Shows
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 min
Buy 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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This latest episode is brought to you by A...2025-05-3053 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell: 12 key ASX stocks and the important themes from reporting seasonWhether you're a fund manager overseeing billions or a Livewire reader investing your hard-earned money, there is no better time than the end of reporting season.
Firstly, because it’s bloody exhausting, and secondly, because it’s the clearest picture you will ever get of the health of corporate Australia and the shape of your own portfolio.
Right now is the moment where there is the least noise, the least speculation, and the least fluff. This moment allows investors to make some intelligent decisions, with the fullest information possible, about which opportunities they want to purs...2025-02-2726 minBuy Hold Sell, by Livewire MarketsWhere to find above-market income on the ASX – plus two standout picksTraditionally, investors who have wanted yield have needed only to look at what a company has paid in the past and the consistency with which they have paid it in order to construct a fairly high-yielding and robust portfolio.
But with share prices surging and earnings not growing as fast, it's not so simple anymore. Take the poster child for the movement, Commonwealth Bank (ASX: CBA), as an example. When it was first listed, its yield was north of 7%. Today, it hovers around 3%.
Many would point to the fact that the CBA share price has r...2025-02-1615 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell: 7 stocks for market-beating dividendsWith the stock market surging to all-time highs and the rally being driven by a narrow slice of the market, one of the unwelcome outcomes has been a falling average yield on the ASX.
It currently sits well below 4% for the All Ordinaries - about the long-term average - as seen on the chart below.
As most of you would know, every year we conduct a survey as part of our Outlook Series, where we ask a host of questions, including “What is your favourite income stock?”
Nearly 5000 of you shared your thoughts with u...2025-02-1309 minBuy Hold Sell, by Livewire Markets5 of your most-tipped growth stocks for 2025 (and 2 that should have made the list)Last year saw markets rally strongly, powered primarily by growth stocks. Aside from some volatility earlier this week, that bullish trend has continued this year, with growth stocks again leading the way.
As most of you would know, every year we conduct a survey as part of our Outlook Series, where we ask a host of questions, including “What is your favourite growth stock?”
This year, nearly 5000 of you shared your thoughts with us across the Livewire and Market Index platforms, and in this first episode of Buy Hold Sell for the new season, you’re in fo...2025-01-3009 min
Livewire Forever - The Livewire PodcastSafe To Go StowLivewire Forever recorded in The Stow, in a repurposed shop called "Safe To Go Stow". Sam and Leo catch up on all the new things Livewire are up to!2025-01-2127 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 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell: How to maximise your income on the ASXLet’s face it: We’re all capable of being mesmerised by headlines.
Whether it's a cracking headline on Livewire or an attractive headline price at the shops ($199 is always more appealing than $200), we’re often reluctant to read the fine print or understand what’s going on beneath the surface.
But that reluctance can get you into trouble, particularly when it comes to income investing.
There is a point at which a headline yield starts to look more like a pitfall than a probability and there are ways to construct portfolios that maximise...2024-09-1509 minBuy Hold Sell, by Livewire MarketsWhy you should only focus on your best ideas (and 2 to get you started)Back in May, Livewire sat down with the chief investment officer of a family office - i.e. the steward of a billionaire client's wealth.
The main takeaway, for this anonymous writer at least, was that Australia's ultra-wealthy are on the hunt for concentrated, high-conviction funds - those that hold a smaller number of stocks, look very different from the benchmark, and generate returns far different from the index too.
So in this episode of Buy Hold Sell, we're hoping we can learn what sets these types of funds apart - and of course, whether inve...2024-07-2114 minBuy Hold Sell, by Livewire Markets10 of the highest-yielding stocks on the ASXThere are currently 10 stocks with double-digit yields on the ASX, exactly half the amount there was this time last year.
While double-digit yields certainly sound enticing, investors should be aware that they could indicate that the market believes a company has limited growth prospects, a falling share price, or a one-off dividend.
