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Website title: Quality At Value - Value Investing Podcast | The #1 podcast about value investing.

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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 […]

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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 ma...

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Free Podcast ArchivesTranscription QAV AU 950 [00:00:00] Cameron: It’s my birthday. Uh, it’s gonna– It’s my birthday this Saturday, and for a present, Chrissy has booked me into the physio on Friday. Tony Kynaston: That’s a Cameron: a, that’s a present. She goes, she goes, “I know you’ve been meaning to see the physio. You […]

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