Podcast Episodes

Why this ex-central banker fears a second (and even bigger) mistake

Episode 138

If there's one group of people who cop a lot of flak in financial markets, it's central bankers. Whether you believe they get too much or too little of it, they're the ones who print the money and ma…

Published on 2 years, 7 months ago

Lazard’s Philipp Hofflin reveals how the stock market really works

Episode 137

We’ve got a slightly different episode for you today on The Rules of Investing. A departure from the norm!

A lot has been said about the change from growth investing to value investing.

This shift ha…

Published on 2 years, 7 months ago

Steve Johnson’s hunt for tomorrow’s market movers

Episode 135

Professional investors have been banging the quality drum with intensity since since the June sell-off. 

It makes a lot of sense. In today's market turbulence, the companies that will survive (and t…

Published on 2 years, 8 months ago

Success and More Interesting Stuff is back

Episode 133

The Rules of Investing is done for another year. But fear not! For those looking for some summer listening we’ve got a fresh Series of Success and More Interesting Stuff going live right now. Search …

Published on 2 years, 9 months ago

This Hall of Famer has uncovered a stock worthy of Warren Buffett’s portfolio

Episode 132

When volatility strikes, investors invariably become more reflexive and less disciplined.  But investing with reckless abandon is almost certainly going to lead to bad outcomes.   

Experienced invest…

Published on 2 years, 9 months ago

Move over Big Tech, these are the new flag bearers of growth investing

Episode 130

Growth investing has ruled the roost for the last decade. If you wanted astronomical gains, Big Tech was the train you needed to be on. Didn't matter which carriage, they were all coupled together.  …

Published on 2 years, 9 months ago

Luke Smith: This commodity will grow 10x in 10 years

Episode 128

It’s been a crazy year for virtually every asset class. Commodities have been particularly interesting, though, because earlier this year, when most everything was selling off, commodities went on a …

Published on 2 years, 10 months ago

Bob Desmond: We’re finding value everywhere

Episode 126

When I ask most fund managers about today's operating environment, they almost invariably respond with words like 'difficult', 'complex', or 'bearish'. 

And you can't blame them. The age of cheap mon…

Published on 2 years, 11 months ago

Chris Watling’s portfolio preparation guide for a 2023 global recession

Episode 125

Last week, London-based economist and founder of Longview Economics Chris Watling walked into a pub and ordered three pints of beer. The barman poured the pints and promptly asked Watling for £30. Th…

Published on 2 years, 11 months ago

Mark Landau: Why it’s time to put down the last decade’s playbook

Episode 124

The old adage that "past performance is not an indicator of future returns" is possibly more relevant in today's market than it's ever been. 

When the market is driven by momentum, as it has been thr…

Published on 2 years, 11 months ago