Agro at TACO — QAV AU 910

About this episode

Cameron and Tony discuss market volatility due to geopolitical tensions and provide insights into Viva Energy and the importance of a mechanical investing system.

In this episode of QAV, recorded on March 10, 2026, Cameron and Tony navigate a week of absolute market chaos triggered by escalating tensions in the Middle East and the resulting volatility in energy prices. The duo pays tribute to the legendary Brisbane entertainer Jamie Dunn (the man behind Agro) before diving into the "ready, fire, aim" nature of the current market, where a single Trump tweet can swing oil prices by 30% in a matter of hours. In the Club episode, Tony provides a comprehensive deep dive into Viva Energy (VEA), examining its shift from Coles Express to the "On the Run" (OTR) branding, the challenges of domestic refining, and the impact of illegal tobacco sales on convenience margins. They also touch on the "death of software" era, Cameron’s success in coding a new commodity checker using AI, and why having a mechanical investing system is the only way to stay sane when the world feels like it's in a "black and white" prize fight.

Topics covered

• market chaos
• energy prices
• Viva Energy
• domestic refining
• illegal tobacco sales
• mechanical investing system

Keywords

• Agro
• Jamie Dunn
• Trump tweet
• AI
• commodity checker

Mentioned in this episode

Products: Viva Energy, Coles Express, On the Run

Books & works: On the Run

Places: the Middle East, Brisbane

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• QAV AU 919 — THE NACHO TRADE · May 13, 2026 · 25 min
• Five Juicy Years: Gold, Oil, and the Art of Saying No – QAV AU #918 · May 6, 2026 · 34 min