Podcast Episodes
Back to Search
Why trying to time small caps is a "big waste of time"
Episode 212
Much has been made of the “Great Rotation” of late and the move away from highly concentrated large caps into small-cap equities, particularly in the…
1 year, 9 months ago
How to dominate small caps like Roger Federer dominates tennis
Episode 211
In tennis, just as in investing, it's the points that you win that matter. After all, Roger Federer played 1,526 singles matches throughout his caree…
1 year, 9 months ago
30-year property veteran: Australia has its head in the sand on housing
Episode 210
There's no supply in residential housing nor the majority of segments of the commercial real estate market. Sky-high construction costs are now too p…
1 year, 10 months ago
3 compelling long-term ETF ideas for investors still on the sidelines
Episode 209
Investors are too focused on interest rates and are subsequently underweight risk assets.
That’s the, albeit US-centric, view from Global X ETFs’ Hea…
1 year, 10 months ago
More please! Dr Don Hamson’s cure for the 'disappearing dividends' on the ASX
Episode 208
Fully franked dividends are a prized asset of the Australian market. While the lack of growth is often lamented, plenty of self-funded retirees are c…
1 year, 10 months ago
Recession a line ball as Australia groans under a massive debt load
Episode 207
This time last year, PIMCO Portfolio Manager Adam Bowe told Livewire that there was a 50/50 chance that Australia would slip into recession. March GD…
1 year, 11 months ago
Rudi: AI is the end of investing as we know it
Episode 206
While "survival of the fittest" certainly applies to the Earth's abundance of flora and fauna, it may be time for investors to take a page out of Da…
1 year, 11 months ago
The investment secrets of Australia's billionaires
Episode 204
There seems to be no stopping Australia's ultra-wealthy, with the number of billionaires down under growing by 14.4% over the past 12 months, to a re…
2 years ago
700+ meetings each year: How WAM Global uncovers under-the-radar stocks
Episode 203
In investing, just as in love, trust is everything - and without it, you really don't have anything at all.
It's for this reason that the Wilson Ass…
2 years ago
Chris Stott’s 5 high conviction stock ideas for the new bull market
Episode 201
Time flies when you’re having fun! While the last five years have had plenty of ups and downs, they haven’t dented the enthusiasm and passion of smal…
2 years ago