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Professional investors distill techniques to improve and simplify investing.

Education

Sign of the Times – What Do Argentina and Tesla Have in Common?

The mispricing of risk in the pursuit of yield is often a classic early warning sign of late-cycle investor complacency during periods of abundant liquidity and...
NXT
PPC
Stewart Harris
Stewart Harris
Yarra Capital Management
Rapid Fire

The Rules of Investing: Rick Rule’s secrets of success

This week’s guest on the podcast is Rick Rule, President and CEO of natural resources specialists, Sprott US Holdings. According to Mining Journal, Rick is one of the...
DEG
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Livewire Exclusive
Livewire Markets
Rapid Fire

The Rules of Investing: The Age of Longevity

This week we have our first overseas guest on The Rules of Investing, Jim Mellon. Jim is a billionaire investor, speaker, and co-author of 'Juvenescence: Investing in...
Livewire Exclusive
Livewire Markets
Education

How to destroy a competitive moat

Too many companies are milking, not nurturing, their competitive advantage. That might help this year’s profits, but the long term impact can be damaging. “Well, the...
Steve Johnson
Forager
Rapid Fire

The Rules of Investing: Peter Cooper’s next big idea

This week’s guest on the podcast is Peter Cooper, founder and Chief Investment Officer of Cooper Investors, one of Australia’s leading boutique investment firms. His...
COH
CSL
CYB
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Livewire Exclusive
Livewire Markets
Education

What does a pair of jeans and the US Post Office have in common?

Little on the face of it, but from an investment perspective quite a lot. They are both second-order beneficiaries of someone else’s investment boom. The jeans...
Tom Stevenson
Fidelity International
Rapid Fire

The Rules of Investing: Investing in a world of rising rates

Most investors and economists accept that interest rates around the world have bottomed and are heading up. This matters not just for macro-traders, but will affect...
Livewire Exclusive
Livewire Markets
Expert Insights

How to survive and prosper in bumpy markets

Three of Australia’s leading fund managers explain how they are approaching investing at this late stage of the cycle. Our panellists discuss whether we’re already in...
Livewire Exclusive
Livewire Markets
Rapid Fire

The Rules of Investing: The Dividend Dilemma

Bill Shorten caused quite a stir last week as Labor proposed a policy of removing the cash refunds for franking credits that some investors currently receive. While...
Livewire Exclusive
Livewire Markets
Education

Selling in a bull market

In the midst of a bull market, there’s no shortage of commentators, brokers, and friends with the latest tip on what to buy. However, nobody ever says much about...
FMG
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Livewire Exclusive
Livewire Markets
Rapid Fire

Paradice: You need to think differently

It’s 4am on a dark and rainy morning back in 2000. A lone, frustrated figure is running around Chatswood Golf Course. It’s a young David Paradice. He has just left the...
Livewire Exclusive
Livewire Markets
Education

Beware the overseas expansion

Aussie companies have a mixed record when venturing overseas. But in early 2016 Wesfarmers had a great history of building wealth for shareholders – an investment in...
WES
Alvise Peggion
Alvise Peggion
Forager Funds
Expert Insights

L1's checklist for protecting capital

Mark Landau, Joint Managing Director and Chief Investment Officer at L1 Capital, is familiar with protecting against the downside. His Long Short Fund has outperformed...
Livewire Exclusive
Livewire Markets
Rapid Fire

Regal: Let your winners run

Julian Babarczy, Portfolio Manager at Regal Funds Management, bought his first stock at age 19 and has been passionate about investing ever since. He joined the team...
IXU
Livewire Exclusive
Livewire Markets
Education

Making the most of mistakes

For those who fear flying, facts and statistics are likely of little help. But flying has become a lot safer over the decades. The number of incidents for every one...
Alvise Peggion
Alvise Peggion
Forager Funds
Education

7 pieces of wisdom from the 2017 Berkshire letter

The latest Buffett letter was released over the weekend. At 17 pages, it was shorter than we’ve become used to, but there was no lack of wisdom flowing from the...
Patrick Poke
A Rich Life
Rapid Fire

The Rules of Investing: Finding opportunities in unusual places

We all know that big caps are growth-constrained and mid and small caps are where you find the real opportunities in the market. For example, a2 Milk has seen its...
Livewire Exclusive
Livewire Markets
Rapid Fire

Watling: Zombies, Canaries and Cheap Money

In January, market commentary was almost universally bullish. Ray Dalio, the billionaire US Hedge Fund Manager told the audience at the World Economic Forum in Davos...
Livewire Exclusive
Livewire Markets
Rapid Fire

The Rules of Investing: How to make money in small caps

After a rough start to the year in 2017, smaller companies had a stellar run in the back half that once again shone light on the smaller end of the market. With nearly...
BAP
Livewire Exclusive
Livewire Markets
Rapid Fire

Quin: Australia is overdue a recession

Richard Quin, Lead Portfolio manager of Bentham Asset Management, is one of Australia’s most seasoned and successful credit investors. While the asset class remains...
Livewire Exclusive
Livewire Markets
Education

Howard Marks: The Bull and Bear cases

Following Marks’ last memo, many media sources (though not this author) reported that Marks was ‘ultra-bearish’. Some even went as far as to report that he’d said,...
Patrick Poke
A Rich Life
Rapid Fire

The Rules of Investing: Global tech giants

Disruption is everywhere these days. Whether it’s Amazon and Kogan disrupting traditional retail, Facebook and Google disrupting print and television advertising, or...
Livewire Exclusive
Livewire Markets
Education

Livewire Summer School: Going with the flow

There is Fundamental analysis and there is Technical analysis. A lot of investors think it ends there. But there is another body of analysis that is essential to the...
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Marcus Padley
Marcus Today
Rapid Fire

The Rules of Investing: A housing correction, or a crash?

In the first podcast for 2018, Shane Oliver, Head of Investment Strategy and Chief Economist at AMP Capital sits down with Livewire Editor, Patrick Poke. The topic at...
Livewire Exclusive
Livewire Markets
Education

Livewire Summer School: Investing in Australian Small Cap Equities – There’s a better way

There are lots of reasons why investors get excited about small cap stocks, particularly in Australia: the significantly larger opportunity set outside of the top 100...
Greg Cooper
Greg Cooper
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