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The Rules of Investing

Chris Stott: The small-cap buying opportunity is still ahead

1851 Capital’s CIO explains his AI exits, the signals he’s watching for a small-cap recovery, and the turnaround behind his largest holding.
BAP
+2
Patrick Poke
Livewire Markets
The Rules of Investing

30-Year Investor: What everyone gets wrong about the property cycle

Andrew Parsons says there is no silver bullet to solve Australia’s housing affordability crisis.
James Marlay
Livewire Markets
The Rules of Investing

Why it’s not time to leave the equities party yet

T. Rowe Price's Iona Dent says the strength of earnings in equities means it is too early to head for the exits.
James Marlay
Livewire Markets
The Rules of Investing

Hofflin: Big moves are creating great value on the ASX

CSL was Hofflin's top fallen angel pick. Now he's revisiting the basket and backing another beaten up stock that's down 96% from its highs.
COH
CSL
+6
James Marlay
Livewire Markets
The Rules of Investing

The index is risky. Why Antipodes is finding value beyond the AI trade

Antipodes’ Vihari Ross explains why today’s concentrated market is creating opportunities beyond the obvious AI winners.
Patrick Poke
Livewire Markets
The Rules of Investing

Inside Schroders' inflation-beating 'sleep at night' portfolio

Sebastian Mullins has a tough job. Beat inflation by 4-5% and dial down the volatility. Here's how he does it and tools he uses.
James Marlay
Livewire Markets
The Rules of Investing

Two attributes to make you a better investor

In this Rules of Investing podcast, Qiao Ma explores curiosity, grit, overlooked bottlenecks and the hunt for future winners.
Patrick Poke
Livewire Markets
The Rules of Investing

3 small caps powering Ryder Capital’s double-digit growth and fully franked dividends

Ryder Capital has delivered capital growth and consistent fully franked dividends. Lauren De Zilva explains how.
James Marlay
Livewire Markets
The Rules of Investing

3 ways to play the mining boom that is just getting started

Hedley Widdup from Lion Selection Group explains why the mining cycle may still be in its early stages and where he’s finding opportunities.
+1
The Rules of Investing
Livewire Markets
The Rules of Investing

Investing in the 1%: Backing generational companies with Blackbird’s Samantha Wong

Innovation starts at the grassroots, and Australia and New Zealand are producing their fair share of generational companies.
The Rules of Investing
Livewire Markets
The Rules of Investing

Inside the half-trillion-dollar firm backing AI’s backbone

EQT Infrastructure’s Ken Wong explains why the physical layer powering AI is the market’s most-misunderstood growth opportunity.
The Rules of Investing
Livewire Markets
The Rules of Investing

James Abela: The high-stakes search for Quality

AI might be the one big theme in markets but Fidelity’s James Abela says there are many ways to play it.
The Rules of Investing
Livewire Markets
Markets

The fragile foundations beneath the AI boom

On The Rules of Investing, Chris Watling warns the apparent strength in markets may rest on a narrow AI foundation.
The Rules of Investing
Livewire Markets
The Rules of Investing

A familiar voice returns to The Rules of Investing

After four years away, Patrick Poke returns to host The Rules of Investing alongside James Marlay.
The Rules of Investing
Livewire Markets
The Rules of Investing

There’s always a bull market somewhere

Yarra Capital's Joel Fleming says investing in microcap companies comes with risk and a lot of work - but the opportunity is undeniable.
The Rules of Investing
Livewire Markets
The Rules of Investing

Lazard’s recipe for growing dividends and less volatility

Lazard’s Defensive Australian Equity Strategy seeks ‘true economic diversification’ to deliver stability and growing income.
The Rules of Investing
Livewire Markets
The Rules of Investing

Nick Griffin: The good, the bad and the ugly

Bull market intact, Iran a risk, software under threat. Munro’s Nick Griffin breaks down the good, the bad and the ugly.
The Rules of Investing
Livewire Markets
The Rules of Investing

“Less than halfway through the gold story”, L1 Capital launches high-performing strategy via new LIC

Strong performance has set the stage for L1 Capital’s new gold LIC, giving investors access to a strategy targeting cash flow-rich miners.
The Rules of Investing
Livewire Markets
The Rules of Investing

The decisions Dion Hershan is making now that could set up portfolios for a decade

AI disruption, energy shocks & momentum are testing investors. Dion Hershan explains some of the decisions he’s making for the decade ahead
NXT
The Rules of Investing
Livewire Markets
The Rules of Investing

The ‘unloved’ stocks fuelling a 30% year in L1 Capital's Catalyst Fund

James Hawkins explains how L1 Capital's Catalyst Fund hunts for value in unloved stocks and the catalysts that unlock it.
The Rules of Investing
Livewire Markets
The Rules of Investing

Returns today, risk tomorrow. The next shakeout will show who got lending right

Private credit can offer strong income, but the quality of underwriting and loan structure will determine who survives the next cycle.
Chris Conway
Livewire Markets
The Rules of Investing

Why this global manager backed L1 Group with $50m

Langdon Equity Partners' Greg Dean says we're going through an uncomfortable rotation and reveals why he was so keen to back L1 Group.
L1G
The Rules of Investing
Livewire Markets
The Rules of Investing

Simon Doyle on choosing the best assets for protecting portfolios from inflation

Inflation is proving harder to tame. Simon Doyle explains why and shares the assets he trusts most to protect real returns.
The Rules of Investing
Livewire Markets
The Rules of Investing

IML's Michael O'Neill's 5 key ASX dividend picks and the outlook for income

ASX yields look low, but Michael O’Neill says income is still there for investors who prioritise sustainable dividends over hype.
BXB
CSL
+3
The Rules of Investing
Livewire Markets
The Rules of Investing

David Allen reveals the systematic playbook behind Plato’s 25 percent returns

Dr David Allen explains the rules-based process behind Plato’s global outperformance and why scale beats instincts in modern markets.
+1
The Rules of Investing
Livewire Markets
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