Rules of Investing
Rules of Investing

Rules of Investing

@rulesofinvesting

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Podcasts

Preview: Exclusive interview with Jeremy Grantham

A special preview of our nearly two hour long interview with investing legend, Jeremy Grantham. The full episode will be released on Friday.

692 downloads May 26, 2021
Making money from unloved and out-of-favour stocks

It takes a special type of person to be a contrarian investor. Few people are willing to buy companies while others predict doom. It means accepting that you won’t always get it right, and the ability to put aside preconceived ideas about a company a...

738 downloads May 14, 2021
Winning the vaccine trade – where to next?

Getting the ‘vaccine trade’ right was perhaps the single biggest influence on performance for most fund managers in the second half of 2020. Equity markets jumped 10% in November on the back of the announcement, a huge month by any account. But for t...

705 downloads Apr 30, 2021
Inside Morgan Stanley’s bullish bet on the recovery

In early 2020, Nathan Lim, Head of Wealth Management Research at Morgan Stanley Wealth Management, noticed a strange phenomena. Chinese New Year had just passed, but thermal coal consumption wasn't recovering as it normally does. This rang alarm bel...

726 downloads Apr 16, 2021
An inflection point for Aussie shares

In recent months, much has been said on growth versus value, and tech stocks versus cyclical stocks. But focusing on these labels misses the true underlying driver of these trends: duration.  But what exactly is duration? A ‘long duration’ asset simp...

853 downloads Apr 12, 2021
The biggest question facing investors today

All investors are at the mercy of interest rates. As interest rates go down, asset values go up, which has been a huge supporter of returns in recent years. But it works in reverse too. As we’ve seen recently, when rates go up, it can trigger volatil...

770 downloads Mar 26, 2021
The 15 stock portfolio

Most equity investors would advocate holding a highly diversified portfolio of 20 to 50 stocks, looking to reduce risk and bring returns closer to that of the index. But this attitude misses a key fact, according to Bob Desmond from Evans and Partner...

654 downloads Feb 26, 2021
Finding value in dark corners of the market

Steve Johnson has built a reputation for himself and the team at Forager Funds for uncovering value in dark corners of the market. But in recent years, he’s learned the need for patience in this area, as extreme opportunities are not always apparent....

695 downloads Feb 12, 2021
Season's greetings from Livewire Markets

A quick note to say thank you for listening this year and preview some upcoming content over the holidays.

729 downloads Dec 23, 2020
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