Podcast Episodes
Back to SearchChris Watling on AI, inflation, oil and the fragile foundations beneath markets
Episode 298
Chris Watling from Longview Economics joins The Rules of Investing to discuss the global macro outlook, including AI-driven market concentration, inf…
16 hours ago
A familiar voice returns to The Rules of Investing
Episode 297
After four years away, Patrick Poke is returning to The Rules of Investing. In this short relaunch episode, Patrick and James Marlay reflect on the p…
1 day, 9 hours ago
There’s always a bull market somewhere
Episode 296
While rate hikes, inflation, and budget uncertainty have dampened the spirits of many equity investors, one corner of the market is quietly thriving.…
2 weeks, 1 day ago
Lazard’s recipe for growing dividends with less volatility
Episode 290
The GFC exposed a harsh reality: for investors in or near retirement, large drawdowns aren’t just uncomfortable — they can be permanent. Aaron Binste…
4 weeks, 1 day ago
Nick Griffin: The good, the bad and the ugly
Episode 289
Markets are wobbling, sentiment is turning, and investors are starting to question what comes next. In this episode, Munro Partners CIO Nick Griffin …
1 month, 3 weeks ago
“Less than halfway through the gold story”, L1 Capital launches high-performing strategy via new LIC
Episode 288
Gold has re-entered the spotlight, but L1 Capital believes investors may be looking in the wrong place. After years of investing in commodities, the …
2 months ago
The decisions Dion Hershan is making now that could set up portfolios for a decade
Episode 287
Periods of intense uncertainty test even the most seasoned investors. Today, markets face several competing forces: artificial intelligence reshaping…
2 months ago
The ‘unloved’ stocks fuelling a 30% year in L1 Capital’s Catalyst Fund
Episode 286
For much of the past year, investors have been focused on growth stocks and AI winners. But some of the strongest returns have come from stocks the m…
2 months, 1 week ago
Returns today, risk tomorrow. The next shakeout will show who got lending right
Episode 284
Private lending has expanded rapidly over the past decade as banks pulled back from parts of the corporate market. The result has been a surge of cap…
2 months, 1 week ago
Why this global manager backed L1 with $50m
Episode 281
Equity markets are in the middle of what Greg Dean calls “the world’s most uncomfortable rotation." In this episode, the founder of Langdon Equity Pa…
2 months, 2 weeks ago