Rephonic
Artwork for The Rules of Investing

The Rules of Investing

Livewire Markets
Artificial Intelligence
Interest Rates
Inflation
Investment Strategies
Australia
Private Equity
Asset Allocation
Private Credit
ASX
Small Caps
US Economy
Etfs
Dividends
Macroeconomic Trends
Gold
Public Markets
Australian Economy
Financial Advisors
Alphasense
Private Markets

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 y... more

PublishesTwice monthlyEpisodes100Founded9 years ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for The Rules of Investing

Latest Episodes

In this episode of The Rules of Investing, we discuss what value investing looks like in 2026, why market concentration has reached levels seen only a handful of times in history, and whether investors have been too quick to sort companies into AI wi... more

YouTube

​No doubt fundamentals matter over time, but the extreme moves that we see in financial markets can make for a hair-raising ride and can often shake weak hands from their positions.

In this episode of The Rules of Investing, Sebastian Mullins offers... more

YouTube

In this episode of The Rules of Investing, Qiao Ma of Munro Partners explains why curiosity and grit are essential traits for long-term investors. We discuss:

• Why curiosity is central to Munro Partners’ investment process

• How following bottlene... more

YouTube

​Ryder Capital has just clocked up its third consecutive year of 25% plus returns, and has been paying consistent, growing dividends since 2018. ​In this episode Lauren De Zilva explains how Ryder looks for mispriced opportunities and the thesis behi... more

YouTube

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

The Money Puzzle
The Money PuzzleThe Australian
Chanticleer
ChanticleerAustralian Financial Review

Recent Guests

Seb Mullins
Head of multi-asset and fixed income at Schroders
Schroders
Episode: Inside Schroders' inflation-beating 'sleep at night' portfolio
Lauren De Zilva
Portfolio Manager at Ryder Capital
Ryder Capital
Episode: 3 small caps powering Ryder Capital’s double-digit growth and fully franked dividends
Hedley Widdup
Managing Director, Lion Selection Group
Lion Selection Group
Episode: 3 ways to play the mining boom that is just getting started
Samantha Wong
General Partner at Blackbird Ventures
Blackbird Ventures
Episode: Backing generational companies with Blackbird’s Samantha Wong
Ken Wong
Partner and Head of Asia Pacific Infrastructure, EQT Partners
EQ T Partners
Episode: Is this the market’s most-misunderstood growth opportunity?
James Abela
Portfolio Manager at Fidelity International
Fidelity International
Episode: James Abela: The high-stakes search for Quality
Chris Watling
CEO and Chief Market Strategist at Longview Economics
Longview Economics
Episode: Chris Watling on AI, inflation, oil and the fragile foundations beneath markets
Joel Fleming
Portfolio Manager at Yarra Capital
Yarra Capital
Episode: There’s always a bull market somewhere
Aaron Binsted
Portfolio Manager and Analyst at Lazard Asset Management
Lazard Asset Management
Episode: Lazard’s recipe for growing dividends with less volatility

Hosts

James Marlay
Host of the show, widely featured across episodes; longtime Livewire Markets presenter.
Chris Conway
Host of the show; frequent guest-host and contributor from Livewire Markets.

Reviews

4.6 out of 5 stars from 404 ratings
  • Always Insightful

    Love this podcast…they always dig into unique and interesting topics. Every episode I learn something new and take away a quality idea or insight. Keep up the good work!

    Apple Podcasts
    5
    Curly Raw
    Australia4 months ago
  • Excellent podcast

    Great podcast and love the key questions at the end in particular the five year stock

    Please get rid of the trailers - just post the main one

    Apple Podcasts
    5
    cp Aus
    Australia2 years ago
  • Vested Interests

    Lots of guests talking their own book

    Apple Podcasts
    1
    Parker..
    Australia3 years ago
  • Patrick Poke was better.

