In Episode AU 827 of the QAV Investing Podcast, Cameron and Tony kick off with Trump’s latest tariff threats, predict (incorrectly) the RBA’s interest rate decision, and analyse the ASX’s reaction to overnight Wall Street moves. They discuss the impact of criminal allegations on G8 Education (GEM) staff, the 30% surge in Motorcycle Holdings (MTO), and acquisition news about Silk Logistics (SLH). Tony delivers a comprehensive pulled pork on Plenti Group (PLT), a fintech P2P lender with strong metrics and a high QAV score. The show closes with riffs on Black Sabbath, AC/DC concerts, and French philosophy, including Montaigne and The Little Prince.
