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PODCAST

The Rules of Investing

Livewire Markets

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 and Chris Conway. Whether you’re new to investing or a seasoned professional, this podcast is for you. New episodes are released every second Friday, available on Livewire Markets, Spotify, Apple

business investing

All Episodes

01:33

Trailer: The global banking crisis has changed the...

The Rules of Investing ·

2023/03/22

Events of the past few weeks have cast doubt over the stability of the financial system. First Silicon Valley Bank and its troubled regional banking peers, then Credit Suisse. In typical fashion, the US Federal Reserve has stepped in to backstop the sector. These events have changed the way corporations perceive risk, according to this week's guest on the The Rules of Investing John Ayoub, Portfolio Manager for the Wilson Asset Management's Leaders Fund (ASX: WLE). In the upcoming episode, we

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27:28

Alan Kohler: We’re in for a recession we didn’t need...

The Rules of Investing ·

2023/03/09

On this week's episode of The Rules of Investing, Livewire's David Thornton sits down with Alan Kohler AM, one of the country's preeminent business journalists. Alan first cut his teeth in 1969 as a cadet at The Australian. From 1985 and 1988 he served as editor of the Australian Financial Review, and was editor of The Age from 1992-1995. In 2007, together with Robert Gottliebsen and Stephen Bartholomeusz, Alan founded Australian Independent Business Media, publisher of Business Spectator and

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01:15

Trailer: Alan Kohler - We’re in for a recession we...

The Rules of Investing ·

2023/03/08

On this week's episode of The Rules of Investing, Livewire's David Thornton sits down with Alan Kohler AM, one of the country's preeminent business journalists. In the upcoming episode, we discuss the one thing that will tip markets into recession (or won't), the overhaul needed at the Reserve Bank of Australia (RBA), and his views on funds management.

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33:16

From a kosher butcher shop to one of the country’s...

The Rules of Investing ·

2023/02/24

The Smorgon family is one of Australia’s great wealth building stories. The family emigrated from Ukraine in 1927, opening a Kosher Butcher shop in Carlton soon after. Through the 1930s, the family expanded into wholesale meat and canning industries and, by the time the decade was up, were exporting meat and canned fruit goods to the United Kingdom. Victor Smorgon AC and the family established Smorgon Consolidated Industries in 1942, and this is when things really started to take off. In the 50s,

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01:03:29

Christopher Joye: the RBA got it wrong, now it will...

The Rules of Investing ·

2023/02/09

Today’s guest on The Rules of Investing will be very familiar to subscribers of Livewire. Christopher Joye co-founded Coolabah Capital in 2011, and it's since grown to house about $7 billion in funds under management. Coolabah is a leading active credit alpha manager, with 28 portfolios across institutional and retail mandates. Chris has storied history analysing Australia’s property market. In 2008, when the world was in the throes of the GFC, the Australian Government ploughed $15 billion into a

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25:41

Why this ex-central banker fears a second (and even...

The Rules of Investing ·

2023/02/05

If there's one group of people who cop a lot of flak in financial markets, it's central bankers. Whether you believe they get too much or too little of it, they're the ones who print the money and make decisions that influence the wallets of billions of people. That was particularly true in 2022, as many on the economic spectrum were caught unawares by the surge in inflation (and its persistence thereafter). And depending on which central bank you most closely watch, they may also provide

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46:22

Lazard’s Philipp Hofflin reveals how the stock market...

The Rules of Investing ·

2023/02/02

We’ve got a slightly different episode for you today on The Rules of Investing. A departure from the norm! A lot has been said about the change from growth investing to value investing. This shift has been easy to see in aggregate. In 2022, the MSCI world growth index was down 29.05%, compared to just -6.5% for the MSCI Value index. But indices are just that - aggregates. They do little to explain the why behind the what. Why has this shift occurred? What signals should investors watch? How should

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01:49

Trailer: Lazard’s Philipp Hofflin reveals how the...

The Rules of Investing ·

2023/01/31

We’ve got a bit of a different episode for you today, which I think you’ll enjoy. A lot has been said about the change from growth investing to value investing. This shift has been easy to see in aggregate. In 2022, the MSCI world growth index was down 29.05%, compared to just -6.5% for the MSCI Value index. But why has this shift occurred? What signals are investors watching. How should we interpret these signals, and what traps lie in weight to catch out investors? To answer these questions

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40:22

Steve Johnson’s hunt for tomorrow’s market movers

The Rules of Investing ·

2023/01/19

Professional investors have been banging the quality drum with intensity since since the June sell-off. It makes a lot of sense. In today's market turbulence, the companies that will survive (and thrive) need strong balance sheets, consistent earnings and high return on capital. All the good stuff. But that alone doesn't make them good investments. Quality companies only make sense if you buy them at a good price. Today's episode of The Rules of Investing features a Livewire favourite: Steve

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01:50

Trailer: Steve Johnson’s hunt for tomorrow’s market...

