5 shocking predictions for 2027 and beyond
5 Shocking Predictions brings together bold investment forecasts spanning Australian shares, bonds, Chinese technology, geopolitics and ener...
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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 118 episodes
Where is the value on the ASX? 3 fund managers name their best ideas
The ASX 200 looks expensive, economic growth is subdued, and higher interest rates are putting renewed pressure on valuations. But that does...
Five years from now, these are the companies everyone will wish they owned
Five years ago, owning the right handful of global technology stocks could transform a portfolio. The challenge today is deciding whether th...
Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its place
Soul Patts has been investing for more than a century – but CEO Todd Barlow says today's market demands a very different playbook. Speaking...
Coming up: Livewire Live 2026 Special Episodes
We’re bringing the best of Livewire Live directly to your podcast feed! Over the next week, we’re releasing a series of special episodes rec...
Why T. Rowe Price’s Iona Dent believes it’s not time to leave the equities party yet
The S&P 500 is sitting near all-time highs, record IPOs are hitting the market, and investors have enjoyed a stellar three years of double-d...
Hofflin: Big moves are creating great value on the ASX
Lazard Asset Management's Dr Philipp Hofflin explains how increasing volatility and reduced liquidity are creating opportunities, takes a lo...
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...
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...