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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

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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43:40

3 compelling long-term ETF ideas for investors still...

The Rules of Investing ·

2024/07/05

Investors are too focused on interest rates and are subsequently underweight risk assets.That’s the, albeit US-centric, view from Global X ETFs’ Head of Investment Strategy, Scott Helfstein. He elaborates by saying that the US economy is looking a lot more like mid-cycle expansion than late cycle and that “you don’t want to be sitting on the sidelines”. A fan of thematic investing, Helfstein goes on to highlight three big investment themes that he likes right now, including one offering the

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39:14

More please! Dr Don Hamson’s cure for the...

The Rules of Investing ·

2024/06/28

Fully franked dividends are a prized asset of the Australian market. While the lack of growth is often lamented, plenty of self-funded retirees are content to dine on the distributions of Australia's big miners and banks. And who can blame them - high commodity prices, particularly in iron ore and lithium, resulted in record dividends from the top end of town. However, after peaking in 2021 and 2022, dividends from mining companies are steadily declining. Research from Commsec published late in

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28:07

Recession a line ball but Australian house prices...

The Rules of Investing ·

2024/06/14

This time last year, PIMCO Portfolio Manager Adam Bowe told Livewire that there was a 50/50 chance that Australia would slip into recession. March GDP figures show that the economy grew at just 0.1 per cent, the slowest rate since December 2020. Today, Bowe says interest rates are sufficiently restrictive, and the chance of recession remains a ‘line ball’. In this episode of The Rules of Investing, Bowe explains why interest rates in Australia don't need to go higher, why house prices have been

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52:33

Rudi: AI is the end of investing as we know it

The Rules of Investing ·

2024/05/31

While "survival of the fittest" certainly applies to the Earth's abundance of flora and fauna, it may be time for investors to take a page out of Darwin's book.That's according to FNArena's Rudi Filapek-Vandyck, who believes the market has irreversibly changed since 2014 - as has the way investors should value stocks. In this episode, Rudi outlines why he believes technological innovation will transform the market as we know it. He also discusses some of his favourite ASX-listed

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03:01

Trailer: Rudi Filapek-Vandyck

The Rules of Investing ·

2024/05/30

Hello and welcome to the Rules of Investing, brought to you by Livewire Markets. This week’s guest is on a mission to truly surprise our listeners. He believes investors are underappreciating the real impact of artificial intelligence on markets and how we value stocks. In fact, he believes it’s the end of the world as we know it. I’m talking of course, of FNArena’s Rudi Filapek Vandyck. Here’s a sneak peek of what you can expect….

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25:24

The investment secrets of Australia's billionaires

The Rules of Investing ·

2024/05/23

There seems to be no stopping Australia's ultra-wealthy, with the number of billionaires down under growing by 14.4% over the past 12 months, to a record 159 people. For some context, in 2020, this number was 117, according to The Australian. While it's wonderful to daydream about what you would buy or do with a few billion dollars, the true secret success of the ultra-wealthy is their ability to stay that way. After all, how many stories have you read of lottery winners squandering their newfound

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32:33

700+ meetings each year: How WAM Global uncovers...

The Rules of Investing ·

2024/05/17

In investing, just as in love, trust is everything - and without it, you really don't have anything at all. It's for this reason that the Wilson Asset Management global equities team meets with more than 700 management teams across the world each year - including in the US, Japan, and Europe. In addition, they also meet with competitors and suppliers, as well as talk to current and past employees and industry experts. According to WAM Global (ASX: WGB) lead portfolio manager Catriona Burns, the

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46:35

Chris Stott’s 5 high conviction stock ideas for the...

The Rules of Investing ·

2024/05/10

Time flies when you’re having fun! While the last five years have had plenty of ups and downs, they haven’t dented the enthusiasm and passion of small-cap fund manager Chris Stott from 1851 Capital. Stott launched 1851 Capital in 2020, just before COVID-19 hit, wreaking havoc on the market and his portfolio. Since then, Stott has comfortably beaten his small-cap benchmark, growing the fund’s initial capital of $80 million to almost $500 million through a combination of inflows and capital

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01:02:19

Christopher Joye: No margin for error for risk...

The Rules of Investing ·

2024/04/12

The past six months have been golden for investors, with everything from equities to gold and even Bitcoin enjoying stellar runs. And if risk assets are not your bag, then there have been juicy yields on offer across a range of cash and fixed-income asset classes. Animal spirits woke from their slumber in late October 2023 when the Fed effectively claimed victory in the fight against inflation. Markets have been led to believe that rate cuts are a forgone conclusion in the year ahead, and

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47:03

Why Ben Clark is taking profits on growth stocks (and...

