Podcast Episodes
Back to Search
Vimal Gor on the future of bonds, currencies, and why he thinks shares can rally
Episode 244
Ellerston Capital’s fixed-income and multi-asset strategist Vimal Gor says the radical Trump presidency means the US Federal Reserve will be forced to return to quantitative easing later this year to…
Published on 3 months, 3 weeks ago
Investors had a decade to buy Amazon. Is it Spotify’s turn now?
Episode 243
Amazon spent over a decade as a misunderstood stock - volatile, unprofitable, and often written off. But for those who looked past the noise, it became one of the greatest investments of our time. To…
Published on 3 months, 3 weeks ago
Marcus Padley reveals the secret sauce of timing markets
Episode 242
In 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. Fir…
Published on 3 months, 4 weeks ago
Andrew Mitchell: The market always wins
Episode 241
Equity markets have bounced, but Andrew Mitchell from Ophir says the road ahead is tricky. Higher bond yields and policy risks point to slower growth. In this environment, companies that can grow thr…
Published on 4 months ago
Meet David - He’s taking on Australia’s ETF Goliaths (with just 10 stocks and a bold plan)
Episode 240
Australia’s ETF industry is booming - up $53 billion in the past year alone - and a new player is stepping into the ring. David Tuckwell, son of ETF pioneer Graeme Tuckwell, has launched ETF Shares t…
Published on 4 months, 2 weeks ago
Tough medicine: Trump 2.0 is a structural break for economies and markets
Episode 239
Investors hoping for a swift ‘V-shaped’ recovery from the recent market sell-off are likely to be disappointed. Instead, they face a slow, grinding path forward. That’s the base case from Koda Capita…
Published on 5 months, 1 week ago
“We’re buying”: Emma Fisher spots a rare chance to upgrade the portfolio
Episode 238
“Are you okay?” That was the question Emma Fisher got from her mum after the ASX plunged more than 6% in a single day. For Fisher, it was a soft signal that the worst of the panic may be behind us. I…
Published on 5 months, 2 weeks ago
The world is complex. Beyond the headlines is where the real opportunities lie
Episode 236
No matter how long you’ve been in markets, we’re all guilty, at one point or another, of operating at a headline level. When markets are moving violently - like they are now - and we’re all trying to…
Published on 6 months ago
Jun Bei Liu: 2 stocks for the bottom drawer and how to play the only realistic scenarios left for 2025
Episode 235
At the start of 2025, there were three big-picture scenarios facing investors: a hard landing, a soft landing, or no landing at all. Just two of those scenarios remain, with a hard landing now off th…
Published on 6 months, 2 weeks ago
Steve Johnson: Two small caps on a run and the uncovered gems that could be next
Episode 234
The allure of small-cap investing is undeniable. The chance to find an overlooked gem that can skyrocket is real, but the risks are just as high. Illiquidity, limited analyst coverage, and varying in…
Published on 7 months ago