Best Cameron Reilly Podcasts (2025)

1
Vitellius #20 – Despite Everything, I Was Your Emperor 17:10

1d ago17:10

17:10

The post Vitellius #20 – Despite Everything, I Was Your Emperor appeared first on Life Of The Caesars.By Cameron Reilly & Ray Harris

1
#33 - Rules Of A Cookout 2:23:45

3d ago2:23:45

2:23:45

Learn the 15 rules of attending a cookout/BBQ. How many rules have you broken?

1
QAV 821 — Roombas, Regulators & Rogue Traders 39:46

4d ago39:46

39:46

In episode 821 of the QAV Podcast, Cameron and Tony kick things off with tales of gas outages and cold showers before diving into the markets. They review the portfolio performance, explain the HLS sell-off, and unpack the latest antics of Donald Trump’s tariff diplomacy. Stocks under the spotlight include VVA (Viva Leisure) with their eyebrow-rais…

1
QAV 821 — Roombas, Regulators & Rogue Traders 39:46

4d ago39:46

39:46

In episode 821 of the QAV Podcast, Cameron and Tony kick things off with tales of gas outages and cold showers before diving into the markets. They review the portfolio performance, explain the HLS sell-off, and unpack the latest antics of Donald Trump’s tariff diplomacy. Stocks under the spotlight include VVA (Viva Leisure) with their eyebrow-rais…

1
#32 - Huckleberry Finn &... Jim - (Doug Robinson and Jack Cameron) 2:03:34

9d ago2:03:34

2:03:34

Doug Robinson (ADHD Podcast w/ Doug & Todd) Jack Cameron (Author, Tacomastories,com) Topics includes Sumo wrestling, tariffs, sports.

1
Vitellius #19 – Rome’s Civil War Gets Horny 24:53

10d ago24:53

24:53

The post Vitellius #19 – Rome’s Civil War Gets Horny appeared first on Life Of The Caesars.By Cameron Reilly & Ray Harris

1
QAV 820 — Wet Lettuce Watchdogs 26:04

12d ago26:04

26:04

In this episode, Cameron and Tony tackle the political earthquake caused by the breakup of Australia’s Federal Coalition, dig into the implications of the RBA’s latest rate cut, and explore how the U.S. credit downgrade might ripple through markets. We hit hot topics from taxing unrealized gains to a lesson in value investing resilience through the…

1
Cold War #286 - The Macho Man Cometh (Cuban Revolution #11) 51:59

14d ago51:59

51:59

In this wild episode, Cam and Ray kick things off with a “Cam-hole” into the politics and economics of Cuba in the early 20th century. From rigged elections to sugar-fueled financial collapses, and from macho presidents to the American colonization of Cuba’s economy, it’s a vivid portrait of how imperialism, tourism, and opportunistic strongmen sha…

1
285 - Cuban Schemes & Sugar Dreams 39:23

18d ago39:23

39:23

In this episode, Cam and Ray pick up the story of post-independence Cuba as it slides from colonialism into an economic and racial stranglehold orchestrated by the United States. They trace the rise and fall of early Cuban presidents like José Miguel Gómez and Mario García Menocal, highlighting the rampant corruption, U.S.-controlled infrastructure…

1
QAV 819 — The Roll Back 26:33

18d ago26:33

26:33

In this episode of QAV Australia, Cam and Tony navigate a turbulent market buoyed by a temporary rollback in US-China tariffs and a curious rally in Bitcoin. They break down the movements in gold stocks like Perseus (PRU), Ramelius (RMS), and West African Resources (WAF), unpack ANZ’s (ANZ) CEO handover and the impact of its Suncorp acquisition, an…

1
QAV 818 — Buffett’s Last Dance 17:38

25d ago17:38

17:38

In this episode of QAV Club, recorded on 6 May 2025, Cameron and Tony unpack the Australian federal election result with the kind of sharp political analysis and irreverent banter you expect. They explore the collapse of support for the Liberal Party, the implications for Peter Dutton, and the broader shifts in Australian voter demographics. Then, …

1
QAV 817 — Smart Metal and Dumb Markets

1M ago

—

This week we deep-dive into BIS (Bisalloy Steel Group), questioning whether it’s truly a steel commodity play given its rising price amid a falling steel market. Tony delivers a pulled pork on BIS, exploring their niche in quenched and tempered steel, its use in defence industries, and the company’s recent inclusion in the All Ords. W also tackle d…

1
QAV 816 — Gold Diggers 31:45

1M 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

1M 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

2M 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

2M 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

2M 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
#31 - Fears, Disasters & Marvin Sapp 2:21:12

2M ago2:21:12

2:21:12

We talk about organized religion, fears, natural disasters and we tossed in some thoughts about DJT. Definitely worth a listen.

1
QAV 813 — The Mill Red Flag 14:53

2M 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

2M 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

2M 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
#30 - Moon Cricket 2:21:12

2M ago2:21:12

2:21:12

Remembering George Foreman Marianne learns some bad words and it's meanings. Jamal comes up with a "Celebrity Death Match" dream match. Ironing boards. Fun with racism.

1
QAV 811 — Thinking About It 32:41

2M 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

2M 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
#29 - Welcome To America, Show Me Your English. 1:51:47

3M ago1:51:47

1:51:47

Worst restaurant experience. Stephanie Lovins: C U Next Tuesday at its finest. Engrish...Engwish...Angwil...Whatever it is, you better f-ing speak it.

1
QAV 810 — The QAV Magnificent 12 36:55

3M 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

3M 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

3M 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
#28 - Toilet Etiquette 2:50:03

3M ago2:50:03

2:50:03

Remembering the legend, Gene Hackman. Hygiene/Pooping. Extreme Activities Scammers.

1
Vitellius #14 – Order 66 32:22

3M 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

3M 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…

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Cameron Reilly Podcasts

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