The Rules of Investing ·

2024/04/11

Quality growth stocks, those with fortress balance sheets, impressive moats, structural tailwinds and top-notch management teams, have had a stellar run recently. Take Goodman Group (ASX: GMG) for example, which has risen 66% over the past year. Or Megaport (ASX: MP1), up over 252% in 12 months alone. If you're like this anonymous writer, you've probably started to ponder whether it's time to trim some of your winning positions and take some profits. And according to TMS Capital's Ben Clark, we

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01:45

Trailer: Ben Clark, TMS Capital

The Rules of Investing ·

2024/04/11

If there is one theme that has taken the world by storm in 2024, it's Artificial Intelligence or AI. Until very recently, this week's guest was a bit of a sceptic, but a recent trip to the US has seen him come back a changed man. In this episode, we'll be sitting down with investment adviser Ben Clark of TMS Capital. We'll be learning about the wonderful world of growth investments, the key technological innovations that have him excited and his top holy grail stocks. Here's a sneak peek of what

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28:37

The next 10 years in ETF growth could be dominated by...

The Rules of Investing ·

2024/03/22

If there is any one investment product that has experienced a true boom over the last 10 years, it is exchange-traded funds (ETFs) and exchange-traded products (ETPs) more broadly. The number of listed products has increased by 17.5 times in Australia during the last decade alone. More than 300 products are now listed across the ASX and CBOE exchanges and two million Australians have at least one ETF in their portfolio. And, as if you need more proof of the growth of ETPs, 2024 marked the first

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39:15

Warryn Robertson’s guide to picking the best...

The Rules of Investing ·

2024/03/14

Warryn Robertson, portfolio manager and analyst at Lazard Asset management, understands the nuances of infrastructure assets like few others in the market. His approach is to find monopoly assets with inflation protected revenues, high margins and reasonable leverage then buy them at attractive prices. Of the 400 listed infrastructure stocks globally only 160 have passed the four filters and typically Lazard’s Global Listed Infrastructure Fund will own just 25 to 30 of those companies. Given the

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46:26

The policy overhaul Shane Oliver would make to secure...

The Rules of Investing ·

2024/03/01

"Living Legend", "One of a kind", and "Diamond in the Rough are not terms usually bandied about when describing economists! But these are just a few of the hundreds of messages of support and appreciation that flooded a recent social media post recognising the 40-year tenure Dr Shane Oliver to AMP.Shane has dedicated his years to educating Australians on all matters of the economy. His style tends to be glass half full, and you'll rarely hear him pushing doomsday forecasts. He also possesses an

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41:55

Where Soul Patts is investing for long term growth...

The Rules of Investing ·

2024/02/16

If you’re looking for the future blue chips of the ASX then Washington H Soul Pattinson might be worth a closer look. The company has been around for more than a century, has never missed a dividend payment but, for the most part, has flown under investor radars.That is starting to change following the tie up with Milton Corporation in 2021, which has helped to propel Soul Patts’s market cap over $12 bn and into the S&P/ASX 50. Soul Patts now sits alongside popular names including Mineral

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45:58

How Hyperion unearths rare but exceptional growth...

The Rules of Investing ·

2024/02/02

The structural forces that saw growth investing rise to the top after the GFC remain. Covid created a blip, but the world is returning to slow growth, low inflation and lower interest rates. That's the perspective of Jason Orthman, the Deputy Chief Investment Officer of Brisbane-based Hyperion Asset Management. Orthman says that neither you, me, nor our grandchildren are likely to experience an environment like 2022, where rapid interest rate hikes rocked long-duration assets such as government

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29:36

How to invest $1 million in 2024

The Rules of Investing ·

2024/01/08

Each year, Barron's releases a list of Australia's Top 100 Financial Advisers. Pitcher Partners' Charlie Viola and Lipman and Burgon Partners' Paul Burgon have featured high on this list over the years, and both ranked in the top 10 in 2023. As part of Livewire's Outlook Series for 2024, Livewire's James Marlay hosted an in-depth panel discussion exploring how these two investing gurus are allocating capital on behalf of their clients in 2024. Whilst there is no 'one size fits all' when it comes to

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41:41

The lead indicator for Dion Hershan’s best trades...

The Rules of Investing ·

2023/12/20

Two years ago, on a trip to Perth, Yarra Capita’s Dion Hershan was pitched the case for lithium stocks by his Uber driver. Hershan says it was a cliche moment and a classic example of a ‘ringing the bell’ sign. On the flip side, there are moments when deciding to invest causes your stomach to churn and your hands to quiver. “Some of the best ideas I’ve had in my career were when my stomach churned and my hands trembled when I put the trade on. That’s often a good lead indicator.” Recent

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44:24

Ben Griffiths’ small cap playbook as animal spirits...

The Rules of Investing ·

2023/12/14

The penny has dropped and thanks to a three-letter word from the Federal Reserve's recent interest rate decision ("any"), small caps both in the US and in Australia have started to rocket out of a long slumber. For most of the last 18 months, small cap performance at an index level has been smashed thanks to the soaring cost of capital. But now that markets have called central banks' bluff, we're entering what Ben Griffiths of Eley Griffiths Group calls a "pause rally" - the kind of rally that has a

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183 results

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