Best Cameron Reilly Podcasts (2025)

1
QAV 816 — Gold Diggers 31:45

7h ago31:45

31:45

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, …

1
QAV 816 — Gold Diggers 31:45

9h ago31:45

31:45

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, …

1
CW #284 - Freedomish 42:27

5d ago42:27

42:27

In this episode, Cameron opens with a wild midnight ER visit that turns into a rumination on aging, mortality, and kung fu-induced hypochondria. Once the chest pains are out of the way, we pick up where we left off on Cuba’s “independence” after the Spanish-American War - President Tomás Estrada Palma, the illusion of Cuban self-rule under the Plat…

1
QAV 815 — Tax On, Tax Off 17:17

7d ago17:17

17:17

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…

1
#28 - Yalta: Let The Small Birds Sing 1:16:24

12d ago1:16:24

1:16:24

Like he had before Tehran, FDR refused the idea of an Anglo-American bloc when he and Churchill met briefly in Malta before the conference. He's trying hard to avoid putting Stalin on the defensive. Because he knows that in the game of wartime diplomacy, the player with the most troops on the ground had the loudest voice. HOW TO LISTEN If you're al…

1
QAV 814 — The Big Grift 38:59

14d ago38:59

38:59

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…

1
QAV 813 — The Mill Red Flag 14:53

24d ago14:53

14:53

In this episode, TK shares his busy week involving golf, horse racing, and family events, including his daughter's first auction and his upcoming birthday. Cameron updates on the QAV light portfolio's performance, noting it's now beating the index since inception and for the financial year, despite selling EHL and TPG. They discuss Dollarama's acqu…

1
Cold War #283 - The Platt Amendment 29:40

27d ago29:40

29:40

Following the Spanish-American War, the U.S. Occupation Government of Cuba forced elections. They tried to engineer Cuba into voting to become one of the United States - instead the Cuban people chose independence. So the U.S. introduced the Platt Amendment, aimed at long term control over Cuba's military and economy while declaring them to be a so…

1
QAV 812 — ASA’s Chairman on Continuous Disclosure 1:15:13

1M ago1:15:13

1:15:13

This week we're talking with Steve Mabb, Chairman of the Australian Shareholders Association, about what we can do about the many failures of ASX-listed companies to disclose their results during the most recent reporting season.By Tony Kynaston & Cameron Reilly

1
QAV 811 — Thinking About It 32:41

1M ago32:41

32:41

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. Oth…

1
CW 282 - Rigging Democracy 39:41

1M ago39:41

39:41

We look at the complexities surrounding America's occupation of Cuba at the dawn of the 20th century - General Leonard Wood’s appointment as governor, his controversial educational and economic reforms favoring American interests, and the racial tensions arising from imported labor practices. We look at America's strategic objectives behind colonia…

1
QAV 810 — The QAV Magnificent 12 36:55

1M ago36:55

36:55

In this episode, we review recent half-yearly results and market volatility, discussing notable movements in the dummy portfolio compared to the benchmark, as well as significant shifts in commodities such as crude oil. We dive into reporting-season surprises from companies like Qantas, Hello World, Pepper Money, and Karoon Energy, exploring the la…

1
QAV 809 — The Reporting Season Red Flag 23:40

2M ago23:40

23:40

In this episode, we review recent half-yearly results and market volatility, discussing notable movements in the dummy portfolio compared to the benchmark, as well as significant shifts in commodities such as crude oil. We dive into reporting-season surprises from companies like Qantas, Hello World, Pepper Money, and Karoon Energy, exploring the la…

1
Cold War 281 - The American Land Grab 42:42

2M ago42:42

42:42

Towards the end of 1899, a new American governor was appointed in Cuba - General Leonard Wood, the recent commander of the Rough Riders along with Teddy Roosevelt. He set up thousands of free schools and introduced economic reforms - which caused a massive wave of dispossession and bankruptcy and enabled an American land grab. Learn more about your…

1
Vitellius #14 – Order 66 32:22

2M ago32:22

32:22

The post Vitellius #14 – Order 66 appeared first on Life Of The Caesars.By Cameron Reilly & Ray Harris

1
QAV 808 — The Value Investor’s Lament 30:59

2M ago30:59

30:59

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…

1
QAV 807 — Half Year Havoc 27:06

2M ago27:06

27:06

Half year reports are playing their usual havoc on some of our stocks, as results disappoint the market. But is the market over-reacting in some cases? Tony thinks so. We're also talking about the RBA's decision to cut interest rates and how that affects our investing decisions. Stocks covered today include FND, AMP, CVL, PPM, and Tony's deep dive …

1
Cold War 280 - A U.S. Military Dictatorship 38:23

2M ago38:23

38:23

So, it's 1898, the Spanish have evacuated the island of Cuba after 400 years of rule, and the United States have taken their place. They ran Cuba as a military dictatorship. General Brooke, the first U.S. governor of the island, said, "There is not a sensible man who thinks we can leave for a long time." Learn more about your ad choices. Visit mega…

