Shows
LiveWire PodcastEp. #28 From Bartender to Electrician: April Souther on Apprenticeship & Jobsite SafetyHow do you move from a career in hospitality into the electrical trades?In this episode of LiveWire Podcast, April Souther of Montgomery Electric shares how an unexpected experience during a workplace remodel sparked her interest in electrical work and eventually led her to pursue an apprenticeship after nine years as a bartender.April discusses the relationship between classroom instruction and hands-on training, what it can be like to enter a jobsite as a woman, and the challenges of finding workwear and PPE that fit the people using them.She also recounts a close call from her first year...
2026-10-2050 min
The Rules of InvestingThe Seven Deadly Sins of investingDr David Allen from Plato Investment Management examines how behavioural biases shape investment decisions. His presentation covers overconfidence, the hot hand fallacy, loss aversion, anchoring, base rates, herding and confirmation bias.
Topics include:
What a sharp rebound in short positions taught Allen about complacency.
Why he questions the persistence of exceptional company growth.
How waiting to break even can influence decisions about losing holdings.
How a hypothetical IPO price can become a valuation anchor.
Why the search for the next NVIDIA should include historical success rates.
How Plato uses automated red flags to challenge company assessments...
2026-10-1118 min
The Rules of InvestingFour megatrends you need to know about (and how to play them)A handful of powerful megatrends are driving trillions in investment. Here’s what’s behind them and how investors can gain exposure.
Speakers:
EQT’s Sam Franklin focused on the energy infrastructure needed to power the digital economy.
Munro Partners’ Nick Griffin argued the AI boom is only getting started.
Janus Henderson Investors’ Daniel Sullivan made the case for a new resources supercycle.
VanEck’s Jamie Hannah highlighted a transformation in global defence spending.
TIME CODES
00:15 – Sam Franklin (EQT)– The energy opportunity
02:50 – Energy demand is accelerating
05:05 – Why solar, batteries and gas are winning
07:06 – What EQT looks for in energ...
2026-10-0939 min
The Rules of InvestingSignal or noise? Three macro experts on what matters for your portfolioThe winds of change are upon us. The forces currently shaping Australian and global markets feel more whipsaw and shape-shifting than ever before and investors today must contend with a far broader set of variables.
As Livewire’s Chris Conway put it: "When I was coming up, admittedly many moons ago in markets, there was only three things that you needed to pay attention to have a handle on the macro, and that was inflation, interest rates, and growth. Now we have to worry about policy mistakes, housing, AI, deglobalisation and US exceptionalism, to name but a fe...
2026-10-0737 min
The Rules of Investing5 shocking predictions for 2027 and beyond5 Shocking Predictions brings together bold investment forecasts spanning Australian shares, bonds, Chinese technology, geopolitics and energy.
The presentations explore:
Why Dougal Maple-Brown thinks CBA could halve from its highs, and how CSL’s rebound illustrates valuation changes.
The case for bonds becoming equity diversifiers again if growth slows.
A forecast that China could produce the next trillion-dollar companies through AI progress and policy-backed investment.
A contentious interpretation of US–China rivalry, alongside an argument that bonds could rival shares over 30 years.
The case for an Australian gas boom as coal capacity retires and electricity and LNG feed...
2026-10-0741 min
LiveWire PodcastEp. #27 Safety Education Saves Lives with Derek VigstolHow much of your electrical safety program depends on equipment performing exactly the way you expect?Derek Vigstol of e-Hazard joins LiveWire Podcast for a practical conversation about NFPA 70B, electrical maintenance, arc flash safety, and the decisions organizations are being asked to examine more closely.Derek explains how NFPA 70B evolved into a standard and why maintenance affects more than reliability. He walks through a hypothetical arc flash calculation showing how changes in protective-device clearing time can dramatically change modeled incident energy.The conversation also explores how organizations can approach large maintenance...
2026-10-061h 01
The Rules of InvestingWhere is the value on the ASX? 3 fund managers name their best ideasThe ASX 200 looks expensive, economic growth is subdued, and higher interest rates are putting renewed pressure on valuations. But that doesn’t mean there’s no value left in the Australian market.
At Livewire Live, First Sentier Investors’ Dushko Bajic, L1 Capital’s James Hawkins and Ausbil Investment Management’s Arden Jennings were asked where they are still finding opportunities on the ASX.
All three are looking beyond the market’s largest companies, but their approaches differ considerably.
Bajic is finding opportunities in businesses exposed to major investment cycles, including electrification, AI infrastructure, defence and...
2026-10-0644 min
The Rules of InvestingFive years from now, these are the companies everyone will wish they ownedFive years ago, owning the right handful of global technology stocks could transform a portfolio. The challenge today is deciding whether the next five years will reward investors for sticking with those winners or looking somewhere else entirely. That was the question put to Antipodes Partners Portfolio Manager Vihari Ross and Ophir Asset Management Co-Founder and Senior Portfolio Manager Andrew Mitchell at Livewire Live.
Both believe opportunities remain within AI. But neither thinks the answer is simply buying the companies dominating today's headlines.
Ross is finding value further down the semiconductor supply chain, in businesses...
2026-10-0236 min
The Rules of InvestingSoul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeSoul Patts has been investing for more than a century – but CEO Todd Barlow says today's market demands a very different playbook.
Speaking with Livewire Markets Co-Founder James Marlay at Livewire Live 2026, Barlow explains why Soul Patts is sitting on roughly 20% cash, why its exposure to listed equities has fallen dramatically, and why higher interest rates have raised the hurdle for taking risk. Barlow also discusses the opportunities Soul Patts missed in US technology, where it believes it has an edge in private credit, and why asset allocation can matter more than picking the next winning stock.
2026-09-3032 min
The Rules of InvestingComing up: Livewire Live 2026 Special EpisodesWe’re bringing the best of Livewire Live directly to your podcast feed!
Over the next week, we’re releasing a series of special episodes recorded live from our annual event, featuring an incredible lineup of Australia’s leading investors.
The topics range from asset allocation and investor psychology to Aussie and global shares, megatrends and of course our annual 5 shocking predictions.
We’ll return to our regular format in mid-October.
2026-09-3000 min
LiveWire PodcastEp. #26 The Hidden Risk of Cheap PPE with Derek SangWelcome back to LiveWire, the podcast from OEL Worldwide Industries.Derek Sang returns to LiveWire for round two, and this conversation goes deep into what it really takes to keep utility workers safe on the job.Derek talks about the quality gap in flame-resistant, arc-rated clothing, explaining why a $40 shirt bought online can carry very different protection than an $80 shirt from a proven brand, and why that difference only shows up the day someone actually needs it to work.The conversation also covers what it takes to earn trust with linemen who have...
