced in a blog post that made headlines worldwide. The company’s sudden announcement that its nonprofit will “re…
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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, …
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Message me & tell me your story! When I first started trying to grow online, I thought showing up was enough. Posting here and there. Sharing what I knew. Hoping the right people would find me. But the truth is — if you want to sell your offers online (especially heart-led, service-based ones), people need to trust you. Not just like you… they need…
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Daniel Mahncke and Shawn O’Malley break down Mercedes-Benz (ticker: MBG), one of the world’s most iconic automakers known for luxury, engineering, and performance. From the invention of the automobile to perfecting the engineering craft, Mercedes has shaped the way the world moves — and it wants to continue to do so, now with a stronger focus on EV…
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When you have a system where ministers almost never understand their portfolios, civil servants change jobs every few months, and MPs don't grasp parliamentary procedure even after decades in office — is the problem the people, or the structure they work in? Today's guest, political journalist Ian Dunt, studies the systemic reasons governments succ…
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Connect with Colton: https://www.ownwell.com/ https://www.linkedin.com/in/coltonpace/ Click to text the show! Email Jonathan with comments or suggestions: [email protected] Or visit the webpage: www.thesourcecre.com *Some or all of the show notes may have been generated using AI tools.By Jonathan Hayek and Colton Pace
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This week we deep-dive into BIS (Bisalloy Steel Group), questioning whether it’s truly a steel commodity play given its rising price amid a falling steel market. Tony delivers a pulled pork on BIS, exploring their niche in quenched and tempered steel, its use in defence industries, and the company’s recent inclusion in the All Ords. W also tackle d…
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From scientific breakthrough to compelling headline - how do medtech and biotech start-ups developing new medical products tell their stories to attract investors, partners and public attention? Profile Media hosted a development workshop for a group of medtech startups through MTPConnect’s Clinical Translation and Commercialisation Medtech acceler…
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Connect with Scott: https://www.linkedin.com/in/scottlunine/ Read Scott's recent articles on Globe St.: Article 1 Follow up Article Click to text the show! Email Jonathan with comments or suggestions: [email protected] Or visit the webpage: www.thesourcecre.com *Some or all of the show notes may have been generated using AI tools.…
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Shawn O’Malley and Daniel Mahnke break down Comfort Systems (ticker: FIX), a specialty contracting company providing installation and maintenance services for the electrical, HVAC, and plumbing needs of schools, hospitals, apartment buildings, restaurants, data centers, manufacturing facilities, and a range of other customers. Comfort Systems is so…
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Join La Vie Cosplay as they discuss the C2E2 Talent Show. They will discuss what you can expect from this event, some suggestions for updates for next year, and what you might want to consider if you decide to enter in the future. Also discussed in this episode is the disparity in cosplay programming, The Crown Championships, and the death ramp. ht…
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Do you feel safe in a system that wasn't designed for you? When women are an afterthought in political structures, what does that mean for your rights today? As Tracy digs into the history of women in American politics, she uncovers uncomfortable truths about how women have been systematically excluded from foundational documents and political part…
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How do you navigate a career path when the future of work is uncertain? How important is mentorship versus immediate impact? Is it better to focus on your strengths or on the world’s most pressing problems? Should you specialise deeply or develop a unique combination of skills? From embracing failure to finding unlikely allies, we bring you 16 dive…
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In this post-Easter episode, Cam and Tony chew through the week’s market moves, exploring why the All Ords is up despite a gloomy global outlook. They rip into Trump’s latest Fed-firing fantasies, dissect the economics of tariffs, and wonder if AI will treat us like Yellowstone squirrels. There’s a deep dive on Bank of Queensland’s latest results, …
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Welcome to Episode 5 of The Grow — the podcast where business fundamentals meet the cannabis industry. This week, host Scott Sinclair breaks down two strategic approaches cannabis companies are using to pause, reset, and prepare for future success. If your current path isn’t working, maybe it’s time to shake the box. In this episode: - 420 Vibes (j…
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Send us a text Jerome starts our conversation by reviewing the history of the ABF method and its advantages compared to the main competitors, and connects it to the development of COLVARS, historically very parallel to how the development of the Plumed tool stemmed from the needs of the metadynamics community. We discuss the benefits of graphical i…
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Shawn O’Malley and Daniel Mahncke break down Uber (ticker: UBER), a ubiquitous tech giant that has changed how the world travels. Uber became profitable annually for the first time in 2023, and as its user growth accelerates, the company appears to be achieving modest economies of scale, making it an increasingly attractive business. In this episod…
