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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

50:05

Nick Griffin: The good, the bad and the ugly

The Rules of Investing ·

2026/03/30

Markets are wobbling, sentiment is turning, and investors are starting to question what comes next. In this episode, Munro Partners CIO Nick Griffin explains why he still believes we’re in a bull market, how the war in Iran is impacting markets, and why AI is forcing a major rethink on tech investing.

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36:56

“Less than halfway through the gold story”, L1...

The Rules of Investing ·

2026/03/18

Gold has re-entered the spotlight, but L1 Capital believes investors may be looking in the wrong place. After years of investing in commodities, the firm formalised its view with a dedicated gold strategy in March 2025, now set to list as the L1 Gold Fund Limited (ASX: LGF, subject to approval).Co-Chief Investment Officer Raphael Lamm sees the real opportunity not in bullion, but in overlooked gold equities trading on “astounding” free cash flow yields. Crucially, the strategy does not depend on

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25:49

The decisions Dion Hershan is making now that could...

The Rules of Investing ·

2026/03/17

Periods of intense uncertainty test even the most seasoned investors. Today, markets face several competing forces: artificial intelligence reshaping industries, geopolitical tensions fuelling energy volatility, and elevated valuations alongside concentration in parts of the Australian equity market. For Yarra Capital Management’s Dion Hershan, these environments demand discipline rather than panic. While investors remain fixated on macro headlines, he argues many meaningful micro changes are being

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34:27

The ‘unloved’ stocks fuelling a 30% year in L1...

The Rules of Investing ·

2026/03/15

For much of the past year, investors have been focused on growth stocks and AI winners. But some of the strongest returns have come from stocks the market had largely written off. James Hawkins, Head of L1 Capital’s Catalyst Fund, is building a reputation for finding value where others aren’t looking, combining deep research with an activist mindset to unlock it. That strategy has helped drive a strong year for the fund, with contrarian positions in companies like BlueScope Steel and Mineral

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40:02

Returns today, risk tomorrow. The next shakeout will...

The Rules of Investing ·

2026/03/11

Private lending has expanded rapidly over the past decade as banks pulled back from parts of the corporate market. The result has been a surge of capital chasing income, but the speed of that growth is also raising questions about how the sector will perform when the cycle eventually turns.In this episode of the Rules of Investing podcast, Privity Credit Managing Partner Ryan Donnar explains why lending outside the banking system is far from a one-dimensional asset class. He also outlines where

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44:25

Why this global manager backed L1 with $50m

The Rules of Investing ·

2026/03/03

Equity markets are in the middle of what Greg Dean calls “the world’s most uncomfortable rotation." In this episode, the founder of Langdon Equity Partners explains why AI may not be the real story, why high-margin businesses can be more vulnerable than they appear, and how he’s positioning his portfolio, including a 7.6% stake in L1 Group and a decision to reinvest in Johns Lyng after its take-private.

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17:14

Pay attention to insider buying as the dust settles...

The Rules of Investing ·

2026/02/27

More than 70 companies reported this week and while the ASX 200 continues to push record highs, stock reactions remain ruthless.In this episode, Ben Clark argues it’s been one of the strongest reporting seasons in years, with banks, miners and consumer names broadly beating expectations. He explains why Woolworths’ resurgence caught the market off guard, why WiseTech’s AI defence matters more than its job cuts, and why Monadelphous and Ramsay may be turning points. Clark also highlights heavy

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16:34

Bids, beats and bumper dividends. Reporting season...

The Rules of Investing ·

2026/02/20

With reporting season taking a positive turn, Chris Conway speaks with James Gerrish of Market Partners to get his hot take on a big week of reporting season, the key beats and misses, and what he's keeping an eye on for the rest of the season.

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20:08

Is this week's reporting season carnage a sign of...

The Rules of Investing ·

2026/02/13

The first big week of reporting season was full of fireworks with some wild swings in some of the biggest companies on the ASX. Livewire's Chris Conway spoke with Henry Jennings from Marcus Today to discuss some of the important results and how investors reacted.

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42:31

Simon Doyle on choosing the best assets for...

The Rules of Investing ·

2026/01/30

Inflation is back at the centre of investor concerns. In this episode of The Rules of Investing, James Marlay is joined by outgoing Schroders CEO and CIO Simon Doyle to discuss why inflation has been so persistent, the assets he trusts most to protect real returns and the lessons from a long career in markets.