2026-09-2246 min
LiveWire PodcastEp. #25 The Price of Complacency with Jason BrozenYears on the job can build exceptional skill, but they can also create a dangerous illusion of invulnerability. In this episode of the LiveWire Podcast, host Asa Dyer sits down with Jason Brozen, CESCP, former master electrician, safety speaker, and arc flash survivor, to discuss the deceptive nature of complacency in the electrical trades and why seasoned veterans are often at the highest risk.Jason shares his personal journey surviving a catastrophic arc flash incident in 2009, how cutting corners on routine tasks changes lives forever, and why standard awareness seminars fail to produce truly qualified electrical workers.
2026-09-081h 20
LiveWire PodcastThe Power of Family Legacy: Honoring the Past, Reimagining the Future with Bryan BrewerBryan Brewer, National Sales Manager at Steel Grip, joins Asa Dyer to discuss the values and operating principles behind a family-owned PPE manufacturer. Bryan reflects on growing up around SteelGrip, working alongside his father, and learning how honesty, responsiveness, and long-term relationships shape trust in a close-knit industry.The conversation covers SteelGrip’s history in molten-metal, arc-flash, chemical, and aluminum protection; the role of custom-built PPE; the practical value of American-made manufacturing; and why product standards cannot be compromised when people’s safety is involved. Bryan also shares how the company is approaching generational leadership, developing future tale...
2026-09-0144 min
LiveWire PodcastEp. #23 Artificial Intelligence Replacing The Human Soul with Josh DyerJosh Dyer, CEO of OEL, joins LiveWire for a candid discussion about AI, automation, distraction, and the value of remaining connected to real people.The conversation looks at the role technology can play in business without allowing it to replace human judgment, learning, empathy, and accountability. Josh explains why OEL sees AI as a tool that may support certain tasks, but not a substitute for people who understand customers, take ownership, and build trust through real interaction.They also discuss the risks of digital overload, the importance of service and community, and why long-term relationships...
2026-08-251h 08
LiveWire PodcastEp. #22 The Truth About EV Cars and The Risk They Pose with Bruno LucarelliBruno Lucarelli of EV Safety Inc. joins Asa Dyer to discuss the real-world safety challenges surrounding lithium-ion batteries.The conversation looks at EV charging stations, battery energy storage systems, thermal runaway, off-gassing, emergency action plans, fire-service coordination, insurance exposure, and the risks businesses face when lithium-ion devices are present on their property.Bruno explains why safety planning cannot begin after an incident. Employees, site managers, property owners, and first responders need to understand where the risks are, how to create distance, when to evacuate, and why local fire officials should be part of the plan.
2026-08-111h 17
Buy Hold Sell, by Livewire MarketsBuy Hold Sell: 5 durable ASX stocks for uncertain timesA Livewire reader recently reached out to us to suggest now is the time for investors to be looking for those durable businesses that could offer some resistance to things like AI, rate hikes and oil prices.
The ASX industrials sector seems an obvious place to look, given it's full of stable companies that have endured through the years. But many industrials stocks are also directly exposed to those same macro factors that have help make equities markets a bit of a minefield.
So how do you find the stocks that can deliver resilience?
2026-08-0614 min
LiveWire PodcastEp. #21 NEC 2026 Arc Flash Labeling, NFPA 70E, and Electrical Safety with Greg HollingsworthGreg Hollingsworth joins LiveWire to discuss the electrical-safety changes contractors, building owners, and facilities need to understand.The conversation examines the 2026 NEC’s arc flash labeling requirements, the role of NFPA 70E in workplace safety, OSHA’s General Duty Clause, local code enforcement, and how missing labels can affect permits, renovations, and occupancy.Greg also shares why the proposed two-person qualified-worker requirement is about more than emergency response. A focused standby worker can help identify unsafe decisions before an incident occurs.They also talk through fatigue, productivity pressure, PPE, assessments, training, insurance, and why...
2026-07-2859 min
LiveWire PodcastEp. #20 Data Centers, Grid Capacity & The Future Of Energy with Michael BowersWelcome back to LiveWire, the podcast from OEL Worldwide Industries, a family business built on safety, trust, craftsmanship, and the people behind the work. Some conversations are about what is happening today. Others are about what is coming faster than most people realize.In this episode of the LiveWire Podcast, Michael Bowers joins Asa for a wide-ranging conversation about utilities, data centers, grid capacity, energy policy, nuclear power, water constraints, space-based infrastructure, geology, leadership, and the future of American energy.Michael is the CEO of Gaucher and Associates, where he works in...
2026-07-141h 03
LiveWire PodcastEp. #19 Creativity, Fatherhood & The Work Of Seeing People with John S. MillerWelcome back to LiveWire, the podcast from OEL Worldwide Industries, a family business built on safety, trust, craftsmanship, and the people behind the work. Some conversations are about the job. Others are about the life that shapes the person doing the job.In this episode of the LiveWire Podcast, John S. Miller joins Asa for a deeply personal conversation about creativity, mentorship, photography, family, faith, fatherhood, suffering, and what it means to truly see people.John and Asa look back on more than 15 years of friendship, creative work, encouragement...
2026-06-3056 min
LiveWire PodcastEp. #18 Trades, Safety Culture & Close Calls with Matt Poland fom OEL Worldwide IndustriesWelcome back to LiveWire, the electrical safety podcast from OEL Worldwide Industries, a family business that builds arc flash safety gear, tools, and trust across the trades. A lot of safety lessons do not come from a manual. They come from moments that get too close.In this episode of the LiveWire Podcast, Matt Poland joins Asa to talk about growing up around the trades, working as an iron worker apprentice, moving into the water utility world, and eventually bringing that field experience into his role with OEL.
2026-06-1655 min
LiveWire PodcastEp. #17: Safety Beyond Compliance, Risk Ownership & Building a Real Safety Culture with Brad JohnsonWelcome back to LiveWire, the electrical safety podcast from OEL Worldwide Industries, a family business that builds arc flash safety gear, tools, and trust across the trades.Rules matter. Compliance matters. But Brad Johnson believes real safety has to go deeper than a rulebook.In this episode of the LiveWire Podcast, Asa sits down with Brad Johnson, safety coordinator at Parker Water Sanitation and author of Non Compliant Safety: Practical Applications for Safety Beyond Compliance, to talk about what it actually takes to build a safety culture that works in the real world....
2026-06-021h 02
LiveWire PodcastEp. #16: Grid Reliability, Energy Policy & the Real Cost of Power with Amy CookWelcome back to LiveWire, the electrical safety podcast from OEL Worldwide Industries, a family business that builds arc flash safety gear, tools, and trust across the trades. Power has to show up. That sounds simple, but the systems behind it are anything but.In this episode of the LiveWire Podcast, Amy Cook from Always On Energy Research breaks down grid reliability, energy policy, baseload power, and the real cost of keeping electricity available when people need it most.From utility resource planning and data center demand to residential solar, battery backup, coal, natural gas, and...