For those not in the know, dividend yield is calculated by adding up all the dividends (both special and normal) paid over the last 12 months and then dividing that value by a stock's current share price.
So, are any of these do...2024-06-1011 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell: 3 dividend darlings (and 2 traps)With interest rates up 4.25% in the space of two years, investors have entered a Goldilocks era for income. But while many retirees live happily off the income generated by some of the market’s dividend stalwarts, there are potential traps out there.
To help ensure you’re investing in companies with sustainable dividend yields, Livewire's Ally Selby was joined by Plato Investment Management’s Peter Gardner and Merlon Capital’s Andrew Fraser for their analysis of three widely owned dividend stalwarts (and for something different, none of these are iron ore miners).
Plus, they also call out...2024-06-0607 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell: 5 speculative ASX-listed stocks with upside potentialDo you spend your days searching for the next spicy mining stock headed for the moon, a biotech promising revolutionary health advances, or a tech company changing the status quo?
If that sounds like you, you've come to the right place.
While Buy Hold Sell typically focuses on companies at the larger end of the market cap spectrum, this week, we're digging deeper in search of speculative stocks with upside potential.
This includes punter favourite Brainchip (ASX: BRN) - which we repeatedly receive requests to cover, as well uranium up-and-comer Nexgen Energy (ASX: NXG...2024-05-3005 minBuy Hold Sell, by Livewire Markets4 of the highest quality companies on the ASXFrom 1981 to 2022, the MSCI World Quality Index outperformed the MSCI World Index by 2.6% per year - while the growth and value styles generated returns that were pretty much identical to the broader market.
So, is the trend your friend?
In this episode, Livewire's Ally Selby was joined by IML's Daniel Moore and Tribeca Investment Partners' Jun Bei Liu for their thoughts on why investors should be taking a closer look at quality stocks right now - including the factors that investors should look out for when trying to identify the market's quality companies.
The...2024-05-2711 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell: 5 stocks with exceptional earnings growthTime and time again, investment experts tell us punters the same thing - that earnings drive share prices.
When earnings per share is positive and continues to grow in each reporting period, it means that your share in a company's profit pie is continuing to grow as well. Higher EPS can often translate to a company's share price trading higher, as investors are willing to pay more for a company generating elevated levels of profits - particularly if this growth has been consistent over the long term - or is estimated to continue to grow well into th...2024-05-2306 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 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell: 3 dogs of the ASX (and 2 darlings headed higher)If there is one thing investors have heard on repeat over the last 12 months, it's that there's a massive opportunity in small-cap stocks, which were, at the time, massively undervalued compared to their large-cap counterparts.
And while experts' predictions seem to have come to fruition, with the Small Ordinaries Index outperforming the ASX 100 since the beginning of the year, a handful of stocks - plagued by negative news - have been left behind by the benchmark.
Take IDP Education (ASX: IEL), for instance, which has seen its share price fall around 14% in 2024. Or Bapcor (ASX: BA...2024-05-1610 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 minBuy Hold Sell, by Livewire MarketsThe secret sauce of good growth stocks (and 2 that tick all the boxes)Given interest rates remain at decade-long highs, and hopes of cuts continue to be pushed out into the future, it may be surprising for some that growth companies have continued to go from strength to strength.
The S&P/ASX 200 Growth Index, for example, has risen 7.76% over the past 12 months. In comparison, the S&P/ASX 200 Value Index has lifted just over half of that at 4.71%.
According to OC Funds Management's Aaron Yeoh, this is because a lot of companies have readjusted to a higher interest rate environment and have had a closer look at thei...2024-05-1210 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell: 5 growth stocks for the next 5 yearsGrowth stocks are the bread and butter of investors who are happy to stomach typically higher prices for exceptional above-market earnings growth.
These companies typically exhibit high earnings and sales growth, a unique product or service, significant market share in their industries, impressive moats, and loyal customers.
