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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

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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41:01

Magellan's value picks as sentiment soars

The Rules of Investing ·

2025/10/17

Markets are on fire and bubble talk is everywhere. So how should investors respond? In this episode, Magellan’s Arvid Streimann breaks down how to keep emotion out of your decisions, where he’s finding genuine value, and why he still believes in the power of brands and discipline.________________________ 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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33:58

Matthew Kidman: The two best times to make money in...

The Rules of Investing ·

2025/10/13

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 why valuations don’t matter (for now), how he found his first 10-bagger, and the standout management teams on the ASX. Plus, Kidman reveals why he’s still bullish on markets — and what could eventually bring it all undone.

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40:56

Warryn Robertson: The secret to owning the world’s...

The Rules of Investing ·

2025/10/10

Warryn Robertson has spent two decades investing in the assets that keep the world running — from toll roads to transmission lines and satellites. In this episode, he explains the rules for owning the world’s best assets, why getting the definition right matters, and what investors are getting wrong about markets today.________________________ Thanks to our Sponsor AlphaSense This latest episode is brought to you by AlphaSense. See what AlphaSense can do for your investment

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31:22

A look inside the portfolios of Australia's leading...

The Rules of Investing ·

2025/10/02

Two of Australia’s most respected investment firms share how they are positioning for tomorrow. Learn where they see opportunity and how their strategies are evolving. From private credit to gold, discover where Soul Patts’ Todd Barlow and Regal’s Phil King see the biggest returns.________________ This series is proudly sponsored by Bell Direct Advantage. Bell Direct Advantage is a premium trading platform designed for active and sophisticated investors. It provides access to Bell Potter research,

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43:28

10 years from now, these are the companies everyone...

The Rules of Investing ·

2025/10/01

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 where they see the next mega caps emerging. ________________ This series is proudly sponsored by Bell Direct Advantage. Bell Direct Advantage is a premium trading platform designed for active and sophisticated investors. It provides access to Bell Potter research, exclusive IPOs, and advanced trading tools, all aimed at giving you a competitive edge

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40:54

High conviction: What we’re backing for the long term...

The Rules of Investing ·

2025/09/30

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 Mawhinney shared their conviction calls beyond these portfolio staples. This episode is part of our special mini-series of The Rules of Investing, giving you a front-row seat to discussions from Livewire Live 2025, our flagship investor event. Whether you’re after big-picture market insights or actionable investment strategies, this series offers exclusive

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40:31

Viktor Shvets: How to embrace the chaos clouding...

The Rules of Investing ·

2025/09/29

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 Viktor Shvets, Macquarie’s Head of Global Strategy, who joined us at Livewire Live 2025. This episode is part of our special mini-series of The Rules of Investing, giving you a front-row seat to discussions from Livewire Live 2025, our flagship investor event. Whether you’re after big-picture market insights or actionable investment strategies, this

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36:48

Chris Joye's big contrarian call

The Rules of Investing ·

2025/09/23

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, and trillions in AI-driven investment. In this episode, Joye explains why he is so bullish on America, what the bond market is signalling, and his advice for investors as hybrids roll off in the years ahead.________________________ Thanks to our Sponsor AlphaSense This latest episode is brought to you by AlphaSense. See what AlphaSense can do for

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33:38

Anna Milne: 4 steady performers, 2 fallen angels and...

The Rules of Investing ·

2025/09/11

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 Rules of Investing, Anna Milne, Deputy Portfolio Manager of WAM Leaders shares how Wilson Asset Management is navigating volatility in the ASX 200. Milne discusses why they like commodities and how the listed investment company structure allows them to back “fallen angels” they believe still have plenty to give. She also highlights the dependable

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32:02

Chris Stott: Why small caps are firing and 5...

