This week we have our first overseas guest on The Rules of Investing, Jim Mellon. Jim is a billionaire investor, speaker, and co-author of 'Juvenescence: Investing in the Age of Longevity.' Show More
This week’s guest on the podcast is Peter Cooper, founder and Chief Investment Officer of Cooper Investors, one of Australia’s leading boutique investment firms. His success is probably best conveyed by the incredible performance of the CI Brunswick fund, which he manages personally. This fund has outperformed the ASX200 Accumulation... Show More
Most investors and economists accept that interest rates around the world have bottomed and are heading up. This matters not just for macro-traders, but will affect all investors and all asset classes. As interest rates go up, so does the cost of holding cash, which is fundamental to the value... Show More
Bill Shorten caused quite a stir last week as Labor proposed a policy of removing the cash refunds for franking credits that some investors currently receive. While the changes affect a relatively small number of people compared to the broad Australian taxation system, it’s hard to ignore the serious impact... Show More
In the third episode of the Peters MacGregor Global Investing Podcast, Nathan Bell, Head of Research, and Trevor Scott, Senior Investment Analyst, compare and contrast the digital landscape and internet service providers in Australia and around the world. With growing internet usage demands and consumption of online content around the... Show More
We all know that big caps are growth-constrained and mid and small caps are where you find the real opportunities in the market. For example, a2 Milk has seen its share price jump more than 20 times in three years to give it an $8 billion market cap, taking it... Show More
After a rough start to the year in 2017, smaller companies had a stellar run in the back half that once again shone light on the smaller end of the market. With nearly 20 years’ experience running a small cap mandate, Rob Frost from OC Funds has seen this kind... Show More
In the first podcast for 2018, Dr Shane Oliver, Head of Investment Strategy and Chief Economist at AMP Capital sits down with Livewire Editor, Patrick Poke. The topic at hand is Australia: the share market, the economy, wages, and of course, house prices. They discuss UBS's report late last year... Show More
At Livewire’s 2017 investor forum, artificial intelligence (AI) was pegged as the #1 theme that investors need to be aware of. We're already seeing the impacts in our day to day lives and the influence of AI is set to change whole industries and the jobs associated with them. Show More
A 1640% gain in a calendar year is not something you see very often, but that’s what Bitcoin holders have experienced so far in 2017. Jordan Eliseo, Chief Economist at ABC Bullion, called it “the best bull market in finance” when we sat down recently to record the latest episode... Show More
Geoff Wilson's prediction on where the market will finish 2018 isn't as bearish as you'd think, lessons from how the Australia's Future Fund invests and an article from Chris Cuffe on the murky world of LIC performance reporting. Show More
Well a fair bit happened in the past week. Amazon opened in Australia and there’s been that small issue about a banking royal commission. Graham takes us inside a presentation on behavioural finance and I’ll share some insights from one of Australia’s most respected hedge funds. Show More
In the third episode of Livewire’s new podcast, we break from the traditional podcast format and sit down with three different guests at this week’s Future Generation Investment Forum. First, Matthew Kidman from Centennial Funds (and host of Buy Hold Sell) discusses some current risks in the market, two areas... Show More
Have you ever wondered about the business model behind all those bikes that have popped up around town? Well that’s one of the items on the agenda for this week’s episode of Inside Investing, a joint initiative between Livewire and Cuffelinks. Show More
In this week’s Rules of Investing, I sit down with Craig McDonald, co-founder and CEO of Global Founders Funds Management. After successful careers at Goldman Sachs, Craig and his co-founder were inspired to GFFM when they came across research suggesting that founder-run businesses outperformed the broader market. This seems intuitive,... Show More
This week on Inside Investing Graham and I revisit an article by Paul Keating looking at a new challenge for retirement planning. We look at the staggering numbers behind a2 Milk’s surging share price and as always we highlight two quirky stories we encountered this week. Tune in! Show More
Welcome to the first edition of the Inside Investing podcast. Each week, Graham Hand, Publisher and Managing Editor of Cuffelinks, and I will take you inside the investing world we experience each week as we produce our newsletters. Show More
In the first edition of Livewire’s new podcast, The Rules of Investing, we take a deep dive into one of the most important concepts in investing, valuation. Our guest this week is Roger Montgomery, Founder and Chief Investment Officer of Montgomery Investment Management. Show More
In the latest Morgans Startup Series, I spoke with Chris Heaslip , CEO of Pushpay. Pushpay improves sales and business processes by making payments simple. The company, founded in New Zealand has seen exceptional growth , and is now dual listed on the NZX and ASX under the code: PPH.... Show More
My latest podcast was with Brett Kelly , founder, CEO and the largest shareholder in Kelly+Partners Group Holdings Limited (ASX: KPG) - Brett tells the story of why he started the business, how it has achieved stellar growth as well the importance of culture, long term thinking, innovation and helping... Show More