Take WiseTech Global, for example, which has seen its earnings grow at a compound annual growth rate of 43% since listing on the ASX, seeing its share price lift 2,319% (and counting) over that same period.
So in this episode, Livewire's Chris Conway was joined by Datt Capital's Emanuel...2024-05-1010 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell: 5 small stocks with big catalysts on the horizonJust as in science, catalysts are the starting point for major change or action in life. It may be a whistleblower whose revelations lead to significant systemic change, or an enzyme that helps speed up a chemical reaction.
In investing, however, catalysts trigger a drastic change in a stock's share price trajectory. And while no one can know the future, the prediction of catalysts to come can help investors profit over the short term.
This could be new management, an earnings report, a new product/service announcement, legislative change, mergers and acquisitions, broker ratings changes, an...2024-05-0306 minBuy Hold Sell, by Livewire Markets2 undiscovered stocks (and how to analyse under-the-radar companies)Want to learn how to identify undiscovered stocks before the rest of the market does? Of course, you do - what else are you going to talk about at your next dinner party... Or at the pub over a lukewarm beer... Or around the office coffee machine?
In this episode, Livewire's Ally Selby was joined by LSN Capital's Nick Sladen and Elston Asset Management's Justin Woerner for a deep dive into how investors can do exactly that.
They share why investors, like you and I, may have an advantage in discovering mispriced stocks in the ty...2024-04-2810 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell: 3 under-the-radar stocks (and 2 overcrowded darlings)There's something to be said about discovering a gem of a stock the rest of the market missed. Like uncovering a musician before the world does, or being the first to watch a TV series before everyone else's eyes are glued to the same screen. It's a great feeling - and one that may leave you asking, 'Am I better than everyone else?'
In most cases, probably not. But to help you on your way, this episode is dedicated to covering under-covered and undiscovered stocks. This anonymous writer is in the camp that everyone deserves a l...2024-04-2507 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 minLivewire Forever - The Livewire PodcastAll The BestSam and Leo are back for a round up of all things Livewire. 2024-03-1350 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 05The Rules of InvestingHow to invest $1 million in 2024Each year, Barron's releases a list of Australia's Top 100 Financial Advisers. Pitcher Partners' Charlie Viola and Lipman and Burgon Partners' Paul Burgon have featured high on this list over the years, and both ranked in the top 10 in 2023.
As part of Livewire's Outlook Series for 2024, Livewire's James Marlay hosted an in-depth panel discussion exploring how these two investing gurus are allocating capital on behalf of their clients in 2024. Whilst there is no 'one size fits all' when it comes to investing, there are nuggets of insight from this session that can help all investors.
Click...2024-01-0829 minLivewire Forever - The Livewire PodcastBHS, Xmas Dinner and Michael Jacksons CurtainsWe are back with Sam and Leo discussing all things Livewire 2023-11-2947 minThe Rules of InvestingWe are in the midst of a social, economic, financial and political crisisFrom geopolitics to fiscal policy, commodities to equities, this week's featured guest on The Rules of Investing has some high-conviction views on a whole range of subjects.
For more than 40 years, Donald Amstad traded his way through the highs and lows of financial markets. After completing his undergraduate studies at Oxford University, Amstad began his career at Japanese trading house Nomura. He went on to hold roles at JPMorgan, JPMorgan Asset Management, and the Bank of America before spending the last 15 years of his career at Aberdeen Standard (now, abrdn).
And although he may be a...2023-11-1031 minThe Rules of InvestingInvest in what you know, avoid what you don’t: Lessons from a Hall of Fame fund managerDespite all of his success, Morry Waked has remained relatively under the radar. He’s not one to boast of his achievements, and he’s very rarely fronted the media.
At Livewire, we dedicate ourselves to finding the best fund managers in Australia - and in a testament to how underground Morry is, he hadn’t even popped up on our radar.
