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Tobias Carlisle, Soldier Of Fortune: QAV America #56
Episode Overview This week we sit down with Tobias Carlisle to dig into his new book, “Soldier of Fortune: Warren Buffett, Sun Tzu, and the Ancient Art of Risk-Taking.” Tobias walks us through three…
Anchored Down in Anchorage: NRIM – QAV America #55
This week we dig into why our US portfolios have taken a hit over the past month, with oil and shipping stocks giving back their war-premium gains as Middle East ceasefire hopes bleed the disruption…
Straw Mattress to Steel Bumper (MGA): QAV America #54
This week Cameron (with guest co-host Phil Muscatello from Shares For Beginners) runs a full QAV deep dive on Magna International (MGA), the Canadian-born automotive giant that quietly makes…
The Gas That Moves the World: BWLP – QAV America #53
This week we do a full deep dive on BWLPG (ticker: BWLP), one of the world’s biggest LPG shippers, and why the Strait of Hormuz closure is sending their spot charter rates into the stratosphere. We…
PUMP AND DUMP – QAV America #52
On this episode we run through the dummy portfolio , which is crushing the S&P at 125% time-weighted return, and dig into this week’s Pulled Pork: TriMas (TRS), a Michigan-based maker of hand…
THE HAUSBANK THAT CAME IN FROM THE COLD (DB) – QAV America #51
This week we run through a stack of Pulled Pork results that are absolutely cooking — Pitney Bowes up 40%, Eastman Kodak up 81%, and the US dummy portfolio now sitting at 110% since inception versus…
The $3.6 Billion Illusion (MRP) – QAV America #50
On this episode we hit episode 50 and celebrate with a portfolio update showing we’re nearly double the S&P 500 all-time, before diving deep into Millrose Properties (MRP) — a brand new REIT spun…
Subprime Time: Lending to America’s Underbanked at 36% APR – QAV America #49
On this episode we run through our latest portfolio numbers — the QAV dummy portfolio is up 115% since inception versus the S&P’s 60%, and some individual picks like Kodak and Scripps are going…
Not Tom Selic (PAGS) – QAV America #48
On this episode we dig into Trump’s claim that America doesn’t need the Strait of Hormuz — and why it’s complete nonsense once you look at where US refineries actually get their oil. We also run…
Truck Sausage (CVGI) – QAV America #47
On the club episode we do a deep dive on Commercial Vehicle Group (CVGI) — a boring-as-batsh*t truck cab outfitter that somehow jumped 20% the day after Cameron added it to the QAV Light portfolio.…
Profiting from Chaos – QAV America 46
Episode 46 of QAV America opens on Tony Kynaston’s birthday — complete with a QAV cap gift — before Cameron and Tony dig into a week of market chaos, with their main US portfolio down 12% over 30…
We Press the Button on KODK – QAV America #45
In Episode 45 of QAV America, recorded on March 24, 2026, Cameron Reilly and Tony Kynaston open with a geopolitical check-in on the ongoing US-Iran conflict and its impact on oil prices and market…
The Crude and the Ruthless (GPRK) – QAV AMERICA 44
In Episode 44 of QAV America, Cameron and Tony open with a geopolitical tour of the Strait of Hormuz crisis — still very much closed — unpacking what a prolonged shutdown could mean for global oil…
Viagra for Value Investors (MUR) – QAV AMERICA 43
In this episode of QAV America, recorded on March 12, 2026, Cameron and Tony navigate a market defined by "Trump Chaos," exploring how a rules-based system provides a psychological anchor during…
Drilling for Value (NBR) – QAV AMERICA 42
In this episode, recorded on March 3, 2026, Cameron and Tony navigate a “punch-drunk” week for the markets following the escalation of war in the Middle East. They discuss how the QAV system provides…
(Fixed Audio) Breaking Bread (BFH) – QAV AMERICA 41
In this episode of QAV America, Cameron and Tony navigate the “completely bonkers” landscape of 2026, where a Supreme Court reversal on Trump’s previous tariffs and the looming shadow of AI bubbles…
Breaking Bread (BFH) – QAV AMERICA 41
In this episode of QAV America, Cameron and Tony navigate the “completely bonkers” landscape of 2026, where a Supreme Court reversal on Trump’s previous tariffs and the looming shadow of AI bubbles…
SHG – The Seoul of Value: QAV AMERICA 40
In this episode of QAV America, Cameron and Tony navigate a volatile week in the US markets, lead by Ford’s staggering $8.2 billion loss for 2025 and their strategic retreat from full…
TUSK – The Cobra’s Bite – QAV AMERICA 39
In this high-stakes episode, Cameron and Tony celebrate a “bonkers” run for the QAV America portfolio, which is currently outperforming the S&P 500 by nearly double. After reviewing news on…
EC: Pump and Dump – QAV AMERICA 38
In this episode, Cameron and Tony navigate a turbulent week in the American markets, touching on the downturn of Bitcoin, gold, and the “Magnificent Seven” tech stocks. Despite the macro-volatility,…
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QAV America (free feed) has published 56 episodes since March 2025.
QAV America (free feed) is currently highly active with new episodes weekly. Average episode length is 43m.
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