The Rules of Investing
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 you. New episodes are released every second Friday, available on Livewire Markets, Spotify, Apple Podcasts, and YouTube.
6 episodes
Episodes
The Rules of Investing
Dent sees room for equities despite late-cycle risks
The episode tests whether investors should stay exposed to expensive markets while AI spending, geopolitics and rising yields reshape the opportunity set.
Sep 25, 2026 · 44 min
The Rules of Investing
Value investors find opportunity in Australia’s fallen angels
The discussion tests whether depressed expectations and market volatility are creating durable opportunities—or simply disguising structural risks.
Sep 18, 2026 · 42 min
The Rules of Investing
Value investors challenge AI-driven index concentration
The episode examines whether benchmark concentration and AI enthusiasm are obscuring mispriced opportunities—and risks—across the wider market.
Aug 28, 2026 · 60 min
The Rules of Investing
Investors rethink diversification as inflation reshapes portfolios
The traditional balance between equities and government bonds is under pressure, forcing investors to reconsider how portfolios manage inflation, rates and shocks.
Aug 14, 2026 · 46 min
The Rules of Investing
Curiosity helps investors find tomorrow’s mega-caps
The episode examines how disciplined research can turn uncertainty across technology, energy and healthcare into long-term investment conviction.
Aug 7, 2026 · 58 min
The Rules of Investing
Ryder targets forced selling in overlooked small caps
Lauren De Zilva explains how Ryder Capital balances concentrated bets and fully franked dividends against the risks of small-company investing.
Jul 17, 2026 · 46 min