2026-05-1950 min
LiveWire PodcastEp. #15: EV Fire Risks & Arc Flash Dangers Explained with Captain Patrick DurhamWelcome back to LiveWire, the electrical safety podcast from OEL Worldwide Industries, a family business that builds arc flash safety gear, tools, and trust across the trades. Electric vehicles are evolving fast… but are we keeping up with the safety risks? In this episode of the LiveWire Podcast, Captain Patrick Durham from StacheD Training, firefighter, engineer, and leading voice in EV safety, breaks down what’s really happening behind electric vehicle fires, battery failures, and first responder exposure.From thermal runaway and off-gassing to arc flash risks and evolving safety standards, this conversation dives into...
2026-05-0554 min
LiveWire PodcastEp. #14: The Hidden Dangers of AI for Business with Preston KnightWelcome back to LiveWire, the electrical safety podcast from OEL Worldwide Industries, a family business that builds arc flash safety gear, tools, and trust across the trades.AI is evolving fast, but is it moving too fast to understand the risks?In this new episode of the LiveWire Podcast, Preston Knight, owner of IT Specialists, sits down with our host, Asa Dyer, to break down AI’s real impact on business, cybersecurity, and data privacy. From “vibe coding” to the hidden dangers of large language models, the conversation explores how companies are adopting AI without fully...
2026-04-211h 02
LiveWire PodcastEp# 13: Innovation, Family, and Made in America: Roy Paulson’s Manufacturing StoryWelcome back to LiveWire, the no-fluff podcast from OEL Worldwide Industries, a family business that builds arc flash safety gear, tools, and trust across the trades.On this episode of the LiveWire Podcast, Asa Dyer talks with industry legend Roy Paulson to share the story behind one of the most influential names in electrical safety and manufacturing.Explore a third-generation leader at Paulson Manufacturing as they share the American story of electrical safety, innovation, and global success. From WWII roots to arc flash shield tech and military collaborations, he discusses patents, legacy, and how Made...
2026-04-071h 05
LiveWire PodcastEp #12 PT 2: Why the Trades Matter: Chris Boden’s Mission to Energize America’s WorkforceWelcome back to LiveWire, the no-fluff podcast from OEL Worldwide Industries, a family-owned business that manufactures arc flash safety gearnsulated toolsIn this week's episode, Asa Dyer sits down with Chris Boden to continue their raw, direct, and unfiltered discussion—covering real experiences, perspectives, and conversations that don’t always get said out loud.They explore the growing skills gap, the reality of student debt, and why the trades offer a powerful alternative path. It’s an honest conversation about education, work ethic, and the people needed to keep our infrastructure — and our future — running.No sc...
2026-03-2446 min
LiveWire PodcastEp #12 Innovation, Risk, and Redemption: Chris Boden’s Journey and Lessons Beyond BarsWelcome back to LiveWire, the no-fluff podcast from OEL Worldwide Industries, a family-owned business that manufactures arc flash safety gear, insulated tools, and trusted across the trades. In this week's episode, Asa Dyer explores the rise and fall of the Geek Group, founded by Chris Boden, long before “makerspace” became popular.Listen in as we cover Boden’s Bitcoin venture, which turned into a legal disaster after an undercover agent infiltrated his space. It details the federal raid, money-laundering charges, and Boden’s time in prison.He discusses rebuilding his life, returning to YouTube, and using hi...
2026-03-1752 min
LiveWire PodcastEp #11: The Secret to Turning a Door-to-Door Hustle into Success with Forrest DyerWelcome back to LiveWire, the no-fluff podcast from OEL Worldwide Industries, a family-owned business that manufactures arc flash safety gear, insulated tools, and is trusted across the trades. In this episode, get ready for a hilarious conversation with host Asa Dyer and his brother, Forrest Dyer, Regional Sales Manager at OEL Worldwide Industries. Filled with behind-the-scenes stories from Forrest’s days working at Olive Garden, Buckle, and as a door-to-door salesperson in LA, plus real talk about what it means to grind through tough jobs and how those experiences shape your career, character, and sense of humor....
2026-03-0250 min
LiveWire PodcastEp #10: NFPA 70E 2027: What Contractors Really Need to Know About Capacitors & VoltageWelcome back to LiveWire, the no-fluff podcast from OEL Worldwide Industries, a family-owned business that manufactures arc flash safety gear, insulated tools, and is trusted across the trades. On this episode we join host Asa Dyer and special guest Heath Garrison, Enforcement Coordinator at National Laboratory of the Rockies (NLR), with U.S.A Department of Energy (DOE), leader in electrical safety and member of the NFPA 70E committee, as they dive deep into the evolving world of America’s electrical infrastructure.Discover untold stories, practical insights, and the latest updates on electrical safety standards, in...
2026-02-1650 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell: 5 of your top-tipped ETFs put to the testETFs have become the building blocks of modern portfolios, offering instant diversification, liquidity and low-cost access to everything from global blue chips to niche thematics. But with a veritable supermarket of options now available on the ASX, choosing the right ETF is no easy task.
In this episode, Livewire’s Tom Stelzer is joined by Daniel Kelly of Viola Private Wealth and Adam Dawes of Shaw and Partners to give us their verdicts on some of the ETFs most tipped by Livewire readers for 2026.
We cover ETFs from global quality and cybersecurity, to Australian high yi...
2026-02-1208 min
LiveWire PodcastEp #9: Sales Leadership: The Strategy for Real-Time Market ConnectionWelcome back to LiveWire, the no-fluff podcast from OEL Worldwide Industries, a family-owned business that builds arc flash safety gear, tools, and trust across the trades. In episode 9, we sit down with Michael Dresser, National Sales Director at OEL. He shares insights on the habits that help sales teams go from being "busy" to being truly effective. How establishing routines, taking ownership of customer relationships, staying connected to the market, and avoiding desk management all make a significant impact in the B2B sector.If you lead a sales team or are...
2026-02-021h 01
LiveWire PodcastEp #8: Who Trains America’s Electricians? Inside IEC Rocky Mountain with CEO Marilyn StansburyWelcome back to LiveWire, the no-fluff podcast from OEL Worldwide Industries, a family-owned business that builds arc flash safety gear, tools, and trust across the trades.In this episode of LiveWire, host Asa Dyer speaks with Marilyn Stansbury, CEO of IEC Rocky Mountain, about training the next generation of electricians and dealing with the current reality of workforce shortages.They discuss how apprenticeships work, why continuing education is important as electrical codes and technology evolve, and how contractors can build strong teams built on safety, accountability, and long-term growth. This conversation also looks at emerging...
2026-01-191h 11
LiveWire PodcastEp #7: Electrical Is Unforgivable: PPE, Training & The Future of the Trades w/ Derek SangWelcome back to LiveWire, the no-fluff podcast from OEL Worldwide Industries, a family-owned business that builds arc flash safety gear, tools, and trust across the trades.On this episode, host Asa Dyer sits down with special guest Derek Sang, Senior Technical Training Manager at Bulwark FR, with over 25 years in flame-resistant (FR) and arc-rated safety clothing. They dive deep into the untold stories behind America's electrical infrastructure, the unforgiving nature of electrical work, and the critical importance of electrical safety and PPE.We cover workforce challenges, the future demands of the electrical infrastructure, and the...
