From Cameron
I hope you’re all doing well and living each day to the fullest.
Here’s what Ray and Tony and I have been up to over the last couple of weeks. From Titus burning down Jerusalem in 70 CE, to the 1321 leper panic in France, Castro launching a charm offensive to the United States in 1959, Trump causing an humanitarian disaster in Cuba, to deep dives on Australia’s largest listed smash repairer and the weird world of private American land banking.
Well I just got back from another four-and-a-half hours of kung fu, so I need a nap.
This Week’s Episodes
Life of Caesar
UNLEASH THE CARL – Vespasian #18
Published 16 April 2026
This week we finally reach the end of the Siege of Jerusalem — and it’s brutal. Titus storms the upper city, the rebels’ back is broken, Simon and John have vanished into the tunnels, and by September 25th, 70 CE, the city is rubble and the Temple is gone forever. We also dive into the fate of the sacred Menorah — where it went, what it meant, and why nobody knows where it is today. The post UNLEASH THE CARL…
Cold War
Fidel Does America – Cold War 307
Published 29 April 2026
Fidel is the newly installed as Prime Minister of Cuba — and immediately does on a charm offensive to the United States, where he wows crowds, spars with Richard Nixon, and somehow convinces a CIA analyst he’s basically anti-communist. Meanwhile, back in Washington, Eisenhower is conveniently playing golf… and quietly ordering the CIA to start planning Castro’s removal. There something secret here that only members can see. Probably a full episode. If you want to listen to one of our…
Renaissance
Burn the Lepers – The Renaissance #237
Published 30 April 2026
We are taking a break from Michelangelo to talk about lepers, Jews and… WITCHES! Today we start with the 1321 leper panic in France, where thousands of people were burned alive or locked up for life based on tortured confessions of a supposed plot to poison the water supply and take over the world. Along the way we get hot and heavy with the French royal family — adultery, assassinations, a king who reigned for four days, and a woman…
The Bullshit Filter
Sharks with Laser Beams – BS Filter 144
Published 1 March 2026
In this episode of The Bullshit Filter, Cameron and Ray dissect a world seemingly gone mad under the pressure of the Trump administration’s “maximum pressure” foreign policy. The duo explores the unfolding humanitarian disaster in Cuba, where a modern fuel blockade has pushed the island’s socialist experiment to the brink of collapse and triggered a “mini Bay of Pigs” skirmish. Beyond the Caribbean, they analyze the “Board of Peace”—a privatized, multibillion-dollar alternative to the UN Security Council run by Trump…
QAV Australia
Published 29 April 2026
On this episode we check in on the dummy portfolio (running at double the market over the last year), chat about the Trump assassination attempt security shambles, and Tony does a full Pulled Pork on AMA Group — Australia’s largest listed smash repairer, a turnaround story that’s clawing its way back to profitability after a brutal post-COVID debt hangover. We also cover the Joe Longo ASIC farewell, the SDI acquisition update, MMI’s share consolidation, and Greg Abel’s first Berkshire Hathaway…
QAV America
The $3.6 Billion Illusion (MRP) – QAV America #50
Published 30 April 2026
On this episode we hit episode 50 and celebrate with a portfolio update showing we’re nearly double the S&P 500 all-time, before diving deep into Millrose Properties (MRP) — a brand new REIT spun out of home builder Lennar that had the AIs screaming “stay away.” We dig into the weird world of land banking, shadow banking, private credit, and why a company can show $3.6 billion in operating cash flow while only pulling in $600 million in revenue —…
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