QAV America (free feed)
by QAV America (free feed)
Is this your podcast?Insights from recent episode analysis
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Podcast Focus
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Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇮🇱IL · Investing#2110K to 30K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
3K to 9K🎙 Daily cadence·48 episodes·Last published 2d ago - Monthly Reach
Unique listeners across all episodes (30 days)
10K to 30K🇮🇱100% - Active Followers
Loyal subscribers who consistently listen
3K to 9K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
Recent episodes
Sand Up Your Crack: The Last Frac Sand Company Standing: QAV America #68
Sep 3, 2026
Unknown duration
Show Me the Incentive: KKR, Crescent Energy, and the Art of the Roll-Up: QAV America #67
Aug 27, 2026
Unknown duration
The Florida Slide: How a Five-Year-Old Insurer Is Beating Everyone at Their Own Game: QAV America #66
Aug 20, 2026
Unknown duration
Republic Airways (RJET): QAV America #65
Aug 13, 2026
Unknown duration
Brazil’s Discount Bank – Banco Bradesco: QAV America #64
Aug 6, 2026
Unknown duration
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| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 9/3/26 | Sand Up Your Crack: The Last Frac Sand Company Standing: QAV America #68 | 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 the speed of light for investment returns, and we open with the usual chaos: Iran, oil prices, Venezuela, AI agents breaking out of sandboxes to hack each other, and Bill Gates ringing alarm bells that nobody wants to hear. | — | ||||||
| 8/27/26 | Show Me the Incentive: KKR, Crescent Energy, and the Art of the Roll-Up: QAV America #67 | 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 and Canada, and a quick scorecard on 65 stocks covered since March 2025, with a 74% win ratio to show for it. | — | ||||||
| 8/20/26 | The Florida Slide: How a Five-Year-Old Insurer Is Beating Everyone at Their Own Game: QAV America #66 | 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 Greg Abel going heavy into US housing, bond yields creeping up, oil back above $80, and the not-so-great situation aboard the USS Abraham Lincoln. | — | ||||||
| 8/13/26 | Republic Airways (RJET): QAV America #65 | This week we dig into Republic Airways Holdings (RJET), a regional airline contractor that flies for United, American, and Delta under their livery while keeping a remarkably low profile. Cameron runs through the full QAV numbers, which come out strong despite a company history packed with bankruptcies, pilot shortages, disk-wiping CFOs, and a former CEO who is now running the FAA. The portfolios took a knock this week too, so we recap what's going on and run through some of the better performers from past Pulled Pork episodes. | — | ||||||
| 8/6/26 | Brazil’s Discount Bank – Banco Bradesco: QAV America #64 | No description provided. | — | ||||||
| 7/28/26 | Wild Lions and Zoo Animals: The Case for Skin in the Game: QAV America #63 | No description provided. | — | ||||||
| 7/23/26 | The Oil Is Ours: Petrobras (PBR): QAV America #62 | No description provided. | — | ||||||
| 7/16/26 | Conan the Barbarian (TEO): QAV America #61 | No description provided. | — | ||||||
| 7/9/26 | Guaranteed Returns (FG): QAV America #60 | No description provided. | — | ||||||
| 7/2/26 | KSS Me, Darling – QAV America #59 | No description provided. | — | ||||||
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| 6/26/26 | The Bunker, the Billionaire, and the Bank That Cared (CARE): QAV America #58 | No description provided. | — | ||||||
| 6/18/26 | AERO: The Mexican Airline | No description provided. | — | ||||||
| 6/10/26 | Tobias Carlisle, Soldier Of Fortune: QAV America #56 | No description provided. | — | ||||||
| 6/3/26 | Anchored Down in Anchorage: NRIM – QAV America #55 | No description provided. | — | ||||||
| 5/28/26 | Straw Mattress to Steel Bumper (MGA): QAV America #54 | This week Cameron (with guest co-host Phil Muscatello from [Shares For Beginners](https://www.sharesforbeginners.com/)) runs a full QAV deep dive on Magna International (MGA), the Canadian-born automotive giant that quietly makes everything from your car door to the entire vehicle itself. They cover the wild founder story of Frank "Straw Mattress" Stronach, the EV overreach that cost the company over a billion dollars in writedowns, the tariff headache courtesy of Trump, and why the numbers are now looking good enough to add to the portfolio. Plus a quick look back at how previous stock picks from the show have performed, with NBR up 31% leading the charge. | — | ||||||
| 5/21/26 | The Gas That Moves the World: BWLP – QAV America #53 | This week we do a full deep dive on BWLPG (ticker: BWLP), one of the world's biggest LPG shippers, and why the Strait of Hormuz closure is sending their spot charter rates into the stratosphere. We also cover the bond market's grim verdict on Trump's economic record, oil heading toward $140 a barrel, and the fascinating story of Y.K. Pao, the banking clerk who built the largest privately held shipping fleet in history. | — | ||||||
| 5/13/26 | PUMP AND DUMP – QAV America #52 | No description provided. | — | ||||||
| 5/7/26 | THE HAUSBANK THAT CAME IN FROM THE COLD (DB) – QAV America #51 | This week we run through a stack of Pulled Pork results that are absolutely cooking — Pitney Bowes up 40%, Eastman Kodak up 81%, and the US dummy portfolio now sitting at 110% since inception versus the S&P's 62%. Then Cam does a deep dive on Deutsche Bank — 156 years old, scandal-ridden, and somehow posting their best year ever. Plus Spirit Airlines collapses, the Iran War drags into its ninth week, and Ford beats estimates by three times but still slides. | — | ||||||