2026-01-0646 min
LiveWire PodcastEp #6: Building Trust Through Innovation w/ Jim EllisWelcome back to LiveWire, the no-fluff podcast from OEL Worldwide Industries, a family-owned business that builds arc flash safety gear, tools, and trust across the trades.On Episode 6 of the LiveWire Podcast, host Asa Dyer chats with Jim Ellis, a seasoned industry leader whose career has been driven by curiosity, purpose, and a people-first mindset.From early days working in remote settings to helping bring new ideas to life, Jim shares what he’s learned about building trust, selecting the right partners, and why meaningful progress takes time. This co...
2025-12-161h 03
LiveWire PodcastEp #5: Building a Safety Supply Company in a Male-Dominated Industry w/ Valerie BoydWelcome back to LiveWire, the no-fluff podcast from OEL Worldwide Industries, a family-owned business that builds arc flash safety gear, tools, and trust across the trades.On this episode, host Asa Dyer sits down with Valerie Boyd, founder of Colorado Safety Supply. Valerie’s inspiring journey through one of the most male-dominated industries is nothing short of remarkable.She reveals how she earned respect on job sites, her unwavering emphasis on fall protection and OSHA education, and the incredible evolution of her business from a single office to a thriving multi-division operation that supports contractors ac...
2025-12-0936 min
LiveWire PodcastEp #4: Shock Is Not “Part of the Job” w/ Greg HollingsworthWelcome back to LiveWire, the no-fluff podcast from OEL Worldwide Industries, a family business that builds safety gear, tools, and trust across the trades.On this episode of Livewire, host Asa Dyer sits down with Greg Hollingsworth—trainer, safety leader, and former IT pro turned arc-flash expert. Greg’s story spans from Southern California to Kansas, from selling hardware to teaching crews how to stay safe around electricity.Together they discuss the real hazards that electricians face every day: why each one has been shocked, why that shouldn’t be considered “normal,” and how culture and traini...
2025-11-2556 min
LiveWire PodcastEp #3: Designing for Women Who Work w/ Annie BlojWelcome back to LiveWire, the no-fluff podcast from OEL Worldwide Industries, where we talk about the people, ideas, and innovations shaping today’s trades.In Episode 3, host Asa Dyer sits down with Annie Bloj, a veteran fashion designer who’s worked with brands like Abercrombie & Fitch, J.Crew, and Gap, to talk about designing workwear that actually fits women in the field.They dig into how the OEL women’s line came to life, why “shrink it and pink it” never works, and how design, function, and respect all come toget...
2025-11-1150 min
Ember & OliveQ&A: What Happens When We Die, Life's Greatest Mystery and The Best Type of ComplimentThis week, I'm getting myself back on the horse with a longer episode, and dipping my toes into some profound themes surrounding existence after death, reincarnation, and personal experiences with spirits. Want me to answer your question next time? Drop me a message on Instagram: @olivia.livewirehttps://ko-fi.com/olivialivewireFollow me on Instagram and Tik Tok: @olivia.livewireMusic: Emma Jones / EF!J @emmaj_onesmusicSupport this podcast: https://patreon.com/olivialivewire Hosted on Acast. See acast.com/privacy for...
2025-11-1123 min
LiveWire PodcastEp #2: How a Family Business Found Its Purpose w/ Josh DyerWelcome back to LiveWire, the no-fluff podcast from OEL Worldwide Industries, a family business that builds safety gear, tools, and trust across the trades.In Episode 2, Josh Dyer joins host Asa Dyer to share the real story behind OEL’s early years, from almost shutting down to building a brand that now supports crews across North America.They talk about the tough years that shaped them, what it means to lead with faith, and how running a family business comes with both blessings and burdens. From the first big ca...
2025-10-281h 00
LiveWire PodcastEp #1: Brand Storytelling That Moves Safety w/ Jeremiah DalesioWelcome to LiveWire, the no-fluff electrical safety podcast from OEL Worldwide Industries, a family-run American company that makes arc-flash gear, insulated tools, and training built for the real world.In our first episode, Asa Dyer sits down with filmmaker and brand storyteller Jeremiah Dalesio to talk about how sharing your story can help your team, your partners, and your customers trust you more, and how that trust can lead to safer jobs and stronger relationships.They talk about the lessons learned from years of building the OEL brand, the...
2025-10-211h 00
The Rules of InvestingHigh conviction: What we’re backing for the long term - Livewire Live Mini-SeriesBanks and miners dominate the ASX, but the opportunity doesn’t end there. At Livewire Live 2025, L1 Capital’s Mark Landau and Allan Gray’s Simon Mawhinney shared their conviction calls beyond these portfolio staples.
This episode is part of our special mini-series of The Rules of Investing, giving you a front-row seat to discussions from Livewire Live 2025, our flagship investor event.
Whether you’re after big-picture market insights or actionable investment strategies, this series offers exclusive insights to help shape your investment decisions.
We hope you enjoy this special 4-part series. We’ll return to our reg...
2025-09-3040 min
The Rules of InvestingViktor Shvets: How to embrace the chaos clouding markets - Livewire Live Mini-SeriesIf you’re still betting on bear markets or mean reversion to drag asset prices back to earth, you’re living in a bygone era. That’s the message from Viktor Shvets, Macquarie’s Head of Global Strategy, who joined us at Livewire Live 2025.
This episode is part of our special mini-series of The Rules of Investing, giving you a front-row seat to discussions from Livewire Live 2025, our flagship investor event.
Whether you’re after big-picture market insights or actionable investment strategies, this series offers exclusive insights to help shape your investment decisions.
We hope you enjoy...
2025-09-2940 min
The Rules of InvestingChris Stott: Why small caps are firing and 5 'Reporting Season Awards'August reporting season was a rollercoaster but it didn't stop the momentum that has been pushing the ASX higher in 2025.
There were shock sell-offs, steady beats, and a very strong showing from small caps. To help make sense of it, Livewire spoke with small cap stock picker Chris Stott from 1851 Capital, and our very own Kerry Sun, who spends his days hunting for insights from announcements, broker notes and market moves to share with readers on Market Index and Livewire.
This episode of The Rules of Investing was a little different. We unpacked the big t...
2025-09-0232 min
The Rules of InvestingLessons from the ‘dark side’ of creditMA Financial has built its reputation in the toughest corner of the corporate world, restructures. In the years after the GFC, it advised on some of Australia’s most complex and high-profile turnarounds, from Centro Properties and Alinta Energy to Babcock & Brown and Nine Entertainment.
Today, the firm manages over $12 billion and has grown into a major player in private lending. In this episode, Livewire speaks with Frank Danieli, Head of Credit Investments and Lending, about how MA Financial’s restructure heritage shapes its credit strategies, why uncertainty is a constant, and where he sees opportunities, including an u...
