QAV 814 — The Big Grift
from QAV Investing Podcast Hosted by Cameron Reilly
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 of the tariffs, including the logic behind them, the potential for decoupling from China, the historical context of tariffs in Australia, and the possibility of it all being a "grift".
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