The Rules of Investing

VanEck and Global X go head-to-head to build the ultimate ETF portfolio for 2026

Vishal Teckchandani asked two of Australia's leading ETF providers to put together a starting lineup of 11 ETFs built to win next year.
 
Our two team captains were VanEck's Jamie Hannah and Global X ETFs' Marc Jocum, who each brought some of their big hitters (and more cricket metaphors than you can shake a stump at). 

4 property market hotspots and 2 big ideas to fix affordability

Property experts Nerida Conisbee and Kiril Ruvinsky unpack what is driving the market and share their bold predictions for 2026.
 

Closing out 2025 and dropping a few bonus episodes along the way

The Rules of Investing has wrapped for 2025. Thanks for tuning in; we’ve loved bringing you the conversations and insights that shaped markets this year.
We have a few bonus episodes coming out over the next couple of weeks and we’ll return to regular programming in 2026.
Enjoy the holiday break and all the best for the year ahead.

Michael O'Neill's 5 key ASX dividend picks and the outlook for income in 2026

The ASX’s headline yield has slipped, but dividend income is still on offer if investors know where to look. In this episode of The Rules of Investing, IML’s Dr Michael O’Neill explains the dividend outlook, shares five ASX income picks, and outlines the mistake investors are making on rates and valuation risk.*Correction - in the podcast Michael mistakenly said the yield on CSL is 4% when it is actually closer to 3% based on 1-year forward estimates from brokers. 

The playbook behind Plato’s 25 percent returns

Dr David Allen from Plato Investment Management joins the show to unpack the systematic engine behind his fund’s 25 percent annual returns, how red flags reveal stocks set to fall, and the global themes he believes will drive markets over the next decade.

Chris Prunty: The 4 small caps heading for ‘Hall of Fame’ status

QVG Capital’s Chris Prunty joins the Rules of Investing to unpack what makes the great companies great. He shares the three traits found in Australia’s “Hall of Fame” stocks, reveals four small caps he believes could follow in their footsteps, and explains why QVG is backing Hub24 over Netwealth in the battle of the investment platforms.

The property assets still trading at a discount as investors chase growth

Property moves in cycles, but real value lies in assets you can’t replace. Quay Global Investors’ Chris Bedingfield joins The Rules of Investing to explain why global REITs are trading at some of the biggest discounts in years, how ageing demographics and construction costs are reshaping real estate, and why patience remains the most underrated edge for investors.
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Thanks to our Sponsor AlphaSenseThis latest episode is brought to you by AlphaSense.See what AlphaSense can do for your investment research—visit alpha-sense.com/livewire to get started.

The five-year test: Lev Margolin’s four-step process for finding structural winners

It’s hard to know what markets will do next week, let alone next year. But what if you could identify companies that will be in a stronger position five years from now?
That’s the approach taken by Lev Margolin, founder of System Capital, a Melbourne-based long/short strategy that’s delivered more than 22% per annum since inception. In this episode of The Rules of Investing, we unpack the four-step framework that guides his process, where he’s finding opportunities in a hot market, and the businesses he believes are quietly building long-term strength.
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Thanks to our Sponsor AlphaSenseThis latest episode is brought to you by AlphaSense.See what AlphaSense can do for your investment research—visit alpha-sense.com/livewire to get started.