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Free Podcast ArchivesTranscription QAV AU 952 [00:00:00] Tony Kynaston: How’s the weather in Brisbane? I hear you guys got storms Cameron: Yeah, it’s sunny now, but it has been rainy last couple of days. Cool and rainy, which is nice for a change. Don’t mind it. Tony Kynaston: Oh, good. Cameron: about down there? Tony […]

This week we kick off with birthday pushups, AI solving 722 maths theorems in a day, and a genuinely alarming bond market heat map from Tony covering France, the US debt spiral, hedge funds swallowing US Treasuries, and what it all means for Australian investors. Tony also does a Pulled Pork on Kelly Partners Group (KPG), the Buffett-worshipping accounting roll-up whose CEO's margin lending habit torched two-thirds of the share price, and we field a cracking listener question from Ed about whether sustained upward momentum after a long decline deserves more weight in the QAV checklist.

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