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The Rules of Investing

Livewire Markets
Interest Rates
Asset Allocation
Company Culture
Private Equity
Inflation
Equities
Global Markets
Valuations
Macroeconomic Trends
Growth Investments
Small and Mid-Cap Stocks
Investment Philosophy
Geopolitical Risks
Private Credit
Australian Economy
Global Financial Crisis
Lehman Brothers
Australian Market
Housing Affordability
Exchange Traded Funds

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 monthlyEpisodes100Founded8 years ago
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InvestingBusiness

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Artwork for The Rules of Investing

Latest Episodes

Ellerston Capital’s fixed-income and multi-asset strategist Vimal Gor says the radical Trump presidency means the US Federal Reserve will be forced to return to quantitative easing later this year to cap bond yields and offset the nation’s fiscal pro... more

Amazon spent over a decade as a misunderstood stock - volatile, unprofitable, and often written off. But for those who looked past the noise, it became one of the greatest investments of our time. Today, Janus Henderson sees echoes of that journey in... more

In this special episode of The Rules of Investing, veteran stockbroker and Marcus Today founder Marcus Padley joins Livewire’s James Marlay for a wide-ranging conversation on two critical themes. First, Marcus takes aim at the industry’s obsession wi... more

Equity markets have bounced, but Andrew Mitchell from Ophir says the road ahead is tricky. Higher bond yields and policy risks point to slower growth. In this environment, companies that can grow through the cycle will stand out. In this episode of T... more

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Recent Guests

Vimal Gor
Head of fixed income and multi-asset investing
Ellerston Capital
Episode: Vimal Gor on the future of bonds, currencies, and why he thinks shares can rally
Josh Cummings
Portfolio manager at Janus Henderson Investors
Janus Henderson Investors
Episode: Investors had a decade to buy Amazon. Is it Spotify’s turn now?
Marcus Padley
Veteran stockbroker and founder of Marcus Today
Marcus Today
Episode: Marcus Padley reveals the secret sauce of timing markets
Andrew Mitchell
Founder and senior portfolio manager at Ophir Asset Management
Ophir Asset Management
Episode: Andrew Mitchell: The market always wins
David Tuckwell
Founder of ETF Shares, with a strong family background in the ETF industry
ETF Shares
Episode: Meet David - He’s taking on Australia’s ETF Goliaths (with just 10 stocks and a bold plan)
Brigette Leckie
Macro strategist at Koda Capital
Koda Capital
Episode: Tough medicine: Trump 2.0 is a structural break for economies and markets
Emma Fisher
Portfolio Manager at Early Funds Management
Early Funds Management
Episode: “We’re buying”: Emma Fisher spots a rare chance to upgrade the portfolio
Charlie Jamieson
Co-founder of Jamieson Coote Bonds, a seasoned bond market investor with over two decades of global markets experience.
Jamieson Coote Bonds
Episode: The world is complex. Beyond the headlines is where the real opportunities lie
Jun Bei Liu
Founder and lead portfolio manager at Ten Cap
Ten Cap
Episode: Jun Bei Liu: 2 stocks for the bottom drawer and how to play the only realistic scenarios left for 2025

Hosts

James Marlay
Host of the podcast and co-founder of Livewire, offering key insights and investment analysis.
Ally Selby
Co-host and Deputy Managing Editor at Livewire, contributing insights on investment strategies and market trends.

Reviews

4.7 out of 5 stars from 387 ratings
  • 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
    Australiaa year ago
  • Vested Interests

    Lots of guests talking their own book

    Apple Podcasts
    1
    Parker..
    Australia2 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
    Australia2 years ago
  • Needs more Gusto Ally

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

    Apple Podcasts
    4
    aaronfgray
    Australia2 years ago
  • Product Flog!

    Normally enjoy these immensely but didn’t need a product flog from Chris Joye this week!!

    Apple Podcasts
    2
    Timbo 83
    Australia2 years ago

Listeners Say

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

Listeners praise the podcast for its insightful and knowledgeable guests regarding investment strategies.
Audio quality has been a recurring issue, impacting the listening experience.
Many appreciate the deep analysis and comprehensive discussions on various financial topics and market trends.
There are concerns about overly self-promotional content from guests at times.

Chart Rankings

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

Apple Podcasts
#18
Australia/Business/Investing
Apple Podcasts
#39
Australia/Business
Apple Podcasts
#57
New Zealand/Business/Investing
Apple Podcasts
#227
New Zealand/Business

Talking Points

Recent interactions between the hosts and their guests.

Vimal Gor on the future of bonds, currencies, and why he thinks shares can rally
Q: What's happening in Japan with regards to bond yields?
Japanese bond investors are beginning to repatriate capital back into the Japanese bond market due to changing inflation and yield levels.
Vimal Gor on the future of bonds, currencies, and why he thinks shares can rally
Q: Do you think investors are also worried about inflation expectations, that they might have underestimated inflation?
Yes, but currently we're not seeing any inflation in the system right now; the current inflation numbers have weakened over the last six months.
Vimal Gor on the future of bonds, currencies, and why he thinks shares can rally
Q: What's your expectation for the Fed's interest rate policy, say, for the next 12 months?
I think the market expects we get between one and two rate cuts this year, and we have one cut priced by September, two cuts by year end and then another two cuts by end 2026.
Investors had a decade to buy Amazon. Is it Spotify’s turn now?
Q: What advice can you offer to listeners about growth investing?
Be skeptical in the short term but remain optimistic in the long run. The best investments often require patience and a long-term perspective.
Investors had a decade to buy Amazon. Is it Spotify’s turn now?
Q: What unique investment strategies does Janus Henderson employ?
They focus on deep fundamental research and prefer to invest in durable businesses with high returns rather than simply chasing high growth.

Audience Metrics

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

Listeners per Episode
Gender Skew
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Frequently Asked Questions About The Rules of Investing

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

Focusing on investment strategies, insights, and market analysis, this podcast features conversations with prominent fund managers, economists, and financial experts from Australia. Topics covered often include current market conditions, economic forecasts, investment principles, and specific stock analyses, helping listeners navigate the complexities of investing. Unique to this series is its accessibility; whether for new investors or seasoned professionals, the discussions provide valuable insights drawn from real-world expertise, making it an indispensable resource for anyone interested in financial markets.

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How many listeners does The Rules of Investing get?

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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. Your Wealth
3. Australian Investors Podcast
4. The Money Puzzle, with James Kirby
5. Chanticleer

How many episodes of The Rules of Investing are there?

The Rules of Investing launched 8 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.

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What guests have appeared on The Rules of Investing?

Recent guests on The Rules of Investing include:

1. Vimal Gor
2. Josh Cummings
3. Marcus Padley
4. Andrew Mitchell
5. David Tuckwell
6. Brigette Leckie
7. Emma Fisher
8. Charlie Jamieson

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.

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