Shows
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 min
Buy 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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2025-05-3053 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell: 9 ETFs & LITs to build a winning multi-asset portfolioA winning portfolio is like a championship team; star players in attack, rock-solid defense, and steady hands at the helm. In this episode of Buy Hold Sell, Livewire's Vishal Teckchandani calls on selectors Adam Dawes (Shaw and Partners) and Charlie Viola (Viola Private Wealth) to draft the ultimate lineup of listed investments. With nine ETFs and LICs - five chosen by Vishal plus two wildcards from each expert - they’re hunting for the Ricky Pontings and Emma McKeons of the ASX. Whether you seek growth, resilience, or cash flow, they’ve got you covered. Watch, read, or listen belo...
2025-03-1311 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell: 5 stocks with massive growth runwaysIt's every investor's dream: get in at the right time on a great growth company and ride the wave to untold riches. It might sound like a pipedream, and it is indeed hard to do, but there have been plenty of examples over the past decade.
Globally, names like Nvidia, Apple, Microsoft and Google spring to mind, whilst locally names like ProMedicus and TechnologyOne fit the bill.
So, how does one go about hunting these unicorns, and what are the companies right now with massive growth runways ahead of them? We're talking about names with su...
2025-03-0607 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell: The investing megatrends you can’t ignore (and some you should rethink)The stock market is constantly evolving but, every decade, a few megatrends reshape entire industries - creating huge opportunities for investors who spot them early.
Today, AI is revolutionising everything from automation to chip design, with the global AI market projected to grow from US$207 billion in 2023 to over US$1.8 trillion by 2030, according to Grand View Research. Meanwhile, the clean energy transition, shifting demographics, and deglobalisation are rewriting economic playbooks.
Getting these megatrends right isn’t just important, it can be the difference between market-beating returns and falling behind. Just look at how Amazon capitalised on e...
2025-03-0215 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 MarketsBuy Hold Sell: 5 global tech leaders (and 2 more you simply can't ignore)Tech companies have carved out a special place in the zeitgeist. Like Sting and Madonna, they often go by singular names and, in many cases, those names have become verbs.
We don’t search online, we Google. We don’t request a ride, we Uber. Often, when companies reach such a status, there is a coalescence between their use in parlance, our use of their products in everyday life, and a sky-high share price.
The question we, as investors, must seek to ask and answer, however, only concerns the latter. Is the business priced appropriately for...
2025-02-2609 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell: 3 underrated dividend stocks for steady income (and two to skip)If property investing is all about location, location, location, then equity yield is all about consistency, consistency, consistency.
Yes, investors want a suitable level of yield but the smart ones are willing to relinquish some of that level for a higher degree of consistency.
Not convinced?
Well, Livewire's Carl Capolingua wrote a wire last year titled "The most consistent dividend paying stocks in the ASX top 50". It was read almost 50,000 times, had 170 likes, and was one of the most popular wires of 2024.
So, with dividend consistency the name of the game, in t...
2025-02-2107 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 MarketsBuy Hold Sell: 3 stocks with strong sales growth (and 2 from the managers)Sales growth is one of the most important metrics when evaluating growth stocks. Let's face it: it's hard to be a growth company if you're not constantly selling more products and services to consumers.
Companies with strong sales growth demonstrate market demand, expansion potential, and the ability to capture a larger share of the industry, and investors often rightly look at sales growth to identify companies that are scaling rapidly and gaining traction in their respective markets.
That said, sales growth alone is no panacea. If viewed in isolation, it can even be misleading. High sa...
2025-02-0606 minBuy Hold Sell, by Livewire MarketsGrowth stocks are all the rage - here's how to pick the best of the bunch (and 2 ASX examples)Whether you’re an experienced investor or just starting out, identifying stocks with the potential for significant long-term growth is both an art and a science.
Growth stocks have historically been some of the biggest wealth creators in the market, but finding the right ones requires careful analysis, patience, and let's face it, a bit of intuition.
Whilst most growth stocks will have strong metrics, like revenue and earnings growth and improving earnings per share, a host of less tangible factors help separate the great from the good.
How strong is the company's comp...