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36:53

How to invest $1 million in 2026

The Rules of Investing ·

2026/01/05

Markets delivered another strong year in 2025, extending an exceptional run for equities. The S&P 500 returned around 22.8% per annum over the past three years, roughly double the long-term average, while the ASX 200 delivered closer to 9.7% excluding dividends.After a run like this, the key issue isn’t just where markets go next, but how investors set expectations. In this episode, James Marlay speaks Ben Clark from TMS Private Wealth and Charlie Viola from Viola Private Wealth to discuss

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33:54

VanEck and Global X go head-to-head to build the...

The Rules of Investing ·

2025/12/21

Vishal Teckchandani asked two of Australia's leading ETF providers to put together a starting lineup of 11 ETFs built to win next year.Our two team captains were VanEck's Jamie Hannah and Global X ETFs' Marc Jocum, who each brought some of their big hitters (and more cricket metaphors than you can shake a stump at).

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20:00

4 property market hotspots and 2 big ideas to fix...

The Rules of Investing ·

2025/12/15

Property experts Nerida Conisbee and Kiril Ruvinsky unpack what is driving the market and share their bold predictions for 2026.

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0:48

Closing out 2025 and dropping a few bonus episodes...

The Rules of Investing ·

2025/12/11

The Rules of Investing has wrapped for 2025. Thanks for tuning in; we’ve loved bringing you the conversations and insights that shaped markets this year.We have a few bonus episodes coming out over the next couple of weeks and we’ll return to regular programming in 2026. Enjoy the holiday break and all the best for the year ahead.

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35:09

Michael O'Neill's 5 key ASX dividend picks and the...

The Rules of Investing ·

2025/12/05

The ASX’s headline yield has slipped, but dividend income is still on offer if investors know where to look. In this episode of The Rules of Investing, IML’s Dr Michael O’Neill explains the dividend outlook, shares five ASX income picks, and outlines the mistake investors are making on rates and valuation risk.

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39:16

The playbook behind Plato’s 25 percent returns

The Rules of Investing ·

2025/11/21

Dr David Allen from Plato Investment Management joins the show to unpack the systematic engine behind his fund’s 25 percent annual returns, how red flags reveal stocks set to fall, and the global themes he believes will drive markets over the next decade.

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38:52

Chris Prunty: The 4 small caps heading for ‘Hall of...

The Rules of Investing ·

2025/11/07

QVG Capital’s Chris Prunty joins the Rules of Investing to unpack what makes the great companies great. He shares the three traits found in Australia’s “Hall of Fame” stocks, reveals four small caps he believes could follow in their footsteps, and explains why QVG is backing Hub24 over Netwealth in the battle of the investment platforms.

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40:18

The property assets still trading at a discount as...

The Rules of Investing ·

2025/11/03

Property moves in cycles, but real value lies in assets you can’t replace. Quay Global Investors’ Chris Bedingfield joins The Rules of Investing to explain why global REITs are trading at some of the biggest discounts in years, how ageing demographics and construction costs are reshaping real estate, and why patience remains the most underrated edge for investors.________________________ Thanks to our Sponsor AlphaSense This latest episode is brought to you by AlphaSense. See what AlphaSense can do

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39:44

The five-year test: Lev Margolin’s four-step process...

The Rules of Investing ·

2025/10/29

It’s hard to know what markets will do next week, let alone next year. But what if you could identify companies that will be in a stronger position five years from now?That’s the approach taken by Lev Margolin, founder of System Capital, a Melbourne-based long/short strategy that’s delivered more than 22% per annum since inception. In this episode of The Rules of Investing, we unpack the four-step framework that guides his process, where he’s finding opportunities in a hot market, and the

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34:10

Inside the Soul Patts compounding machine

The Rules of Investing ·

2025/10/24

Soul Patts CEO Todd Barlow joins The Rules of Investing to unpack the firm’s merger with Brickworks, why he’s buying at cyclical lows, and how he’s positioning for the future of energy. He also shares why liquidity and humility matter when markets are running hot.________________________ Thanks to our Sponsor AlphaSense This latest episode is brought to you by AlphaSense. See what AlphaSense can do for your investment research—visit alpha-sense.com/livewire to get started.

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