podcast wires

From beats to blow-ups: Ben Rundle (Hayborough) and Joe McCarthy (Elston) unpack reporting season’s key results and themes

The ASX Small Cap Wrap lands on Livewire: insights on XRF, Monash IVF, Cuscal & PWR as reporting season wraps up.

IML portfolio manager Lucas Goode talks to Jason Guthrie about the excellent reporting season for many small cap companies.

Ben Rundle and Joe McCarthy spotlight the reporting season quiet achievers and their top overlooked ASX picks.

In the latest episode of Navigating the Noise, I sit down with Daniel Moore and Gavin Butt to discuss how extreme reactions to relatively run-of-the-mill results have...

The investment world often prizes consistency and upward momentum—but some of the most compelling returns come from companies that have temporarily lost their way. In...

From GFC-era rescues to $12b in assets, Frank Danieli shares how MA Financial turns hard-won lessons into disciplined credit investing.

It’s much harder to innovate consistently than build one great idea, but some companies are up to the challenge. In our latest Curious podcast, I sat down...

ASX healthcare’s been flatlining, could a recovery be on the cards? Two top investors name the stocks they think could revive the sector.

Agentic AI is the next frontier in enterprise automation—and ServiceNow is right at the centre of it

Legendary value investor Rich Pzena shares the mindset and math behind buying great businesses when no one else wants them.

Rudi Filapek-Vandyck on sky high valuations, falling earnings and the AI stocks he’s got on his radar

After nearly three decades at IML, Simon Conn reflects on investing through cycles, what matters most, and two stocks he still rates today.

There’s more to ASX property than meets the eye. With rates falling, Matt Williams and David Wilson reveal where value is emerging.

There’s more to ASX financials than the Big Four. Matt Williams (Airlie) and David Wilson (First Sentier) reveal where they're seeing value.

Building a boat with a motorbike engine at 13. Building a world class shipbuilding company called Austal.

Plato's Peter Gardner and Atlas' Hugh Dive run the ruler over stocks with above-market yields. They also share a top pick each.

David Clark is joined by Nikki Thomas, global equity investor and the current Portfolio Manager of Magellan’s High Conviction Fund.

Plato's Peter Gardner and Atlas' Hugh Dive share what they look for in income stocks, before running the ruler over a handful of ASX names.

Tech has reshaped how we live. Now it’s changing how we survive. Jacob Celermajer on the medtech shift redefining modern healthcare.