The Rules of Investing
Csatorna részletek
The Rules of Investing
The Rules of Investing is one of Australia’s longest-running business podcasts, providing investors with unparalleled access to the ideas and insights of Australia’s leading fund managers, economists and industry experts. Learn how the industry’s best invest, with the help of Livewire’s James Marlay...
Legutóbbi epizódok
110 epizód
Matthew Kidman: The two best times to make money in markets are coming
In this episode of The Rules of Investing, Centennial’s Matthew Kidman shares his playbook for the late stage of a structural bull market. He explains...
Warryn Robertson: The secret to owning the world’s best assets
Warryn Robertson has spent two decades investing in the assets that keep the world running — from toll roads to transmission lines and satellites. In...
A look inside the portfolios of Australia's leading investors - Livewire Live Mini-Series
Two of Australia’s most respected investment firms share how they are positioning for tomorrow. Learn where they see opportunity and how their strateg...
10 years from now, these are the companies everyone will wish they owned - Livewire Live Mini-Series
From gaming stock to global giant, Nvidia shows how fast the future can arrive. Global stock pickers Josh Cummings, Qiao Ma and Dr David Allen share w...
High conviction: What we’re backing for the long term - Livewire Live Mini-Series
Banks and miners dominate the ASX, but the opportunity doesn’t end there. At Livewire Live 2025, L1 Capital’s Mark Landau and Allan Gray’s Simon Mawhi...
Viktor Shvets: How to embrace the chaos clouding markets - Livewire Live Mini-Series
If you’re still betting on bear markets or mean reversion to drag asset prices back to earth, you’re living in a bygone era. That’s the message from V...
Chris Joye's big contrarian call
Christopher Joye is making a bold call on the US. He believes Trump’s policies will deliver exceptionally strong growth, fuelled by tariffs, tax cuts,...
Anna Milne: 4 steady performers, 2 fallen angels and the 'must-own' commodity right now
Large caps are often seen as the steady corner of the market, but recent months have reminded us they’re anything but boring. On this episode of The R...
Chris Stott: Why small caps are firing and 5 'Reporting Season Awards'
August reporting season was a rollercoaster but it didn't stop the momentum that has been pushing the ASX higher in 2025.
There were shock sell...
Lessons from the ‘dark side’ of credit
MA Financial has built its reputation in the toughest corner of the corporate world, restructures. In the years after the GFC, it advised on some of A...
Rudi: It’s not a bubble, AI’s next winners, and what investors are overlooking
Investing feels easier when markets are messy. When volatility spikes and fear takes hold, putting fresh capital to work can feel rational, even oppor...
Life changing technology meets a structural growth industry
Step back for a moment and think about how technology has changed your life over the past two decades.
What springs to mind? Smartphones, on-dem...
From cold call to capital giant: The Metrics story in Lockhart’s words
For all the scrutiny on private credit of late, one thing remains clear – there remains an insatiable demand for it from investors.
Case in poin...
Equities up, bonds behaving but what is the US dollar telling investors?
Markets are forward looking and are one of the strongest indicators of what lies ahead for global economies. This dynamic reflects the thinking of mil...
Mark Mobius: Change is coming and most companies are not prepared
“People are getting too short term. They’re getting panicked by the developments taking place on tariffs and so forth... they don’t realise it’s often...
Vimal Gor on the future of bonds, currencies, and why he thinks shares can rally
Ellerston Capital’s fixed-income and multi-asset strategist Vimal Gor says the radical Trump presidency means the US Federal Reserve will be forced to...
Investors had a decade to buy Amazon. Is it Spotify’s turn now?
Amazon spent over a decade as a misunderstood stock - volatile, unprofitable, and often written off. But for those who looked past the noise, it becam...
Marcus Padley reveals the secret sauce of timing markets
In this special episode of The Rules of Investing, veteran stockbroker and Marcus Today founder Marcus Padley joins Livewire’s James Marlay for a wide...
Andrew Mitchell: The market always wins
Equity markets have bounced, but Andrew Mitchell from Ophir says the road ahead is tricky. Higher bond yields and policy risks point to slower growth....
Meet David - He’s taking on Australia’s ETF Goliaths (with just 10 stocks and a bold plan)
Australia’s ETF industry is booming - up $53 billion in the past year alone - and a new player is stepping into the ring. David Tuckwell, son of ETF p...
