最佳Cameron Reilly播客 (2024)

1
QAV 745 – Sandbagging 31:33

1h ago31:33

31:33

We discuss the RBA’s Cup Day meeting, TK does a 'Pulled Pork' on CCP's recent performance, and quotes from 'What Works on Wall Street' by O'Shaughnessy, exploring key accounting ratios and shareholder yield. After hours is about cycling safety, Coppola's "DEMENTIA 13", scotch eggs, and managing celebrities.…

1
Cold War 273 - Black Propaganda 54:54

5d ago54:54

54:54

The reasons the CIA got involved in Tibet are complicated. But they seem to have had nothing to do really with protecting the Dalai Lama or any sort of ideological belief in Tibetan independence. It had more to do with weakening China once it became a communist country. The covert goal of the United States National Security Council was to "Discredi…

1
S8 Ep36: S8EP36 - Ian Harkin & decision day! 1:44:35

6d ago1:44:35

1:44:35

Here we are then, it's the final week of the Premier Division season and the title will stay in Dublin but will it be a historic 5-in-a-row for Rovers or will Damien Duff deliver the holy grail to Tolka? The lads have their say. One team who won't be winning the title is Derry City, the lads discuss the fallout from their title flop. Meanwhile, Fin…

1
QAV 744 – The Woozle Effect 33:34

6d ago33:34

33:34

We're talking about the impact of Solly Lew's strategic moves on Myer, before discussing Mosaic Brands' recent troubles, portfolio reports, and Tony provides a comprehensive 'Pulled Pork' segment on AMP. Cam discusses the Woozle Effect in investing and provides pulled pork on one of the stocks in our U.S. portfolio, Banco Latinoamericano de Comerci…

1
QAV 744 – The Woozle Effect 33:34

6d ago33:34

33:34

We're talking about the impact of Solly Lew's strategic moves on Myer, before discussing Mosaic Brands' recent troubles, portfolio reports, and Tony provides a comprehensive 'Pulled Pork' segment on AMP. Cam discusses the Woozle Effect in investing and provides pulled pork on one of the stocks in our U.S. portfolio, Banco Latinoamericano de Comerci…

1
Renaissance #203 – Dorylaeum (The Crusades part 12) 52:07

8d ago52:07

52:07

After the Crusaders had their first big victory at Nicaea, they continued their journey towards Jerusalem. While they camped at Dorylaeum on July 1, 1097, the Turks swooped down over the hillside. But Bohemond was prepared. There something secret here that only members can see. Probably an audio player or something. If you want to listen to one of …

1
QAV 743 – The Throat Punch 31:38

13d ago31:38

31:38

In this episode, Tony and Cam talk about market predictions, and recent impressive gains in WGX, FND and WLFC. In the pulled pork, Tony analyses Redox (RDX), and then answers questions about portfolio strategies and buyback versus dividend yields. The episode also features insights from O'Shaughnessy's 'What Works on Wall Street', and After Hours h…

1
S8 Ep35: S8EP35 with Graham Kelly & Paul Francis 1:52:30

13d ago1:52:30

1:52:30

Seven title contenders are now four and we could even have a new champion as soon as this Sunday but nothing is ever that simple in the LOI! On this week's show, we're joined by former LOI referee Graham Kelly and Paul Francis of FC32, the new owners of Cobh Ramblers. Meanwhile, Kieran & Gary reflect on the disgraceful scenes that followed Dundalk'…

1
Cold War 272 - Tertia Optio 59:47

15d ago59:47

59:47

For nearly two decades, the CIA ran a covert operation designed to train Tibetan insurgents and gather intelligence about the Chinese, while smuggling weapons and money into Tibet, pushing Tibetan supporters of the Dalai Lama to launch violent uprisings, and using "black propaganda" to spread lies about Chinese atrocities in the region. But the U.S…

1
Vitellius #5 – The Mule Guy 1:07:37

19d ago1:07:37

1:07:37

The post Vitellius #5 – The Mule Guy appeared first on Life Of The Caesars.由Cameron Reilly & Ray Harris

1
S8 Ep34: S8EP34 with Gerry Lennon of Dundalk FC Supporters Trust 1:27:38

17d ago1:27:38

1:27:38

With Dundalk FC potentially set to be relegated this Friday night, we focus on the off-field future of the club by chatting to Gerry Lennon of the newly formed Dundalk FC Supporters Trust. Meanwhile, Kieran & Gaz discuss Derry City latest "tog filling" weekend and the mad nature of the title race in general. The lads also discuss the national team …

1
QAV 742 – Flame Trees 27:35

20d ago27:35

27:35

This episode - an analysis of Pepper Money Limited (PPM), Emeco Holdings (EHL), Macmillan Shakespeare (MMS), and GTN. We discuss share buybacks, the impact of private equity ownership, the importance of dividend changes as buy/sell signals, the use of three-point trendlines in stock analysis, and the performance of the US dummy portfolio. We delve …

