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The ultimate podcast about the Renaissance!
A NSFW, detailed and funny long-form podcast about The Cold War.
Australia's #1 podcast about value investing.
Tony Kynaston is a professional value investor. Over 25 years, his investment portfolio has achieved an average 19.5% annual return. Now he’s going to teach us his system for successful investing. Learn how to think like a millionaire.
Dissecting the biggest stories in the news to try to get to the core of what’s going on. No bias. No agenda. No BS. Just a brutal examination of the facts and the history behind them.
The ultimate podcast about the Renaissance!
Camp Quality - supporting children with cancer
Weekly show with head varsity football coach Steve Specht '86 and alumni director Will Reilly '09.
A NSFW, detailed and funny long-form podcast about The Cold War.
Each week, host Richard Carroll discusses a different musical with smart and hilarious guests, including Joel Creasey, Lucy Durack, Leigh Sales, David Campbell, Virginia Gay and Julia Zemiro. Each musical gets an in-depth going-over – from deconstructing the minutiae of the plot, to fan-girling over the songs, reminiscing about the impact of the musical on our lives, and interrogating the unanswered questions we’ve always wanted resolved.
Black Monday in the bond market points to pain ahead; the impact of the SVB Collapse; Comms update; S32 - sell or not?; RBA lifts rates to 3.6%; Brett Fisher on Renko charts; Pulled Pork: SRX; using TTM for Op. cashflow; ZIM and its capital return.By Tony Kynaston & Cameron Reilly
Black Monday in the bond market points to pain ahead; the impact of the SVB Collapse; Comms update; S32 - sell or not?; RBA lifts rates to 3.6%; Brett Fisher on Renko charts; Pulled Pork: SRX; using TTM for Op. cashflow; ZIM and its capital return.By Tony Kynaston & Cameron Reilly
Black Monday in the bond market points to pain ahead; the impact of the SVB Collapse; Comms update; S32 - sell or not?; RBA lifts rates to 3.6%; Brett Fisher on Renko charts; Pulled Pork: SRX; using TTM for Op. cashflow; ZIM and its capital return.By Tony Kynaston & Cameron Reilly
During 1947-48, England and France had been working on their own treaty as well as one involving the so-called Benelux countries (Belgium, Netherlands, Luxembourg). That became the basis of discussions about a broader treaty creating a United States of Europe, something many US and European leaders wanted, especially in light of the Marshall Plan. …
While he was in Milan in 1507, Leonardo met a 14 year old boy. Leo became his guardian, teacher, adoptive father, and employer. And it’s because of that boy, Francesco Melzi, that we have Leonardo’s notebooks. Oh dear! This page contains Member's Only content... and you aren't logged in! Sucks to be you, seriously, because the content you are missi…
Another RBA rate rise; BRI’s underlying commodity; ASIC sues Mercer Super; GNC maps to bushel prices; LAU & IGL made the S&P All Ordinaries; Gerry Harvey wheels out his old material; Guy Debelle pops up at Super Fund; Solly Lew creeps another 3% up the Myer share register; Mortgage Rate survey sees interest rates back to 6.48%; Alex Hay on WHC owne…
US inflation drives the ASX down; Wheat is a Josephine; Portfolio is up 16.14%; DP recent trades; Tony’s three life lessons; Ray Dalio existing Bridgewater; Aussie CEOs denying reality; QAN profit; Super changes; Berkshire Report; Mortgage rate drop to 6.45%; pulled pork on COH; CCP results; is QAV a zero sum game; WHC shareholders; XTE's results.…
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Renaissance Times (Silver)
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#162 – Arrivederci Florence (Leonardo 50)
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When his father died, he left nothing to Leonardo, his bastard son. This, among other things, drove Leonardo to leave Florence for the second and final time. Oh dear! This page contains Member's Only content... and you aren't logged in! Sucks to be you, seriously, because the content you are missing is really funny. And clever. And probably very, v…
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A COLD WAR
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Cold War #232 - Norway Wants The Money
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By Cameron Reilly & Ray Harris
Market and portfolio updates; Pulled pork kibosh on FBU; Iron Ore is a buy again, but Andrew Forrest is insane in the membrane; Charlie is 99 and still doing LIVE Q&A for Daily Journal; Gurufocus v Stock Doctor data; AMP Results; WHC results; CGF - Annuities benefitting from Higher interest rates; QBE results; BNPL likely to be regulated as credit;…
Hey there, fellow Bullshit Fighter! This page contains some member-only content. If you're already a registered member, LOGIN HERE. If you aren't registered, well you can fix that right now! Find out about our registration options here. This month we are looking into the following stories: – How America Took Out The Nord Stream Pipeline– Chinese Sp…
Portfolio updates; Market’s had a rough week; Thermal Coal Sell line; CDM shouldn’t be on the buy list; Yields rose as Lowe, traders lunched; RBA raises rates; Seven in potential merger with HT&E; Elon Musk sat with Rupert Murdoch at the Superbowl; Pulled Pork is FBU; U.S. v AUS short-term capital gains; why TK holds FHE; what criteria Tony follows…
By Cameron Reilly & Ray Harris
Portfolio Updates, commodity updates , NCM takeover, WHC coal breakdown, RBA to lift rates, the FOMO rally, Pulled Pork on NCK, R1 trigger on commodities, a tighter sell line for MYR, What time of day does TK buy and sell, fudging AMP’s sell line, penny stocks and Rule 1, WDS commodity breakdown, and After Hours (which you don’t have to listen to i…
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Renaissance Times (Silver)
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#161 – Battle of Anghiari (Leonardo 49)