| 4/30/26 | The $3.6 Billion Illusion (MRP) – QAV America #50 | With our portfolio nearly double the S&P 500, we are diving deep into Millrose Properties (MRP) — a brand new REIT spun out of home builder Lennar that we decided did not pass the QAV sniff test. We dig into the weird world of land banking, shadow banking, private credit, and why a company can show $3.6 billion in operating cash flow while only pulling in $600 million in revenue. | — | ||||||
| 4/23/26 | Subprime Time: Lending to America’s Underbanked at 36% APR – QAV America #49 | On this episode we run through our latest portfolio numbers — the QAV dummy portfolio is up 115% since inception versus the S&P's 60%, and some individual picks like Kodak and Scripps are going absolutely bananas. We dig into the week's big news including the Iran war's economic ripple effects, the tariff refund mess, and the Cal-Maine antitrust saga. Then Cameron does a full Pulled Pork on Oportun Financial (OPRT) — a subprime FinTech lender to underserved Latino communities that's dirt cheap, freshly activist-investor-cleaned, and either a turnaround gem or a cautionary tale. | — | ||||||
| 4/16/26 | Not Tom Selic (PAGS) – QAV America #48 | On this episode we dig into Trump's claim that America doesn't need the Strait of Hormuz — and why it's complete nonsense once you look at where US refineries actually get their oil. We also run through the QAV America portfolio, which is up 113% since inception and 30% year-to-date, before Cameron does a deep dive on PagSeguro Digital (PAGS) — a Brazilian FinTech that's basically PayPal meets Square meets a full digital bank, navigating 14.75% interest rates and 34 million customers in the favelas of Brazil. | — | ||||||
| 4/9/26 | Truck Sausage (CVGI) – QAV America #47 | On this episode we do a deep dive on Commercial Vehicle Group (CVGI) — a boring-as-batsh*t truck cab outfitter that somehow jumped 20% the day after Cameron added it to the QAV Light portfolio. We also run through some big portfolio wins (Kodak up 47%, Zep up 326%, CEMEX up 100%), and Tony shares his takes on horse racing, Jeff Beck, and Moby's new ambient record. | — | ||||||
| 4/1/26 | Profiting from Chaos – QAV America 46 | On this episode we dig into a week of market chaos, with our main US portfolio down 12% over 30 days but still up a healthy 83% since inception in September 2023 versus the S&P's 42%. Then we get into a few stories, the US government insolvency (liabilities nearly 8x assets), the mysterious $500 million oil futures trade placed 15 minutes before Trump's Iran announcement, and the aluminum supply chain crisis triggered by Iranian strikes on Middle East smelters. Then Cameron does a Pulled Pork deep dive on Pitney Bowes (PBI) — the century-old postage meter pioneer turned digital shipping play. After Hours wraps things up with Tony's ChatGPT horse-racing automation breakthrough, Cameron's AI-powered one-click podcast publishing workflow, and recommendations for Apple TV's *Your Friends & Neighbors*, Seth Rogen's *Future Man*, and Flea's new jazz album featuring Nick Cave. | — | ||||||
| 3/25/26 | We Press the Button on KODK – QAV America #45 | In Episode 45 of QAV America, recorded on March 24, 2026, Cameron and Tony open with a geopolitical check-in on the ongoing US-Iran conflict and its impact on oil prices and market volatility, before diving into portfolio performance updates on the QAV dummy portfolio. The main segment is Cameron's deep-dive on Eastman Kodak (KODK) — a fascinating turnaround story covering the company's reinvention from film giant to chemical manufacturer, pharmaceutical ingredient producer, and unlikely streetwear licensor in South Korea, complete with a Trump-era insider trading scandal and a billion-dollar pension reversion windfall. In After Hours, Tony recommends juggler-comedian Michael Rayner ("The Broken Juggler") and the James Carville/Mary Matalin book *All's Fair*, while Cameron evangelises for Jackie Chan's *Police Story*, David Lynch's obscure 1993 HBO miniseries *Hotel Room*, the 1944 film *Gaslight*, and the upcoming Martin McDonagh film *Wild Horse Nine*. | — | ||||||
| 3/19/26 | The Crude and the Ruthless (GPRK) – QAV AMERICA 44 | In Episode 44 of QAV America, Cameron and Tony open with a geopolitical tour of the Strait of Hormuz crisis — still very much closed — unpacking what a prolonged shutdown could mean for global oil supply, economies, and living standards, including Australia's precarious one-month oil reserve. From there, Cameron pivots to his deep dive on Geo Park Limited (GPRK), a Latin American oil and gas explorer and producer with operations in Colombia, Argentina, and Brazil — and one of the most fascinating boardroom sagas in recent oil-patch history. Cameron walks through the company's founding by two American oil veterans, James Park and Gerald O'Shaughnessy (who turns out to be a cousin of value investing legend James O'Shaughnessy of What Works on Wall Street), their bitter governance war in 2021, the failed Parex Resources takeover bid, and the dramatic "white knight" entry of Colombian billionaire Jaime Gilinski, who injected $107 million for a 20% stake just days before the episode. Tony and Cameron then analyse the QAV checklist numbers, discuss why the light portfolio is outperforming the S&P even in a down market, and review the current US portfolio performance. After hours covers Nassim Taleb's book The Bed of Procrustes, Mel Brooks' documentary The 99-Year-Old Man (featuring David Lynch's last filmed interview), and Cameron's soggy-but-memorable school camping trip with his son Fox. | — | ||||||
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Chart history for QAV America (free feed)
Peaked at #21 in IL, currently #21 in IL.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| IL | — | #21 | #21 | — |
| IL | — | #77 | #77 | — |
Chart Positions
2 placements across 1 market.
Chart Positions
2 placements across 1 market.