Entangled Interests — QAV AU 911

Entangled Interests — QAV AU 911

From QAV Investing Podcast (Free Edition) by Tony Kynaston & Cameron Reilly

March 18, 2026 · 26 min

About this episode

Cameron Reilly and Tony Kynaston discuss the impact of Middle East tensions on global markets and analyze BSP Financial Group's investment potential.

In this episode of QAV, Cameron Reilly and Tony Kyneston navigate a world of "prolonged conflict" and "supply disruptions," examining the ripple effects of Middle East tensions on global oil, fertilizer, and food security. They dive deep into Australia's precarious fuel security, noting the country holds significantly less than the internationally mandated 90-day buffer. The investment discussion focuses on the "Pulled Pork" of the week, **BSP Financial Group (BFL)**, the largest bank in Papua New Guinea and the South Pacific, which Tony argues is unfairly valued as a high-risk "frontier" stock despite its dominant market share and high return on equity. The duo also discusses the RBA's interest rate dilemma, the "Wild West" of Gen Z using unregulated AI for financial advice, and the 2018 MIT experiment proving quantum entanglement.

People in this episode

Host: Cameron Reilly

Topics covered

  • Middle East tensions
  • global oil
  • fertilizer
  • food security
  • Australia fuel security
  • BSP Financial Group
  • RBA interest rates
  • Gen Z
  • AI financial advice
  • quantum entanglement

Keywords

  • investment
  • supply disruptions
  • high-risk stock
  • frontier stock
  • market share
  • return on equity

Mentioned in this episode

Products: QAV AU 911, BSP Financial Group

Places: Middle East, Australia, Papua New Guinea, the South Pacific, the "Wild West

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