The Rules of Investing

Chris Stott: One last call

Guest: Chris Stott, former CIO of Wilson Asset Management.
Host: James Marlay, Executive Director & Co-founder of Livewire Markets.
At age 37 Chris Stott has called time on his investment career at Wilson Asset Management. Given the current state of markets I took the opportunity to have one final chat to hear his views on the year ahead. He presents a bearish outlook for the Australian economy fuelled by falling house prices and weak consumer sentiment.
But that doesn’t mean you can’t find good companies to invest in and make a return...
Tune in to hear about the attributes that Stott seeks out in difficult markets, lessons from his best and worst trades and one last call on a stock that can deliver regardless of the economic backdrop.

Fresh ideas from Future Generation

This week on The Rules of Investing podcast, we've got a special episode featuring three guests from Future Generation (ASX:FGX & ASX:FGG). The Future Generation companies are set up to provide charities with an annual stream of donations, with providing shareholders with exposure to the best fund managers without fees. The first guest is Louise Walsh, CEO of both Future Generation companies, she'll talk about some of the company's achievements, both on the charitable and investment fronts. Then Jun Bei Liu from Tribeca Investment Partners and Tony Waters from QVG join us for a special panel discussion discussing some of the key issues facing Australian investors today.

The value in being contrarian

Guest: Tim Hillier, Allan Gray
Contrarians can be a lot like teenagers: they think they’re all different but end up looking the same. This however, is not true of this week’s guest, Tim Hillier from Allan Gray. Case in point: when asked what stock he’d own if the market were to close for five years, Tim spent longer explaining the issues with his stock of choice than the positives. At Allan Gray, their contrarian streak even extends beyond their investment decisions to their hiring policies; as a rule, most of their hires come from outside the funds management industry.
In this week’s episode of The Rules of Investing podcast, he tells us how financial statements tell a story, he explains the dynamics of a changing Australian media landscape, and he shares his thesis on two truly contrarian stock ideas among Australian large caps.

Matthew Kidman: Uncut

Regular readers of Livewire will know Matthew Kidman from his role as ‘anchorman’ for the popular Buy Hold Sell video series. He has also played a critical role in expertly moderating panel sessions at the annual Livewire Live investor event.
Matthew is a highly accomplished investor with an impressive track record. Following 13 years at Wilson Asset Management where Kidman established his own firm Centennial Asset Management.
A common request we receive at Livewire is to hear Matthew’s views on investing and markets. Today, we’re delighted to bring you an in-depth discussion covering Matthew’s investment philosophy, his current views on equity markets, two small cap ideas that meet his criteria, one investment lesson that keeps coming back to bite him and plenty more...
Guest host: James Marlay, co-founder and Executive Director at Livewire Markets.

Two small cap ideas with years of growth ahead

Two small cap ideas with years of growth ahead by Livewire Markets

Location & Timing: The rules of property investing

Guest: Tim Slattery, CEO, APN Property Group
With all the focus on residential property, investors could be forgiven for forgetting that other property classes exist. But between office, industrial, retail, and healthcare, there's a whole world of property out there that remains unexplored for many investors. With this in mind, this week's guest on The Rules of Investing is Tim Slattery, CEO of APN Property Group, who's led over $8 billion worth of property deals in Australia and Europe. Tim's experience covers everything from retail and office, through to healthcare and industrial. This in-depth interview covers some of the risks and opportunities in Australian property today, how the GFC changed the face (and balance sheet) of the AREIT industry, and how ecommerce is transforming industrial property today.

Making money from market falls

This week’s guest on The Rules of Investing (ROI) is Ben McGarry, founder and Portfolio Manager at Totus Capital, and an expert in short selling. Ben started his career at an accountant at PWC, allowing him to gain skills that would be invaluable later as he searched for frauds, fads, and failures on the short-side of his fund’s portfolio.
Tune in below to hear about the accounting tricks companies use to mask their true performance, his public short on a household name, and why it took a public short-report from Glaucus to bring attention to the issues at Quintis and Blue Sky.

Investing through uncertainty

Guest: Michael Thawley, AO,Vice Chairman of Capital Group International.
Whether you're investing in equities, debt, or alternatives, uncertainty is an inescapable part of the game. But Michael Thawley, AO, Vice Chairman of Capital Group International, says this current period of political uncertainty is unique;
"I've never been more unsure about what the future holds than I am now."
And he should know, having spent 46 years in foreign affairs, diplomacy, and politics. His appointments have been wide ranging, including International Advisor to John Howard, Australian Ambassador to the USA, and Secretary of the Department of Prime Minister. Now, having left political life, he advises Capital Group, the world’s largest active fund manager, on important geopolitical issues. In this week’s episode of The Rules of Investing, we discuss the US-China trade war, Australia's relationship with China, and we'll hear about the time he was personally invited to the Whitehouse by President George W Bush.