Drilling for Dollars: BRK, the Strait of Hormuz, and America’s $41 Trillion Hole — QAV AU 913 episode artwork

EPISODE · Apr 1, 2026 · 34 MIN

Drilling for Dollars: BRK, the Strait of Hormuz, and America’s $41 Trillion Hole — QAV AU 913

from QAV Investing Podcast (Free Edition) · host Cameron Reilly

Australian consumer confidence hits a 53-year low, the US Treasury's own balance sheet revealing effective insolvency (liabilities nearly eight times assets), and the Iran war closing the Strait of Hormuz and sending aluminum prices surging 6%. A listener question from Darryl about buyback scoring. Tony delivers the episode's Pulled Pork on **Brookside Energy (BRK)**, an ASX-listed, Oklahoma-based shale oil producer drilling in the Anadarko Basin. After hours covers Tony's ChatGPT-powered horse racing scraper breakthrough, Cameron's Nick Cave obsession, Apple TV's *Friends & Neighbors*, and a recommendation for Seth Rogen's time-travel comedy *Future Man*.

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Drilling for Dollars: BRK, the Strait of Hormuz, and America’s $41 Trillion Hole — QAV AU 913

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