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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

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All Episodes

40:43

Australian house prices have soared 17x since 1981....

The Rules of Investing ·

2024/11/21

The Australian property market is incredibly nuanced. Markets like Brisbane, Adelaide, and Perth are soaring by double digits while the markets of Sydney and Melbourne have started to cool considerably. But even if prices in the largest housing markets are mellowing, it does not take away the core and indisputable argument: Housing may never have been affordable but now, the crisis is worse than ever.Andrew Schwartz, Co-Founder, CIO, and Managing Director at alternative real estate investment

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31:29

Brigette Leckie: Investing is like a patchwork quilt

The Rules of Investing ·

2024/11/08

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 individuals, family offices, and charitable foundations.For the past decade, Brigette Leckie has played a pivotal role in shaping the firm's views on where the best opportunities lie across global asset markets. Leckie firmly believes that understanding the macro environment is the starting point for building an investment strategy. And while it's not

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39:11

The straightforward approach to picking ASX growth...

The Rules of Investing ·

2024/10/25

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’ Deputy Head of Australian Equities Growth, David Wilson.Wilson's bread and butter is picking high-quality growth companies - a role he executes every day as part of the team that runs the First Sentier Geared Australian Share Fund. He is not afraid to explain how he goes about doing this while acknowledging his missteps and sharing a handful of stocks

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54:00

Meet Armina Rosenberg: Mike Cannon-Brookes' former PM...

The Rules of Investing ·

2024/10/11

In a world where artificial intelligence dominates headlines, few fund managers have harnessed it as boldly as Armina Rosenberg.For those who don't know her, "Arms" made a name for herself at Grok Ventures, the family office of Mike Cannon-Brookes. Now, she's paving a new path at AI-backed Minotaur Capital, alongside Perpetual alumnus Thomas Rice. The duo have developed Taurient, a software system that uses large language models for everything from idea generation to portfolio construction. In this

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25:21

Bringing it all together: How to set up your...

The Rules of Investing ·

2024/10/09

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 country's top wealth managers. Livewire’s James Marlay sat down with Alexandre Ventelon of Morgan Stanley Wealth Management and Charlie Viola of Pitcher Partners to answer our audience’s questions about asset allocation and give investors some tangible ideas on how to apply the lessons and insights from a full day of sessions covering multiple asset

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45:44

The good, the bad, and the ugly - Livewire Live...

The Rules of Investing ·

2024/10/08

Today, you’ll be learning about the good, the bad and the ugly of equities markets - with the help of: Dr David Allen, Head of Long/Short Strategies, Plato Investment Management Ben Griffiths, Executive Chairman, Eley Griffiths Group James Hawkins, Partner & Head of the Catalyst Fund, L1 Capital Dushko Bajic, Head of Australian Equities Growth, First Sentier Investors This panel is hosted by Centennial Asset Management’s Matthew Kidman. They explore the stocks they are bullish on today, the

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36:45

5 Shocking Predictions for 2025 - Livewire Live...

The Rules of Investing ·

2024/10/07

Many of the best investing opportunities emerge when you think differently from the herd. This session will feature five high energy predictions that will challenge consensus thinking as investors look towards 2025 and beyond. You’ll be hearing from five of Australia’s leading investment minds, including: Kellie Wood, Head of Fixed Income at Schroders Vihari Ross, Portfolio Manager at Antipodes, Bob Desmond, Co-Portfolio Manager and Head of Claremont Global Josh Clark, Lead Portfolio Manager at

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26:58

Unlocking portfolio potential: Lessons from Soul...

The Rules of Investing ·

2024/10/06

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 diversified investment house often described as Australia’s answer to Warren Buffett’s Berkshire Hathaway. The company has established an incredible record of dividend payments to shareholders and today you’ll be getting an asset allocation masterclass from Todd and hearing about the opportunities he sees in the market today. This session was moderated by James

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50:55

How big is the AI pie? Who wins and who get crushed?...

The Rules of Investing ·

2024/10/05

Artificial Intelligence is surely the hottest topic right now powering returns in stock markets and capturing our attention with its promise of productivity and innovation. But with such spectacular interest and returns I’m sure many investors are wondering if the opportunity has passed. Our next panel will be picking the eyes out of the AI opportunity. How big is it and where are we in the cycle for this industry? Who will be the winners? And who will get crushed? The panel features: Nick Griffin,

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48:43

5 seismic shifts happening right now and how to take...

The Rules of Investing ·

2024/10/04

In this episode, you’ll be hearing a panel exploring a number of big topics dominating conversations around markets right now. From the changing macro backdrop and debate over the merits of public vs private markets to the implications of ageing populations, the energy transition and digital innovation these are Seismic Shifts and we’re going to hear about the opportunities they present for investors. The speakers in this session are: Matthew Haup, Lead Portfolio Manager at Wilson Asset

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28:19

In Conversation with Apollo Global Management's Scott...

