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All Episodes

The Rules of Investing — 110 episodes

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Title
1

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

2

Two attributes to make you a better investor

3

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

4

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

5

Backing generational companies with Blackbird’s Samantha Wong

6

Is this the market’s most-misunderstood growth opportunity?

7

James Abela: The high-stakes search for Quality

8

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

9

A familiar voice returns to The Rules of Investing

10

There’s always a bull market somewhere

11

Lazard’s recipe for growing dividends with less volatility

12

Nick Griffin: The good, the bad and the ugly

13

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

14

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

15

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

16

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

17

Why this global manager backed L1 with $50m

18

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

19

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

20

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

21

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

22

How to invest $1 million in 2026

23

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

24

4 property market hotspots and 2 big ideas to fix affordability

25

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

26

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

27

The playbook behind Plato’s 25 percent returns

28

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

29

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

30

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

31

Inside the Soul Patts compounding machine

32

Magellan's value picks as sentiment soars

33

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

34

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

35

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

36

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

37

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

38

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

39

Chris Joye's big contrarian call

40

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

41

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

42

Lessons from the ‘dark side’ of credit

43

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

44

Life changing technology meets a structural growth industry

45

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

46

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

47

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

48

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

49

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

50

Marcus Padley reveals the secret sauce of timing markets

51

Andrew Mitchell: The market always wins

52

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

53

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

54

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

55

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

56

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

57

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

58

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

59

Fight the FOMO with 4 stocks the herd is overlooking

60

How to invest $1 million in 2025

61

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

62

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

63

Brigette Leckie: Investing is like a patchwork quilt

64

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

65

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

66

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

67

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

68

5 Shocking Predictions for 2025 - Livewire Live Mini-Series

69

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

70

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

71

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

72

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

73

Inside Macquarie's unique approach to consistent alpha

74

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

75

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

76

What happened to that recession we were promised?

77

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

78

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

79

How to dominate small caps like Roger Federer dominates tennis

80

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

81

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

82

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

83

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

84

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

85

The investment secrets of Australia's billionaires

86

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

87

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

88

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

89

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

90

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

91

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

92

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

93

Where Soul Patts is investing for long term growth and dividends

94

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

95

How to invest $1 million in 2024

96

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

97

Ben Griffiths’ small cap playbook as animal spirits awaken

98

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

99

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

100

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

101

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

102

Matthew Kidman: Get ready to run with the bulls

103

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

104

Bob Desmond names his ”forever” stock

105

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

106

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

107

Livewire Live is back in 2023!

108

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

109

Regal’s ultimate guide to microcap investing in 2023

110

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