1
BS 128 – Israel’s Terrorism 1:15:46

25d ago1:15:46

1:15:46

The media coverage, and Western government commentary, of Israel’s pager and walkie-talkie attacks in Lebanon have studiously avoided the use of the word “terrorism”, even though that’s what all of the world’s human rights organisations are calling it and what we all know the media and governments would be calling if it any other single country did…

1
Renaissance #202 – The Siege of Nicaea (The Crusades part 11) 1:03:13

25d ago1:03:13

1:03:13

The attack on Nicaea during the First Crusade was victorious thanks to the support of Emperor Alexius. But the Crusaders were very unhappy that he wouldn’t let them rape and pillage the city afterwards. What’s the point in crusading if you don’t get to enjoy a little rape and pillage? There something secret here that only members can see. Probably …

1
QAV 741 – Boringly Happy 28:50

27d ago28:50

28:50

In episode 741 of QAV, Tony and Cam discuss fear and greed with quotes from "Reminiscences of a Stock Operator", analyse West African Resources' (WAF) market situation due to Burkina Faso's political climate, Bank of Queensland's (BOQ) franchise strategies, Tony's attempts to get ChatGPT to help with the Kelly Criterion, answer a question about US …

1
S8 Ep33: S8EP33 - Express pod....Yeah right 1:11:36

28d ago1:11:36

1:11:36

With the lads away to Helsinki, this week's show was meant to be something of an express pod. However, you know Kieran & Gaz by now, they can't stop talking when it comes to LOI so tune in to hear all their latest thoughts, rants and predictions about this wonderful league of ours. Sponsored by QuinnAv.ie…

1
Cold War #271 - The Dalai Lama of Marxism 51:02

1M ago51:02

51:02

During the 1950s, social unrest rocked Tibet, partly because of power struggles at the top level of the government and partly because the poor masses wanted a revolution like the one in China. Meanwhile, the Dalai Lama actually began to support the idea of Marxism.由Cameron Reilly & Ray Harris

1
S8 Ep32: S8EP32 - Monday Night Madness! 1:25:43

1M ago1:25:43

1:25:43

The lads are back and they're energised from one of THE great LOI TV games on Monday night at Tolka Park. Are Shels folding? Can St.Pat's mount a late title charge? Are Galway United in the race to be crowned kings? We cover every nook and cranny of this insane league run in. Kieran opens the show with a tribute to the late great Maxi. There's audi…

1
Renaissance #201.2 – The Crusader with No Nose (The Crusades part 10) 50:02

1M ago50:02

50:02

In May 1097, the Christian Princes of France, accompanied by a man with a cut-off nose, arrived in Nicaea, Turkey, the capital of the Seljuk kingdom. It sat on the shore of a lake and was surrounded by a massive wall and over 200 towers. The 18-year old Seljuk Sultan, Kilij Arslan I, didn’t take them seriously at first, based on his experience with…

1
QAV 740 – Release the Sausages! 33:31

1M ago33:31

33:31

In this episode, we do a deep dive into 'Reminiscences of a Stock Operator' by Edwin Lefèvre, detailing Jesse Livermore's life and lessons. We give AU and U.S. portfolio updates, some discussion about interest rates and the housing market, say goodbye to VUK, keep an eye on the iron ore price, reveal TK's recent mistakes, and talk through a quote f…

1
QAV 739 – The Buffett Measure 34:39

1M ago34:39

34:39

In this episode of the QAV 739 Club, CR and TK review their portfolio performance, do a pulled pork on Qantas, discuss the impact of the RBA's interest rate decision, and the effectiveness of insider trading signals and the impact of Dividend Strategies in Australia.由Tony Kynaston & Cameron Reilly

1
S8 Ep31: S8EP31 with Cameron McJannet 1:54:13

1M ago1:54:13

1:54:13

Former Derry City defender and current Grimsby Town man, Cameron McJannet joins us on this week's show to chat among other things about THAT decision at the Brandywell last Friday. Kieran & Gary, now card carrying members of the Dublin media it would seem, run through all the latest big talking points such as who will actually win this blood league…

1
Cold War #270 - Two Opposing Things 46:29

1M ago46:29

46:29

There's nothing hotter than Tibetan-on-Tibetan violence, especially when it's the two top government officials having a civil war over the new Dalai Lama, as happened in Tibet in 1947. But don't let anyone ever tell you that making a child the head of a religion and government isn't a sensational idea. It's NEVER gone badly. EVER. And did you know …

1
S8 Ep30: S8EP30 Dundalk Lives On! 1:29:56

2M ago1:29:56

1:29:56

Rescued from the brink of extinction, the lads discuss the fresh takeover at Dundalk FC. Despite understandable outpourings of relief from the Dundalk fans, Gary warns of a testing road ahead for Lilywhite supporters. Kieran also reports from the 1903's public fan meeting at Oriel Park. On the pitch, there's plenty to ponder. Can Shamrock Rovers st…

