The Rules of Investing

Nov 07 2024 100 ep. 40 mins 804
The Rules of Investing Podcast artwork

The Rules of Investing is one of Australia’s longest-running business podcasts, providing investors with unparalleled access to the ideas and insights of Australia’s leading fund managers, economists and industry experts. Learn how the industry’s best invest, with the help of Livewire’s Ally Selby, James Marlay and Chris Conway. Whether you’re new to investing or a seasoned professional, this podcast is for you. New episodes are released every second Friday, available on Livewire Markets, Spotify, Apple Podcasts, and YouTube.

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Brigette Leckie: Investing is like a patchwork quilt

Nov 07 2024 31 mins  
Koda Capital is one of Australia's elite wealth management firms, charged with allocating over $11.5 billion of capital on behalf of high-net-worth individuals, family offices, and charitable foundations. For the past decade, Brigette Leckie has played a pivotal role in shaping the firm's views on where the best opportunities lie across global asset markets. Leckie firmly believes

The straightforward approach to picking ASX growth stocks (and 7 examples for good measure)

Oct 24 2024 39 mins  
For those who love equities, you’re in for a treat with the latest Rules of Investing podcast. This week's episode features First Sentier Investors’ Deputy Head of Australian Equities Growth, David Wilson. Wilson's bread and butter is picking high-quality growth companies - a role he executes every day as part of the team that runs the First Sentier Geared Australian Share Fund

Meet Armina Rosenberg: Mike Cannon-Brookes' former PM harnessing AI to outperform the market

Oct 10 2024 54 mins  
In a world where artificial intelligence dominates headlines, few fund managers have harnessed it as boldly as Armina Rosenberg. For those who don't know her, "Arms" made a name for herself at Grok Ventures, the family office of Mike Cannon-Brookes. Now, she's paving a new path at AI-backed Minotaur Capital, alongside Perpetual alumnus Thomas Rice. The duo have developed Taurient,

Bringing it all together: How to set up your portfolio for success - Livewire Live Mini-Series

Oct 09 2024 25 mins  
Today, we’ll be bringing all the insights from Livewire Live together with the help of one of Australia's leading financial advisers and one of the country's top wealth managers. Livewire’s James Marlay sat down with Alexandre Ventelon of Morgan Stanley Wealth Management and Charlie Viola of Pitcher Partners to answer our audience’s questions about asset allocation and give i

The good, the bad, and the ugly - Livewire Live Mini-Series

Oct 08 2024 45 mins  
Today, you’ll be learning about the good, the bad and the ugly of equities markets - with the help of: Dr David Allen, Head of Long/Short Strategies, Plato Investment Management Ben Griffiths, Executive Chairman, Eley Griffiths Group James Hawkins, Partner & Head of the Catalyst Fund, L1 Capital Dushko Bajic, Head of Australian Equities Growth, First Sentier Investors This pa

5 Shocking Predictions for 2025 - Livewire Live Mini-Series

Oct 07 2024 36 mins  
Many of the best investing opportunities emerge when you think differently from the herd. This session will feature five high energy predictions that will challenge consensus thinking as inves­tors look towards 2025 and beyond. You’ll be hearing from five of Australia’s leading investment minds, including: Kellie Wood, Head of Fixed Income at Schroders Vihari Ross, Portfolio

Unlocking portfolio potential: Lessons from Soul Patts’ disciplined strategy - Livewire Live Mini-Series

Oct 06 2024 26 mins  
In this session you’ll be hearing a fireside chat with Todd Barlow the CEO of Soul Patts, Australia’s oldest listed company. Soul Patts is a diversified investment house often described as Australia’s answer to Warren Buffett’s Berkshire Hathaway. The company has established an incredible record of dividend payments to shareholders and today you’ll be getting an asset all

How big is the AI pie? Who wins and who get crushed? - Livewire Live Mini-Series

Oct 05 2024 50 mins  
Artificial Intelligence is surely the hottest topic right now powering returns in stock markets and capturing our attention with its promise of productivity and innovation. But with such spectacular interest and returns I’m sure many investors are wondering if the opportunity has passed. Our next panel will be picking the eyes out of the AI opportunity. How big is it and where a

5 seismic shifts happening right now and how to take advantage of them - Livewire Live Mini-Series

Oct 04 2024 48 mins  
In this episode, you’ll be hearing a panel exploring a number of big topics dominating conversations around markets right now. From the changing macro backdrop and debate over the merits of public vs private markets to the implications of ageing populations, the energy transition and digital innovation these are Seismic Shifts and we’re going to hear about the opportunities the

In Conversation with Apollo Global Management's Scott Kleinman - Livewire Live Mini-Series

Oct 03 2024 28 mins  
In this episode, you’ll hear from Scott Kleinman, the co-president of Apollo Global Management, as he sits down with Livewire’s James Marlay. Kleinman shares his views on why he believes markets are getting ahead of themselves with rate cut expectations, where he sees value across various sectors, and how Apollo is positioning to take advantage of mega trends such as digital tr