About this episode

The episode discusses the impact of the Iran war on oil markets and the Australian economy, along with insights on Cuscal and Duratec's recent developments.

This week we kick things off with the Iran war's knock-on effects for oil markets, the Australian economy, and why the banks are quietly raising their bad debt buffers while the stock market ignores all of it. Plus Tony does a full Pulled Pork on Cuscal (CCL), the payments infrastructure company that's been flying under the radar because of a dodgy GICS code, and we chat Duratec's massive defence contract win, the Hamish Douglass tell-all, and News Corp's dodgy share count data.

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