Last week, however, Morry found himself thrust into the spotlight and was inducted into the Australian Fund Manager Hall of Fame - joining a now 22-name strong list of the country's most recognisable fund ma...2023-10-2729 minThe Rules of InvestingMatthew Kidman: Get ready to run with the bullsMatthew Kidman is a well-known entity to readers of Livewire, as host of Success and More Interesting Stuff, Buy Hold Sell, and most recently, Livewire Live.
Finally, we got him in the hot seat to run us through his own journey into funds management, his approach to investing, and the way he’s thinking about markets today.
From hard truths on a squash court to starting his own shop, Centennial Asset Management, Matt’s story is one of happenstance.
It’s also a story about the importance of mentors and networks. To steal a line...2023-10-061h 09Signal 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 minLivewire Forever - The Livewire PodcastSauces for CoursesSeason 2 episode 1 is here!Sam and Leo kick off the new series with a catch up on all things Livewire!2023-09-1350 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 minThe Rules of InvestingLivewire Live is back in 2023!Livewire Live is an investor event like no other where Australia’s most experienced investors will debate the critical topics in markets right now.
It is set to be an unmissable event with an exceptional lineup of speakers and innovative formats. Tickets will sell out, secure your spot here.
Speakers
We will be announcing additional speakers in the coming weeks.
Robert Millner, Chairman, Washington H Soul Pattinson
Bobby Yazdani, Founder & Partner, Cota Capital
Andrew Clifford, Co-founder, Co-Chief Investment Officer & CEO, Platinum Asset Management
Martin Conlon, Head of Australian Equities, Schroders
Nick Griffin, Chief Investment Officer...2023-08-1607 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 minLivewire Forever - The Livewire PodcastIzzie, Erin and Dogs on PlanesThis is a great episode! 2 LDC older members Izzie and Erin join Sam and Leopold to discuss loads of stuff from crisps to planes, livewire shows and Ellen.....2023-06-291h 24Signal 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 minLivewire Forever - The Livewire PodcastSPURS.....Sam and Leo are feeling stressed and just need to vent about being a spurs fan for a bit......the most niche pod out their > Livewire members who like spurs and podcasts......we are aiming for 5 listens.2023-03-2252 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 minLivewire Forever - The Livewire PodcastBFF'sTwo proper Livewire legends who have shaped the way Livewire is today! Enjoy!2023-01-191h 15
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 minLivewire Forever - The Livewire PodcastIconsHolli and Jorens join us for a festive podcast and chat all things Livewire, christmas and chinese food.2022-12-081h 25Livewire Forever - The Livewire PodcastK Dog and PrimeWe welcome Kylan Adams as our special guest and talk about his past at Livewire, rugby stuff and best curry houses in Harlow!2022-11-041h 17Livewire Forever - The Livewire PodcastBecky G and Loving Your JobWe are joined by LDC director Becky G! As always, all things Livewire are discussed along with a deep dive into Becky's Livewire past and present!2022-10-051h 17Ward 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 minLivewire Forever - The Livewire PodcastDragons and HairIn this pod we discuss Leo's recent performance of Essex Have Mercy, catch up with Livewire events and talk a bit about Sam's kitchen and John Snow.2022-08-011h 12Livewire Forever - The Livewire PodcastDragons and HairWe "deep" some issues raised about Toxic Masculinity after Leo's recent production of "Essex Have Mercy" and discuss a bit of Game of thrones, current Livewire events..... also some pooh.2022-08-011h 12Livewire Forever - The Livewire PodcastNandos and Legendsin Episode 2 of Livewire Forever we discuss Loe's past shows, Nando's, meal deals, Jack Petchey winners and much more!2022-06-301h 14Ward 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 min
