The Rules of Investing
The Rules of Investing is one of Australia’s longest-running business podcasts, providing investors with unparalleled access to the ideas and insights of Australia’s leading fund managers, economists and industry experts. Learn how the industry’s best invest, with the help of Livewire’s James Marlay and Chris Conway. Whether you’re new to investing or a seasoned professional, this podcast is for you. New episodes are released every second Friday, available on Livewire Markets, Spotify, Apple Podcasts, and YouTube.
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Episodes
Thursday Jan 18, 2018
Thursday Jan 18, 2018
Disruption is everywhere these days. Whether it’s Amazon and Kogan disrupting traditional retail, Facebook and Google disrupting print and television advertising, or Netflix disrupting pay TV, it’s impossible to avoid. Incumbents face the dilemma of disruption: adapt to new ways and risk hurting their existing business, or stick to their existing model and risk becoming redundant in an ever-changing world. At the forefront of digital disruption are the global tech giants; Amazon, Baidu, Tencent, Alibaba, Google, and Facebook, to name a few. This week’s guest on Livewire’s Rules of Investing is Alex Pollak, CEO of Loftus Peak, which specialises in investing in these global disruptive businesses. In this episode, we discuss which firm has the best CEO, whether the Chinese firms can challenge the Americans on their own turf, and whether technology stocks are in a bubble.
Tuesday Jan 09, 2018
Tuesday Jan 09, 2018
In the first podcast for 2018, Livewire Editor, Patrick Poke, sits down with Dr Shane Oliver, Head of Investment Strategy and Chief Economist at AMP Capital. The topic at hand is Australia: the share market, the economy, wages, and of course, house prices. They discuss UBS's report late last year that "Australia's 55-year housing boom has come to an end." Is this hyperbole, or is there a nugget of truth? Oliver says that while a crash is oversold, he expects to see a fall of 5-10% in capital city house prices. So, tune in here for the first episode of Livewire’s Rules of Investing for 2018.
Friday Dec 22, 2017
Friday Dec 22, 2017
In Livewire's final podcast for 2017, Livewire's Co-Founder and Managing Director, Tom McKay, sits down with Niki Scevak, Partner and Co-founder of Blackbird Ventures, one of Australia's most successful VC firms. With a keen interest in public markets and the teachings of Munger and Buffett, Niki provides a unique perspective on VC investing. He was also a university classmate of Australian billionaire and Atlassian Co-Founder, Mike Cannon-Brookes. In this fascinating podcast, they discuss what makes a great management team, some 'red flags' to look out for, and what's he's most excited about right now. Make sure you stick around to the end to hear which of the big tech companies has the best chance of being a world-leader ten years from now.
Thursday Dec 14, 2017
Thursday Dec 14, 2017
A 1640% gain in a calendar year is not something you see very often, but that’s what Bitcoin holders have experienced so far in 2017. Jordan Eliseo, Chief Economist at ABC Bullion, called it “the best bull market in finance” when we sat down recently to record the latest episode of Livewire’s Rules of Investing. But is Bitcoin really the future of money, as the bulls would have you believe? To achieve these lofty goals, it will need to displace the USD, Euro, Renminbi, and gold. So, can Bitcoin overcome the naysayers and become the ‘Amazon of money’, or is this giant bubble waiting to pop? Find out in the latest podcast below.