The index is risky. Why Antipodes is finding value beyond the AI trade
In this episode of The Rules of Investing, we discuss what value investing looks like in 2026, why market concentration has reached levels s...
Radio and PodcastLive Radio & Podcasts
Business
The Rules of Investing
The Rules of Investing is one of Australia’s top investing podcasts. We interview the leading investment minds from Australia and overseas to better understand their processes and philosophy...
Episodes
20 of 111 episodes
Inside Schroders' inflation-beating 'sleep at night' portfolio
No doubt fundamentals matter over time, but the extreme moves that we see in financial markets can make for a hair-raising ride and can oft...
Two attributes to make you a better investor
In this episode of The Rules of Investing, Qiao Ma of Munro Partners explains why curiosity and grit are essential traits for long-term inve...
3 small caps powering Ryder Capital’s double-digit growth and fully franked dividends
Ryder Capital has just clocked up its third consecutive year of 25% plus returns, and has been paying consistent, growing dividends since 2...
3 ways to play the mining boom that is just getting started
Hedley Widdup from Lion Selection Group joins The Rules of Investing to discuss why the resources cycle may still be in its early stages, th...
Backing generational companies with Blackbird’s Samantha Wong
Samantha Wong was employee #1 at Blackbird Ventures, the largest shareholder in design software giant Canva and one of Australia’s most infl...
Is this the market’s most-misunderstood growth opportunity?
While the market obsesses over volatile AI software and tech start-ups, global private equity giant EQT says the real money is being made in...
James Abela: The high-stakes search for Quality
While the market's gaze is fixed on the horizon, the ground beneath quality stocks has shifted, delivering the toughest period of performanc...
Chris Watling on AI, inflation, oil and the fragile foundations beneath markets
Chris Watling from Longview Economics joins The Rules of Investing to discuss the global macro outlook, including AI-driven market concentra...
A familiar voice returns to The Rules of Investing
After four years away, Patrick Poke is returning to The Rules of Investing. In this short relaunch episode, Patrick and James Marlay reflect...
There’s always a bull market somewhere
While rate hikes, inflation, and budget uncertainty have dampened the spirits of many equity investors, one corner of the market is quietly...
Lazard’s recipe for growing dividends with less volatility
The GFC exposed a harsh reality: for investors in or near retirement, large drawdowns aren’t just uncomfortable — they can be permanent. Aar...
Nick Griffin: The good, the bad and the ugly
Markets are wobbling, sentiment is turning, and investors are starting to question what comes next. In this episode, Munro Partners CIO Nick...
“Less than halfway through the gold story”, L1 Capital launches high-performing strategy via new LIC
Gold has re-entered the spotlight, but L1 Capital believes investors may be looking in the wrong place. After years of investing in commodit...
The decisions Dion Hershan is making now that could set up portfolios for a decade
Periods of intense uncertainty test even the most seasoned investors. Today, markets face several competing forces: artificial intelligence...
The ‘unloved’ stocks fuelling a 30% year in L1 Capital’s Catalyst Fund
For much of the past year, investors have been focused on growth stocks and AI winners. But some of the strongest returns have come from sto...
Returns today, risk tomorrow. The next shakeout will show who got lending right
Private lending has expanded rapidly over the past decade as banks pulled back from parts of the corporate market. The result has been a sur...
Why this global manager backed L1 with $50m
Equity markets are in the middle of what Greg Dean calls “the world’s most uncomfortable rotation." In this episode, the founder of Langdon...
Pay attention to insider buying as the dust settles on wild reporting season
More than 70 companies reported this week and while the ASX 200 continues to push record highs, stock reactions remain ruthless. In this epi...
Bids, beats and bumper dividends. Reporting season takes a positive turn
With reporting season taking a positive turn, Chris Conway speaks with James Gerrish of Market Partners to get his hot take on a big week of...