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The Rules of Investing

Livewire Markets
Interest Rates
Asset Allocation
Company Culture
Private Equity
Inflation
Equities
Valuations
Macroeconomic Trends
Global Markets
Growth Investments
Small and Mid-Cap Stocks
Investment Philosophy
Private Credit
Geopolitical Risks
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

PublishesWeeklyEpisodes100Founded8 years ago
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BusinessInvesting

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Artwork for The Rules of Investing

Latest Episodes

The ASX’s headline yield has slipped, but dividend income is still on offer if investors know where to look. In this episode of The Rules of Investing, IML’s Dr Michael O’Neill explains the dividend outlook, shares five ASX income picks, and outlines... more

Dr David Allen from Plato Investment Management joins the show to unpack the systematic engine behind his fund’s 25 percent annual returns, how red flags reveal stocks set to fall, and the global themes he believes will drive markets over the next de... more

QVG Capital’s Chris Prunty joins the Rules of Investing to unpack what makes the great companies great. He shares the three traits found in Australia’s “Hall of Fame” stocks, reveals four small caps he believes could follow in their footsteps, and ex... more

Property moves in cycles, but real value lies in assets you can’t replace. Quay Global Investors’ Chris Bedingfield joins The Rules of Investing to explain why global REITs are trading at some of the biggest discounts in years, how ageing demographic... more

Key Facts

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Recent Guests

Dr. David Allen
Head of Long Short Strategies at Plato Investment Management, with a PhD in quantitative finance and former elite rugby player.
Plato Investment Management
Episode: The playbook behind Plato’s 25 percent returns
Chris Prunty
Principal and portfolio manager at QVG Capital
QVG Capital
Episode: Chris Prunty: The 4 small caps heading for ‘Hall of Fame’ status
Chris Bedingfield
Principal and Portfolio Manager at Quay Global Investors
Quay Global Investors
Episode: The property assets still trading at a discount as investors chase growth
Lev Margolin
Founder and Chief Investment Officer at System Capital
System Capital
Episode: The five-year test: Lev Margolin’s four-step process for finding structural winners
Matthew Kidman
Principal and Portfolio Manager at Centennial Asset Management
Centennial Asset Management
Episode: Matthew Kidman: The two best times to make money in markets are coming
Todd Barlow
Chief Executive Officer and Managing Director at Soul Patts
Soul Patts
Episode: A look inside the portfolios of Australia's leading investors - Livewire Live Mini-Series
Phil King
Chief Investment Officer at Regal Funds Management
Regal Funds Management
Episode: A look inside the portfolios of Australia's leading investors - Livewire Live Mini-Series
Viktor Shvets
Head of global debt strategy, Macquarie Capital
Macquarie Capital
Episode: Viktor Shvets: How to embrace the chaos clouding markets - Livewire Live Mini-Series
Kerry Sun
Content manager and analyst at Market Index.
Market Index
Episode: Chris Stott: Why small caps are firing and 5 'Reporting Season Awards'

Host

James Marlay
Co-founder at Livewire, host of The Rules of Investing

Reviews

4.7 out of 5 stars from 391 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
    Australia2 years 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
    Australia3 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 in-depth interviews with knowledgeable guests.
Listeners appreciate the diverse range of topics and the relevance to current market conditions.
Some feedback points to issues with audio quality, which detracts from the overall experience.
The content is frequently described as insightful and beneficial for improving investment strategies.

Chart Rankings

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

Apple Podcasts
#52
Australia/Business/Investing
Apple Podcasts
#117
Australia/Business
Apple Podcasts
#67
Israel/Business/Investing
Apple Podcasts
#74
New Zealand/Business/Investing
Apple Podcasts
#227
New Zealand/Business
Apple Podcasts
#228
Israel/Business

Talking Points

Recent interactions between the hosts and their guests.

The playbook behind Plato’s 25 percent returns
Q: What was the lesson from your biggest loss?
The biggest loss came from investing in a Spanish technology company that was involved in a massive accounting fraud, which led to a thorough analysis of red flags that formed the basis of their current investment process.
Chris Prunty: The 4 small caps heading for ‘Hall of Fame’ status
Q: What characteristics help a stock make it into the QVG Hall of Fame?
To enter the Hall of Fame, a stock must show outstanding shareholder returns over a decade, with strong earnings growth even if revenue growth is moderate.
Chris Prunty: The 4 small caps heading for ‘Hall of Fame’ status
Q: What does the current change in economic backdrop mean for small caps in the markets?
Prunty indicates that small caps have recently seen weakness due to a spike in inflation and market fears, but they continue to follow their investment process regardless of market conditions.
Inside the Soul Patts compounding machine
Q: How do you approach private credit opportunities differently from typical market players?
Soul Patts seeks unique situations requiring flexible solutions, focusing on businesses' fundamental strength rather than just liquidation values.
Inside the Soul Patts compounding machine
Q: What role do real assets play in the Soul Patts portfolio?
Real assets provide defensive characteristics and cash flow growth, with stable, long-term tenants.

Audience Metrics

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

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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?

This business-focused podcast provides deep insights into the investing landscape through conversations with top fund managers, economists, and industry experts. The content regularly features discussions on various asset classes and investment strategies, analyzing market trends and dissecting the experiences of successful investors. It aims to cater to both novice and experienced investors, equipping listeners with knowledge and practical strategies for navigating the investment world. Unique for its emphasis on Australian financial markets, it has established a reputation for fostering a community of informed investors.

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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. Equity Mates Investing Podcast
5. The Money Puzzle

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?

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What guests have appeared on The Rules of Investing?

Recent guests on The Rules of Investing include:

1. Dr. David Allen
2. Chris Prunty
3. Chris Bedingfield
4. Lev Margolin
5. Matthew Kidman
6. Todd Barlow
7. Phil King
8. Viktor Shvets

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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