71 episodes

Livewire is Australia’s fastest-growing investment website, showcasing ideas, analyses and strategies from hundreds of the country’s most respected fund managers and investment professionals. Visit Livewiremarkets.com to sign up

The Rules of Investing Livewire Markets

    • Technology

Livewire is Australia’s fastest-growing investment website, showcasing ideas, analyses and strategies from hundreds of the country’s most respected fund managers and investment professionals. Visit Livewiremarkets.com to sign up

    What the ‘smart money’ is saying about Australia's future

    What the ‘smart money’ is saying about Australia's future

    Guest: Jay Sivapalan, Head of Australia Fixed Income, Janus Henderson GroupFixed income investors have long held a reputation in markets as the ‘smart money’. With a focus on stability, income, and capital protect, and a propensity for complicated formulas and spreadsheets, fixed income investors often have a better idea of what’s happening in markets than just about anyone else. So, when Jay Sivapalan, one of the most respected fixed income managers in the country talks about the future of the Australian economy, interest rates, and housing, you can be sure there’ll be some outstanding insights. This conversation was no exception.In this week’s episode of The Rules of Investing podcast, we hear why investing is so different today to when he joined the industry 20 years ago, and he shares his views on what could lie ahead over the next 12 months.

    • 35 min
    Did Buffett really change his mind on gold?

    Did Buffett really change his mind on gold?

    Guest: Jordan Eliseo, Perth Mint.Headlines in recent weeks have touted an about-turn by Warren Buffett as he finally bought gold after years of criticising. But is that really what happened?In this week’s episode of The Rules of Investing podcast, I spoke to gold expert Jordan Eliseo, Manager of Listed Products and Investment Research at the Perth Mint. He points out that it was a gold mining company (Barrick Gold), not physical gold itself that Berkshire Hathaway purchased.“They’ve bought a gold mining equity, which, to me, is entirely consistent with their mandate. It’s not surprising to me that they’d buy a gold mining company.”We also discuss gold's strong performance this year and whether it can continue, and he shares some indicators that should tell us when the bull market in gold is getting long in the tooth.

    • 52 min
    Tapping into research from the world’s best investors

    Tapping into research from the world’s best investors

    Guest: Sam Granger, Totus CapitalWhether you’re investing in ASX small caps, global large caps, or somewhere in between, one challenge that all investors face is how to narrow down a huge universe of potential companies into a manageable list for research. Sam Granger, Portfolio Manager at Totus Capital, knows this challenge all too well. With a small investment team, the Totus High Conviction Fund covers small and large cap companies both in Australia and overseas. One strategy he uses to narrow down the field, is the draw on the research of other great investors.“We always do our own research, and I’d never buy a stock just because they bought it. But why not focus on businesses that other great investors have already said they like? Apple’s a great example. Buffett bought Apple in 2016… You could’ve made three or four times your money just by following Buffett into Apple.”In this episode, we discuss why he doesn't engage in short selling, and he shares two stocks that appear to be underappreciated by the market.

    • 35 min
    How Ophir spot offshore growers (before they get big)

    How Ophir spot offshore growers (before they get big)

    Guest: Andrew Mitchell, Ophir Asset Management.In recent years, there's been an increasing trend of successful Australian businesses expanding offshore. In prior decades, offshore expansion attempts had rarely gone well. But now, Australian businesses ranging from fintech to retailers have seen their fortunes grow overseas.Andrew Mitchell, Director and Portfolio Manager at Ophir Asset Management, says one key reason has been the falling costs building a brand overseas. While once, a huge team of marketing and salespeople would’ve been required to launch a brand offshore. But today, this can be done with a small team using Google or Facebook ads.In this podcast, Andrew tells us how identify these offshore growers, why A2 Milk could double, or even triple its market share, and he gives us an update on his #1 stock for 2020. 

    • 46 min
    A key question most investors ignore, do you?

    A key question most investors ignore, do you?

    Guest: Troy Angus, Paradice Asset Management.Investors ask themselves many different questions when considering an investment thesis; how fast can the company grow? How expensive is it? How good are the management? But one question they general fail to consider is, 'am I wrong?' Troy Angus, Head of the Australian Equities Fund at Paradice Asset Management, says it’s important for investors to always consider the counter factual.“When a stock goes up, and you don’t own it, prima-facie, you’re wrong. You should be constantly reassessing the investment case and wondering, ‘what did I get wrong here?”This is a question they were forced to ask themselves again recently, as expensive technology stocks on the ASX have continued to rally.Hear the rest of the story in this week’s episode of The Rules of Investing podcast. He also shares one thematic that’s a major beneficiary of recent policies, and his preferred exposure to that theme.

    • 43 min
    Chris Stott launched a new boutique. Then COVID hit.

    Chris Stott launched a new boutique. Then COVID hit.

    Even at the best of times, building a new portfolio from nothing is a challenging task. But for Chris Stott, Chief Investment Officer at 1851 Capital, the challenge was truly unique. After a 12-month break from the industry, he raised $80 million for his new firm (including a chunk of his own money) in late 2019. February 1st looked like a good time to start investing, given his track record of outperforming during reporting season. For the first three weeks, everything was business as usual. But in the final week of February, fear took over as reality sunk in for markets.In this week’s episode of The Rules of Investing podcast, Stott tells us how he reacted to the changed market conditions, whether he thinks the worst has passed for markets, and he shares one Aussie small cap that's riding tailwinds from the COVID shutdowns.

    • 42 min

Top Podcasts In Technology

Listeners Also Subscribed To