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The Pitch

Why this fund manager is underweight what's hot, and overweight what's not

NVIDIA may be the poster child but the AI and digitisation trade won't be one company wins all, says Anthony Srom of Fidelity International.
Hans Lee
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 mispriced growth stocks

Is there any value left after global growth's stellar run? You'll find out in this episode of Buy Hold Sell.
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Buy Hold Sell
Livewire Markets
Daily Report

Morning Wrap: ASX 200 to snap three-day losing streak, S&P 500 higher as Big Tech recovers

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
The Pitch

The big investment themes to drive markets for the next decade

Forget chasing fads. Taking a thematic view is key for Westpac Private Bank’s George Toubia.
Chris Conway
Livewire Markets
The Pitch

How Ox Capital is investing for a market reversal

Ox Capital CIO Dr Joseph Lai shares why investors should be looking beyond the strong US dollar and soft commodity prices.
Sara Allen
Livewire Markets
Commodities

What a Trump presidency could mean for copper, gold, oil, and battery metals markets

There could be important knock-on effects for commodity markets as a result of the attempted assassination of former President Donald Trump.
AWC
BHP
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Carl Capolingua
Livewire Markets
Equities

What does the 'Trump Trade' look like for ASX investors?

Macquarie says keep an eye out for stocks with high US earnings exposure.
ASB
CPU
+7
Kerry Sun
Livewire Markets
Asset Allocation

What investors can do if we don’t get a soft landing

Markets are hoping for a soft landing, but they are notoriously rare. I take a look at whether we will get one, and what to do if we don't.
Isaac Poole
Ascalon Capital
Equities

How to hunt for ASX growth stocks (and 6 ideas to get you started)

Livewire's Carl Capolingua and Chris Conway have built a process for identifying growth stocks - they share it with you here.
Chris Conway
Livewire Markets
Commodities

Australian nickel – 60 years old and the funeral arrangements are being considered

In mid-2023, the U.S. Department of Energy released its Critical Minerals Assessment, and lithium, nickel and a handful of specific rare earths were highlighted as...
BHP
IGO
David Buckland
Montgomery Investment Management
The Pitch

The 7 questions this investor asks in every investment he makes

In this episode of The Pitch, AltX's Nick Raphaely shares how he eyes opportunities in the real estate debt.
Hans Lee
Livewire Markets
Macro

From Bitcoin to Ballots: Crypto's impact on the 2024 US Elections

Reflecting on my recent trip to the United States, where the buzz around cryptocurrency is palpable, it's clear that digital assets have woven themselves into the...
Caroline Bowler
BTC Markets
Equities

Psych test your investment manager

In financial markets, a peculiar paradox exists - inefficiency abounds, yet most active managers fail to outperform long-term. What behavioural short-comings of...
Damon Callaghan
ECP Asset Management
Equities

3 reasons why iron ore is falling, and why it could slash BHP’s dividend

Iron prices are falling again and it’s having a negative impact on key ASX iron ore shares. It will impact BHP’s dividend too, thinks UBS.
BHP
FMG
+3
Carl Capolingua
Livewire Markets
Equities

Top performing funds: The Aussie equities manager that delivered 38.45% in FY24

We sit down with Datt Capital's Emanuel Datt for his best and worst calls from FY24, as well as what he is buying now.
Ally Selby
Livewire Markets
Daily Report

ASX 200 to fall for a third straight session, S&P 500 books worst week since April

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
Equities

US equities are broadening and grinding higher

The narrowness of the equity rally to date remains a concern for investors. While the Magnificent 7 may not enjoy the same outperformance as earlier this year, solid...
Seema Shah
Principal Asset Management
Equities

3 stocks that could become the next market champion of the ASX

In part two of this series, three veteran stockpickers seek out the next great market champion.
GQG
HUB
+3
Hans Lee
Livewire Markets
The Rules of Investing

30-year property veteran: Australia has its head in the sand on housing

And why inconsistent federal, state and local policies aren't helping either.
The Rules of Investing
Livewire Markets
Macro

Australian shares at new record highs - is it sustainable?

We slightly increase our expectations for the ASX 200 this year but also anticipate a more volatile, constrained outlook
Shane Oliver
AMP
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The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

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