G
G8
Organization
A coalition of Australia’s leading research-intensive universities, representing major institutions across the country.
3 episodes featuring G8
The Rules of Investing
Volatility widens Australia’s value-investing gap
Philipp Hofflin argues that unusually wide valuation differences and sharp market reactions are creating opportunities, while macroeconomic and AI risks complicate the case for value.
Sep 18, 2026 · 42 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
Equity Mates Investing Podcast
Dividend income promises freedom but demands disciplined diversification
The episode tests whether dividends can replace employment income without sacrificing total returns or taking on avoidable concentration risk.
Aug 24, 2026 · 39 min