The Rules of Investing

Livewire Markets
  • 4.8 (6)
  • Investing
  • Updated Semiweekly

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 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.

  1. Aug 14

    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 often shake weak hands from their positions. In this episode of The Rules of Investing, Sebastian Mullins offers real-world examples that highlight why paying attention to big-picture headlines matters and explains his value, cycle, liquidity (VCL) framework, which informs his asset allocation decisions. The episode also digs into why he is constructive on global equity markets, how he is playing it and presents a breakdown of the different tools that he uses to reduce risk in his portfolio.   Thanks to our Sponsor AlphaSense This latest episode is brought to you by AlphaSense. Discover decision-grade AI now - Visit alpha-sense.com/livewire to get started.

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

  2. Aug 7

    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 investors. We discuss:  Why curiosity is central to Munro Partners’ investment process How following bottlenecks can uncover overlooked investment opportunities Why large-cap research can help identify tomorrow’s small and mid-cap winners The challenge of balancing conviction with the possibility of being wrong Why grit matters when investments do not work out How Munro uses risk management to avoid letting losers dominate the portfolio Where Ma is still finding opportunities in AI, power, travel and healthcare How Howmet Aerospace and Acter emerged from deeper supply-chain research The one investment Ma would make if markets closed for five years. Guest from Munro Partners, a corporate authorised representative (CAR 1244894) of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder (AFSL 480509). The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this recording is for illustrative purposes only and should not be relied upon as an indication of future performance. The information in this podcast has been prepared without taking account of the objectives, financial situation, or needs of individuals. None of Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com. Podcast recorded 31 July 2026.    Thanks to our Sponsor AlphaSense This latest episode is brought to you by AlphaSense. Discover decision-grade AI now - Visit alpha-sense.com/livewire to get started.

    Two attributes to make you a better investor

  3. Jul 17

    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 2018. ​In this episode Lauren De Zilva explains how Ryder looks for mispriced opportunities and the thesis behind the firm's largest portfolio holding. She also shares two small-cap investments that meet Ryder’s disciplined investment process.   Thanks to our Sponsor AlphaSense This latest episode is brought to you by AlphaSense. Discover decision-grade AI now - Visit alpha-sense.com/livewire to get started.

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

  4. Jul 3

    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, the outlook for gold and copper, and where he is finding opportunities among Australian micro-cap miners. In this episode: Why the mining cycle may still be early What the Lion Clock says about the current resources market Why gold remains attractive beyond the gold price The risks investors often miss during mine commissioning and ramp-up Why copper could be entering a new trading range How to invest when the cycle has turned, but the exact bottom has passed Medallion Metals, Sunshine Metals and other small-cap resources opportunities The one stock Widdup would hold if markets closed for five years

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

  5. Jun 25

    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 influential venture capital firms. When Sam joined Blackbird in 2015, the Australian VC ecosystem was in its infancy - a cottage industry with just a few hundred participants. The landscape has changed dramatically over the past decade as companies like Atlassian, Afterpay, SafetyCulture, and Canva have captured investor attention and created a thriving breeding ground for innovation. In this episode of The Rules of Investing, Sam discusses the rapid evolution of the VC landscape in Australia and New Zealand, why backing the right founders is essential to early-stage investing, and the next generation of companies growing at unprecedented rates.

    Backing generational companies with Blackbird’s Samantha Wong

  6. Jun 19

    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 the physical layer. In this episode of The Rules of Investing, Ken Wong, Partner and Head of Asia Pacific Infrastructure at EQT Partners, breaks down why the massive, structural build-out of data centres and renewable energy grid connectivity is the market’s most misunderstood, and overlooked, growth opportunity.

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

  7. Jun 2

    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 performance since the lead-up to the GFC. But as the saying goes, “it’s always darkest before dawn.” In this episode of The Rules of Investing, James Abela explains why it is critical to have a process for navigating challenging markets, and highlights the bright spots, both globally and on the ASX, that are presenting a breadth of opportunities in small and mid-cap companies.

    James Abela: The high-stakes search for Quality

  8. May 22

    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 concentration, inflation, oil, interest rates, Australian housing, and the hidden fragility beneath parts of the US economy and equity market. In this episode: Why the AI theme may be carrying more of the global economy than investors realise Oil, Iran and the Strait of Hormuz Why inflation may not be the biggest risk facing markets The difference between Australia and the rest of the developed world Signs of weakness beneath the surface of the US economy Why investor complacency could become a major problem The one investment Watling would make if markets closed for five years.

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

Ratings & Reviews

4.8
out of 5
6 Ratings

About

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 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.

Information

  • Creator
    Livewire Markets
  • Years Active
    2017 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    The Rules of Investing

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