
Overview
In this episode, Cam and Tony dig into the strange, noisy twilight zone of the current US market: rate-cut expectations, mega-cap fatigue, and a broadening rally that’s finally throwing some love toward the small and mid-caps that QAV thri... more
Overview
In this episode of QAV America, Cameron and Tony take a tour through the strange split-brain mood of the US markets, where weak economic data is somehow bullish because investors are convinced the Fed will cut rates in December. They break... more
Episode Overview
This week we dive into Korea Electric Power (KEP), a deep-value, government-linked Korean utility that has quietly swung from crisis-level losses to massive operating cash flow. We explore the company’s unusual history stretching b... more
Episode Overview
This episode dives into Pacific Gas & Electric (NYSE: PCG) and its strange mix of monopoly power, criminal convictions, billions in liabilities, climate exposure, and a CEO who says she’s “leading with love.” Cameron takes us throu... more
Overview
In this episode of QAV America, Cameron and Tony dig into the state of the U.S. market, exploring how AI investment is distorting capital flows, weakening job markets, and reshaping traditional sectors. They discuss how “the Great Freeze” ... more
Episode Overview
In this episode of QAV America, Cameron and Tony dive into a deep analysis of American Airlines (AAL) — exploring its towering debt, its loyalty program goldmine, and its future prospects. They unpack how AAL’s Advantage points sys... more
**Episode Overview**
In this episode of *QAV America* (Ep. 25), Cameron and Tony unpack a wild few weeks in the U.S. markets following Donald Trump’s latest tariff threats on China and the subsequent “birthday crash.” They discuss Australia’s surpris... more
Cameron and Tony kick off episode 24 of QAV America by discussing the U.S. government shutdown drama and comparing it to Australia’s last major political standoff under Whitlam in 1975. The conversation then turns to portfolio performance: while the ... more
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Listeners can expect in-depth analyses of investment strategies, market trends, and key financial topics discussed by knowledgeable hosts. Various episodes cover significant matters such as value investing principles, global economic fluctuations, and the implications of political changes on market behaviors. The dialogues often incorporate anecdotes from personal investment experiences, providing both entertainment and insight into complex financial concepts. The emphasis on quality, value, and systematic investing is distinctive, aimed at both novice and seasoned investors seeking sound advice amidst rapidly changing market landscapes.
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Rephonic provides comprehensive predictive audience data for QAV America, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
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These podcasts share a similar audience with QAV America:
1. Quality At Value - Value Investing In Shares
2. Australian Investors Podcast
3. The Money Café with Alan Kohler
4. Chanticleer
QAV America launched 9 months ago and published 30 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on QAV America include:
1. Tobias Carlisle
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