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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

PublishesWeeklyEpisodes100Founded8 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Rules of Investing

Latest Episodes

Gold has re-entered the spotlight, but L1 Capital believes investors may be looking in the wrong place. After years of investing in commodities, the firm formalised its view with a dedicated gold strategy in March 2025, now set to list as the L1 Gold... more

Periods of intense uncertainty test even the most seasoned investors. Today, markets face several competing forces: artificial intelligence reshaping industries, geopolitical tensions fuelling energy volatility, and elevated valuations alongside conc... more

For much of the past year, investors have been focused on growth stocks and AI winners. But some of the strongest returns have come from stocks the market had largely written off. James Hawkins, Head of L1 Capital’s Catalyst Fund, is building a reput... more

Private lending has expanded rapidly over the past decade as banks pulled back from parts of the corporate market. The result has been a surge of capital chasing income, but the speed of that growth is also raising questions about how the sector will... more

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Recent Guests

Ryan Donnar
Managing partner and investment committee member at Privity Credit
Privity Credit
Episode: Returns today, risk tomorrow. The next shakeout will show who got lending right
James Gerrish
Portfolio Manager at Market Partners and Market Matters
Market Partners
Episode: Bids, beats and bumper dividends. Reporting season takes a positive turn
Nerida Conisbee
One of the most influential voices in Australian real estate.
Ray White
Episode: 4 property market hotspots and 2 big ideas to fix affordability
Kiril Ruvinsky
One of the most interesting thinkers on the Sydney property market.
Strategic Investor Group
Episode: 4 property market hotspots and 2 big ideas to fix affordability
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

Host

James Marlay
Co-founder at Livewire Markets and host of The Rules of Investing.

Reviews

4.7 out of 5 stars from 395 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..
    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
  • 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 appreciate the lineup of knowledgeable guests who provide deep insights into market trends and strategies.
Some feedback indicates disappointment with perceived bias or promotional content from guests rather than objective analysis.
Many find the podcast informative and well-prepared, with high production quality but express concerns about sound levels in some episodes.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Why this global manager backed L1 with $50m
Q: What do you think investors are getting wrong about markets today?
Investors are underwriting too much potential from the capex cycle in AI, overlooking market fundamentals.
Why this global manager backed L1 with $50m
Q: How important is it right now to have the ability to have your mind changed?
It's essential when making portfolio decisions due to constantly evolving market conditions.
Pay attention to insider buying as the dust settles on wild reporting season
Q: How do you see the stock team responding to these results moving forward?
Investors should be mindful of the momentum in the market, as many companies are showing positive top-line growth and solid cost management.
Pay attention to insider buying as the dust settles on wild reporting season
Q: What did you make of this last week at a headline or highlight level?
It was a good week with mostly positive results from ASX 100 and ASX 200, making it one of the best reporting seasons in memory.
Simon Doyle on choosing the best assets for protecting portfolios from inflation
Q: What are your top three asset classes that you think are most consistent or reliable for fending off inflation?
Inflation linked bonds, commodities, and equities are highlighted as effective asset classes for combating inflation.

Audience Metrics

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Listeners per Episode
Gender Skew
Location
Interests
Professions
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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 podcast offers insights from some of Australia's top fund managers, economists, and industry experts, providing listeners with valuable information on investment strategies and market trends. The discussions are structured around the experiences and expertise of guests, which helps both novice and seasoned investors alike to understand the nuances of investing. Key recurring themes include comprehensive market analysis, portfolio management strategies, inflation, real estate trends, and the impact of macroeconomic factors on investments.

Moreover, the engaging format allows for in-depth conversations that shed light on the reasoning behind investment decisions. This not only helps listeners keep up with the dynamic financial landscape... more

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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
5. Equity Mates Investing Podcast

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.

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What guests have appeared on The Rules of Investing?

Recent guests on The Rules of Investing include:

1. Ryan Donnar
2. James Gerrish
3. Nerida Conisbee
4. Kiril Ruvinsky
5. Dr. David Allen
6. Chris Prunty
7. Chris Bedingfield
8. Lev Margolin

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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