1
QAV 806 — The Reilly Indicator 18:06

3M ago18:06

18:06

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 ‘Rei…

1
Renaissance #210 – Jesus Starves (The Crusades part 19) 52:31

2M ago52:31

52:31

By Christmas of 1097, the Crusaders continued to lay siege to Antioch but it has gone on so long they are running out of supplies. One out of every seven men was dying of hunger. Even a greater percentage of horses were also dying. Because Jesus loved them. Both sides continued to hope for the arrival of reinforcements to turn the tables. There som…

1
QAV 805 — Whack A Mole 34:24

3M ago34:24

34:24

In this episode recorded on February 4, 2025, we dive into the impact of recent US tariff implementations and their immediate retraction. We also discuss the resignation of Resolute Mining's CEO following his detention in Mali and its effect on the company’s share price, TK explains the Ricardo effect on national economic strategy, the collapse of …

1
Cold War 279 - Gunpowder In Hell (Cuban Revolution #4) 31:52

3M ago31:52

31:52

When the U.S. troops landed in Cuba, it changed the nature of the war. The old racism returned. Of course, when the war was over in July, the U.S. had no intention of letting the Cuban people have their independence. As the commander of US forces in Cuba said: "Why, these people are no more fit for self-government than gunpowder is for hell." In th…

1
QAV 804 — The DeepSeek Black Swan 27:08

3M ago27:08

27:08

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 expl…

1
QAV 803 — Shares For Beginners 1:14:18

3M ago1:14:18

1:14:18

While TK is away, I'm chatting with Phil Muscatello from the Shares For Beginners podcast, about everything the two of us have learned about investing over the years we have produced our respective podcasts.By Tony Kynaston & Cameron Reilly

1
Cold War 278 - Rough Riders, Buffalo Soldiers 44:45

3M ago44:45

44:45

So in January of 1898, the Cubans were on the verge of victory in their battle for independence against Spain. And while the US government was happy to see Spain out of the picture, they had no intention of allowing Cuba to be independent. Since the days of Jefferson back in the 1790s, almost every presidential administration in Washington had imag…

1
QAV 802 — SWEET FA 25:01

3M ago25:01

25:01

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 anal…

1
QAV 801 — CY24 Portfolio Analysis 42:30

4M ago42:30

42:30

In our first episode for 2025, we break down our mixed portfolio results for 2024, talk about news related to MWY, ABA, ERD, RMS, play clips from a 1994 talk from Peter Lynch, review Geoff Wilson's investing checklist, discuss Eugene Lama's views on efficient markets, quantum computing threats. And in the After Hours segment we talk about the films…

1
Renaissance #208 – Omar Comin’ (The Crusades part 17) 56:30

4M ago56:30

56:30

Kerbogha, the governor of Mosul, with a massive coalition army he’d built, on his way to relieve Antioch, paused to eliminate Baldwin in Edessa. One of his new allies was Ridwan of Aleppo, who relied heavily on the Shi’a ‘Order of Assassins’, led by Hassan-i Sabbah, to stay in power. And Sabbah was friends with the Persian polymath Omar Khayyam. So…

1
Vitellius #9 – STRIKE FIRST, STRIKE HARD, NO MERCY

4M ago

—

The post Vitellius #9 – STRIKE FIRST, STRIKE HARD, NO MERCY appeared first on Life Of The Caesars.By Cameron Reilly & Ray Harris

1
Cold War #277 - José Martí (Cuban Revolution #2) 1:14:01

4M ago1:14:01

1:14:01

In this episode we introduce one of Cuba's greatest heroes - José Martí. Castro frequently referred to Martí as the “intellectual author” of the Cuban revolution. He fought to free Cuba from Spain and to protect it from the hungry ambitions of the United States. Meanwhile, the creation of "Yellow Journalism" invented the modern American propaganda …

1
QAV 752 — Time Capsule 30:56

4M ago30:56

30:56

A review of the stock market's winners and losers for the year, updates on TLS, DTL and FPR, Planck's Principle in investing, our predictions for 2025, and a 'Pulled Pork' on Wagner's Holding Company (WGN). In After Hours we talk about Leunig, say RIP to departed friends, and discuss ADHD.By Tony Kynaston & Cameron Reilly

1
QAV 751 — The Buffett Indicator 34:26

4M ago34:26

34:26

This week we're talking about SXE's new contracts, The Buffett Indicator, "The Mind of Wall Street", the Murdoch succession crisis, Pulled Porks on GTN and RM, and then in After Hours we discuss Dune Part Two, S02 of Bookie, Vivaldi's Four Seasons, Skeleton Crew, Wild Gods, Pink Moon and using the Australian government to bail out failing news orga…

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