The Tuck In: QAV AU #951

This week we kick off with birthday pushups, AI solving 722 maths theorems in a day, and a genuinely alarming bond market heat map from Tony covering France, the US debt spiral, hedge funds swallowing US Treasuries, and what it all means for Australian investors. Tony also does a Pulled Pork on Kelly Partners Group (KPG), the Buffett-worshipping accounting roll-up whose CEO's margin lending habit torched two-thirds of the share price, and we field a cracking listener question from Ed about whether sustained upward momentum after a long decline deserves more weight in the QAV checklist.