QAV 732 — Water Off A Duck’s Back

In this episode, Tony and Cam break down recent market volatility impacting ASX and global indices, discuss the ‘SAHM rule’ for predicting recessions, and analyze major stock movements, including the MAG 7. They dive into Warren Buffett’s strategic moves with Berkshire Hathaway and Apple shares. Tony’s ‘Pulled Pork’ segment features McPherson’s Limited (ASX: MCP). Listener Jordan shares how QAV helps him keep a calm approach to market downturns. They discuss the updated U.S. checklist, CCP’s report from last week, the fact we’re now in reporting season, a “What Works On Wall Street” quote and why Fortescue (FMG) needs new friends. After-hours conversations include discussions about Alfred Bester’s classic SF novel ‘The Stars My Destination,’ music my Amyl and the Sniffers, the latest Deadpool movie, Elon Musk’s Neuralink, the complexity of robotics, and Tesla’s EV strategies.