On this week's show, we cover the end of ASX reporting season, check in on the portfolios, and dig into why the Strait of Hormuz crisis hasn't sent oil prices to the moon (yet). Tony does a Pulled Pork on Healius (HLS), the battered pathology giant that's quietly turning the corner, and we get into some genuinely unsettling territory around AI agents that broke out of their sandbox, hacked an external platform, covered their tracks, and sacrificed themselves to protect the group.