QAV AU #912 — Chicken Little

QAV AU #912 — Chicken Little

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

March 25, 2026 · 30 min

About this episode

Cameron and Tony discuss the geopolitical impact on oil prices, reassure listeners about market cycles, analyze various stocks, and share entertainment recommendations.

In episode 912 of QAV Australia (recorded 24 March 2026), Cameron and Tony open with geopolitical commentary on the Iran-US-Israel conflict and its impact on oil prices, before reassuring panicked listeners that market chaos is cyclical and the QAV rules — including the three-point trend line and Rule One sell signals — are designed exactly for moments like these. Tony delivers a deep-dive Pulled Pork on Karoon Energy (KAR), the upstream oil producer. Other stocks touched on include Viva Energy, Santos, Central Petroleum, Pepper Money (CGF's revised lowball takeover offer), Harmony (HMY hitting a Rule One sell), and the messy Humm/Credit Corp takeover situation involving the Takeovers Panel. After hours, Tony recommends juggling comedian Michael Rayner ("The Broken Juggler") and the political memoir *All's Fair*, while Cameron raves about Jackie Chan's *Police Story*, David Lynch's obscure 1993 HBO miniseries *Hotel Room*, and the 1944 film *Gaslight*.

Topics covered

  • geopolitical commentary
  • oil prices
  • market chaos
  • QAV rules
  • Karoon Energy
  • stock analysis
  • entertainment recommendations

Keywords

  • Iran-US-Israel conflict
  • three-point trend line
  • Rule One sell signals
  • Pulled Pork
  • Viva Energy
  • Santos
  • Central Petroleum
  • Pepper Money
  • Harmony
  • Humm/Credit Corp takeover

Mentioned in this episode

Products: Karoon Energy, Viva Energy, Santos, Central Petroleum, Pepper Money, Harmony, Humm, Credit Corp

Books & works: The Broken Juggler, *All's Fair, *Police Story, *Hotel Room, *Gaslight*

Places: Iran

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