    I used to really like this podcast. It went straight downhill after Patrick Poke left and it continues to go downhill IMHO. Unsubscribed, no longer interested

    Apple Podcasts
    1
    rudevics
    Australia3 years ago
  • Needs more Gusto Ally

    Generally a great podcast, but recent episode sounded like host was in a bunker

    Apple Podcasts
    4
    aaronfgray
    Australia3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

several reviews mention strong host preparation and thoughtful questions.
listeners praise the depth and practicality of insights and guest quality.
some critics note volume/production issues in a few episodes.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#26
Australia/Business/Investing
Apple Podcasts
#66
Australia/Business
Apple Podcasts
#49
New Zealand/Business/Investing
Apple Podcasts
#137
New Zealand/Business
Apple Podcasts
#172
Ireland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Two attributes to make you a better investor
Q: Over your career, can you think of a big call, either right or wrong, that really shaped the way you think about investing today?
The emphasis was on holding through multi-year technology cycles (e.g., Apple and NVIDIA) and recognizing when to stay with a big bet that defines the tech cycle, rather than flipping too soon; the key is balancing long-term conviction with readiness to adjust when evidence changes.
3 small caps powering Ryder Capital’s double-digit growth and fully franked dividends
Q: Can you share a notable win and what was learned from it?
An early investment in Surface Street initially looked cheap but faced earnings risk; after reallocating to a lower-risk, higher-margin setup, the position turned into a strong long-term winner, underscoring the importance of adjusting to changing fundamentals and market expectations.
3 small caps powering Ryder Capital’s double-digit growth and fully franked dividends
Q: How does the team manage risk given a concentrated small-cap portfolio?
They avoid leverage, use a disciplined downside analysis, and actively manage weightings. They start small and add to positions as conviction grows, ensuring downside is minimized while upside remains substantial.
3 small caps powering Ryder Capital’s double-digit growth and fully franked dividends
Q: What is Ryder Capital's backstory and core investing philosophy?
Ryder was formed around the GFC to manage founders' money using a co-investment model with a performance-fee structure, expanding to partners and clients. The core philosophy centers on price-to-value mispricing, bottom-up stock selection, thorough due diligence, and alignment with investors, focusing on small and micro caps where mispricing is more prevalent.
Backing generational companies with Blackbird’s Samantha Wong
Q: If markets would shut for five years and you could own shares in one company, which would it be and why?
Google would be the chosen company due to its AI leadership, integrated ecosystem with cloud and hardware advantages, and strong balance sheet to fund R&D, making it a durable interceptor of AI-driven value over the next five years.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Rules of Investing

What is The Rules of Investing about and what kind of topics does it cover?

This program-style show leans into high-level investing conversations with Australia's top fund managers, macro strategists, and finance industry leaders. Across episodes, listeners hear rigorous thinking on AI-driven trends, the investing cycle in seasonally sensitive sectors like mining and energy, and pragmatic portfolio construction—from risk controls and stock ideas to governance and activism. Noteworthy are frequent deep dives into AI's impact on earnings durability, the dynamics of private markets and catalysts for long-term value, and actionable ideas drawn from real-world portfolios. The format tends to blend concept with case studies, offering both macro context and specific stock or sector theses that appeal to professional inves... more

Where can I find podcast stats for The Rules of Investing?

Rephonic provides a wide range of podcast stats for The Rules of Investing. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Rules of Investing and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Rules of Investing get?

Rephonic provides a full set of podcast information for four million podcasts, including the number of listeners. View further listenership figures for The Rules of Investing, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for The Rules of Investing?

Rephonic provides comprehensive predictive audience data for The Rules of Investing, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does The Rules of Investing have?

To see how many followers or subscribers The Rules of Investing has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Rules of Investing?

These podcasts share a similar audience with The Rules of Investing:

1. Buy Hold Sell, by Livewire Markets
2. Australian Investors Podcast
3. The Money Puzzle
4. Chanticleer
5. The Money Café with Alan Kohler

How many episodes of The Rules of Investing are there?

The Rules of Investing launched 9 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Rules of Investing?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Rules of Investing?

Rephonic pulls ratings and reviews for The Rules of Investing from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for The Rules of Investing?

Rephonic provides full transcripts for episodes of The Rules of Investing. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on The Rules of Investing?

Recent guests on The Rules of Investing include:

1. Seb Mullins
2. Lauren De Zilva
3. Hedley Widdup
4. Samantha Wong
5. Ken Wong
6. James Abela
7. Chris Watling
8. Joel Fleming

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days