The Rules of Investing ·

2024/10/04

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 shares his views on why he believes markets are getting ahead of themselves with rate cut expectations, where he sees value across various sectors, and how Apollo is positioning to take advantage of mega trends such as digital transformation, the energy transition, and ageing populations. This episode is part of our special mini-series of The Rules of

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00:48

Trailer: Livewire Live 2024 Mini-Series

The Rules of Investing ·

2024/10/03

In this special mini-series of The Rules of Investing, we’re taking you inside the auditorium at Livewire Live 2024, our flagship investor event. Whether you’re after big-picture market insights or actionable investment strategies, this series offers you a front-row seat to the most valuable discussions from the event.If you’re keen to hear from some of Australia’s top investors, these episodes will provide exclusive insights that can help shape your investment strategy for the year ahead. We hope

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42:46

Inside Macquarie's unique approach to consistent alpha

The Rules of Investing ·

2024/09/27

Behavioural economics explains why we make such stupid decisions with our money. Unfortunately, the study has found that behavioural biases are very hard to control and, even if you are aware of them, no one is immune from poor decision-making when it comes to both life and our finances. This is where quantitative or systematic investing comes in - a realm of investing typically reserved for institutional investors like super funds and the ultra-wealthy. Quantitative investing removes emotion and

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48:59

The secret to finding stocks you can hold for 20+ years

The Rules of Investing ·

2024/09/13

While Warren Buffett's favourite holding time may be forever, the average holding period for a typical investor is now just 5.5 months. In a world where news, analysis and investment ideas are readily available at our fingertips, investors have quickly forgotten the benefits of long-term compounding and instead are focused on the next great stock, driven likely by their fear of missing out.We've all succumbed to it, there's no point denying it. How many of us jumped

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36:53

Australia has all the ingredients to become a...

The Rules of Investing ·

2024/09/06

Nowadays, it’s quite easy to get swept up in the negativity around our economic plight. Living costs are a very real concern, as are increasingly unaffordable house prices. But, as Australians, we’re also quite fortunate.Our economy has enjoyed an unprecedented run of growth, we’re highly educated, we’re resource-rich, and we have opportunities – one of which lies in energy creation. As Darren Brown, Co-Managing Director, Renewables Australia at Octopus Investments tells it, there is “a really

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36:46

What happened to that recession we were promised?

The Rules of Investing ·

2024/08/30

In 1990, then-Treasurer Paul Keating famously said that the country's economic downturn was the “recession that Australia had to have.”Although Keating was responding to a poor GDP print and doing his best to control the narrative, at the start of the rate hiking cycle in mid-2022 most in the market spoke of an impending recession with almost as much certainty. As it stands today, said recession is yet to materialise. So, what happened? And perhaps more importantly, what does it mean for

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41:59

Why AI will have a bigger impact on the world than...

The Rules of Investing ·

2024/08/16

In this episode of The Rules of Investing, Livewire's Ally Selby learns about some of the companies that meet these criteria, why Rizzo believes AI will be far more transformative than investors currently think, as well as why he believes that investors are likely to do more harm waiting for a correction in some of these tech winners than a correction itself. Plus, he shares what he is seeing on the ground in the US right now in terms of economic weakness, the stocks he believes are worth paying up

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42:18

Why trying to time small caps is a "big waste of time"

The Rules of Investing ·

2024/08/08

Much has been made of the “Great Rotation” of late and the move away from highly concentrated large caps into small-cap equities, particularly in the US.Greg Dean, founder of Langdon Equity Partners, is having none of it. When quizzed about whether the rotation was impacting how Dean and his team invest, the short answer was ‘no’. Late last year, amid widespread commentary about 2024 being the ‘year for small caps’, Langdon wrote about the time and energy people spend talking about timing in small

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20:14

How to dominate small caps like Roger Federer...

The Rules of Investing ·

2024/08/02

In tennis, just as in investing, it's the points that you win that matter. After all, Roger Federer played 1,526 singles matches throughout his career, and while he only won 54% of the individual points within those matches, he walked away with the win 80% of the time.Ausbil Investment Management's fresh-faced co-head of emerging companies, and portfolio manager for its small and micro-cap strategies, Arden Jennings, is focusing on just that. "Stocks are just points. But it's the points that matter

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39:31

30-year property veteran: Australia has its head in...

The Rules of Investing ·

2024/07/19

There's no supply in residential housing nor the majority of segments of the commercial real estate market. Sky-high construction costs are now too prohibitive. Bandaid solutions, like rent control, only backfire. And inconsistent state, federal and local policies are not helping either.That's according to this week's guest on The Rules of Investing, Andrew Parsons, a founder and the chief investment officer of global listed real estate manager Resolution Capital. While these factors continue to

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182 results

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