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
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
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
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
When a young Charlie Jamieson arrived at work in London on September 11th, 2001, little did he know how much that day would affect his views on markets. At the time, he was trading US Dollar bonds from Merrill Lynch’s London office, having just left the New York office three... Show More
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
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
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
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
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