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Success and More Interesting Stuff

Gold, AI and the risks investors can’t ignore heading into 2026

Chris Judd, Jun Bei Liu and Dr Shane Oliver come together for a special 50th episode looking ahead to 2026.
Matthew Kidman
Centennial Asset Management
Education

Market entry – dip your toe or jump in all at once?

A data-driven look at putting money to work as a lump sum or via staged investments.
Andrew Mitchell
Ophir Asset Management
Education

10 business and investing related books & podcasts for the holidays – 2025 Edition

This is the NAOS short list of some of the most interesting business and investing related content we’ve enjoyed throughout 2025. Enjoy!
Robert Miller
NAOS Asset Management
Wealth

He keeps countless Australians calm in a crisis, but how does Shane Oliver invest?

Gold, Asia, volatility and cycles: Shane Oliver outlines his 2026 playbook.
Vishal Teckchandani
Livewire Markets
Education

Intangible assets aren’t as valuable as bulls assume

Ben Graham knew what today’s bulls don’t: the higher is the imputed value of a firm’s intangibles, the lower is its return on equity.
Chris Leithner
Leithner & Company Ltd
Livewire Christmas

Your financial checklist for the New Year with Shayne Sommer

Downtime over Christmas and New Year can be a great time to revisit your finances.
Sara Allen
Livewire Markets
Outlook Series

The Outlook Series Survey: 2026 Predictions and Top Picks

Got 5 minutes? That’s all it takes to enter the draw for 1 of 3 × $250 gift cards and help shape our Outlook Series 2026.
James Marlay
Livewire Markets
Buy Hold Sell

Buy Hold Sell: After a "crazy" 2025, what's in store for 2026?

TenCap’s Jun Bei Liu and Atlas’ Hugh Dive reveal their lessons and two ASX stock ideas for 2026.
CSL
+1
Buy Hold Sell
Livewire Markets
Education

Can AI justify the current capex boom?

AI is driving a record capex boom, yet the payoff is uncertain. Can today’s trillions be justified?
Lachlan Hughes
Swell Asset Management
Education

How much productivity is truly at stake? An economic framework for AI revenue

From speed to scale: We size the real AI prize. Does a ~US$630B revenue pool justify the capex boom?
Lachlan Hughes
Swell Asset Management
Education

AI: compressing decades of diffusion into single-digit years

The PC took 20 years; AI could take 5. Why compressing decades of growth makes the 'absurd' capex boom appear rational.
Lachlan Hughes
Swell Asset Management
Education

The cloud era: how centralised capex heralded the speed of AI

The Cloud wasn't just storage; it was the blueprint. How centralised infrastructure paved the way for AI.
Lachlan Hughes
Swell Asset Management
Education

Sharpen your investment edge: how to see reality better than the crowd

Fisher Investments Australia reviews how asset classes work within your portfolio to deliver your financial goals.
Fisher Investments®
Education

Bullish or bearish on 2026? T. Rowe Price's global leaders have their say

What shocked global investment leaders this year and what can investors expect in the year ahead.
Tom Stelzer
Livewire Markets
Education

The glacial start of the PC era: a lesson for the AI revolution

In 1985, a PC cost the equivalent of ~$15k. Why this dramatic cost collapse is fuelling the fastest tech revolution in history.
Lachlan Hughes
Swell Asset Management
Education

Media worth consuming – November 2025

Interesting and under the radar media on finance, economics, politics and society.
Jonathan Rochford
Narrow Road Capital
Education

4 lessons for building long-term wealth

Having worked hard to hit key financial and life milestones by 40, here are lessons for others climbing the "Wealth Ladder".
Vishal Teckchandani
Livewire Markets
Education

Insuring yourself for disaster season through policies, cash and investments

Tips for checking your policy and preparing yourself, along with considering emergency buffers.
Sara Allen
Livewire Markets
Education

Alan Kohler: The grass is always greener on the other side

Veteran journalist Alan Kohler argues the ASX’s modest, stable returns beat the volatility of US tech-led booms.
James Marlay
Livewire Markets
Education

Wit and wisdom from Warren Buffett’s right-hand man

Two years since Charlie Munger’s passing, revisit his timeless investing lessons.
Hans Lee
Betashares
Education

What can the echoes of the dot.com bubble teach us?

Worrying about a correction is easy. Far harder is knowing how to navigate it. Everyone knows the stock market will fall at some point. But identifying when and how...
Tom Stevenson
Fidelity International
Education

Why Sydney and Melbourne private school fees are going to $200K a year

School fees are increasingly tied to asset prices, reflecting the wealth of the families who pay them.
David Tuckwell
ETF Shares
Education

Australian versus American equities: past, present and future

A recent “analysis” overlooks key facts and ignores major risks. I analyse comprehensively and rigorously, and thus conclude justifiably.
Chris Leithner
Leithner & Company Ltd
Education

It’s probably a bubble, but there is plenty else to invest in

AI looks like a classic investment bubble to us, with very high valuations and signs of rampant speculation. But we recognize that while many investors harbour fears...
Ben Inker
GMO
Education

Markets haven’t changed: prices still move more than business value

Modern markets consistently present opportunities for the patient, rational investor.
CGS
PPS
Harley Grosser
HD Capital Partners
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