Matthew Kidman: Uncut

Matthew Kidman: Uncut

Regular readers of Livewire will know Matthew Kidman from his role as ‘anchorman’ for the popular Buy Hold Sell video series. He has also played a critical role in expertly moderating panel sessions at the annual Livewire Live investor event.

Matthew is a highly accomplished investor with an impressive track record. Following 13 years at Wilson Asset Management where Kidman established his own firm Centennial Asset Management.

A common request we receive at Livewire is to hear Matthew’s views on investing and markets. Today, we’re delighted to bring you an in-depth discussion covering Matthew’s investment philosophy, his current views on equity markets, two small cap ideas that meet his criteria, one investment lesson that keeps coming back to bite him and plenty more…

Guest host: James Marlay, co-founder and Executive Director at Livewire Markets.

Show More

Backward
Play
Forward
1x speed
  • 0.5
  • 1
  • 1.5
  • 2
Other episodes
Platinum and Magellan: Inside the minds of Australia’s most successful global investors

Platinum and Magellan: Inside the minds of Australia’s most successful global investors

In late December of 2018, I received an email that caught me by surprise. It came from someone I’d never met with an unexpected proposition. The concept was to kick off 2019 with a constructive discussion between the Chief Investment Officers of Plat...

787 downloads Rules of Investing Mar 07, 2019
57m
The hottest investment theme on Earth

The hottest investment theme on Earth

Guests: Tom King, OAM; Simon Holmes à Court.

When Al Gore’s “An Inconvenient Truth” was released 13 years ago, it brought the issue of climate change to the fore of people’s minds around the world. It might surprise you then, that the effects of gr...

684 downloads Rules of Investing Feb 28, 2019
39m
Investing in Global Disruption with Jeff Cole

Investing in Global Disruption with Jeff Cole

This week’s guest on the podcast is Jeff Cole, Founder and Director of The Center for the Digital Future, and a member of the investment committee for the E&P Global Disruption Fund. While Jeff’s is far from a household name, his work has been at the cor...

569 downloads Rules of Investing Feb 14, 2019
52m
Padley: The problem with buy and hold

Padley: The problem with buy and hold

Guest: Marcus Padley, Director, Marcus Today.
Popular wisdom from the likes of Warren Buffett, Jack Bogle, and Burton Malkiel (author of A Random Walk Down Wall Street) states that it's near-impossible to consistently time the market, so why even try? Ju...

606 downloads Rules of Investing Feb 06, 2019
43m
Cooper reviews the Cooper Review

Cooper reviews the Cooper Review

Guest: Jeremy Cooper, Chairman of Retirement Income, Challenger Ltd.

10 years ago, Jeremy Cooper, now Chairman of Retirement Income at Challenger, Chaired the Federal Government’s Super System Review, commonly known as the Cooper Review. With the final...

638 downloads Rules of Investing Feb 01, 2019
44m
Platinum: The opportunity of a generation

Platinum: The opportunity of a generation

Guest: Andrew Clifford, Chief Investment Officer, Platinum Asset Management.
Host: James Marlay, co-founder, Livewire Markets.
If you’d invested $20k with Platinum Asset Management when the firm opened in 1995 you’d be sitting on around $320k today, a r...

807 downloads Rules of Investing Dec 27, 2018
31m
Chris Stott: One last call

Chris Stott: One last call

Guest: Chris Stott, former CIO of Wilson Asset Management.
Host: James Marlay, Executive Director & Co-founder of Livewire Markets.

At age 37 Chris Stott has called time on his investment career at Wilson Asset Management. Given the current state of ma...

583 downloads Rules of Investing Dec 16, 2018
27m
Fresh ideas from Future Generation

Fresh ideas from Future Generation

This week on The Rules of Investing podcast, we've got a special episode featuring three guests from Future Generation (ASX:FGX & ASX:FGG). The Future Generation companies are set up to provide charities with an annual stream of donations, with providing...

641 downloads Rules of Investing Dec 07, 2018
46m
The value in being contrarian

The value in being contrarian

Guest: Tim Hillier, Allan Gray

Contrarians can be a lot like teenagers: they think they’re all different but end up looking the same. This however, is not true of this week’s guest, Tim Hillier from Allan Gray. Case in point: when asked what stock he’d ...

662 downloads Rules of Investing Nov 28, 2018
36m
Suggested Stories

Who would have guessed laws required companies to request...

DisinterestedSep 25, 2022
0 mins read

The question of whether abortion should be legal has been...

DanielJun 26, 2022
4 mins read

Four-time major winner Brooks Koepka has also left the PG...

sportislife15Jun 26, 2022
0 mins read

The subsidisation of unreliable “renewable” power is why ...

DisinterestedJun 19, 2022
0 mins read

LIV Golf is off to a good start, whatever the PGA Tour an...

sportislife15Jun 11, 2022
4 mins read

All governments eventually lose power, but the Liberal Pa...

DanielMay 29, 2022
4 mins read