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All Episodes

The Rules of Investing — 104 episodes

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Title
1

James Abela: The high-stakes search for Quality

2

Chris Watling on AI, inflation, oil and the fragile foundations beneath markets

3

A familiar voice returns to The Rules of Investing

4

There’s always a bull market somewhere

5

Lazard’s recipe for growing dividends with less volatility

6

Nick Griffin: The good, the bad and the ugly

7

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

8

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

9

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

10

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

11

Why this global manager backed L1 with $50m

12

Pay attention to insider buying as the dust settles on wild reporting season

13

Bids, beats and bumper dividends. Reporting season takes a positive turn

14

Is this week's reporting season carnage a sign of things to come?

15

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

16

How to invest $1 million in 2026

17

VanEck and Global X go head-to-head to build the ultimate ETF portfolio for 2026

18

4 property market hotspots and 2 big ideas to fix affordability

19

Closing out 2025 and dropping a few bonus episodes along the way

20

Michael O'Neill's 5 key ASX dividend picks and the outlook for income in 2026

21

The playbook behind Plato’s 25 percent returns

22

Chris Prunty: The 4 small caps heading for ‘Hall of Fame’ status

23

The property assets still trading at a discount as investors chase growth

24

The five-year test: Lev Margolin’s four-step process for finding structural winners

25

Inside the Soul Patts compounding machine

26

Magellan's value picks as sentiment soars

27

Matthew Kidman: The two best times to make money in markets are coming

28

Warryn Robertson: The secret to owning the world’s best assets

29

A look inside the portfolios of Australia's leading investors - Livewire Live Mini-Series

30

10 years from now, these are the companies everyone will wish they owned - Livewire Live Mini-Series

31

High conviction: What we’re backing for the long term - Livewire Live Mini-Series

32

Viktor Shvets: How to embrace the chaos clouding markets - Livewire Live Mini-Series

33

Chris Joye's big contrarian call

34

Anna Milne: 4 steady performers, 2 fallen angels and the 'must-own' commodity right now

35

Chris Stott: Why small caps are firing and 5 'Reporting Season Awards'

36

Lessons from the ‘dark side’ of credit

37

Rudi: It’s not a bubble, AI’s next winners, and what investors are overlooking

38

Life changing technology meets a structural growth industry

39

From cold call to capital giant: The Metrics story in Lockhart’s words

40

Equities up, bonds behaving but what is the US dollar telling investors?

41

Mark Mobius: Change is coming and most companies are not prepared

42

Vimal Gor on the future of bonds, currencies, and why he thinks shares can rally

43

Investors had a decade to buy Amazon. Is it Spotify’s turn now?

44

Marcus Padley reveals the secret sauce of timing markets

45

Andrew Mitchell: The market always wins

46

Meet David - He’s taking on Australia’s ETF Goliaths (with just 10 stocks and a bold plan)

47

Tough medicine: Trump 2.0 is a structural break for economies and markets

48

“We’re buying”: Emma Fisher spots a rare chance to upgrade the portfolio

49

The world is complex. Beyond the headlines is where the real opportunities lie

50

Jun Bei Liu: 2 stocks for the bottom drawer and how to play the only realistic scenarios left for 2025

51

Steve Johnson: Two small caps on a run and the uncovered gems that could be next

52

Cuts are coming, equities are full, and Trump is being underestimated by everyone

53

Fight the FOMO with 4 stocks the herd is overlooking

54

How to invest $1 million in 2025

55

Top-rated adviser Paul Burgon reveals his 10 principles for investing in 2025 and beyond

56

Australian house prices have soared 17x since 1981. Where will they go in 2025?

57

Brigette Leckie: Investing is like a patchwork quilt

58

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

59

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

60

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

61

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

62

5 Shocking Predictions for 2025 - Livewire Live Mini-Series

63

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

64

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

65

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

66

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

67

Inside Macquarie's unique approach to consistent alpha

68

The secret to finding stocks you can hold for 20+ years

69

Australia has all the ingredients to become a superpower in this space

70

What happened to that recession we were promised?

71

Why AI will have a bigger impact on the world than the invention of electricity

72

Why trying to time small caps is a "big waste of time"

73

How to dominate small caps like Roger Federer dominates tennis

74

30-year property veteran: Australia has its head in the sand on housing

75

3 compelling long-term ETF ideas for investors still on the sidelines

76

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

77

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

78

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

79

The investment secrets of Australia's billionaires

80

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

81

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

82

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

83

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

84

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

85

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

86

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

87

Where Soul Patts is investing for long term growth and dividends

88

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

89

How to invest $1 million in 2024

90

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

91

Ben Griffiths’ small cap playbook as animal spirits awaken

92

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

93

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

94

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

95

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

96

Matthew Kidman: Get ready to run with the bulls

97

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

98

Bob Desmond names his ”forever” stock

99

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

100

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

101

Livewire Live is back in 2023!

102

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

103

Regal’s ultimate guide to microcap investing in 2023

104

The only ASX stock with a return on equity of over 50%