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In 1503, Leonardo da Vinci received a commission to paint what should have been his greatest masterpiece – the Battle of Anghiari. Of course, he never finished it. One reason might be that this young punk, Michelangelo Buonarotti, was looking over his shoulder while he worked. Oh dear! This page contains Member's Only content... and you aren't logg…
Dummy Portfolio slipped a bit thanks to coal; Chanticleer and the Chook Super Fund; FMG result; ADANI and activist investors; pulled pork on CMMBy Tony Kynaston & Cameron Reilly
Bret Betz '03 was the emergency physician on the field when Buffalo Bills player Damar Hamlin collapsed and was resuscitated during a Monday night football game on January 2nd. Bret goes through his incredible career path, embodies courage under pressure, and talks about his experience in story that will make you proud to be an alumi, a Cincinnatia…
Portfolio updates; Feedback on Fees; RIP David Hains; Member results; retailers results due to inflation; Pulled Pork SEQ; Is NGI a LIC; using your own rate of interest; Ethical Investing; When to sell; Increasing Investing.By Tony Kynaston & Cameron Reilly
Leonardo had always dreamed of putting his hydraulic engineering ideas into practice. In 1503, he finally got his chance. In the process, he invented something that is still used to this very day around the world. Oh dear! This page contains Member's Only content... and you aren't logged in! Sucks to be you, seriously, because the content you are m…
By Cameron Reilly & Ray Harris
Cameron Specht '18 gets a chance to air his grievances about father/coach/cohost Steve Specht '86 while Jake Berkel '17 talks about an unfortunate miscommunication in the State Championship. Both reflect back on the chaos of the 2016 State championship run and St. Xavier football.
Updates on commodities and our portfolios; Collins St Value Fund performance vs the DP; FMG has 2 finance departures; Mortgage rate survey now 6.5%; Magic Millions horse sales setting new record; QAVvers and fees saved; confession season; the lithium lovers are alive and kicking; using a home loan redraw; Terracom’s (TER) involvement in the investi…
Munger turns 99, Commodity updates, Portfolio updates, commodity status on buy list, Pulled Pork on VUK, Brent’s returns, TK’s new year resolutions, AMPs situation re Dexus, FMG exodus, buying stocks when their sell line is above the rule 1By Tony Kynaston & Cameron Reilly
After Benes took control of Czechoslovakia again after WWII, with the support of the Allies, he ran a program of ethnic cleansing, mostly targeting people of German ancestry. And the Czech Communist party became the most popular political party of any country in history in proportion to the total national population.…
As TK is still on vacation, I went over our interviews from the first years of the show (2019-2020) and created this compilation of some interesting tidbits. I hope you enjoy it. The guests are: Steve SammartinoRoger MontgomeryNicholas GruenTobias Carlisle Michael GoldbergBy Tony Kynaston & Cameron Reilly
Bomber legends and friends of the program Patrick Berning '08 and Tim Bayer '08 talk about being a part of arguably the greatest football team in St. X history, playing on ESPN, and having a young Coach Specht at the helm.
Leonardo gets sent to Borgia as a peace offering. He’s 50 and famous and finally going to get the business card he always wanted – MILITARY ENGINEER. But for a genius, he apparently hadn’t figured out that war is hell. Oh dear! This page contains Member's Only content... and you aren't logged in! Sucks to be you, seriously, because the content you …
Brad Brookbank '06 and Joe Ries '06 talk about the first State Championship and perfect season in St. X history, a moment of disregard for instruction turned into iconic punt return moment, and how they've grew from their experience with Steve Specht as head coach.
In this final episode for 2022, I'm actually going back to early 2020 and taking a look at how Tony managed the COVID crash. It's something TK suggested a while back, because it's a good study / reminder on how he thinks in times of market uncertainty.By Tony Kynaston & Cameron Reilly
Matt Vogele '02 and Mike Hurley '02 talk about Coach Specht as a defensive coordinator, the 2001 team that went undefended until the State Championship, and what it was like to help lay the foundation for the success of the St. X football program
It's that time of the year when I give TK a break and put together a couple of compilations from the year that was. This time I decided to put to the test the idea that Tony's Pulled Pork put the kibosh on stocks. Is that true? Let's find out.By Tony Kynaston & Cameron Reilly
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Renaissance Times (Silver)
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#158 – Aut Caesar Aut Nihil – Leonardo #46
55:21
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Leonardo’s patron in Milan, Ludovico Sforza, was brutal. But he was a pussy cat compared to his next patron – the infamous tyrant, Cesare Borgia. Oh dear! This page contains Member's Only content... and you aren't logged in! Sucks to be you, seriously, because the content you are missing is really funny. And clever. And probably very, very sexy. So…
Jason Arling and Rocky Boiman talk about the early part of coach Specht's career when he was the defense coordinator for St. X. They go through the impact it had on their lives while in high school and the lessons and memories they carry with them today.
RBA and rates, Coal, Iron Ore and Gold are all buys, Portfolio update, bank dividends, Clough collapse and BPT, Pulled pork AGG, trailing stop losses, inflationary pressures, how TK comes up with hurdle rates, C6C selling it’s Australian assets, IRR v CAGR, share buybacks, how to get to Berkshire’s 2023 AGM. Blackstone to limit redemption requests,…
