In the last 117 years, Australia has seen two World Wars, the Great Depression, the introduction of the motor car, 30 Prime Ministers, and every year, Washington H Soul Pattinson (SOL) has paid a dividend. In this week's episode of The Rules of Investing, I sit down with Robert Millner,... Show More
When Al Gore’s “An Inconvenient Truth” was released 13 years ago, it brought the issue of climate change to the fore of people’s minds around the world. It might surprise you then, that the effects of greenhouse gases have been known since 1896. However, despite the huge progress made over... Show More
This week’s guest on the podcast is Jeff Cole, Founder and Director of The Center for the Digital Future, and a member of the investment committee for the E&P Global Disruption Fund. His work has been at the core of the media industry over the past three decades. He founded... Show More
Popular wisdom from the likes of Warren Buffett, Jack Bogle, and Burton Malkiel (author of A Random Walk Down Wall Street) states that it's near-impossible to consistently time the market, so why even try? Just buy and hold for the long term, and collect your dividend cheque every six months.... Show More
10 years ago, Jeremy Cooper, now Chairman of Retirement Income at Challenger, chaired the Federal Government’s Super System Review, commonly known as the Cooper Review. With the final report from the Banking Royal Commission due to be released in a couple of days, we took the opportunity to talk to... Show More
In little over a year since launching The Rules of Investing podcast, Patrick Poke has published 28 podcasts with Australia’s best fund managers, hitting the iTunes top 10 on multiple occasions, achieving episodes with over 6000 plays, and racking up a cumulative 5.2 years of listening time. After such a... Show More
In this podcast, Andrew Pridham, CEO of Moelis Australia tells us: "The one thing that all good businesses have is good people, a really clear vision of what they want to achieve and they are not worried by short-term volatility. They have a plan and they stick to it." Show More
This week on The Rules of Investing podcast, we've got a special episode featuring three guests from Future Generation (ASX:FGX & ASX:FGG). The Future Generation companies are set up to provide charities with an annual stream of donations, while providing shareholders with exposure to the best fund managers - free... Show More
Contrarians can be a lot like teenagers: they think they’re all different but end up looking the same. This however, is not true of this week’s guest, Tim Hillier from Allan Gray. Case in point: when asked what stock he’d own if the market were to close for five years,... Show More
In the latest Morgans Startup Series, I chatted to Rod Bishop from Jayride. Jayride Group Limited (ASX Code:JAY) is an e-commerce marketplace for travellers to compare and book ground passenger transport. Show More
Regular readers of Livewire will know Matthew Kidman from his role as ‘Anchorman’ for the popular Buy Hold Sell video series, and for expertly moderating panel sessions at the annual Livewire Live investor event. Matthew is also a highly accomplished investor with an impressive track record, and following 13 years at... Show More
This week’s guest on The Rules of Investing is Alex Milton, the Principal and Co-portfolio Manager at NovaPort Capital, a small cap and microcap fund manager with an impressive list of awards. Something that stands out is NovaPort's ability to look past labels like 'growth' or 'value' and focus purely on... Show More
In the latest executive podcast , I sat down with David Maxwell from Cooper. David discusses the history of Cooper, why he joined from BG and how they are positioned within the Oil and Gas sector. Show More
With all the focus on residential property, investors could be forgiven for forgetting that other property classes exist. But between office, industrial, retail, and healthcare, there's a whole world of property out there that remains unexplored for many investors. With this in mind, this week's guest on The Rules of... Show More
In market sell-offs like we’ve experienced this week, it’s hard to find anything that’s unaffected by the selling. The ASX200 was down 4.9% before trading opened on Friday, but the pain for momentum and technology stocks has been even worse. Show More
“Creativity is at the heart of everything we do” - hear Mike Connaghan CEO of WPP AUNZ (ASX Code : WPP) talk about the history of the company , the changing landscape of media, technological trends , as well as some words of advice for entrepreneurs. WPP AUNZ has over... Show More
Whether you're investing in equities, debt, or alternatives, uncertainty is an inescapable part of the game. But Michael Thawley, AO, Vice Chairman of Capital Group International, says this current period of political uncertainty is unique: Show More
"It's so much more about marketing than having a great tech idea" - listen to George Lucas, CEO of Raiz invest telling the story of how the company has grown to be an ASX listed Fintech with c$250m FUM and over 170,000 customers. Show More
After a chance meeting with legendary stock picker, David Paradice, today’s guest, Kevin Beck, joined Paradice Investment Management to head up their successful Global Small Mid Cap Fund in 2010. Shunning the traditional labels of ‘value’ and ‘growth’, their approach follows the ‘Growth at a Reasonable Price’ philosophy that draws... Show More
For decades, traditional wisdom held that value investing is the only way to outperform, and with good reason. Until the GFC, value had outperformed growth in all but a few brief periods, and those periods immediately preceded a major bear market. But for nearly a decade now, growth has produced... Show More