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The Rules of Investing is done for another year. But fear not! For those looking for some summer listening we’ve got a fresh Series of Success and More Interesting Stuff going live right now. Search for Success and More Interesting Stuff on Apple Pod...
When volatility strikes, investors invariably become more reflexive and less disciplined. But investing with reckless abandon is almost certainly going to lead to bad outcomes. Experienced investors stick to the game plan - a game plan borne of e...
In tomorrow's episode of The Rules of Investing, I sit down with Hall of Famer Matt Williams - a portfolio manager at Airlie Funds Management. Matt runs Airlie's Aussie share fund. We cover a lot of ground, including the way he views today's market, ...
Growth investing has ruled the roost for the last decade. If you wanted astronomical gains, Big Tech was the train you needed to be on. Didn't matter which carriage, they were all coupled together. But that all went belly up this year, with the gr...
How the mighty have fallen. Large cap growth is on the nose. The NASDAQ composite is down roughly 30% this year, and it may have some way to go yet. But growth investing as a style isn’t going anywhere. Rather, it will need to adapt to the times. I...
It’s been a crazy year for virtually every asset class. Commodities have been particularly interesting, though, because earlier this year, when most everything was selling off, commodities went on a bull run! It’s a highly volatile sector, exposed t...
It’s been a crazy year for virtually every asset class. Commodities have been particularly interesting, though, because earlier this year, when just about everything was selling off, commodities went on a bull run. It’s a highly volatile sector, expo...
When I ask most fund managers about today's operating environment, they almost invariably respond with words like 'difficult', 'complex', or 'bearish'. And you can't blame them. The age of cheap money and growth at any cost is over. They're not defe...
Last week, London-based economist and founder of Longview Economics Chris Watling walked into a pub and ordered three pints of beer. The barman poured the pints and promptly asked Watling for £30. There was a pause, as the two made eye contact before...