Livewire Forever - The Livewire PodcastLists and HooversWelcome to our first ever Livewire pod where we discuss what we should actually put in a .....Livewire pod!2022-06-0949 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
LiveWire-d in CalgaryLiveWired in Calgary – Episode 37: Nenshi spars with Reeve, Memorial Drive treesWelcome back to the LiveWired in Calgary podcast – a monthly news-focused program done in partnership with CJSW 90.9 FM. In this month’s show, host Darren Krause, editor at LiveWire Calgary, plays clips from conversations
The post LiveWired in Calgary – Episode 37: Nenshi spars with Reeve, Memorial Drive trees appeared first on LiveWire Calgary.2021-09-3028 minLiveWire-d in CalgaryLiveWired in Calgary – Episode 36: COVID resurgence, masks, and the federal/municipal election crossoverLots to talk about this month in Episode 36 of the LiveWired in Calgary broadcast on CJSW 90.9 FM (yeah, it’s been THREE YEARS on the air). In this episode host Darren Krause, editor at
The post LiveWired in Calgary – Episode 36: COVID resurgence, masks, and the federal/municipal election crossover appeared first on LiveWire Calgary.2021-08-2430 minLiveWire-d in CalgaryLiveWired in Calgary – Episode 35: Green Line, child care and open seats on Calgary city councilIn this episode, originally aired on CJSW 90.9, host Darren Krause, editor at LiveWire Calgary, looks at the Green Line funding approval and Jyoti Gondek’s pitch to create a planning regime that incentives the creation
The post LiveWired in Calgary – Episode 35: Green Line, child care and open seats on Calgary city council appeared first on LiveWire Calgary.2021-07-2629 minLiveWire-d in CalgaryLiveWired in Calgary – Episode 34: Reconciliation and Canada Day, mask bylaw conflict and Mayors for a dayFirst, we acknowledge the atrocity at the site of a former Saskatchewan residential school, where there were 751 unmarked graves. Host Darren Krause, editor at LiveWire Calgary, brings you more on the province’s plan to
The post LiveWired in Calgary – Episode 34: Reconciliation and Canada Day, mask bylaw conflict and Mayors for a day appeared first on LiveWire Calgary.2021-06-3029 minLiveWire-d in CalgaryLiveWired in Calgary – Episode 33: Back to school, Green Line and the Calgary StampedeIn the May edition of LiveWire in Calgary, host Darren Krause, editor at LiveWire Calgary looks at the idea of voter lists and the return of kids to Alberta schools after the most recent public
The post LiveWired in Calgary – Episode 33: Back to school, Green Line and the Calgary Stampede appeared first on LiveWire Calgary.2021-05-3030 minLiveWire-d in CalgaryLiveWired in Calgary – Episode 32: DQ, Bill 68, Downtown Strategy, and public engagementWe thought last month’s show was jam packed – but this month we’re pushing the limits of audio news production to the limits! Host Darren Krause, editor at livewirecalgary.com, hits on a few hot button
The post LiveWired in Calgary – Episode 32: DQ, Bill 68, Downtown Strategy, and public engagement appeared first on LiveWire Calgary.2021-04-2830 minLiveWire-d in CalgaryLiveWired in Calgary – Episode 31: Druh Farrell goodbye, Guidebook and a tree mysteryIn this month’s episode, originally airing on CJSW 90.9 FM, host Darren Krause, editor at livewirecalgary.com, had a jam packed show. He played a portion of his interview with outgoing councillor Druh Farrell and her
The post LiveWired in Calgary – Episode 31: Druh Farrell goodbye, Guidebook and a tree mystery appeared first on LiveWire Calgary.2021-04-0129 minLiveWire-d in CalgaryLiveWired in Calgary – Episode 30: Eau Claire YMCA closure, the bow wave and Calgary’s film industryIt’s the February edition of LiveWired in Calgary broadcast on CJSW 90.9 FM! This month, host Darren Krause, editor at LiveWire Calgary, talks with Beltline Neighbourhoods Association president Peter Oliver and Ward 8 councillor Evan
