
In this episode of QAV America, Cameron and Tony navigate the complex intersections of the 2026 US economy, where the AI boom is currently offsetting the drag of ongoing tariffs. The duo explores the shifting AI landscape, notably Apple’s decision to... more
Episode overview In this episode, Cameron and Tony range from bushfires in Australia to political pressure on the US Federal Reserve, before digging into portfolio performance and a detailed QAV-style teardown of Mexican ultra-low-cost airline Volar... more
In the first QAV America episode of 2026, Cameron and Tony reset the framework for the year ahead. With geopolitical shocks rattling oil markets, bullish Wall Street forecasts predicting another US equity rally, and political noise everywhere, the ho... more
Episode Overview
In the final QAV America episode of 2025, Cameron and Tony reflect on a turbulent but revealing year for markets, value investing, and the QAV system. The conversation opens with a recap of US market conditions and the launch of QA... more
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #196 | |
Apple Podcasts | #194 |
Recent interactions between the hosts and their guests.
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This podcast presents in-depth discussions centered around investment strategies, market analysis, and the intricacies of various industries such as healthcare, aviation, and manufacturing. Hosts provide insights into current economic trends and their effects on portfolio management while dissecting the performances of prominent companies. Noteworthy conversations often touch on topics like for-profit healthcare dynamics, the impact of tariffs, innovations in electric vehicles, and significant corporate restructurings. The engaging format combines personal anecdotes with analytical commentary, making complex financial concepts more accessible and interesting for listeners.
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These podcasts share a similar audience with QAV America:
1. The Rules of Investing
2. Buy Hold Sell, by Livewire Markets
QAV America launched 10 months ago and published 35 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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