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The Rules of InvestingThe 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 minThe Rules of InvestingThe 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. _____________________ Thanks to our Sponsor AlphaSense This latest episode is brought to you by A...2025-05-3053 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell, 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, 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, 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, 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 minLivewire Forever - The Livewire PodcastLivewire 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 minThe Rules of InvestingThe 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 minThe Rules of InvestingThe 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 minThe Rules of InvestingThe 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 minThe Rules of InvestingThe 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 minThe Rules of InvestingThe 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 minThe Rules of InvestingThe 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 minThe Rules of InvestingThe 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, 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 MarketsBuy 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 minThe Rules of InvestingThe 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 minSignal or NoiseSignal 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 MarketsBuy 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, 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, 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 MarketsBuy 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, 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 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell, by Livewire MarketsThe stocks headed for the ASX 20 (and 2 on the way out)Over the last five, 10, 15 and 20 years, mid-cap stocks have managed to outperform both their large and small-cap counterparts. They've done this with the same volatility as small caps and, over the last decade, they've grown earnings at around 7.5% per annum - more than double that of the small and large-cap indices.  So, why is this? According to Blackwattle's Tim Riordan and Auscap's Will Mumford, it all comes down to quality. These businesses are more likely to have established themselves with some sort of competitive advantage and have more of a growth runway ahead of them to expand globa...2024-04-0814 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell, by Livewire MarketsBuy Hold Sell: 3 stocks ready for a rebound (and 2 due for a sell-off)Unless you've been living under a rock, you've probably noticed it's been an incredibly strong six months for global markets. The ASX 200, for instance, has rebounded 13% over the past six months, while the S&P 500 and NASDAQ 100 have soared 23% and 24% respectively over that same period. Elsewhere in the world, the UK's FTSE 100 has lifted 6% in six months, Japan's Nikkei has skyrocketed 28%, and India's Nifty 50 has enjoyed a 15% bump. All in all, the MSCI World Index (USD) is now 21% higher than it was six months ago. And to think, we haven't even seen Fed rate cuts...2024-04-0409 minSignal or NoiseSignal 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 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell, by Livewire MarketsBuy Hold Sell: 5 undervalued founder-led stocksIn 2016, Bain & Company found that the companies most successful at maintaining profit growth over the long term disproportionately were companies where the founder was still running the business, still involved on its board, or where the principles the founder originally put in place persisted. That's because founders possessed these three traits: Business insurgency - A unique feature or capability that gives a business purpose, waging war on industry norms on behalf of its clients. A "front line obsession" - A focus on the details at the front line and culture. The "owner's mindset" - Possessing the...2024-04-0109 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell, by Livewire MarketsAnswering the internet's most common ETF questionsAround 51% of Australians (or 10.2 million people) hold investments outside their homes and superannuation, according to the ASX. Of these investors, around 20% (or 2 million people) use exchange-traded funds (or ETFs) - up from 15% in 2020. Investor interest in low-cost, liquid and diversified ETFs has seen assets under management in the industry explode over the last decade, with its market cap now reaching close to $190 billion. In fact, in the last 12 months alone, the market cap of the Australian ETF industry has surged 35.5% (or by $49.6 billion). Given more investors are using ETFs than ever before, Livewire decided it...2024-03-1710 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell, by Livewire MarketsBuy Hold Sell: Your top-tipped ETFs for 2024There are now more than two million Australians using exchange-traded funds (ETFs) to invest, an increase of 7% compared to 2022 (according to Betashares).  As of the end of February, there was $189.4 billion invested across 359 ETFs, and with BlackRock estimating the market could more than double by 2027, it seems there's no stopping the explosive growth of the low-cost, easily accessible ETF market.  So in this episode, Livewire's Ally Selby was joined by Shaw and Partners Adam Dawes and DP Wealth Advisory's Andrew Wielandt for their analysis of Livewire and Market Index readers' top-tipped ETFs for 2024.  For mo...2024-03-1415 minLivewire Forever - The Livewire PodcastLivewire Forever - The Livewire PodcastAll The BestSam and Leo are back for a round up of all things Livewire. 2024-03-1350 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell, by Livewire MarketsBuy Hold Sell: 5 of the ASX's fastest-growing stocksGrowth stocks have been off to the races over the last few months, with the S&P/ASX 200 Growth Index rebounding 14% since hitting a low at the end of October 2023. Over that same time period, growth stocks like Megaport (up 52%), NEXTDC (up 44%), REA Group (up 28%), WiseTech Global (up 60%), and Lovisa (up 76%) - among many others - have all skyrocketed.  While I am not so sure that there are many ways to skin a cat, there are many ways to measure growth - think sales growth, revenue growth, earnings per share growth, dividend growth, and more.  So...2024-03-0710 minSignal or NoiseSignal 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 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell, by Livewire MarketsHow to invest in small and micro-caps (and 4 emerging stocks for the next 5 years)How do you avoid the small-cap potholes and identify the fast-lane stocks on the highway to success?  In this episode, Livewire's Ally Selby was joined by Regal Funds Management's Jessica Farr-Jones and Spheria Asset Management's Brittany Isakka for their tips and tricks for investing in emerging ASX-listed stocks.  They also share their outlook on small and micro-caps for the year ahead, the recent major changes they have made to portfolios, and two stocks they are backing with exciting growth trajectories over the next five years.  Plus, because this anonymous writer loves a dash of drama...2024-03-0316 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell, by Livewire MarketsBuy Hold Sell: 5 small stocks headed for large-cap statusIf rates have peaked, which local cash rate futures indicate they have, long-duration growth names, small-cap stocks, and cyclicals are likely to continue to recover from here.  That said, there are some risks to that outlook - particularly given it's the market consensus. So in this episode, we'll be putting some of the ASX's up-and-coming small-cap growth and cyclical stocks to the test.  These small-cap stocks have had a stellar year, having risen an average of 117%. So can they do it again over the coming 12 months?    To find out, Livewire's Ally Selby...2024-02-2908 minCommon Ground YYC - LiveWire CalgaryCommon 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 InvestingThe 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 PodcastLivewire 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 InvestingThe 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 InvestingThe 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 InvestingThe 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 NoiseSignal 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 PodcastLivewire 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 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 InvestingThe 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 NoiseSignal 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 NoiseSignal 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 PodcastLivewire 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 24