2025-02-0209 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 minBuy Hold Sell, by Livewire Markets10 "sleep at night" stocks to help your portfolio weather any storm in 2025Legendary investor Warren Buffett once quipped:
“Diversification is protection against ignorance. It makes little sense if you know what you are doing.”
By the Oracle of Omaha’s standards, most of us are a bit ignorant, and gladly so, relishing the “free lunch” that diversification provides.
But what if you didn’t have that option? What if you were limited to holding just one stock for an entire year? That’s the challenge we put to 10 leading fund managers as part of our 2025 Outlook Series.
Livewire has handpicked a selection of investment experts for their outlook...
2025-01-1910 minBuy Hold Sell, by Livewire Markets10 industries and 17 stocks poised to break out in 2025Move over big tech, there are more opportunities in town.
After starting 2024 with earnings downgrades for a range of sectors and a slowdown in consumer spending, it was a bumper year for a number of sectors. Consumer discretionary was one surprise winner, with well-positioned brands like JB Hi-Fi and Nick Scali taking charge. Australian banks facing into a tougher environment continued to outperform, as did the financial sector on the whole, with insurers taking advantage of higher premiums. Biotech also started to surge, as falling rates outside of Australia and a number of successful clinical trials bolstered t...
2025-01-1013 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 minBuy Hold Sell, by Livewire Markets2024 has been a cracking year for ASX investors. What's in store for 2025?Every year, there are a couple of critical investment decisions that investors need to get right in order to set themselves up for a good year.
These big decisions often trump stock picking or catching the latest fad at the right time. Rather, they are fundamental to giving yourself a fighting chance of outperforming.
This year, if you did nothing else, buying the banks and selling the miners proved fruitful. A close second would have been staying long and strong in tech names, despite some of the nosebleed valuations we’ve all witnessed.
So...
2024-12-0914 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 minThe Rules of InvestingWhere Soul Patts is investing for long term growth and dividendsIf you’re looking for the future blue chips of the ASX then Washington H Soul Pattinson might be worth a closer look. The company has been around for more than a century, has never missed a dividend payment but, for the most part, has flown under investor radars.
That is starting to change following the tie up with Milton Corporation in 2021, which has helped to propel Soul Patts’s market cap over $12 bn and into the S&P/ASX 50. Soul Patts now sits alongside popular names including Mineral Resources, Car Group, ASX Ltd and Ramsay Healthcare.
2024-02-1641 minThe Rules of InvestingHow Hyperion unearths rare but exceptional growth companies (plus two that pass their filters)The structural forces that saw growth investing rise to the top after the GFC remain. Covid created a blip, but the world is returning to slow growth, low inflation and lower interest rates. That's the perspective of Jason Orthman, the Deputy Chief Investment Officer of Brisbane-based Hyperion Asset Management.
Orthman says that neither you, me, nor our grandchildren are likely to experience an environment like 2022, where rapid interest rate hikes rocked long-duration assets such as government bonds and growth equities.
"2022 was an incredibly unusual period. We've looked at markets over the last 250 years, and you ha...
2024-02-0245 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 minThe Rules of Investing2 killer growth stocks (and why culture is key to successful small caps)Culture is not something that immediately springs to mind when assessing a company and its prospects for the future.
More often than not, we investors are scouring profit and loss statements, comparing financial ratios and (if we have the time and skill) constructing valuation models.
However, good culture is critical in a business; it takes a long time to build and is hard to maintain. And yet, it can take as little as one rogue employee to upset the delicate balance and ruin it completely.
This is something that Qiao Ma, portfolio manager f...
2023-11-1736 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 InvestingEmma Fisher: Why it pays to be bullish (and the most outstanding idea on the ASX today)The times when a company is dominating headlines (for all the wrong reasons) are the best time to buy.
Take Medibank Private (ASX: MPL), for example, which you may remember, was embroiled in a data breach in October 2022.
On the news, the stock's share price plummeted more than 20%. And while it still hasn't retraced its steps to its prior glory, astute investors who picked up the private health insurance provider on the cheap would have since enjoyed a return of around 22%.
Today, there are two businesses on the ASX that are similarly making head...