2025-08-1932 min
The Rules of InvestingRudi: It’s not a bubble, AI’s next winners, and what investors are overlookingInvesting feels easier when markets are messy. When volatility spikes and fear takes hold, putting fresh capital to work can feel rational, even opportunistic. But when markets are cruising near record highs, valuations look stretched, and AI stocks are powering ahead like a runaway train, adding to a portfolio can feel unnerving.
It’s a sentiment shared by many right now. With the ASX 200 trading at elevated multiples and earnings growth on track to post its third consecutive annual decline, the contradiction is hard to ignore.
But according to FNArena Editor Rudi Filapek-Vandyck, it’s not...
2025-08-0530 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell: 5 ASX names built for incomeIn this income-focused episode of Buy Hold Sell, to celebrate Livewire’s 2025 Income Series kicking off, we’re tackling one of the most beloved - and fiercely defended - corners of the Australian market: fully franked dividends.
To help make sense of the dividend landscape in 2025 and beyond, Livewire’s James Marlay is joined by two seasoned pros: Peter Gardner from Plato Investment Management and Hugh Dive from Atlas Funds Management.
Together, they explore where the best income opportunities lie, what traps to avoid, and how to hunt for companies that deliver both yield and capital gr...
2025-07-2116 min
The Rules of InvestingMark Mobius: Change is coming and most companies are not prepared“People are getting too short term. They’re getting panicked by the developments taking place on tariffs and so forth... they don’t realise it’s often just a bargaining point.”
That’s the view of Mark Mobius, a pioneer in emerging markets investing and founder of Mobius Investments. Mobius says many investors are misreading the noise echoing around global markets. His advice? “Be patient and be willing to roll with the punches.”
In this episode of The Rules of Investing, Livewire’s James Marlay caught up with Mobius in New York to explore how he’s navigating gl...
2025-06-1636 min
The Rules of InvestingMarcus Padley reveals the secret sauce of timing marketsIn this special episode of The Rules of Investing, veteran stockbroker and Marcus Today founder Marcus Padley joins Livewire’s James Marlay for a wide-ranging conversation on two critical themes. First, Marcus takes aim at the industry’s obsession with buy-and-hold, arguing that smart market timing isn’t just possible - it’s essential for managing risk and avoiding underperformance. Then, he fields Livewire reader questions on everything from gold and lithium to bond yields and WiseTech. It’s bold, unfiltered, and classic Marcus.
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Thanks to our Sponsor AlphaSense
This latest episode is brought to you by A...
2025-05-3053 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell: Five overlooked growth stocksWith Livewire’s inaugural Growth Series in full swing, special guest host - CommSec's Tom Piotrowski - is back in the chair for another round of Buy, Hold, Sell.
This time he's asking the big questions, including what the key risks are for ASX growth companies today, and how professionals manage downside when the inevitable arrives.
Answering those questions are Ellerston’s James Barker and Ausbil’s Andrew Peros. Tom also quizzes them on past growth investments that exceeded expectations, and which early-stage indicators they pay most attention to.
And that's all before we get t...
2025-05-2919 min
The Rules of InvestingAndrew Mitchell: The market always winsEquity markets have bounced, but Andrew Mitchell from Ophir says the road ahead is tricky. Higher bond yields and policy risks point to slower growth. In this environment, companies that can grow through the cycle will stand out. In this episode of The Rules of Investing, Mitchell shares his views on equity markets, the dominance of US megacaps, and why he remains optimistic on small and mid-caps. He also unpacks the thesis behind a mission-critical tech stock flying under the radar, one he believes has the potential to become a rare ‘Rule of 40’ standout.
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Thanks to o...
2025-05-2450 min
The Rules of InvestingMeet David - He’s taking on Australia’s ETF Goliaths (with just 10 stocks and a bold plan)Australia’s ETF industry is booming - up $53 billion in the past year alone - and a new player is stepping into the ring. David Tuckwell, son of ETF pioneer Graeme Tuckwell, has launched ETF Shares to challenge the giants like Vanguard and Betashares. His weapon of choice? Low fees and ultra-focused US tech exposure. One fund holds just the top 10 Nasdaq stocks - an audacious bet on concentration over diversification. Is there room for another player in an increasingly crowded market? We explore the strategy, the story, and the stakes behind ETF Shares’ bold launch.
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2025-05-0933 min
The Rules of InvestingTough medicine: Trump 2.0 is a structural break for economies and marketsInvestors hoping for a swift ‘V-shaped’ recovery from the recent market sell-off are likely to be disappointed. Instead, they face a slow, grinding path forward. That’s the base case from Koda Capital’s Chief Economist, Brigette Leckie, who says the tariff-led policies of Trump 2.0 represent a structural break for economies and markets.
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2025-04-1629 min
The Rules of Investing“We’re buying”: Emma Fisher spots a rare chance to upgrade the portfolio“Are you okay?” That was the question Emma Fisher got from her mum after the ASX plunged more than 6% in a single day. For Fisher, it was a soft signal that the worst of the panic may be behind us. In this episode of The Rules of Investing, Emma shares why sharp sell-offs are the new normal, the two market “buckets” she’s buying from, and how she’s funding new ideas. Last time she was on the podcast, Emma tipped ResMed at $22. This time, she’s back with a fresh idea she’s backing for the next 5 years.
...
2025-04-1152 min
The Rules of InvestingThe world is complex. Beyond the headlines is where the real opportunities lieNo matter how long you’ve been in markets, we’re all guilty, at one point or another, of operating at a headline level. When markets are moving violently - like they are now - and we’re all trying to keep up, operating at a summary level can become even more pronounced.
But looking beyond the headlines, challenging what you think you know, and diving deeper into complex issues, will almost certainly always yield a better result.
For example, one of the dominant narratives right now is that Trump’s tariffs will lead to higher i...
2025-03-2854 min
The Rules of InvestingJun Bei Liu: 2 stocks for the bottom drawer and how to play the only realistic scenarios left for 2025At the start of 2025, there were three big-picture scenarios facing investors: a hard landing, a soft landing, or no landing at all. Just two of those scenarios remain, with a hard landing now off the table, according to Ten Cap’s Jun Bei Liu.
That view might seem a touch ambitious in light of the market rout that kicked off in mid-February and gathered steam as sticky inflation and a tariff war put equity valuations under pressure.
The ASX 200 has fallen 8.5% in a month and is down over 4.5% for 2025. The picture is worse for US eq...
2025-03-1432 min
The Rules of InvestingHow to invest $1 million in 2025The past few years have been kind to investors. A glance over 2024 asset class returns suggests that most Australian investors have been sitting on healthy gains for the past 12 months, with the much-loved banks leading the charge. Global equity exposure will have sweetened returns, with the S&P 500 clocking up consecutive years of +20%. Even conservative investors have been rewarded with returns on cash, which is the best we've seen in decades.
