Podcast Episodes

Viktor Shvets: How to embrace the chaos clouding markets - Livewire Live Mini-Series

Episode 255

If 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…

Published on 3 hours ago

Chris Joye's big contrarian call

Episode 254

Christopher Joye is making a bold call on the US. He believes Trump’s policies will deliver exceptionally strong growth, fuelled by tariffs, tax cuts, and trillions in AI-driven investment. In this e…

Published on 6 days, 7 hours ago

Anna Milne: 4 steady performers, 2 fallen angels and the 'must-own' commodity right now

Episode 253

Large caps are often seen as the steady corner of the market, but recent months have reminded us they’re anything but boring. On this episode of The Rules of Investing, Anna Milne, Deputy Portfolio M…

Published on 2 weeks, 3 days ago

Chris Stott: Why small caps are firing and 5 'Reporting Season Awards'

Episode 252

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 sma…

Published on 3 weeks, 6 days ago

Lessons from the ‘dark side’ of credit

Episode 251

MA 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 turnarou…

Published on 1 month, 1 week ago

Rudi: It’s not a bubble, AI’s next winners, and what investors are overlooking

Episode 250

Investing 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 reco…

Published on 1 month, 3 weeks ago

Life changing technology meets a structural growth industry

Episode 249

Step back for a moment and think about how technology has changed your life over the past two decades.

What springs to mind? Smartphones, on-demand streaming (whether it’s music or movies), digital m…

Published on 2 months, 1 week ago

From cold call to capital giant: The Metrics story in Lockhart’s words

Episode 247

For all the scrutiny on private credit of late, one thing remains clear – there remains an insatiable demand for it from investors.

Case in point, the recent $315 million raise by Metrics Credit Part…

Published on 2 months, 3 weeks ago

Equities up, bonds behaving but what is the US dollar telling investors?

Episode 246

Markets are forward looking and are one of the strongest indicators of what lies ahead for global economies. This dynamic reflects the thinking of millions of market participants digesting and pricin…

Published on 3 months ago

Mark Mobius: Change is coming and most companies are not prepared

Episode 245

“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 Mar…

Published on 3 months, 1 week ago