The post LiveWired in Calgary – Episode 30: Eau Claire YMCA closure, the bow wave and Calgary’s film industry appeared first on LiveWire Calgary.2021-02-2333 minLiveWire-d in CalgaryLiveWired in Calgary – Episode 29: Firefighters, YYC Console Drive and mayoral candidatesIt’s the January edition of LiveWired in Calgary broadcast on CJSW 90.9 FM! This month, host Darren Krause, editor at LiveWire Calgary, talks with Matt Osborne of the Calgary Firefighter’s Association about racism accusations. He
The post LiveWired in Calgary – Episode 29: Firefighters, YYC Console Drive and mayoral candidates appeared first on LiveWire Calgary.2021-01-3030 minLiveWire-d in CalgaryLiveWired in Calgary – Episode 28: Year in reviewWhat were the top stories of 2020? LiveWired in Calgary host Darren Krause goes through the stories that impacted Calgarians the most this year in his final CJSW 90.9 show of 2020. We have audio
The post LiveWired in Calgary – Episode 28: Year in review appeared first on LiveWire Calgary.2020-12-2228 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 min
The Livewire Politics PodcastGun Control & The Second AmendmentWe live in a nation with more guns than citizens. The subject of gun control is a hot button topic which has been at the forefront of our political discussions since 1791 when the United States Constitution was ratified to include the second amendment. In today's episode, we breakdown the history of gun control measures, what the second amendment actually means, and if the 40k/year gun death statistic stands accurate when pressed for examination. Enjoy and thank you for the continued support of the Livewire Politics Podcast! Resources:https://www.pewresearch.org/fact-tank/2019/08/16/what-the-data-says-about-gun-deaths-in-the-u-s/h...2020-10-2619 minThe Livewire Politics PodcastEpisode 10 | Q & AOur very first Q & A episode! We discuss a variety of questions taken from around the world! Thank you all for the support! iTunes: https://podcasts.apple.com/us/podcast/the-livewire-politics-podcast/id1444671011Podcast Site: https://livewirepolitics.buzzsprout.com/Blog: https://livewirepolitics.org/Please consider a donation to Shriners Hostipal for Children:https://www.shrinershospitalsforchildren.org/shc/donateSupport the show2020-07-2820 minThe Livewire Politics PodcastFlatten the Curve | Life After CovidToday we explore the current protests sweeping the nation along with a segment we like to call, "America After Covid." We discuss what America could look like philosophically once we flatten the curve. Plus, a few surprises along the way! Thank you for the continued support!Link to our Patreon Account: https://www.patreon.com/livewirepoliticsiTunes: https://podcasts.apple.com/us/podcast/the-livewire-politics-podcast/id1444671011Podcast Site: https://livewirepolitics.buzzsprout.comLWP Blog: https://livewirepolitics.orgSupport the show2020-04-2219 minThe Livewire Politics PodcastEcho Chambers | A Social Media Crisis Ever heard of the term “echo chamber?” Researchers have coined this term to represent the growing number of communities who only associate themselves with like-minded friends and tend to not interact with those of an opposing viewpoint. Nearly 6 in 10 American adults get news on social media. Social media has changed the rules in today’s political landscape and limited attention spans have negatively impacted our ability to consciously and sincerely process information. In today's episode we discover the concept of Echo Chambers in our social media!Patreon: https://www.patreon.com/livewirepoliticsWebsite: https://www.livewi...2020-04-1216 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.2020-02-0534 min
NHLivewire Podcasts5. Fishing (Luke 5:1-11)Part 5 of NH Livewire 2019’s series: “Church”2019-10-0429 minNHLivewire Podcasts4. Serving (1 Peter 4:7-11)Part 4 of NH Livewire 2019’s series: “Church”2019-10-0429 minNHLivewire Podcasts3. Worshipping (Nehemiah 8:1-17)Part 3 of NH Livewire 2019’s series: “Church”2019-10-0429 minNHLivewire Podcasts1. Saved (Ephesians 2:11-22)Part 1 of NH Livewire 2019’s series: “Church”2019-10-0429 min
The Rules of InvestingAbnormal returnsGuest: Dr Don Hamson, Plato Investment Management. Host: James Marlay, co-founder, Livewire Markets.
