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Why Ray Dalio is backing gold and Bitcoin to hedge against the debt crisis

Ray Dalio says the US is at a debt inflection point. Gold and "a bit of Bitcoin" are how he thinks investors should play it.
Keith Ford
Livewire Markets
Buy Hold Sell

Buy Hold Sell: A mega Mag 7 special

Alan Pullen and Joe Ziller give their verdicts on all 7 stocks and how they're positioned in the new era of AI.
+5
Tom Stelzer
Livewire Markets
Commodities

Keep calm and mine on

Why the rare earth pullback may reflect a reset in sentiment and valuations, rather than a break in the sector’s long-term demand story.
Jamie Hannah
VanEck
Reporting Season

Beyond the lithium wave: Why PLS Group's bumper results offer more

There is more to the PLS story than just an increased demand for lithium, according to ETF Shares' David Tuckwell.
Keith Ford
Livewire Markets
Macro

Australia’s data centre boom (the counterview)

We believe most of the enthusiasm on the looming data centre boom in Australia is vastly overstated.
Tim Toohey
Yarra Capital Management
Investment Theme

SMSF growth drives demand for real estate private credit

SMSF growth against a backdrop of market volatility and geopolitical tensions, demands income, downside protection, and diversification.
Alan Greenstein
Zagga Investments
Reporting Season

Codan's CEO Alf Ianniello on defence, gold, and what comes next

Revenue up 30%, profits up 69% and a balance sheet that flipped $100 million in a year. Codan's CEO says the story is all about consistency.
CDA
Anna Dadic
Livewire Markets
Equities

Six things investors may be getting wrong about AI

With open-source models and falling inference costs, the economics of AI are becoming clearer. Here are six ideas that have reshaped my view
+1
Lachlan Hughes
Swell Asset Management
Commodities

Commodity investing needs an upgrade

Investors need to rethink not only whether they allocate to commodities, but how they access the opportunity.
Robert Shimell
Janus Henderson
Commodities

Bitcoin is back above A$100,000... for now

The US debt crisis and macro factors have seen Bitcoin post its best run since 2023.
Tom Stelzer
Livewire Markets
Equities

What historically low numbers from banks and retailers mean for markets

A wave of private equity takeovers highlights the growing disconnect between fundamental value and volatile market pricing.
CSL
JBH
+5
Daniel Moore
IML
Equities

Deep-value heaven?

Japan's small cap stocks offer compelling value, trading at less than half the P/E ratio and 1/3 the price/book ratio of the Nikkei 225.
James Halse, CFA
Senjin Capital
Equities

The short sellers' favourite ASX stock is back in their sights

Lotus Resources is once again the ASX's most-shorted stock despite crashing 57% in a day.
+2
Tom Stelzer
Livewire Markets
Equities

AI leaves its mark on corporate earnings

Earnings season provided a watershed moment on how AI deployment is now impacting financial performance.
+5
Denny Fish
Janus Henderson
Reporting Season

3 ASX winners and 3 losers, according to brokers

Brokers see up to 45% upside in this week’s winners, while coal, rail and the Big Four banks face a tougher outlook.
AYA
+6
Vishal Teckchandani
Livewire Markets
Investment Theme

How much!?!?

With hyperscaler capex set to potentially surpass U$800 billion, several prominent institutions have looked at the returns needed.
Roger Montgomery
Montgomery Investment Management
Equities

SpaceX’s AI data centre bet could be a spoiler for the entire industry

What if the biggest threat to the AI boom isn’t falling demand, but an engineer building data centres faster than anyone expected?
Damien Klassen
Nucleus Wealth
Shares

What drove gold’s surge - and the miner L1 Capital thinks is mispriced

The US Treasury sparked a sharp gold rally. L1's Rafi Lamm explains what bond yields are signalling and where he sees value.
AUC
+1
Patrick Poke
Livewire Markets
Reporting Season

FNArena reporting season monitor: August 2026 - Week 3 (161 stocks covered)

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.
Rudi Filapek-Vandyck
FNArena
Markets

The US is borrowing $2 trillion a year. The bond market is done pretending that’s fine

Schroders' Kellie Wood explains why the US bond market is the hottest topic in global markets and how investors can capitalise.
Keith Ford
Livewire Markets
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The 10th annual Livewire Live 2026

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22 September 2026 Art Gallery of NSW, Sydney

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