The Rules of Investing

The Rules of Investing: Geoff Wilson and his love affair with LICs

Geoff Wilson, Founder and Chairman of Wilson Asset Management, discusses how he identifies outstanding fund managers, buying a dollar for eighty cents, and how he and Matthew Kidman worked together to identify when it was time to sell ABC Learning... before it all blew up.

The Rules of Investing: The Age of Longevity

This week's guest is Jim Mellon, billionaire investor, speaker, and co-author of Juvenescence: Investing in the Age of Longevity.
We discuss:
* His 2005 book that predicted the oncoming storm of the GFC
* The coming bear market in tech stocks and why he’s short Facebook
* The new developments in the treatment of cancer, heart disease, lung disease, and diabetes that could significantly improve survivability
* The changes in lifestyle that are already extending our lifespans
Medications that could dramatically extend lifespans and healthspans
* The winners, losers, and economic effects of longer lives

The Rules of Investing: Peter Cooper’s next big idea

Peter Cooper is the founder and Chief Investment Officer of Cooper Investors, one of Australia’s leading boutique investment firms. His success is probably best conveyed by the incredible performance of the CI Brunswick fund, which he manages personally. This fund has outperformed the ASX200 Accumulation Index by a cumulative 537%, or 8.3% p.a. since inception in 2004.
In this week’s podcast, we discuss:
• Two exciting ‘clusters’ of investment opportunities that have him excited today, including his ‘big idea’ for the next 30 years
• The two different types of value (value creators and reversionary value) and why you need to think about them differently
• Two ASX small caps floats that he’s participated in over the last year, and why he likes the companies so much
• A personal story of some of the philanthropic work that CI have undertaken
• Which ASX stock he’d want to own if the market were to close for five years.

The Rules of Investing: Investing in a world of rising rates

This week's guest is Giselle Roux, Chief Investment Officer at Escala Partners. We discuss where we are in the interest rate cycle, how to invest as rates rise, and whether the Fed can manage a rate-hike cycle without causing a recession.

The Rules of Investing: The Dividend Dilemma

Dr Don Hamson from Plato Investment Management discusses some common mistakes that investors make, how to avoid a dividend trap, and heard his views on the suggested changes to dividends.

The Rules of Investing - Global tech giants

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.

The Rules of Investing: A housing correction, or a crash?

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.

The Rules of Investing: The VC's perspective

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.