In year 427BC, the Greek philosopher Plato founded ‘The Academy’, which is considered the world’s first university. It is somewhat fitting then that half of Sydney-based fund manager, Plato Investment Management’s team have PhD’s.
With so much grey matter focused solely on generating equity income for their clients, it’s no surprise the results are impressive. Managing Director, Dr Don Hamson, shared in this interview that their investors will have received 16% gross yield after fees this financial year. That's about 10% above the gross yield of the index...2019-07-1525 min
The Rules of InvestingPlatinum: The opportunity of a generationGuest: Andrew Clifford, Chief Investment Officer, Platinum Asset Management.
Host: James Marlay, co-founder, Livewire Markets.
If you’d invested $20k with Platinum Asset Management when the firm opened in 1995 you’d be sitting on around $320k today, a return of ~12.6% per annum*. However, the journey to these returns may have tested your nerves. The active style at Platinum means that periods of exceptional performance are, at times, accompanied by periods underperformance versus the market. Right now, is one of those periods for Andrew Clifford and the team at Platinum. In this exclusive interview, Clifford takes you inside the investment process at P...2018-12-2731 min
The Rules of InvestingChris Stott: One last callGuest: Chris Stott, former CIO of Wilson Asset Management.
Host: James Marlay, Executive Director & Co-founder of Livewire Markets.
At age 37 Chris Stott has called time on his investment career at Wilson Asset Management. Given the current state of markets I took the opportunity to have one final chat to hear his views on the year ahead. He presents a bearish outlook for the Australian economy fuelled by falling house prices and weak consumer sentiment.
But that doesn’t mean you can’t find good companies to invest in and make a return...
Tune in to hear about the attributes that Stot...2018-12-1727 minThe Rules of InvestingMatthew Kidman: UncutRegular readers of Livewire will know Matthew Kidman from his role as ‘anchorman’ for the popular Buy Hold Sell video series. He has also played a critical role in expertly moderating panel sessions at the annual Livewire Live investor event.
Matthew is a highly accomplished investor with an impressive track record. Following 13 years at Wilson Asset Management where Kidman established his own firm Centennial Asset Management.
A common request we receive at Livewire is to hear Matthew’s views on investing and markets. Today, we’re delighted to bring you an in-depth discussion covering Matthew’s investment philosophy, his current views on e...2018-11-1649 minThe Rules of InvestingTwo small cap ideas with years of growth aheadTwo small cap ideas with years of growth ahead by Livewire Markets2018-11-0840 min
The Rules of InvestingThe Rules of Investing: How Alex Waislitz uncovers hidden gemsIn the ‘go-go 80s’, a young Alex Waislitz worked for the legendary Australian entrepreneur, Robert Holmes á Court. Holmes á Court was Australia’s first billionaire, though he lost much of his fortune in the ’87 crash – a valuable lesson for the young Waislitz. Some 30 years later, Waislitz has built a fortune of his own, primarily through investing well. In an exclusive interview with Livewire, Waislitz explains one of the key lessons he learned working for Holmes á Court: "I learned from him to look for hidden value that others may have overlooked… He was a master at identifying value that others seemed to disregard. I'm...2018-06-2242 min
The Rules of InvestingThe Rules of Investing - Global tech giantsDisruption is everywhere these days. Whether it’s Amazon and Kogan disrupting traditional retail, Facebook and Google disrupting print and television advertising, or Netflix disrupting pay TV, it’s impossible to avoid. Incumbents face the dilemma of disruption: adapt to new ways and risk hurting their existing business, or stick to their existing model and risk becoming redundant in an ever-changing world. At the forefront of digital disruption are the global tech giants; Amazon, Baidu, Tencent, Alibaba, Google, and Facebook, to name a few. This week’s guest on Livewire’s Rules of Investing is Alex Pollak, CEO of Loftus Peak, wh...2018-01-1830 min