The Rules of Investing ·

2025/09/02

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-offs, steady beats, and a very strong showing from small caps. To help make sense of it, Livewire spoke with small cap stock picker Chris Stott from 1851 Capital, and our very own Kerry Sun, who spends his days hunting for insights from announcements, broker notes and market moves to share with readers on Market Index and Livewire. This episode of The Rules

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32:00

Lessons from the ‘dark side’ of credit

The Rules of Investing ·

2025/08/18

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 Australia’s most complex and high-profile turnarounds, from Centro Properties and Alinta Energy to Babcock & Brown and Nine Entertainment.Today, the firm manages over $12 billion and has grown into a major player in private lending. In this episode, Livewire speaks with Frank Danieli, Head of Credit Investments and Lending, about how MA Financial’s

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30:13

Rudi: It’s not a bubble, AI’s next winners, and what...

The Rules of Investing ·

2025/08/05

Investing feels easier when markets are messy. When volatility spikes and fear takes hold, putting fresh capital to work can feel rational, even opportunistic. But when markets are cruising near record highs, valuations look stretched, and AI stocks are powering ahead like a runaway train, adding to a portfolio can feel unnerving.It’s a sentiment shared by many right now. With the ASX 200 trading at elevated multiples and earnings growth on track to post its third consecutive annual decline, the

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40:37

Life changing technology meets a structural growth...

The Rules of Investing ·

2025/07/18

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-demand streaming (whether it’s music or movies), digital maps, and the broad adoption of artificial intelligence, all powered by fast, affordable and readily available internet access. The list goes on, and there’s no doubt these advances are changing the way we live. But are they truly life-changing? In many cases, yes, but often they’re about convenience and

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45:25

From cold call to capital giant: The Metrics story in...

The Rules of Investing ·

2025/07/04

For all the scrutiny on private credit of late, one thing remains clear – there remains an insatiable demand for it from investors.Case in point, the recent $315 million raise by Metrics Credit Partners for the Metrics Master Income Trust. It was done in a day. Yet for the man often at the centre of the conversation, Metrics co-founder and Chief Investment Officer, Andrew Lockhart, the mission remains the same as when Metrics was born 12 years ago: raise capital, deploy it sensibly, and above all

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31:35

Equities up, bonds behaving but what is the US dollar...

The Rules of Investing ·

2025/06/26

Markets are forward looking and are one of the strongest indicators of what lies ahead for global economies. This dynamic reflects the thinking of millions of market participants digesting and pricing available information to guide how asset prices reflect the future.For all the twists, turns, and curveballs that 2025 has delivered, markets are, in many cases, at or above where the year started. The S&P 500 is in the green, the ASX 200 is up, and yields on US 10-year bonds, a useful proxy for

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36:33

Mark Mobius: Change is coming and most companies are...

The Rules of Investing ·

2025/06/15

“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 just a bargaining point.”That’s the view of Mark Mobius, a pioneer in emerging markets investing and founder of Mobius Investments. Mobius says many investors are misreading the noise echoing around global markets. His advice? “Be patient and be willing to roll with the punches.” In this episode of The Rules of Investing, Livewire’s James Marlay

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41:42

Vimal Gor on the future of bonds, currencies, and why...

The Rules of Investing ·

2025/06/06

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 return to quantitative easing later this year to cap bond yields and offset the nation’s fiscal problems.In this podcast, Gor also details why he thinks this means shares, gold and bitcoin can rally later this year. He also argues why he thinks the Aussie dollar will jump versus the greenback on the back of radical shifts in markets that may be set

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24:12

Investors had a decade to buy Amazon. Is it Spotify’s...

The Rules of Investing ·

2025/06/03

Amazon spent over a decade as a misunderstood stock - volatile, unprofitable, and often written off. But for those who looked past the noise, it became one of the greatest investments of our time. Today, Janus Henderson sees echoes of that journey in Spotify. It may not look like a market leader yet, but under the surface, the building blocks of enduring growth are falling into place. In this episode, Josh Cummings explains how volatility creates opportunity, why time is a long-term investor’s best

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174 results

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