QAV America (free feed)

Free Podcast Archives Transcription QAV AMERICA 75 [00:00:00] Cameron: That's a great movie, by the way. You seen The Lego Movie? Ah, it's so great. Tony Kynaston: from. Everything is awesome Cameron: Welcome to QAV America, Tony, 7- episode 75. It's the 20th of October, 2026. Uh, nothing, nothing new in the state of the…

Free Podcast Archives Transcription QAV AMERICA 74 [00:00:00] Cameron: Welcome to QAV America, Tony. Uh, this is. Gee, I don't have my notes open. Gee, I should have, I should have done that before. It's episode 74. We're recording this on the 13th of October, 2026. Uh, we just did our Australian show, Tony, where…

Free Podcast Archives Transcription QAV America 73 [00:00:00] Cameron: Welcome to QAV American Edition, Tony, episode 73. It is the 6th of October, 2026. We were just talking off air about portfolios and Tony Kynaston: Mm-hmm Cameron: all of that kind of stuff. Um, normally I start the show with a bit of news. I…

Free Podcast Archives Transcription QAV AMERICA 72 [00:00:00] Cameron: Welcome back to QAV America, Tony. This is episode 72. It is the 29th of September, 2026. Oh, lots of news. Uh, lots of news, Tony Tony Kynaston: We're all a bit poorer, aren't we? The just raised, risen rates and the Fed's just risen rates,…

Free Podcast Archives Transcription QAV AMERICA 71 [00:00:00] Cameron: Welcome back to QAV America, Tony. This is episode 71. It is the 22nd of September 2026. In my, uh, news briefing, Tony, I see that Washington and Beijing are creating an AI incident line, the first real crisis mechanism between two AI powers. US Treasury…

Free Podcast Archives Transcription QAV AMERICA 70 [00:00:00] Cameron: Welcome back to QAV America Tony. This is episode 70, seven-zero. It's the 15th of September 2026. Well, well, what's going on in the world, Tony? Uh Tony Kynaston: No. Did you see Canada's, uh, applied for a backdoor listing into the EU? Cameron: Seriously? Tony…

Free Podcast Archives Transcription QAV America 69 [00:00:00] Cameron: Welcome back to QAV America, Tony. This is episode 69, Ray Harris' favorite number, he always tells me. It's the 8th of September, 2026. Uh, quick snapshot on your week. Happy Father's Day. You bought a house. Uh, what else? Tony Kynaston: Phew. Uh, trying to…

This week we dig into Smart Sand (SND), the last frac sand company standing on the US exchanges, and try to figure out why a business that sells 500-million-year-old Wisconsin quartz to oil drillers has tripled its share price in under a year. Tony also shares some sharp thinking on why double market is basically…

This week we dive into a Pulled Pork on Crescent Energy (CRGY), a US onshore oil and gas roll-up play with KKR pulling the strings behind the scenes, and a compensation structure that would make Charlie Munger raise an eyebrow. We also run through portfolio updates, the Jackson Hole Symposium, fresh US sanctions on Iran…

This week we dig into Slide Insurance Holdings (SLDE), a Florida home insurer that went from zero customers to half a million policies in a few years, and is somehow posting combined ratios that make every other insurer in the state look asleep at the wheel. We also cover Berkshire Hathaway's latest 13F, which shows…