Podcast

The Rules of Investing: Is value dead?

Livewire Exclusive

When Warren Buffett first started buying businesses with ‘moats’ in the 80s, such as Coca Cola, his disciples thought he was crazy. More than 30 years later, buying businesses with a moat is accepted wisdom. Morningstar even offers a 'moat rating' on thousands of stocks from around the world. Show More

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The Rules of Investing: Geoff Wilson and his love affair with LICs

Livewire Exclusive

New LIC floats have become a regular feature on the ASX over the last few years, but it's not always been that way. Wilson Asset Management listed its first LIC in 1999, so Geoff Wilson's seen all this before. In today's podcast, we have an in depth chat with Geoff... Show More

The Rules of Investing: Low-risk, high-return investing

Livewire Exclusive

Higher returns require higher risk and volatility… Or at least, that’s what finance theory would tell us. Is it possible to ‘have your cake and eat it too’? Callum Burns, Portfolio Manager of the SG Hiscock ICE Fund clearly thinks so, and he’s got the track record to back it... Show More

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Finding value in IPOs and Spinoffs

Peters MacGregor Capital Management

Join Nathan Bell, Head of Research, and Alex Haynes, Head of Distribution, as they explore the huge rewards and pitfalls of investing in IPOs and spinoffs. Show More

The Rules of Investing: Rick Rule’s secrets of success

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This week’s guest on the podcast is Rick Rule, President and CEO of natural resources specialists, Sprott US Holdings. According to Mining Journal, Rick is one of the top five most influential people in mining globally; an honour that he shares with President Xi Jinping and Donald Trump. Show More

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The Rules of Investing: The Age of Longevity

Livewire Exclusive

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

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The Rules of Investing: Peter Cooper’s next big idea

Livewire Exclusive

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

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The Rules of Investing: Investing in a world of rising rates

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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

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The Rules of Investing: The Dividend Dilemma

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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

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Podcast: Profiting from the global rise of internet usage

Peters MacGregor Capital Management

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

The Rules of Investing: Finding opportunities in unusual places

Livewire Exclusive

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

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The Rules of Investing: How to make money in small caps

Livewire Exclusive

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

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The Rules of Investing: A housing correction, or a crash?

Livewire Exclusive

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

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An investor's guide to artificial intelligence (AI)

Livewire Exclusive

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

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Podcast: Bitcoin - The best bull market in finance

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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

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Podcast Inside Investing Episode #6

James Marlay

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

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Podcast: Inside Investing Episode #5

James Marlay

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

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The Rules of Investing: Kidman, Walsh, and Wilson

Livewire Exclusive

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

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Podcast: Inside Investing Episode #4

James Marlay

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

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Why founders make the best investments

Livewire Exclusive

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

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