Shows
Success and More Interesting StuffThis ain’t junk! Why GYG’s Steven Marks refuses to compromise on qualityGuzman y Gomez Founder & co-CEO Steven Marks joins Matthew Kidman to discuss his decision to leave Wall Street, the tough early years building GYG, why quality is non-negotiable, and what comes next as the business expands into the US.
2026-02-0252 minSuccess and More Interesting StuffGold, AI and the risks investors can’t ignore heading into 2026To mark the 50th episode of Success and More Interesting Stuff, Matthew Kidman is joined by Chris Judd, Jun Bei Liu and Dr Shane Oliver for a panel discussion focused on four timely issues facing markets as we approach 2026.
2025-12-1646 min
The Rules of InvestingMatthew Kidman: The two best times to make money in markets are comingIn this episode of The Rules of Investing, Centennial’s Matthew Kidman shares his playbook for the late stage of a structural bull market. He explains why valuations don’t matter (for now), how he found his first 10-bagger, and the standout management teams on the ASX. Plus, Kidman reveals why he’s still bullish on markets — and what could eventually bring it all undone.
2025-10-1333 min
Buy Hold Sell, by Livewire MarketsBuy Hold Sell: 7 ASX names set to thrive amid lower ratesThe RBA meets next month, with the decision due on 20 May. Regardless of what happens with the election and despite this week's slightly hotter-than-expected inflation print, a rate cut is "locked in" according to Westpac. Many in the market agree.
And whilst some believe it is the last cut we could get for a while, the market is pricing in up to three more cuts for the rest of the year.
Should these cuts materialise, there is a cohort of capital-intensive and consumer-facing businesses that could benefit from lower debt costs and increased disposable income. Of...
2025-05-0105 minBuy Hold Sell, by Livewire MarketsWith more rate cuts on the way, how are the pros adjusting portfolios?With inflation finally heading in the right direction and Trump’s trade war throwing global markets a curveball, investors are laser-focused on central banks, and the RBA is firmly in the spotlight.
A second rate cut is widely expected in May, with markets pricing in a 98% chance. So, how are the pros positioning their portfolios in a falling rate environment?
To unpack this and more, Matthew Haupt from Wilson Asset Management and Tim Johnston from Tyndall Asset Management sat down with special guest host, Matthew Kidman from Centennial Asset Management.
In the episode, they...
2025-04-2713 minBuy Hold Sell, by Livewire MarketsBuy Hold Sell: 3 ASX winners (and 2 losers) ahead of the RBA's next cutWith one rate cut already in the books and another expected from the RBA in May, the landscape for Australian equities is shifting fast.
Markets are now pricing in as many as three additional cuts over the next year, raising a critical question for investors: which ASX stocks stand to benefit - and which could struggle - as interest rates continue to fall?
In this episode, Centennial Asset Management's Matthew Kidman hosts Matthew Haupt from Wilson Asset Management and Tim Johnston from Tyndall Asset Management - two investors with deep insights into how monetary policy...
2025-04-2403 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 minSuccess and More Interesting StuffNo shortcuts! How Ian Macoun built a $100 billion funds management behemothIt is rare for a person to spend the first half of their working life in the public service and then pivot to build a multi-billion dollar financial business. Making the story even more remarkable is that this person grew up in regional Queensland - where financial products are hardly the main course of the local economy.
Ian Macoun, the Managing Director and Founder of Pinnacle Investment Management (ASX: PNI) was born in Rockhampton - a city best known for its cattle production. He left town to work for the Queensland Treasury before being poached as a 33-ye...
2024-08-0757 min
The 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 09Success and More Interesting StuffJust keep swimming: The Hackett MentalityGrant Hackett is one of the most recognisable figures in Australia. Having experienced the highest of highs through Olympic success, the thirst for a challenge never wavered. After retiring from swimming for the second time, Grant went back to business school and spent a couple of years in banking. When the opportunity to join the team at Generation Development Group arose however, the allure of the opportunity was undeniable.
Having recently taken over as CEO, Grant notes that there are clear similarities between his intensity in the pool and the demands of running a publicly listed company...
2020-12-241h 01
Planet MicroCap Podcast | MicroCap Investing StrategiesEp. 53 - Australia and MicroCap Stocks with Mark Tobin, Senior Analyst at Independence Investment ResearchFor this episode of Planet MicroCap Podcast, I spoke with Mark Tobin. He is a Senior Analyst at Independence Investment Research based in South Africa. My experience with Australian MicroCaps has been largely meeting and interviewing Australian resource companies. When Mark approached me about doing an episode discussing the landscape for MicroCaps in Australia, I thought this would be the perfect opportunity. Even though he is based in South Africa, he worked as an Equity Analyst under Geoff Wilson at Wilson Asset Management in Sydney, Australia. Since he left, he’s been blogging for an investment news platform in Au...
2017-09-1955 min