It's in our nature to resist making changes to a winning formula. However, with market leadership being highly concentrated and, for the most part, coming from...
2025-01-0933 min
The Rules of InvestingTop-rated adviser Paul Burgon reveals his 10 principles for investing in 2025 and beyondIf you’re feeling upbeat about markets as we head into 2025, you’re not alone. 41% of investors that participated in Livewire’s Outlook Series Survey said they are feeling optimistic about markets right now, well ahead of the following most popular response with 30% of survey participants saying they are feeling anxious.
The responses are not surprising, given the decisive run in equity markets in recent years. The S&P 500 is on the cusp of racking up consecutive years of 20%+ returns. A feat only achieved four times since 1926.
The other instances occurred in 1927-1928 before the great d...
2024-12-1344 min
The Rules of InvestingMeet Armina Rosenberg: Mike Cannon-Brookes' former PM harnessing AI to outperform the marketIn 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, a software system that uses large language models for everything from idea generation to portfolio construction.
In this episode of The Rules of Investing, Arms outlines how you can use AI...
2024-10-1154 min
The Rules of InvestingBringing it all together: How to set up your portfolio for success - Livewire Live Mini-SeriesToday, 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 investors some tangible ideas on how to apply the lessons and insights from a full day of sessions covering multiple asset classes, themes and ideas.
This episode is part of our special mini-series of The Rul...
2024-10-0925 min
The Rules of InvestingThe good, the bad, and the ugly - Livewire Live Mini-SeriesToday, 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 panel is hosted by Centennial Asset Management’s Matthew Kidman.
They explore the stocks they are bullish on today, the themes they believe are likely to suffer, and the stocks they recommend investors avoid (or shor...
2024-10-0845 min
The Rules of Investing5 Shocking Predictions for 2025 - Livewire Live Mini-SeriesMany 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 Manager at Antipodes,
Bob Desmond, Co-Portfolio Manager and Head of Claremont Global
Josh Clark, Lead Portfolio Manager at QVG Capital
Matthew Kidman, Chief Investment Officer at Centennial Asset Management.
This episode is part of our special mini-series of The...
2024-10-0736 min
The Rules of InvestingUnlocking portfolio potential: Lessons from Soul Patts’ disciplined strategy - Livewire Live Mini-SeriesIn 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 allocation masterclass from Todd and hearing about the opportunities he sees in the market today.
This session was moderated by James Unger, Head of Corporate Finance and Bell Potter Securities.
This episode is...
2024-10-0626 min
The Rules of InvestingHow big is the AI pie? Who wins and who get crushed? - Livewire Live Mini-SeriesArtificial 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 are we in the cycle for this industry? Who will be the winners? And who will get crushed?
The panel features:
Nick Griffin, Founding Partner & Chief Investment Officer, Munro Partners
Jun Bei...
2024-10-0550 min
The Rules of Investing5 seismic shifts happening right now and how to take advantage of them - Livewire Live Mini-SeriesIn 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 they present for investors.
The speakers in this session are:
Matthew Haup, Lead Portfolio Manager at Wilson Asset Management
Srdjan Dangubic, Partner at Five V Capital
James Abela, Portfolio Manager at Fidelity
Andrew Lock...
2024-10-0448 min
The Rules of InvestingIn Conversation with Apollo Global Management's Scott Kleinman - Livewire Live Mini-SeriesIn 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 transformation, the energy transition, and ageing populations.
This episode is part of our special mini-series of The Rules of Investing, giving you a front-row seat to discussions from Livewire Live 2024, our flagship investor event.
2024-10-0428 min
The Rules of InvestingInside Macquarie's unique approach to consistent alphaBehavioural economics explains why we make such stupid decisions with our money. Unfortunately, the study has found that behavioural biases are very hard to control and, even if you are aware of them, no one is immune from poor decision-making when it comes to both life and our finances.
This is where quantitative or systematic investing comes in - a realm of investing typically reserved for institutional investors like super funds and the ultra-wealthy.
Quantitative investing removes emotion and behavioural biases from investing. Instead, it relies on some of the smartest people in the world to...
2024-09-2742 min
The Rules of InvestingWhy AI will have a bigger impact on the world than the invention of electricityIn this episode of The Rules of Investing, Livewire's Ally Selby learns about some of the companies that meet these criteria, why Rizzo believes AI will be far more transformative than investors currently think, as well as why he believes that investors are likely to do more harm waiting for a correction in some of these tech winners than a correction itself.
Plus, he shares what he is seeing on the ground in the US right now in terms of economic weakness, the stocks he believes are worth paying up for right now, and how he takes ad...
2024-08-1641 min
The Rules of InvestingMore please! Dr Don Hamson’s cure for the 'disappearing dividends' on the ASXFully franked dividends are a prized asset of the Australian market. While the lack of growth is often lamented, plenty of self-funded retirees are content to dine on the distributions of Australia's big miners and banks.
And who can blame them - high commodity prices, particularly in iron ore and lithium, resulted in record dividends from the top end of town. However, after peaking in 2021 and 2022, dividends from mining companies are steadily declining.
Research from Commsec published late in 2023 showed that the 12-month forward dividend yield for the ASX200 has been below the long-run average o...
2024-06-2839 min
The Rules of InvestingRecession a line ball as Australia groans under a massive debt loadThis time last year, PIMCO Portfolio Manager Adam Bowe told Livewire that there was a 50/50 chance that Australia would slip into recession. March GDP figures show that the economy grew at just 0.1 per cent, the slowest rate since December 2020. Today, Bowe says interest rates are sufficiently restrictive, and the chance of recession remains a ‘line ball’.
In this episode of The Rules of Investing, Bowe explains why interest rates in Australia don't need to go higher, why house prices have been immune to interest rate increases and where he is finding the best income opportunities right now.
...
2024-06-1428 min
The Rules of InvestingThe investment secrets of Australia's billionairesThere seems to be no stopping Australia's ultra-wealthy, with the number of billionaires down under growing by 14.4% over the past 12 months, to a record 159 people. For some context, in 2020, this number was 117, according to The Australian.
While it's wonderful to daydream about what you would buy or do with a few billion dollars, the true secret success of the ultra-wealthy is their ability to stay that way. After all, how many stories have you read of lottery winners squandering their newfound wealth just a few short years later?
So, how do the other half continue to...
2024-05-2325 min
Signal or NoiseWhat will the RBA do next? (And what does it mean for your money?)Forecasts are forecasts but the numbers don't lie. And at the end of the day, the numbers show an extremely tough conundrum for the Reserve Bank of Australia. Services inflation has not come down as fast as the RBA would like and goods inflation is starting to tick up. And while the overall inflation downtrend is generally intact, markets are extremely jittery to any upside surprise.
The jobs market remains incredibly tight, housing costs continue to skyrocket, and consumer-led indicators like retail sales and confidence continue to remain sluggish.
