Profiting from Chaos – QAV America 46

On this episode we dig into a week of market chaos, with our main US portfolio down 12% over 30 days but still up a healthy 83% since inception in September 2023 versus the S&P's 42%. Then we get into a few stories, the US government insolvency (liabilities nearly 8x assets), the mysterious $500 million oil futures trade placed 15 minutes before Trump's Iran announcement, and the aluminum supply chain crisis triggered by Iranian strikes on Middle East smelters. Then Cameron does a Pulled Pork deep dive on Pitney Bowes (PBI) — the century-old postage meter pioneer turned digital shipping play. After Hours wraps things up with Tony's ChatGPT horse-racing automation breakthrough, Cameron's AI-powered one-click podcast publishing workflow, and recommendations for Apple TV's *Your Friends & Neighbors*, Seth Rogen's *Future Man*, and Flea's new jazz album featuring Nick Cave.