2023-10-0648 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 minThe Rules of InvestingHedge fund managers never name their shorts. This one does...Short sellers have had a tough time of it over the past decade. The era of free money lifted all boats, including companies that would perhaps otherwise be candidates for short selling.
Today's market is radically different. Central banks have lifted rates in a desperate attempt to control inflation. Global equity markets have performed well, but much of that performance can be attributed to the tech titans of the Nasdaq.
Consumers have less money to spend, while costs are up and top line revenue is down.
This is fertile hunting ground for short sel...
2023-09-2246 minThe Rules of InvestingBob Desmond names his ”forever” stockWe're constantly told that diversification is the only free lunch in finance. Yet most of the world's top investors choose not to eat it.
Warren Buffett, Charlie Munger, John Maynard Keynes, Lou Simpson, George Soros. All run concentrated portfolios.
Today's guest on the Rules of Investing is similarly esteemed, with a similarly concentrated portfolio.
Claremont's Bob Desmond runs a portfolio of just 10-15 "quality growth" stocks. And many of the stocks he owned during the 'free money' period of high liquidity and high growth are the same stocks he owns today.
In t...
2023-09-1544 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 Investing3 reasons why the US economy has achieved a miraculous ”soft landing”Ten years ago, investing was an easy game. Thanks to rates near zero and reckless fiscal spending, markets were drunk on liquidity.
There was multiple expansion across the board, and winning was relatively easy. Pick an index, sit back and let multiple expansion take care of the rest.
Today’s reality is far different. Volatility is high, correlations are weak, and the once reliable 60/40 portfolio is, well, not so reliable.
In today’s episode of The Rules of Investing, I sit down with Frances Lim, Managing Director and Head of Asia Pacific Macro at K...
2023-08-2538 minThe Rules of InvestingBlackwattle’s Ray David is raising red flags about market darling CSLThere are a select few stocks on the ASX that boast true market darling status. Whereas other stocks sell off at the hint of bad news, market darlings seem to emit an aura effect on markets that itself attracts investment.
Biotech company CSL is arguably the Aussie market’s preeminent market darling, having returned 5,741% since inception.
For a while, it seemed like CSL could do no wrong. But even royalty can be dethroned...
Today’s guest is Ray David, Portfolio Manager and Partner at Blackwattle Investment Partners. Alongside Joseph Koh, Ray runs Blackwattle’s bran...
2023-08-1844 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 minThe Rules of InvestingWhat do counting cars and delivering an 18% pa return for investors have in common?There is a good reason why Australia’s sovereign wealth fund, the Future Fund, maintains a 16% allocation to private equity. Returns, returns, returns.
Private equity, and the lucrative returns it offers, has traditionally been the restricted domain of institutional investors and off limits to retail investors.
Ellerston Capital's JAADE Private Assets Fund bucks that trend by offering retail investors exposure to unlisted Australian growth companies. Like private equity, JAADE’s managers act as a partner with the companies it invests in by holding a space on their respective boards.
It’s a model that c...
2023-08-1145 minThe Rules of InvestingRegal’s ultimate guide to microcap investing in 2023If there is one request that we repeatedly receive from our audience, it’s that you want more content on the wonderful, often under-covered world of microcaps.
It makes cents (literally). These stocks usually fly under the radar of the masses, providing diligent investors with the opportunity to invest in mispriced stocks and generate capital growth over the long term.
However, investing in this area of the market comes with its risks. In 2022, the S&P/ASX Emerging Companies Index suffered a brutal blow (it fell 24%), with one Livewire contributor describing it as a "killing fiel...
2023-08-0439 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 minThe Rules of InvestingThe only ASX stock with a return on equity of over 50%Value investing is all about buying stocks that are trading below their intrinsic value.
In practical terms, that often involves investing in companies and sectors that have been shunned by the market due to particular macro headwinds.
"It should be no surprise as to where the pockets of opportunity are," says Tim Carleton, Auscap Asset Management CIO and today's guest on the Rules of Investing.
"They're in the more cyclical sectors that people are most concerned about from an earnings perspective."
In today's interview with Livewire's David Thornton, Tim runs through two r...
2023-07-2848 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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