So how will the Reserve Bank o...
2024-05-1320 min
The Rules of InvestingChristopher Joye: No margin for error for risk junkies craving rate cutsThe past six months have been golden for investors, with everything from equities to gold and even Bitcoin enjoying stellar runs. And if risk assets are not your bag, then there have been juicy yields on offer across a range of cash and fixed-income asset classes.
Animal spirits woke from their slumber in late October 2023 when the Fed effectively claimed victory in the fight against inflation. Markets have been led to believe that rate cuts are a forgone conclusion in the year ahead, and participants have been piling into risk assets accordingly.
Christopher Joye, portfolio ma...
2024-04-121h 02
The Rules of InvestingWhy Ben Clark is taking profits on growth stocks (and where he's putting that money to work)Quality growth stocks, those with fortress balance sheets, impressive moats, structural tailwinds and top-notch management teams, have had a stellar run recently. Take Goodman Group (ASX: GMG) for example, which has risen 66% over the past year. Or Megaport (ASX: MP1), up over 252% in 12 months alone.
If you're like this anonymous writer, you've probably started to ponder whether it's time to trim some of your winning positions and take some profits.
And according to TMS Capital's Ben Clark, we may have just reached that point.
"A lot of investors are trying to chase a very small n...
2024-04-1247 minSignal or NoiseWhere these investors are putting over $3 trillion to work in marketsIn this brand new episode of Livewire's top-down investing show Signal or Noise, we'll aim to distil the noise and make sense of where the best investment opportunities live. Joining myself and our permanent panellist, AMP Deputy Chief Economist Diana Mousina are:
Lukasz de Pourbaix, Global Cross-Asset Specialist at Fidelity International
Tom Nash, Fixed Income Portfolio Manager at UBS Asset Management
Wire Link: https://www.livewiremarkets.com/wires/can-the-everything-rally-keep-going
2024-04-0221 min
Signal or NoiseCould ASX earnings and dividends beat the odds and rise this year?What do all the numbers of the last four weeks really say about the state of corporate Australia - and where are the best of the best investing their money given what has been handed down?
To find out, we bring you the Signal or Noise February Reporting Season episode. Joining AMP's Diana Mousina and your host, Livewire's Hans Lee, are two veteran stock pickers who also have a strong macro nous:
Steve Johnson, CIO at Forager
Daniel Moore, Portfolio Manager at IML
Wire: https://www.livewiremarkets.com/wires/5-asx-stocks-these-experts-are-backing-for-post-february-and-beyond
2024-03-0419 min
Common Ground YYC - LiveWire CalgaryCommon Ground YYC S3E7 - Cindy AdyFormer Calgary MLA and soon-to-be-former CEO of Tourism Calgary, Cindy Ady, takes LiveWire Calgary editor and Common Ground YYC host Darren Krause on a journey that spans decades and includes insight into some of Calgary most important events over the past 20 years. The pair talk about the childhood influence of growing up in Hawaii, her first public service advocating for the delivery of new schools, getting elected - and breaking the news she was going to be a politician to family, two Alberta premiers, her role in shaping Alberta tourism and then the impact she had rebuilding T...
2024-01-121h 05Signal or NoiseHow to invest in a market full of confusing signalsFor a show called Signal or Noise, market pricing of late has been full of confusing and contradicting signals.
On one hand, equity markets in Australia and the US pulled back from recent highs. The ASX 200 is tracking at six-month lows while the NASDAQ is off by more than 6% in the last 30 days alone. The US 10-year yield, widely considered the global benchmark for asset valuations, is up 50 basis points in just one month. BCA Research has described the savage sell-off in bonds as indicative of the "start of a financial accident".
Crude oil prices brie...
2023-10-0524 minSignal or NoiseSignal or Noise: 10 things every investor should know right nowWhen Livewire's Hans Lee set out to create a macro-focused series 18 months ago, he had one mission. From the beginning, the aim has been to make economics and data more relevant to the everyday investor.
In every episode, we endeavour to take the most interesting headlines and narratives from the financial press before breaking them down in a way that you can use in your investment journey.
But as the series has developed its audience over the last 18 months, we've also learned there has been an appetite for education. Not just explaining why the data poin...
2023-09-1126 minSignal or Noise7 key themes (and 4 stocks) to watch this ASX reporting seasonInvestors have arrived at one of the most important and fascinating earnings periods in a long time. Weaker profit growth and cautious guidance statements look likely to dominate the upcoming annual results season.
After all, the list of headwinds is plentiful and many of them remain unresolved. Is the Reserve Bank's July pause actually going to stick this time? Australian inflation sits at around 6% but which businesses will bear the brunt (and benefit) of those increased costs? Can the leading economic indicators break out of their long and sluggish downtrend?
And most importantly, which corporates wi...
2023-07-3125 minSignal or NoiseWhy the ASX is trading like a recession is coming (and the NASDAQ isn’t)On May 3rd, 2022, the Reserve Bank of Australia hiked the cash rate target by 25 basis points to 0.35%. In the last paragraph of that day's decision statement, the Board wrote the following:
"The Board is committed to doing what is necessary to ensure that inflation in Australia returns to target over time. This will require a further lift in interest rates over the period ahead."
Since then, the RBA has hiked that rate by 400 basis points (4%) and still isn't ruling more out, even if it creates a much larger risk of recession.
Equity market investors have w...
2023-07-0328 minSignal or NoiseThe ultimate guide to Australian income investingNo matter your age, market experience, or life goals, one thing every investor loves is a dividend. And with good reason! Australia has a friendly tax structure for those who rely on those dividends for passive income. But after 11 rate rises in an unprecedented year for markets, other investment avenues have come back into vogue.
Bonds are back, thanks to a massive spike in yields across the government and corporate curves. Rental yields continue to go up, thanks primarily to the massive shortage in urban Australia. Even a term deposit can fetch you 5% interest at some financial i...
2023-06-0522 minCommon Ground YYC - LiveWire CalgaryCommon Ground YYC - S3E4 - Calgary Surge - Usman Tahir Jutt and Jason RibeiroHow does a professional basketball team come to Calgary? In this month's episode of Common Ground YYC, you get the inside scoop on how the Calgary Surge came to this city. Common Ground YYC host, and LiveWire Calgary editor Darren Krause, sat down with the principal architects of the plan to bring the team here, Usman Tahir Jutt and Jason Ribeiro. The one thing that sticks out is the importance of community in delivering a basketball product to Calgarians. You learn their personal motivations for why that's so important for them and the Cal...
2023-05-2734 minSignal or NoiseSignal or Noise: Why the RBA’s May rate hike was the right decisionBefore the COVID-19 pandemic, the Reserve Bank of Australia was considered one of the leading lights in the global central banking circuit. For a large part of the last 30 years, inflation has been within the Bank's 2-3% target and the broader economy has not been in a technical recession once thanks in large part to strong monetary policy settings.
