
On the club episode we do a deep dive on Commercial Vehicle Group (CVGI) — a boring-as-batsh*t truck cab outfitter that somehow jumped 20% the day after Cameron added it to the QAV Light portfolio. We also run through some big portfolio wins (Kodak u... more
Episode 46 of QAV America opens on Tony Kynaston’s birthday — complete with a QAV cap gift — before Cameron and Tony dig into a week of market chaos, with their main US portfolio down 12% over 30 days but still up an extraordinary 83% since inception... more
In Episode 45 of QAV America, recorded on March 24, 2026, Cameron Reilly and Tony Kynaston open with a geopolitical check-in on the ongoing US-Iran conflict and its impact on oil prices and market volatility, before diving into portfolio performance ... more
In Episode 44 of QAV America, Cameron and Tony open with a geopolitical tour of the Strait of Hormuz crisis — still very much closed — unpacking what a prolonged shutdown could mean for global oil supply, economies, and living standards, including Au... more
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #196 |
Recent interactions between the hosts and their guests.
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The show presents a disciplined, rules-based approach to value investing and market analysis, often anchored in a transparent checklist framework. Episodes routinely dissect individual stocks, sectors, and macro catalysts, weaving in case studies from energy, financials, and tech to illustrate how a systematic process can navigate volatility, cross-border investing, and policy shifts. A notable thread across episodes is the use of practical storytelling and banter to translate complex investment concepts into actionable ideas, with recurring discussions on portfolio updates, governance issues, and capital allocation. The format tends to balance stock-by-stock analyses with broader market commentary, making it useful for listeners who want c... more
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These podcasts share a similar audience with QAV America:
1. Quality At Value - Value Investing In Shares
2. The Money Café with Alan Kohler
3. The Rules of Investing
4. The Money Puzzle
5. Chanticleer
QAV America launched a year ago and published 47 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on QAV America include:
1. Tobias Carlisle
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