Tough medicine: Trump 2.0 is a structural break for economies and markets
Investors hoping for a swift ‘V-shaped’ recovery from the recent market sell-off are likely to be disappointed. Instead, they face a slow, grinding pa...
“We’re buying”: Emma Fisher spots a rare chance to upgrade the portfolio
“Are you okay?” That was the question Emma Fisher got from her mum after the ASX plunged more than 6% in a single day. For Fisher, it was a soft signa...
The world is complex. Beyond the headlines is where the real opportunities lie
No matter how long you’ve been in markets, we’re all guilty, at one point or another, of operating at a headline level. When markets are moving violen...
Jun Bei Liu: 2 stocks for the bottom drawer and how to play the only realistic scenarios left for 2025
At the start of 2025, there were three big-picture scenarios facing investors: a hard landing, a soft landing, or no landing at all. Just two of those...
Steve Johnson: Two small caps on a run and the uncovered gems that could be next
The allure of small-cap investing is undeniable. The chance to find an overlooked gem that can skyrocket is real, but the risks are just as high. Illi...
Cuts are coming, equities are full, and Trump is being underestimated by everyone
From investing his paper route money in term deposits when he was nine years old, to racing the two kilometres from one end of Collins Street to the o...
Fight the FOMO with 4 stocks the herd is overlooking
Stock markets are off to a flying start for 2025. The S&P ASX 200 is up nearly 5%, with gold, banks and technology companies continuing their bull run...
How to invest $1 million in 2025
The past few years have been kind to investors. A glance over 2024 asset class returns suggests that most Australian investors have been sitting on he...
Top-rated adviser Paul Burgon reveals his 10 principles for investing in 2025 and beyond
If you’re feeling upbeat about markets as we head into 2025, you’re not alone. 41% of investors that participated in Livewire’s Outlook Series Survey...
Australian house prices have soared 17x since 1981. Where will they go in 2025?
The Australian property market is incredibly nuanced. Markets like Brisbane, Adelaide, and Perth are soaring by double digits while the markets of Syd...
Brigette Leckie: Investing is like a patchwork quilt
Koda Capital is one of Australia's elite wealth management firms, charged with allocating over $11.5 billion of capital on behalf of high-net-worth in...
The straightforward approach to picking ASX growth stocks (and 7 examples for good measure)
For those who love equities, you’re in for a treat with the latest Rules of Investing podcast. This week's episode features First Sentier Investors’ D...
Meet Armina Rosenberg: Mike Cannon-Brookes' former PM harnessing AI to outperform the market
In a world where artificial intelligence dominates headlines, few fund managers have harnessed it as boldly as Armina Rosenberg.
For those who d...
Bringing it all together: How to set up your portfolio for success - Livewire Live Mini-Series
Today, we’ll be bringing all the insights from Livewire Live together with the help of one of Australia's leading financial advisers and one of the co...
The good, the bad, and the ugly - Livewire Live Mini-Series
Today, you’ll be learning about the good, the bad and the ugly of equities markets - with the help of:
This panel is hosted by Centennial Asset...
5 Shocking Predictions for 2025 - Livewire Live Mini-Series
Many of the best investing opportunities emerge when you think differently from the herd. This session will feature five high energy predictions that...
Unlocking portfolio potential: Lessons from Soul Patts’ disciplined strategy - Livewire Live Mini-Series
In this session you’ll be hearing a fireside chat with Todd Barlow the CEO of Soul Patts, Australia’s oldest listed company.
Soul Patts is a div...
How big is the AI pie? Who wins and who get crushed? - Livewire Live Mini-Series
Artificial Intelligence is surely the hottest topic right now powering returns in stock markets and capturing our attention with its promise of produc...
5 seismic shifts happening right now and how to take advantage of them - Livewire Live Mini-Series
In this episode, you’ll be hearing a panel exploring a number of big topics dominating conversations around markets right now.
From the changing...
In Conversation with Apollo Global Management's Scott Kleinman - Livewire Live Mini-Series
In this episode, you’ll hear from Scott Kleinman, the co-president of Apollo Global Management, as he sits down with Livewire’s James Marlay. Kleinman...