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Ben Griffiths: High conviction small cap investing

In March 2017 Ben Griffiths found himself in a deeply uncomfortable position. For the first time since inception 15 years ago his small cap portfolio was badly lagging...
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The Rules of Investing: Is value dead?

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

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

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’? Burns,...
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The Rules of Investing: Rick Rule’s secrets of success

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...
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The Rules of Investing: The Age of Longevity

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

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

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...
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The Rules of Investing: The Dividend Dilemma

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...
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Paradice: You need to think differently

It’s 4am on a dark and rainy morning back in 2000. A lone, frustrated figure is running around Chatswood Golf Course. It’s a young David Paradice. He has just left the...
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Regal: Let your winners run

Julian Babarczy, Portfolio Manager at Regal Funds Management, bought his first stock at age 19 and has been passionate about investing ever since. He joined the team...
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The Rules of Investing: Finding opportunities in unusual places

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...
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Don’t bet against the US recovery

There’s nothing quite like local knowledge to give you an insiders view of a foreign country. As the strength of the US economy remains a key focus for investors,...
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Watling: Zombies, Canaries and Cheap Money

In January, market commentary was almost universally bullish. Ray Dalio, the billionaire US Hedge Fund Manager told the audience at the World Economic Forum in Davos...
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The Rules of Investing: How to make money in small caps

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...
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Quin: Australia is overdue a recession

Richard Quin, Lead Portfolio manager of Bentham Asset Management, is one of Australia’s most seasoned and successful credit investors. While the asset class remains...
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The Rules of Investing: Global tech giants

Disruption is everywhere these days. Whether it’s Amazon and Kogan disrupting traditional retail, Facebook and Google disrupting print and television advertising, or...
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The Rules of Investing: A housing correction, or a crash?

In the first podcast for 2018, Shane Oliver, Head of Investment Strategy and Chief Economist at AMP Capital sits down with Livewire Editor, Patrick Poke. The topic at...
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The Rules of Investing: The VC's perspective

In Livewire's final podcast for 2017, Livewire's Co-Founder and Managing Director, Tom McKay, sits down with Niki Scevak, Partner and Co-founder of Blackbird Ventures,...
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Podcast: Bitcoin - The best bull market in finance

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...
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Ophir: Growth hides all sins

There was a time when having exposure to companies with offshore earnings was considered a drag for Aussie investors. Today, however, Australia’s most successful...
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The timeless tools of investing

The allure of fast money and the ‘fear of missing out’ toy with investors on a daily basis. Right now valuations of companies exposed to themes like electric vehicles,...
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Charlie Aitken: Setting the trap

One change in the investment landscape is that markets now only price in the present and there’s no great institutional advantage in access to information. That’s the...
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Try, fail, learn - repeat!

Steve Johnson does things differently. He views himself as an outsider in the investment community and, for most the most part, his small operation has flown under the...
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How the demise of Kodak shaped the way this fundie invests

Through the 80’s Kodak was the second most valuable brand in the world. In 1986 Wayne Peters, aged 26, launched a network of Kodak Express stores on the East Coast. In...
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