The Rules of Investing ·

2023/01/18

In the upcoming episode of The Rules of Investing, we're joined by Steve Johnson, CIO at Forager Funds. Forager began life in 2009 as a compliment fund to the highly successful market newsletter The Intelligent Investor, and has grown to manage about $350 million across a listed Australian shares fund and an unlisted international shares fund. Forager look for undervalued and unloved companies, and Steve has come to the table with plenty of companies that fit the bill. Here's a preview of what you

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01:47

Success and More Interesting Stuff is back

The Rules of Investing ·

2022/12/21

The Rules of Investing is done for another year. But fear not! For those looking for some summer listening we’ve got a fresh Series of Success and More Interesting Stuff going live right now. Search for Success and More Interesting Stuff on Apple Podcasts, Spotify or Podbean.

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30:01

This Hall of Famer has uncovered a stock worthy of...

The Rules of Investing ·

2022/12/16

When volatility strikes, investors invariably become more reflexive and less disciplined. But investing with reckless abandon is almost certainly going to lead to bad outcomes. Experienced investors stick to the game plan - a game plan borne of experience and a process that's been tried and tested through the full business cycle. On today’s episode of The Rules of Investing, David Thornton sits down with Matt Williams from Airlie Funds Management. Matt cut his teeth in 1993 when he joined

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01:22

Trailer: This Hall of Famer has uncovered a stock...

The Rules of Investing ·

2022/12/16

In tomorrow's episode of The Rules of Investing, I sit down with Hall of Famer Matt Williams - a portfolio manager at Airlie Funds Management. Matt runs Airlie's Aussie share fund. We cover a lot of ground, including the way he views today's market, where Airlie's deploying capital, and the one company born to be in Warren Buffett's portfolio.

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38:17

Move over Big Tech, these are the new flag bearers of...

The Rules of Investing ·

2022/12/01

Growth investing has ruled the roost for the last decade. If you wanted astronomical gains, Big Tech was the train you needed to be on. Didn't matter which carriage, they were all coupled together. But that all went belly up this year, with the growth-focused Nasdaq losing roughly a third of its value thanks to inflation, rates and slowing output. If 2022 has taught us anything, it's that a regime change in markets has arrived with a bang. In the latest episode of The Rules of Investing,

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01:51

Trailer: Move over Big Tech; these are the new flag...

The Rules of Investing ·

2022/11/29

How the mighty have fallen. Large cap growth is on the nose. The NASDAQ composite is down roughly 30% this year, and it may have some way to go yet. But growth investing as a style isn’t going anywhere. Rather, it will need to adapt to the times. In the upcoming episode of The Rules of Investing, we’re joined Sam Ruiz, a portfolio specialist at T. Rowe Price. Sam is on the team running the global equity fund. While they still maintain some exposure in the kinds of big growth stocks the market has

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45:28

Luke Smith: This commodity will grow 10x in 10 years

The Rules of Investing ·

2022/11/11

It’s been a crazy year for virtually every asset class. Commodities have been particularly interesting, though, because earlier this year, when most everything was selling off, commodities went on a bull run! It’s a highly volatile sector, exposed to just about every macroeconomic variable there is, so investing in it takes a unique skill set. But as you'll learn, it's a first-order beneficiary of the big trends that will define markets over the coming decades. And that means massive returns. In

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01:29

The commodity set to grow 10x in 10 years | Trailer

The Rules of Investing ·

2022/11/10

It’s been a crazy year for virtually every asset class. Commodities have been particularly interesting, though, because earlier this year, when just about everything was selling off, commodities went on a bull run. It’s a highly volatile sector, exposed to just about every macroeconomic variable, so investing in it takes a unique skill set. In tomorrow's episode of the Rules of Investing, I sit down with Luke Smith from Ausbil Investment Management. Luke runs Ausbil’s global resources fund. We

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39:18

Bob Desmond: We’re finding value everywhere

The Rules of Investing ·

2022/10/21

When I ask most fund managers about today's operating environment, they almost invariably respond with words like 'difficult', 'complex', or 'bearish'. And you can't blame them. The age of cheap money and growth at any cost is over. They're not defeatist, by any means, but it's safe to say they've had easier days at the office. So it was a breath of fresh air to sit down with Bob Desmond from Claremont Global to record this latest episode of The Rules of Investing. Bob's optimistic, and he's

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24:45

Chris Watling’s portfolio preparation guide for a...

The Rules of Investing ·

2022/10/17

Last week, London-based economist and founder of Longview Economics Chris Watling walked into a pub and ordered three pints of beer. The barman poured the pints and promptly asked Watling for £30. There was a pause, as the two made eye contact before eventually acknowledging the extreme prices for beer. But it's not just beer and bars that are going through a rough time. The other B - the Bank of England - is in a policy tussle with the new UK government, and that's led traders to question the

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55:55

Mark Landau: Why it’s time to put down the last...

The Rules of Investing ·

2022/10/14

The old adage that "past performance is not an indicator of future returns" is possibly more relevant in today's market than it's ever been. When the market is driven by momentum, as it has been through the past decade, piling onto winners has paid off. And why wouldn't it? Earnings have been easy to fuel when debt costs next to nothing, in a market where the shareholders reward the pursuit of market share - no matter how it's achieved. In today’s episode of The Rules of Investing, David Thornton

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