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The Rules of Investing

Livewire Markets
Interest Rates
Asset Allocation
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
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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InvestingBusiness

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Artwork for The Rules of Investing

Latest Episodes

Markets are on fire and bubble talk is everywhere. So how should investors respond? In this episode, Magellan’s Arvid Streimann breaks down how to keep emotion out of your decisions, where he’s finding genuine value, and why he still believes in the ... more

In this episode of The Rules of Investing, Centennial’s Matthew Kidman shares his playbook for the late stage of a structural bull market. He explains why valuations don’t matter (for now), how he found his first 10-bagger, and the standout managemen... more

Warryn Robertson has spent two decades investing in the assets that keep the world running — from toll roads to transmission lines and satellites. In this episode, he explains the rules for owning the world’s best assets, why getting the definition r... more

Two of Australia’s most respected investment firms share how they are positioning for tomorrow. Learn where they see opportunity and how their strategies are evolving. From private credit to gold, discover where Soul Patts’ Todd Barlow and Regal’s Ph... more

Key Facts

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Recent Guests

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
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

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.

Warryn Robertson: The secret to owning the world’s best assets
Q: What do you think investors are getting wrong about markets right now?
He points out that many investors are caught in irrational exuberance, underestimating risks while overvaluing potential gains, especially in emerging sectors like AI.
Warryn Robertson: The secret to owning the world’s best assets
Q: Could you tell me about a big win or a big loss from your career? What happened and what was the lesson?
Warryn reflects on the importance of defining infrastructure correctly, highlighting how it has helped him distinguish between various asset classes and seize investment opportunities.
Matthew Kidman: The two best times to make money in markets are coming
Q: What does the investment process look like in your fund?
We select stocks based on a rigorous process of analysis and engagement with each company, focusing on fundamentals and growth potential.
Matthew Kidman: The two best times to make money in markets are coming
Q: What are some of the common traits of a late-stage structural bull market?
Key traits include themes like the AI boom, appreciation of equities globally, and specific market indicators that signal positive growth.
Matthew Kidman: The two best times to make money in markets are coming
Q: Has your view changed on market predictions since your last presentation?
Yes, I think the view that we're late in the structural bull market still holds, but we see good opportunities in the next year or two.

Audience Metrics

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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. 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.

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. Matthew Kidman
2. Todd Barlow
3. Phil King
4. Viktor Shvets
5. Chris Stott
6. Kerry Sun
7. Jacob Celermajer
8. Niamh Brodie-Machura

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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