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Throughout history, technological revolutions have fundamentally shifted the balance of power in society. The Industrial Revolution created conditions where democracies could flourish for the first time — as nations needed educated, informed, and empowered citizens to deploy advanced technologies and remain competitive. Unfortunately there’s every …
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In this episode, Cameron and TK dive into the tumultuous week in the markets, heavily influenced by the Trump administration's tariff announcements and subsequent pause. They discuss the impact on US Treasury bonds, China's long-term economic strategy, and the potential breakdown of global trust in the US economy. They briefly cover portfolio updat…
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Welcome back to The Grow with Scott Sinclair. In Episode 4, we dive into why stock price and intrinsic value are often disconnected—especially in the cannabis sector. • We break down Tilray’s Q3 results and highlight what analysts missed, including margin improvements and debt reduction. • We cover Israel’s proposed 165% tariffs on Canadian cannabi…
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Send us a text In Episode 28, Yuji Sugita shares the story of how he developed temperature replica exchange in the lab of Yuko Okamoto, connecting to his early experience from working with Nobuhiro Go, the father of Go models. We then talk about the process of building up workflows for simulating massive atomistic systems, a multi-year collaboratio…
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Join us, as Tracy speaks with Heather Box, co-founder of the Million Person Project, about the art of storytelling as an act of love, realness, and courage. Together, learn about Heather as a leader and what made her decide to start her project. She also explains why knowing your narrative makes you powerful. What You’ll Learn: The importance of kn…
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Join Elle with special guests from Colossalcon Cat and Haley for the ins and outs of the new craftsmanship contest circuit happening at a Colossalcon near you. The Preliminaries: Colossalcon Prime Sandusky OH https://colossalconprime.com/contact-us/ Colossalcon Texas Round Rock TX https://colossalcontexas.com/contact/ Colossalcon East Poconos Mt PA…
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Daniel Mahncke and Shawn O’Malley break down Nike (ticker: NKE), the global leader in athletic footwear and apparel. With a legacy built on innovation, iconic athlete endorsements, and a brand that resonates across generations, Nike has long been a dominant force in the sportswear industry. But after years of consistent success, the company is now …
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"We are aiming for a place where we can decouple the scorecard from our worthiness. It’s of course the case that in trying to optimise the good, we will always be falling short. The question is how much, and in what ways are we not there yet? And if we then extrapolate that to how much and in what ways am I not enough, that’s where we run into trou…
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Jeff Gibbs is a Director at Hyman Phelps and McNamara – the largest law firm specialising in FDA issues, based in Washington DC. With four decades of FDA expertise he delivers crucial insights for medical technology companies aiming to crack the US market. Peaking to the podcast during his national tour for the MTPConnect seminar series, this US-ba…
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In this episode, Cameron and TK dive into the recent market volatility, largely driven by US tariff announcements. They discuss the importance of sticking to the QAV investing framework during uncertain times, contrasting it with reactive or emotional decision-making often seen elsewhere. The conversation touches on the potential economic impacts o…
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Welcome to Episode 3 of The Grow: A Weekly Review of the Cannabis Business. This week, we walk through the fundamentals — and surprising benefits — of bankruptcy and restructuring, especially in the cannabis sector. You’ll learn how strategic insolvency can: • Stay aggressive creditors • Pause litigation and lawsuits • Break fixed contracts, includ…
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A discussion about creating and nurturing passive investor leads through sales funnels. Connect with Jason: https://intentionallyinspirational.com/ https://www.youtube.com/@intentionallyinspirational Click to text the show! Email Jonathan with comments or suggestions: [email protected] Or visit the webpage: www.thesourcecre.com *Some or all …
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Message me & tell me your story! This interview with Denise Duffield Thomas (@denisedt on Instagram) was a pinch-me moment! I have watched & admired Denise from afar as she has built her digital empire over the last decade. What I love most is her business model - she is a self made millionaire AND she has a life! She has 3 children, she practices …
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In this heart-filled episode, we sat down with Brian Sweatt, founder of Mechanics on a Mission, to explore how something as practical as a car can become a vehicle for dignity, opportunity, and life transformation. From a post-flood miracle at Lighthouse Christian School to launching a full-blown ministry that gifts vehicles to those in need, Brian…
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In today’s episode, Shawn O’Malley and Daniel Mahnke break down Reddit (ticker: RDDT), an emerging social media giant. Reddit became profitable for the first time in 2024, and as its user growth accelerates, the company appears to be achieving economies of scale, making it a very promising business. In this episode, you’ll learn why Reddit is such …
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