Five Juicy Years: Gold, Oil, and the Art of Saying No – QAV AU #918 episode artwork

EPISODE · May 6, 2026 · 34 MIN

Five Juicy Years: Gold, Oil, and the Art of Saying No – QAV AU #918

from QAV Investing Podcast · host Cameron Reilly

On this episode, Cam and Tony work through a busy news week — the ASX's longest losing streak since 2018, oil prices going nuts, the UAE ditching OPEC, and Greg Abel's first real run at the Berkshire AGM without Warren holding the mic. Tony does a Pulled Pork on Kaiser Reef (KAU), a small Aussie gold miner that went from explorer to profitable producer after snapping up the Henty Gold Mine in Tasmania — worth a look but it's a Josephine right now. After hours: Wuthering Heights gets a surprise thumbs up from Tony, Cam can't stop raving about the 1967 Lee Marvin noir Point Blank, and Nick Cave's first novel gets a second read.

Episode metadata supplied by the publisher feed · Published May 6, 2026

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Five Juicy Years: Gold, Oil, and the Art of Saying No – QAV AU #918

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