The Rules of Investing

More please! Dr Don Hamson’s cure for the 'disappearing dividends' on the ASX

Distributions from mining stocks are falling, so where are other opportunities for investors seeking fully franked dividends?
The Rules of Investing
Livewire Markets
The Rules of Investing

Recession a line ball as Australia groans under a massive debt load

PIMCO’s Adam Bowe says interest rates are high enough to fight inflation whilst also presenting investors with income opportunities.
The Rules of Investing
Livewire Markets
The Rules of Investing

Rudi: AI is the end of investing as we know it

In this episode, FNArena's Rudi Filapek-Vandyck outlines why value investors can't expect a reversion to the mean.
The Rules of Investing
Livewire Markets
The Rules of Investing

700+ meetings each year: How WAM Global uncovers under-the-radar stocks

In this episode, WAM Global lead portfolio manager Catriona Burns sits down for an in-depth conversation on global equities.
WGB
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The Rules of Investing
Livewire Markets
The Rules of Investing

Chris Stott’s 5 high conviction stocks for the new bull market

Small caps have entered a new bull market and Chris Stott believes things are just getting started.
GQG
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The Rules of Investing
Livewire Markets
The Rules of Investing

Christopher Joye: No margin for error for risk junkies craving rate cuts

Coolabah Capital's Christopher Joye says market expectations have become detached from economic reality.
The Rules of Investing
Livewire Markets
The Rules of Investing

Why Ben Clark is taking profits on growth stocks (and where he's putting that money to work)

TMS Capital's Ben Clark talks artificial intelligence, growth investments and holy grail stocks.
BKW
CSL
GMG
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The Rules of Investing
Livewire Markets
The Rules of Investing

The next 10 years in ETF growth could be dominated by this asset class

Plus, we take a closer look at the other major innovations in listed products with Tamara Haban-Beer Stats from BlackRock.
The Rules of Investing
Livewire Markets
The Rules of Investing

Warryn Robertson's guide to picking the best infrastructure stocks on the ASX and abroad

Lazard's Warryn Robertson shares his rules for identifying the best infrastructure companies in Australia and abroad.
ALX
TCL
The Rules of Investing
Livewire Markets
The Rules of Investing

The policy overhaul Shane Oliver would make to secure Australia's fortunes

One of Australia's most respected (and most quoted) economists shares his thoughts on today's markets.
The Rules of Investing
Livewire Markets
The Rules of Investing

Where Soul Patts is investing for long term growth and dividends

With a market cap over $12 billion Soul Patts is now an ASX50 stock and there’s no signs of a slowdown.
The Rules of Investing
Livewire Markets
The Rules of Investing

How Hyperion unearths rare but exceptional growth companies (plus two that pass their filters)

Hyperion’s Jason Orthman talks about their high conviction approach to finding rare but exceptional growth companies
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The Rules of Investing
Livewire Markets
The Rules of Investing

Why Yarra is underweight banks and miners (but bullish on these 5 ASX names)

Yarra Capital's Dion Hershan discusses a "no landing" scenario and his team's broader market views in this wide-ranging interview
CAR
RMD
SEK
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Glenn Freeman
Livewire Markets
The Rules of Investing

The lead indicator for Dion Hershan's best trades (and two high quality stocks for the "slow grind" ahead)

The secret to constructing portfolios with a strong stomach is to be "brutally self-aware", says Yarra Capital Management's Dion Hershan.
RMD
WOR
The Rules of Investing
Livewire Markets
The Rules of Investing

Ben Griffiths' small-cap playbook as animal spirits awaken

Markets have U-turned and a market-wide shift to risk-on sentiment is on, says Ben Griffiths of Eley Griffiths Group.
AD8
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The Rules of Investing
Livewire Markets
The Rules of Investing

2 killer growth stocks (and why culture is key to successful small caps)

Culture is hard to assess but, as the saying goes, you'll know it when you see it. The problem is, most people don't look.
The Rules of Investing
Livewire Markets
The Rules of Investing

We are in the midst of a social, economic, financial and political crisis

This week's interviewee is one familiar to long-time viewers and readers of the Livewire website.
The Rules of Investing
Livewire Markets
The Rules of Investing

Invest in what you know, avoid what you don’t: Lessons from a Hall of Fame fund manager

The Vinva Investment Management founder and former BGI Global Active Equity CIO shares some of the lessons learnt during his journey.
The Rules of Investing
Livewire Markets
The Rules of Investing

Emma Fisher: Why it pays to be bullish (and the most outstanding idea on the ASX today)

Bears sound smart, but bulls make money. In fact, over the last 35 years, the total return of the ASX 200 was positive 80% of the time.
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HLS
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The Rules of Investing
Livewire Markets
The Rules of Investing

Matthew Kidman: Get ready to run with the bulls

Matt runs us through his own journey into funds management, his approach to investing, and how he's allocating capital today
The Rules of Investing
Livewire Markets
The Rules of Investing

Hedge fund managers never name their shorts. This one does...

And one ASX stock is flashing red
LLC
QAN
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The Rules of Investing
Livewire Markets
The Rules of Investing

Bob Desmond names his "forever" stock

Plus, Desmond gives his thoughts on why NVIDIA may not be overpriced.
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The Rules of Investing
Livewire Markets
The Rules of Investing

3 reasons why the US economy has achieved a miraculous "soft landing"

KKR's Frances Lim tells us why she's bullish amid today's volatility, and where she sees the best value
The Rules of Investing
Livewire Markets
The Rules of Investing

Blackwattle's Ray David is raising red flags about market darling CSL

Plus, the company with the best suite of assets on the ASX
BHP
CSL
IPL
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The Rules of Investing
Livewire Markets
The Rules of Investing

What do counting cars and delivering an 18% pa return for investors have in common?

In today's episode, we speak to Jayne Shaw, Investment Director at Ellerston Capital and analyst for the JAADE Private Assets fund
The Rules of Investing
Livewire Markets
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