1
QAV 738 – Pigs Get Slaughtered 37:10

2M ago37:10

37:10

In this episode of QAV, we discuss the ASX's record high, our portfolio returns, Earnings Surprises, Vysarn (VYS) raising capital, and analyse the GenusPlus Group (GNP). We look at news stories about builders going bankrupt, lessons from the dot-com crash and share a couple of WWOWS quotes.由Tony Kynaston & Cameron Reilly

1
Renaissance #200 – Raw Meat (The Crusades part 9) 56:12

2M ago56:12

56:12

On his way to Constantinople, Bohemond attacked a village of Christian heretics, because having different opinions should not be tolerated. When he arrived at the Byzantine capital, he met with Alexios but didn’t trust his cooking. After he left, he was quickly followed by Count Raymond of Toulouse, who thought he should be in charge of the allied …

1
BS 127 – Kamala and Lichtman’s 13 Keys 1:23:23

2M ago1:23:23

1:23:23

Who is Kamala Harris? How does she stack up as a potential POTUS? And how do Lichtman’s 13 Keys to the White House work? Who does it predict will win the 2024 election? Listen and find out. The post BS 127 – Kamala and Lichtman’s 13 Keys appeared first on The BS Filter.由Cameron Reilly & Ray Harris

1
Cold War #269 - The Great Game 1:02:22

2M ago1:02:22

1:02:22

In 1904, the British sent an army into Tibet to secure it for Britain. It resulted in a massacre when the British opened fire with their new Maxim machine guns on Tibetans holding spears. The Dalai Lama was forced to flee the country. Over the next few decades, Tibet was oppressed by the British and China (also controlled by Britain, especially aft…

1
S8 Ep29: Who's the boss Heimir & Dundalk despair 1:50:01

2M ago1:50:01

1:50:01

This week's pod is understandably Ireland and Dundalk FC heavy as the lads blow off some steam after a dark week for Irish football. Sponsored by QuinnAv.ie由BetweenTheStripes.net

1
QAV 737 – FEAR & GREED 37:42

2M ago37:42

37:42

In this episode, Tony and Cam discuss recent commodity declines and a gold price surge and what it all means, as well as recent Brettalator issues and portfolio updates. Tony reads from 'What Works on Wall Street' talking about how value investing sustains through market bubbles. The 'Pulled Pork' segment features Cash Converters, analysing its bus…

1
QAV 736 – RECENCY BIAS 33:17

2M ago33:17

33:17

In this episode of the QAV value investing podcast, Tony and Cam review the impressive US portfolio performance with a rise of 44%, compared to the S&P’s 27%, and compare with the Australian portfolios. They discuss the recent performance of big caps versus small caps, MMS setbacks. Behavioral economics insights from ‘What Works on Wall Street’ by …

1
S8 Ep28: S8EP28 with Darren Murphy 1:55:03

2M ago1:55:03

1:55:03

If you thought managing a team in the First Division was all about team selection, tactics and transfers, you are mistaken as Finn Harps manager Darren Murphy gives listeners a wonderful and detailed insight into the all consuming life of a manager in the second-tier of Irish football. Meanwhile, Kieran & Gaz breakdown the latest twists and turns i…

1
Renaissance #199 – Bohemond (The Crusades part 8) 44:25

2M ago44:25

44:25

On 9 April 1097 Bohemond of Taranto arrived at Constantinople. One of the most famous of the Crusaders, who left a huge legacy in Syria. Even though that’s not his real name. He was a Norman prince who had already invaded the Byzantine Empire twice in the last 20 years. But this time, he came in peace. Or did he? There something secret here that on…

1
S8 Ep27: S8EP27 with Dermot Keely 2:08:59

2M ago2:08:59

2:08:59

LOI legend Dermot Keely joins us to discuss his new book, the late Jim McLaughlin, his concern for Dundalk FC, and of course, he has plenty to say about the FAI too. Having attended Weavers Park for one of the most remarkable score lines of the season on Friday, Kieran brings us audio with Drogheda goalkeeper Luke Dennison while listeners will also…

1
QAV 735 – F SCORES 33:34

2M ago33:34

33:34

In this episode, Tony and Cam discuss the performance of stocks in the US dummy portfolio, working with F Scores and Z Scores, with a deep dive on ENVA’s 39% rise and the risks of investing in some US-listed stocks like Chinese online tech company, STG. They cover recent events around YAL, ANZ, BXB, ING, LFS, AX1 and BOQ and a regression test on “R…

1
Cold War #268 - The CIA and Tibet 53:31

2M ago53:31

53:31

We all know that Tibet and China have a history, and that the U.S.A. is always in the middle of it. But you may not know that The United States recognizes Tibet to be part of the People’s Republic of China or that the UK and the U.S.A. have spent over a century trying to wrest control over Tibet away from China. This is part one of that story.…

1
Vitellius #1 – The Third New Emperor 39:42

2M ago39:42

39:42

The post Vitellius #1 – The Third New Emperor appeared first on Life Of The Caesars.由Cameron Reilly & Ray Harris

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