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The Rules of Investing

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

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
Number of ListenersCategories
BusinessInvesting

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Artwork for The Rules of Investing

Latest Episodes

Christopher Joye is making a bold call on the US. He believes Trump’s policies will deliver exceptionally strong growth, fuelled by tariffs, tax cuts, and trillions in AI-driven investment. In this episode, Joye explains why he is so bullish on Ameri... more

Large caps are often seen as the steady corner of the market, but recent months have reminded us they’re anything but boring. On this episode of The Rules of Investing, Anna Milne, Deputy Portfolio Manager of WAM Leaders shares how Wilson Asset Manag... more

August reporting season was a rollercoaster but it didn't stop the momentum that has been pushing the ASX higher in 2025.

There were shock sell-offs, steady beats, and a very strong showing from small caps. To help make sense of it, Livewire spoke w... more

MA Financial has built its reputation in the toughest corner of the corporate world, restructures. In the years after the GFC, it advised on some of Australia’s most complex and high-profile turnarounds, from Centro Properties and Alinta Energy to Ba... more

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Recent Guests

Chris Stott
Small cap stock picker and expert from 1851 Capital.
1851 Capital
Episode: Chris Stott: Why small caps are firing and 5 'Reporting Season Awards'
Kerry Sun
Content manager and analyst at Market Index.
Market Index
Episode: Chris Stott: Why small caps are firing and 5 'Reporting Season Awards'
Jacob Celermajer
Investor and portfolio manager at Cordis Asset Management
Cordis Asset Management
Episode: Life changing technology meets a structural growth industry
Niamh Brodie-Machura
Chief Investment Officer of Equities at Fidelity
Fidelity
Episode: Equities up, bonds behaving but what is the US dollar telling investors?
Mark Mobius
Globally renowned investor and pioneer in emerging markets investing
Mobius Emerging Opportunities Fund
Episode: Mark Mobius: Change is coming and most companies are not prepared
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

Host

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

Reviews

4.7 out of 5 stars from 390 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
    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.

Talking Points

Recent interactions between the hosts and their guests.

Anna Milne: 4 steady performers, 2 fallen angels and the 'must-own' commodity right now
Q: If you could only own shares in one company for the next five years, which would it be?
Goodman Group, due to its strategic positioning in global data center development and the ongoing relevance of AI.
Anna Milne: 4 steady performers, 2 fallen angels and the 'must-own' commodity right now
Q: What do you think investors are getting wrong about markets right now?
Investors are overlooking the fragility of the current market setup, particularly regarding interest rates and liquidity.
Anna Milne: 4 steady performers, 2 fallen angels and the 'must-own' commodity right now
Q: What insight from leading CEOs has influenced your perspective on an industry or business?
The psychological aspect of motivating employees is crucial, as demonstrated by the CEO of Cleanaway who emphasized the impact of team performance on community contributions.
Lessons from the ‘dark side’ of credit
Q: What do you think is an edge or a point of difference that you have in this market?
Proprietary deal flow, alignment, and workout capabilities are key factors for success in private credit management.
Lessons from the ‘dark side’ of credit
Q: Could you explain why you have that view from both the public and private markets perspective?
Capital has shifted significantly to passive structures, making it harder to find alpha in public markets, while private markets remain dynamic with bespoke opportunities.

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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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. 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.

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What guests have appeared on The Rules of Investing?

Recent guests on The Rules of Investing include:

1. Chris Stott
2. Kerry Sun
3. Jacob Celermajer
4. Niamh Brodie-Machura
5. Mark Mobius
6. Vimal Gor
7. Josh Cummings
8. Marcus Padley

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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