
Five Juicy Years: Gold, Oil, and the Art of Saying No – QAV AU #918
From QAV Investing Podcast (Free Edition) by Tony Kynaston & Cameron Reilly
May 6, 2026 · 34 min
About this episode
Cam and Tony discuss recent market news, including oil prices and the ASX's performance, while reviewing a gold mining company and sharing film recommendations.
On this episode, Cam and Tony work through a busy news week — the ASX's longest losing streak since 2018, oil prices going nuts, the UAE ditching OPEC, and Greg Abel's first real run at the Berkshire AGM without Warren holding the mic. Tony does a Pulled Pork on Kaiser Reef (KAU), a small Aussie gold miner that went from explorer to profitable producer after snapping up the Henty Gold Mine in Tasmania — worth a look but it's a Josephine right now. After hours: Wuthering Heights gets a surprise thumbs up from Tony, Cam can't stop raving about the 1967 Lee Marvin noir Point Blank, and Nick Cave's first novel gets a second read.
People in this episode
Hosts: Tony Kynaston, Cameron Reilly
Topics covered
- gold mining
- oil prices
- ASX news
- Berkshire AGM
- film reviews
Keywords
- ASX
- oil prices
- gold mining
- Berkshire AGM
- film reviews
Mentioned in this episode
Organizations: ASX, OPEC, Berkshire
Products: Kaiser Reef
Books & works: Wuthering Heights, Point Blank
Places: Henty Gold Mine, Tasmania
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