Matthew Kidman: Uncut
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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...
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...
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...
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...
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...
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...
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...
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...
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 ...