Five Juicy Years: Gold, Oil, and the Art of Saying No – QAV AU #918

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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