When the pandemic arrived, the cash rate was just 0.75%. It was quickly cut to 0.1% and Governor Philip Lowe strenuously argued that the nominal interest rate would not be taken below zero (unlike in Japan or Europe).
Wh...
2023-05-0824 minSignal or NoiseFive commodities stocks successfully navigating geopolitical changeThe global commodities market is at a vital point in its current cycle. Years of underinvestment have caused massive supply problems in the energy market. Climate change has drastically changed the food production supply chain. And central bank rate hikes are adding to real yields - creating a headwind for gold investors at a time when gold should be thriving.
It's also been just over a year since Russian forces invaded Ukraine, causing already high prices to soar even more. At the outbreak of the war, some energy prices increased by more than 100% in a matter of...
2023-03-1321 minSignal or NoiseThe biggest event in markets is happening right nowSince the last episode of Signal or Noise was taped in early December, the narrative around the global economy has shifted dramatically. But nowhere has it shifted more than in the world's second largest economy.
While most major markets were in holiday mode, the Chinese government decided to reopen its economy and people to the rest of the world. The landmark move followed three years of intense lockdown restrictions. And much like the experience of other countries, consumers have a lot of pent-up savings - nearly ¥6 trillion according to one estimate from Bank of America.
B...
2023-02-1324 min
Ward Zero podcastWard Zero - S2 E15: The Year EnderIn the final episode of the year - and the season - the Ward Zero trio of Esmahan Razavi, Jeremy Zhao and LiveWire Calgary editor Darren Krause take a look back at 2022 and they glimpse ahead to 2023. They choose and defend their selection for news story of the year, their newsmaker of the year and they make their bold predictions for 2023. The team took some 'liberties,' shall we say, in making their selections this year. Enjoy the listen!
2022-12-3137 minWard Zero podcastWard Zero S2E12: Event Centre, BOLD Edmonton cycling planThe Event Centre is back in the Calgary news, and the Ward Zero trio of Esmahan Razavi, Jeremy Zhao and LiveWire Calgary editor Darren Krause talks about the $16.8 million in close out costs, but really dive into transparency.They even tie in the way Calgary's 2026 Olympic bid was handled.After that they consider how a Calgary version of Edmonton's $170 million plan to bring 100 kilometres of bike infrastructure to that city over the next four years might look. Jeremy is pretty clear in his thoughts on how this would in...
2022-10-0439 minWard Zero podcastWard Zero - S2E10: New Calgary communities, healthcare woesIn the latest Ward Zero episode, the team talks about the newly-approved Calgary suburban communities and also some healthcare issues with urgent care centre hours being cut. There's a hot take, some quick hits and Esmahan speculates about... a panda attack? Thanks for listening! (Don't miss the bonus content available for LiveWire Calgary members! The trio riffs off the healthcare issue to talk about the massive gap in infrastructure in north central Calgary.)
2022-08-1035 minWard Zero podcastWard Zero - S2E8: Climate strategy, UCP leadership and Calgary Transit safetyWe're back after working between crazy schedules, sickness, vacation and more to catch you up on City of Calgary-related news and issues. With Esmahan dealing with a bout of Covid, LiveWire Calgary editor Darren Krause took over this episode's hosting duties. The trio catches you up on the climate strategy, some thoughts on the UCP leadership race (commentary on their launch videos... - do they ALL need to walk slo-mo through tall grass?) and we cover Calgary Transit safety. Quick hits and a hot...
2022-06-1854 minWard Zero podcastWard Zero - S2E7: Payouts, DT activations, 'Freedom convoys and the Calgary surplusIn the latest Ward Zero episode, Esmahan Razavi, Jeremy Zhao and LiveWire Calgary editor, Darren Krause look at a handful of recent city issues. The trio talks about the severance payout to former Mayor Gondek Chief of Staff Stephen Carter and whether this should be a problem for taxpayers. They also talk about the return of the so-called Freedom convoys in Calgary and what underlying problem lingers with their resurgence. The city needs to get better at Downtown Calgary activities, according to the trio...
2022-05-0939 minWard Zero podcastWard Zero - S2E6: Blowers, SM conduct, (un)affordable housingIn this episode, Esmahan Razavi, Jeremy Zhao and LiveWire Calgary editor Darren Krause look at a recent social media exchange (with expletives) between former Mayor Gondek Chief of Staff Stephen Carter and Ward 13 Coun. Dan McLean. The trio also fires up the conversation on banning gas-powered leaf blowers in Calgary and then begins the conversation on affordable housing. (There's "missing middle" bonus content available for $25/mo subscribers on Patreon!)
2022-04-2347 minWard Zero podcastWard Zero S2E4 - The Beltline Protests editionEsmahan Razavi, Jeremy Zhao and LiveWire Calgary editor Darren Krause talk about the different facets of recent Beltline protests. The trio covers the physical action taken by police against counter-protesters, the city's letter to the Calgary Police Commission, a tweet and motion by Coun. Jennifer Wyness, and what might happen this weekend, given a special meeting of the Calgary Police Commission coming Friday.
2022-03-1858 minWard Zero podcastWard Zero - S2E1Esmahan Razavi, along with Jeremy Zhao and LiveWire Calgary editor Darren Krause kick off Ward Zero season 2 with some hot button topics. They talk about the councillor home security costs and how the rise of extremism plays in this conversation. They also hit on the difference between politics and governance and how it's a mistake (right now) to try and govern with politics. Also - cost escalations on the Green Line? Say it ain't so.
2022-01-2645 min
Success and More Interesting StuffIntroducing Success and More Interesting StuffA short preview of our upcoming podcast miniseries, brought to you by Livewire Markets.
2020-12-2202 minCommon Ground YYC - LiveWire CalgaryCommon Ground YYC – S2E4: Mark Asberg, CEO – Calgary Public LibraryHow exactly are libraries changing and evolving? We talked with Calgary Public Library CEO, Mark Asberg about this and a whole host of other library-related topics. OUR PATRONS ARE LISTENING TO BONUS CONTENT WHERE ASBERG SAID THAT DIGITAL CONTENT (AUDIO/DIGITAL BOOKS), “MAY OR MAY NOT BE SUSTAINABLE IN THE LONG TERM.” In this episode, hosts […]The post Common Ground YYC – S2E4: Mark Asberg, CEO – Calgary Public Library appeared first on LiveWire Calgary.
2020-03-0742 minCommon Ground YYC - LiveWire CalgaryCommon Ground YYC – S2E3: Brian Hahn, BILD Calgary CEOIncreasingly when you hear about development in Calgary, you hear about the divide between suburban (new) and established area growth. It often pits citizens against one another, insisting that one must happen to a greater degree than the other. There’s no doubt it’s a divisive issue in Calgary. In Season 2, Episode 3, co-host Darren […]The post Common Ground YYC – S2E3: Brian Hahn, BILD Calgary CEO appeared first on LiveWire Calgary.
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